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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.18B |
| 3 |
Amazon
AMZN
|
$2.09B |
| 4 |
NVIDIA
NVDA
|
$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.33B |
| 3 |
UnitedHealth
UNH
|
$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.17B |
| 5 |
Automatic Data Processing
ADP
|
$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Equinix
EQIX
$75.2B
| $1.14B | 0.14% |
1,586,384
+319,686
| +25% | +$231M |
|
152
Biogen
BIIB
$20.5B
| $1.14B | 0.14% |
4,108,863
+1,838,556
| +81% | +$511M |
|
|
PXD
153
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.12B | 0.14% |
5,498,418
+1,622,770
| +42% | +$331M |
|
154
Cencora
COR
$56.7B
| $1.12B | 0.14% |
7,002,190
+499,465
| +8% | +$80M |
|
155
Teradyne
TER
$19B
| $1.12B | 0.14% |
10,425,468
-89,569
| -0.9% | -$9.63M |
|
156
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $1.1B | 0.13% |
14,355,012
+5,702,356
| +66% | +$436M |
|
157
Schwab US TIPS ETF
SCHP
$13.9B
| $1.08B | 0.13% |
40,258,828
+7,159,052
| +22% | +$192M |
|
158
HubSpot
HUBS
$24.5B
| $1.07B | 0.13% |
2,503,690
+1,400,860
| +127% | +$601M |
|
159
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.06B | 0.13% |
8,989,483
-3,939,422
| -30% | -$463M |
|
160
Parker-Hannifin
PH
$95.9B
| $1.06B | 0.13% |
3,139,709
-910,140
| -22% | -$306M |
|
161
Ventas
VTR
$30.8B
| $1.05B | 0.13% |
24,242,954
-1,685,793
| -7% | -$73.1M |
|
162
T-Mobile US
TMUS
$284B
| $1.02B | 0.12% |
7,071,606
-2,767,053
| -28% | -$401M |
|
163
IBM
IBM
$230B
| $1.02B | 0.12% |
7,801,837
-6,052,679
| -44% | -$793M |
|
164
Cheniere Energy
LNG
$52.1B
| $1.02B | 0.12% |
6,467,856
+826,546
| +15% | +$130M |
|
165
Cisco
CSCO
$269B
| $1.01B | 0.12% |
19,361,853
+3,325,084
| +21% | +$174M |
|
166
PG&E
PCG
$33.5B
| $1.01B | 0.12% |
62,502,105
+19,178,292
| +44% | +$310M |
|
167
Seagate
STX
$39.1B
| $1.01B | 0.12% |
15,279,089
+897,241
| +6% | +$59.3M |
|
168
Dominion Energy
D
$50.2B
| $1.01B | 0.12% |
17,980,124
+5,847,620
| +48% | +$327M |
|
169
Yum China
YUMC
$16.4B
| $997M | 0.12% |
15,720,219
-1,249,000
| -7% | -$79.2M |
|
170
Citigroup
C
$179B
| $994M | 0.12% |
21,196,386
-2,299,483
| -10% | -$108M |
|
171
Travelers Companies
TRV
$62.9B
| $989M | 0.12% |
5,770,669
+607,022
| +12% | +$104M |
|
172
Align Technology
ALGN
$9.76B
| $977M | 0.12% |
2,924,324
+2,709,254
| +1,260% | +$905M |
|
173
Broadcom
AVGO
$1.44T
| $967M | 0.12% |
15,080,010
+4,134,310
| +38% | +$265M |
|
174
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $960M | 0.12% |
19,073,068
+10,751,662
| +129% | +$541M |
|
175
Toronto Dominion Bank
TD
$128B
| $953M | 0.12% |
15,905,184
+4,604,833
| +41% | +$276M |
|