JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI EAFE ETF
EFA
$65.9B
| $1.43B | 0.16% |
20,688,891
-4,839,046
| -19% | -$334M |
|
|
PXD
127
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.41B | 0.16% |
6,154,630
+448,214
| +8% | +$103M |
|
128
General Dynamics
GD
$86.7B
| $1.41B | 0.16% |
6,381,583
-1,215,936
| -16% | -$269M |
|
129
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.96B
| $1.4B | 0.15% |
18,600,423
-1,843,373
| -9% | -$139M |
|
130
Infosys
INFY
$68.8B
| $1.4B | 0.15% |
81,636,365
-1,463,133
| -2% | -$25M |
|
131
Pfizer
PFE
$140B
| $1.38B | 0.15% |
41,464,283
-1,512,254
| -4% | -$50.2M |
|
132
PNC Financial Services
PNC
$81.7B
| $1.37B | 0.15% |
11,156,996
+547,695
| +5% | +$67.2M |
|
133
Amgen
AMGN
$151B
| $1.35B | 0.15% |
5,031,749
-73,857
| -1% | -$19.8M |
|
134
HubSpot
HUBS
$24.5B
| $1.34B | 0.15% |
2,716,774
+170,381
| +7% | +$83.9M |
|
135
ASML
ASML
$296B
| $1.33B | 0.15% |
2,264,904
+109,249
| +5% | +$64.3M |
|
136
iShares Russell 1000 Value ETF
IWD
$63.7B
| $1.3B | 0.14% |
8,588,961
-221,421
| -3% | -$33.6M |
|
137
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $1.28B | 0.14% |
17,078,527
-116,652
| -0.7% | -$8.77M |
|
138
Amphenol
APH
$138B
| $1.28B | 0.14% |
30,559,822
+1,306,708
| +4% | +$54.9M |
|
139
Biogen
BIIB
$20.5B
| $1.28B | 0.14% |
4,985,752
+514,565
| +12% | +$132M |
|
140
Charter Communications
CHTR
$35.4B
| $1.28B | 0.14% |
2,908,127
-300,768
| -9% | -$132M |
|
141
Starbucks
SBUX
$98.9B
| $1.28B | 0.14% |
13,997,784
-148,915
| -1% | -$13.6M |
|
142
iShares Russell 2000 ETF
IWM
$67.4B
| $1.28B | 0.14% |
7,220,136
-908,536
| -11% | -$161M |
|
143
Boston Scientific
BSX
$159B
| $1.27B | 0.14% |
24,103,972
+940,531
| +4% | +$49.7M |
|
144
Exact Sciences
EXAS
$9.73B
| $1.25B | 0.14% |
18,292,619
+3,293,699
| +22% | +$225M |
|
145
Align Technology
ALGN
$9.76B
| $1.24B | 0.14% |
4,072,916
+794,556
| +24% | +$243M |
|
146
Union Pacific
UNP
$132B
| $1.22B | 0.13% |
6,005,969
-1,443,980
| -19% | -$294M |
|
147
Cisco
CSCO
$269B
| $1.22B | 0.13% |
22,616,713
+1,706,717
| +8% | +$91.8M |
|
148
ServiceNow
NOW
$186B
| $1.21B | 0.13% |
2,172,173
+92,221
| +4% | +$51.5M |
|
149
Blackstone
BX
$133B
| $1.21B | 0.13% |
11,314,184
+923,233
| +9% | +$98.9M |
|
150
HDFC Bank
HDB
$181B
| $1.2B | 0.13% |
20,390,537
-9,239,709
| -31% | -$545M |
|