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 |
Vanguard Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Becton Dickinson
BDX
$54.8B
| $1.13B | 0.14% |
4,482,008
-692,814
| -13% | -$175M |
|
152
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.13B | 0.14% |
13,596,398
-8,746,311
| -39% | -$729M |
|
153
CMS Energy
CMS
$21.4B
| $1.13B | 0.14% |
16,190,977
+214,355
| +1% | +$15M |
|
154
State Street
STT
$32.4B
| $1.12B | 0.13% |
12,847,141
+216,318
| +2% | +$18.8M |
|
155
Eastman Chemical
EMN
$7.88B
| $1.1B | 0.13% |
9,845,456
-208,433
| -2% | -$23.4M |
|
156
Ameriprise Financial
AMP
$48.3B
| $1.1B | 0.13% |
3,650,545
+21,757
| +0.6% | +$6.53M |
|
157
Netflix
NFLX
$534B
| $1.1B | 0.13% |
2,923,565
-617,984
| -17% | -$231M |
|
158
Public Storage
PSA
$51.3B
| $1.09B | 0.13% |
2,781,663
+362,327
| +15% | +$141M |
|
159
Cigna
CI
$81.2B
| $1.07B | 0.13% |
4,453,492
+244,431
| +6% | +$58.6M |
|
160
Costco
COST
$424B
| $1.06B | 0.13% |
1,837,053
+408,014
| +29% | +$235M |
|
161
Leidos
LDOS
$22.9B
| $1.06B | 0.13% |
9,780,250
-108,412
| -1% | -$11.7M |
|
162
Vanguard Mid-Cap ETF
VO
$87.4B
| $1.05B | 0.13% |
4,434,743
+224,767
| +5% | +$53.5M |
|
163
Hilton Worldwide
HLT
$65.4B
| $1.04B | 0.13% |
6,880,634
+3,465,738
| +101% | +$526M |
|
164
Constellation Brands
STZ
$25.7B
| $1.03B | 0.12% |
4,461,656
-278,855
| -6% | -$64.2M |
|
165
Corpay
CPAY
$22.6B
| $1.03B | 0.12% |
4,116,029
+89,065
| +2% | +$22.2M |
|
166
AvalonBay Communities
AVB
$27.4B
| $1.02B | 0.12% |
4,111,262
-102,978
| -2% | -$25.6M |
|
167
Honeywell
HON
$137B
| $1.01B | 0.12% |
5,192,158
+156,564
| +3% | +$30.5M |
|
168
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.01B | 0.12% |
18,093,364
-178,650
| -1% | -$9.92M |
|
169
Chipotle Mexican Grill
CMG
$55.5B
| $1B | 0.12% |
31,737,350
-5,026,750
| -14% | -$159M |
|
170
Boston Properties
BXP
$11.9B
| $1B | 0.12% |
7,789,627
+1,188,677
| +18% | +$153M |
|
171
Equinix
EQIX
$75.2B
| $998M | 0.12% |
1,345,485
-70,392
| -5% | -$52.2M |
|
172
Loews
L
$20.2B
| $998M | 0.12% |
15,390,144
-1,223,452
| -7% | -$79.3M |
|
173
Snap
SNAP
$12B
| $990M | 0.12% |
27,498,962
-2,037,501
| -7% | -$73.3M |
|
174
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $983M | 0.12% |
16,006,927
-3,584,965
| -18% | -$220M |
|
175
ASML
ASML
$296B
| $956M | 0.12% |
1,431,129
-209,933
| -13% | -$140M |
|