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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
HubSpot
HUBS
$25.7B
| $2.32B | 0.17% |
3,327,296
+505,101
| +18% | +$352M |
|
127
Howmet Aerospace
HWM
$71.8B
| $2.21B | 0.16% |
20,198,146
+2,486,649
| +14% | +$272M |
|
128
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $2.19B | 0.16% |
37,620,327
+23,351,829
| +164% | +$1.36B |
|
129
Applovin
APP
$166B
| $2.13B | 0.16% |
6,584,244
+3,622,920
| +122% | +$1.17B |
|
130
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $2.11B | 0.16% |
46,510,374
+37,928,555
| +442% | +$1.72B |
|
131
Truist Financial
TFC
$60B
| $2.1B | 0.16% |
48,327,473
-3,283,072
| -6% | -$142M |
|
132
Air Products & Chemicals
APD
$64.5B
| $2.09B | 0.16% |
7,199,640
+1,153,115
| +19% | +$334M |
|
133
Trade Desk
TTD
$25.5B
| $2.08B | 0.16% |
17,715,037
+917,822
| +5% | +$108M |
|
134
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $2.08B | 0.15% |
26,903,564
+4,647,759
| +21% | +$359M |
|
135
Capital One
COF
$142B
| $2.04B | 0.15% |
11,424,205
+1,971,596
| +21% | +$352M |
|
136
Lam Research
LRCX
$130B
| $1.98B | 0.15% |
27,443,281
-15,172,299
| -36% | -$1.1B |
|
137
US Bancorp
USB
$75.9B
| $1.96B | 0.15% |
40,913,678
+1,092,599
| +3% | +$52.3M |
|
138
Hilton Worldwide
HLT
$64B
| $1.95B | 0.15% |
7,898,986
+919,424
| +13% | +$227M |
|
139
Aon
AON
$79.9B
| $1.92B | 0.14% |
5,355,382
+394,679
| +8% | +$142M |
|
140
Carrier Global
CARR
$55.8B
| $1.81B | 0.13% |
26,457,940
-2,375,456
| -8% | -$162M |
|
141
RTX Corp
RTX
$211B
| $1.8B | 0.13% |
15,591,109
-1,625,370
| -9% | -$188M |
|
142
Dover
DOV
$24.4B
| $1.8B | 0.13% |
9,588,281
-796,414
| -8% | -$149M |
|
143
ASML
ASML
$307B
| $1.79B | 0.13% |
2,588,600
+1,166,532
| +82% | +$809M |
|
144
PNC Financial Services
PNC
$80.5B
| $1.79B | 0.13% |
9,274,527
-273,648
| -3% | -$52.8M |
|
145
Travelers Companies
TRV
$62B
| $1.78B | 0.13% |
7,409,085
-4,271,722
| -37% | -$1.03B |
|
146
Fiserv
FI
$73.4B
| $1.77B | 0.13% |
8,593,064
-3,711,811
| -30% | -$762M |
|
147
Norfolk Southern
NSC
$62.3B
| $1.76B | 0.13% |
7,516,319
-301,317
| -4% | -$70.7M |
|
148
Northrop Grumman
NOC
$83.2B
| $1.76B | 0.13% |
3,753,511
-302,676
| -7% | -$142M |
|
149
Ventas
VTR
$30.9B
| $1.75B | 0.13% |
29,736,092
+2,178,612
| +8% | +$128M |
|
150
Chubb
CB
$111B
| $1.75B | 0.13% |
6,324,823
-529,934
| -8% | -$146M |
|