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 |
Apple
AAPL
|
$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Microsoft
MSFT
|
$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.64B |
| 5 |
Broadcom
AVGO
|
$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.19B |
| 3 |
Progressive
PGR
|
$1.63B |
| 4 |
Adobe
ADBE
|
$1.62B |
| 5 |
Salesforce
CRM
|
$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Blackstone
BX
$133B
| $1.9B | 0.16% |
15,309,206
+1,492,288
| +11% | +$185M |
|
127
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $1.89B | 0.16% |
20,184,313
+5,199,768
| +35% | +$487M |
|
128
Quanta Services
PWR
$56B
| $1.87B | 0.15% |
7,368,237
+582,984
| +9% | +$148M |
|
129
Amphenol
APH
$138B
| $1.86B | 0.15% |
27,631,881
-5,173,725
| -16% | -$349M |
|
130
KKR & Co
KKR
$122B
| $1.83B | 0.15% |
17,385,779
+4,495,779
| +35% | +$473M |
|
|
131
Adobe
ADBE
$146B
| $1.82B | 0.15% |
3,280,164
-2,909,991
| -47% | -$1.62B |
|
132
Public Service Enterprise Group
PEG
$40.8B
| $1.81B | 0.15% |
24,528,027
-1,197,565
| -5% | -$88.3M |
|
133
Chubb
CB
$112B
| $1.79B | 0.15% |
7,033,486
-1,281,641
| -15% | -$327M |
|
134
Truist Financial
TFC
$60.7B
| $1.74B | 0.14% |
44,823,697
+9,223,118
| +26% | +$358M |
|
135
Shopify
SHOP
$189B
| $1.73B | 0.14% |
26,119,157
-6,507,385
| -20% | -$430M |
|
136
Trade Desk
TTD
$25.4B
| $1.72B | 0.14% |
17,627,585
+2,668,227
| +18% | +$261M |
|
137
General Dynamics
GD
$86.7B
| $1.69B | 0.14% |
5,821,672
+62,796
| +1% | +$18.2M |
|
138
Ameriprise Financial
AMP
$48.3B
| $1.68B | 0.14% |
3,926,777
+82,612
| +2% | +$35.3M |
|
139
Air Products & Chemicals
APD
$64.5B
| $1.67B | 0.14% |
6,488,796
-382,992
| -6% | -$98.8M |
|
140
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.67B | 0.14% |
31,235,624
+1,916,081
| +7% | +$103M |
|
141
Norfolk Southern
NSC
$62.8B
| $1.66B | 0.14% |
7,738,852
-1,486,214
| -16% | -$319M |
|
142
D.R. Horton
DHI
$52.7B
| $1.66B | 0.14% |
11,783,619
+303,595
| +3% | +$42.8M |
|
143
Digital Realty Trust
DLR
$55.5B
| $1.63B | 0.13% |
10,727,796
+2,789,055
| +35% | +$424M |
|
144
HubSpot
HUBS
$24.5B
| $1.62B | 0.13% |
2,753,697
+88,139
| +3% | +$52M |
|
145
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.61B | 0.13% |
11,034,007
-3,116,313
| -22% | -$454M |
|
146
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.96B
| $1.61B | 0.13% |
18,235,856
+752,133
| +4% | +$66.2M |
|
147
Monster Beverage
MNST
$62B
| $1.6B | 0.13% |
32,069,508
+8,569,958
| +36% | +$428M |
|
148
Hilton Worldwide
HLT
$65.4B
| $1.58B | 0.13% |
7,225,709
-818,489
| -10% | -$179M |
|
149
iShares Russell 1000 Value ETF
IWD
$63.7B
| $1.57B | 0.13% |
9,015,957
-709,425
| -7% | -$124M |
|
150
Vulcan Materials
VMC
$38.6B
| $1.57B | 0.13% |
6,325,191
+1,371,882
| +28% | +$341M |
|