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
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Intuit
INTU
$189B
| $747M | 0.14% |
2,520,604
-568,650
| -18% | -$168M |
|
152
Trade Desk
TTD
$25B
| $740M | 0.14% |
18,210,400
+374,610
| +2% | +$15.2M |
|
153
Industrial Select Sector SPDR Fund
XLI
$23B
| $737M | 0.14% |
10,727,098
+4,622,104
| +76% | +$318M |
|
154
Eastman Chemical
EMN
$7.85B
| $728M | 0.14% |
10,450,174
+1,791,933
| +21% | +$125M |
|
155
Loews
L
$20B
| $722M | 0.14% |
21,049,551
+1,836,255
| +10% | +$63M |
|
156
IBM
IBM
$229B
| $720M | 0.14% |
6,234,951
-862,931
| -12% | -$99.6M |
|
157
US Bancorp
USB
$75.3B
| $717M | 0.14% |
19,463,266
+320,501
| +2% | +$11.8M |
|
158
Capital One
COF
$141B
| $713M | 0.14% |
11,385,037
-855,435
| -7% | -$53.5M |
|
159
Baxter International
BAX
$12.4B
| $709M | 0.14% |
8,237,755
+301,876
| +4% | +$26M |
|
160
iShares Russell Mid-Cap ETF
IWR
$44.2B
| $705M | 0.14% |
13,159,076
-294,814
| -2% | -$15.8M |
|
161
TJX Companies
TJX
$156B
| $701M | 0.14% |
13,857,249
+1,250,130
| +10% | +$63.2M |
|
162
Broadcom
AVGO
$1.58T
| $700M | 0.14% |
22,182,610
+959,230
| +5% | +$30.3M |
|
163
Hartford Financial Services
HIG
$37.3B
| $699M | 0.13% |
18,127,984
-659,226
| -4% | -$25.4M |
|
164
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $691M | 0.13% |
14,521,926
+2,630,987
| +22% | +$125M |
|
165
Amphenol
APH
$134B
| $690M | 0.13% |
28,818,484
-3,282,808
| -10% | -$78.6M |
|
166
New Oriental
EDU
$7.97B
| $676M | 0.13% |
5,193,194
+2,146,804
| +70% | +$280M |
|
167
Yum! Brands
YUM
$40.2B
| $669M | 0.13% |
7,699,275
+3,556,377
| +86% | +$309M |
|
168
iShares Core MSCI Europe ETF
IEUR
$6.84B
| $666M | 0.13% |
15,583,597
+1,985,368
| +15% | +$84.9M |
|
169
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$950M
| $663M | 0.13% |
9,289,901
-536,590
| -5% | -$38.3M |
|
170
Microchip Technology
MCHP
$35.4B
| $654M | 0.13% |
12,419,186
+4,571,722
| +58% | +$241M |
|
171
Cencora
COR
$56.7B
| $652M | 0.13% |
6,472,207
+1,579,811
| +32% | +$159M |
|
172
PPG Industries
PPG
$24.8B
| $651M | 0.13% |
6,140,452
+763,119
| +14% | +$80.9M |
|
173
Wells Fargo
WFC
$254B
| $636M | 0.12% |
24,831,219
-14,318,265
| -37% | -$367M |
|
174
lululemon athletica
LULU
$20.3B
| $635M | 0.12% |
2,035,480
-261,175
| -11% | -$81.5M |
|
175
Public Storage
PSA
$51.9B
| $619M | 0.12% |
3,227,508
-644,133
| -17% | -$124M |
|