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 MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 5 |
Wells Fargo
WFC
|
$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $961M | 0.14% |
8,013,188
-13,277,163
| -62% | -$1.59B |
|
152
iShares Core US Aggregate Bond ETF
AGG
$131B
| $958M | 0.14% |
8,104,973
-11,369,148
| -58% | -$1.34B |
|
153
Automatic Data Processing
ADP
$122B
| $955M | 0.14% |
5,418,803
-1,403,919
| -21% | -$247M |
|
154
Microchip Technology
MCHP
$34.8B
| $954M | 0.14% |
13,814,732
+47,366
| +0.3% | +$3.27M |
|
155
Cisco
CSCO
$269B
| $950M | 0.14% |
21,230,524
-1,008,391
| -5% | -$45.1M |
|
156
Zillow
Z
$20.3B
| $935M | 0.14% |
7,204,401
+1,137,554
| +19% | +$148M |
|
157
Loews
L
$20.2B
| $928M | 0.14% |
20,603,541
-877,940
| -4% | -$39.5M |
|
158
General Dynamics
GD
$86.7B
| $920M | 0.14% |
6,180,095
-202,555
| -3% | -$30.1M |
|
159
MarketAxess Holdings
MKTX
$6.73B
| $915M | 0.13% |
1,604,416
-37,576
| -2% | -$21.4M |
|
160
Union Pacific
UNP
$132B
| $912M | 0.13% |
4,379,248
+96,467
| +2% | +$20.1M |
|
161
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $911M | 0.13% |
10,287,300
-867,427
| -8% | -$76.8M |
|
162
IBM
IBM
$230B
| $907M | 0.13% |
7,533,272
-761,270
| -9% | -$91.6M |
|
163
Lyft
LYFT
$6.97B
| $900M | 0.13% |
18,322,064
-4,279,249
| -19% | -$210M |
|
164
Corpay
CPAY
$22.6B
| $899M | 0.13% |
3,296,478
-699,344
| -18% | -$191M |
|
165
Sherwin-Williams
SHW
$91.2B
| $896M | 0.13% |
3,658,494
-633,348
| -15% | -$155M |
|
166
Infosys
INFY
$68.8B
| $889M | 0.13% |
52,461,284
+366,371
| +0.7% | +$6.21M |
|
167
Vanguard Real Estate ETF
VNQ
$34.3B
| $883M | 0.13% |
10,398,352
+1,641,649
| +19% | +$139M |
|
168
Exact Sciences
EXAS
$9.73B
| $867M | 0.13% |
6,546,776
+1,481,633
| +29% | +$196M |
|
169
iShares US Treasury Bond ETF
GOVT
$27.9B
| $852M | 0.13% |
31,289,188
+937,632
| +3% | +$25.5M |
|
170
Crown Holdings
CCK
$10.7B
| $850M | 0.13% |
8,487,698
-774,459
| -8% | -$77.6M |
|
171
Public Storage
PSA
$51.3B
| $834M | 0.12% |
3,612,431
-769,535
| -18% | -$178M |
|
172
Ameriprise Financial
AMP
$48.3B
| $833M | 0.12% |
4,288,155
-186,377
| -4% | -$36.2M |
|
173
Booz Allen Hamilton
BAH
$12.7B
| $829M | 0.12% |
9,514,397
+8,678
| +0.1% | +$757K |
|
174
ServiceNow
NOW
$186B
| $829M | 0.12% |
1,506,023
-520,424
| -26% | -$286M |
|
175
Altria Group
MO
$112B
| $825M | 0.12% |
20,118,142
-3,003,656
| -13% | -$123M |
|