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 |
Microsoft
MSFT
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Capital One
COF
$142B
| $1.26B | 0.14% |
11,513,607
-2,610,132
| -18% | -$285M |
|
152
Boston Scientific
BSX
$159B
| $1.25B | 0.14% |
23,163,441
-10,514,440
| -31% | -$569M |
|
153
CMS Energy
CMS
$21.4B
| $1.25B | 0.14% |
21,193,201
+1,532,826
| +8% | +$90.1M |
|
154
Parker-Hannifin
PH
$96.1B
| $1.24B | 0.14% |
3,190,496
+50,787
| +2% | +$19.8M |
|
155
Amphenol
APH
$135B
| $1.24B | 0.14% |
29,253,114
-559,508
| -2% | -$23.8M |
|
156
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $1.24B | 0.14% |
22,450,304
-4,124,035
| -16% | -$228M |
|
157
Equinix
EQIX
$75.7B
| $1.24B | 0.13% |
1,583,885
-2,499
| -0.2% | -$1.96M |
|
158
First Solar
FSLR
$22B
| $1.23B | 0.13% |
6,465,749
+5,440,396
| +531% | +$1.03B |
|
159
T-Mobile US
TMUS
$284B
| $1.22B | 0.13% |
9,063,726
+1,992,120
| +28% | +$269M |
|
|
PXD
160
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.18B | 0.13% |
5,706,416
+207,998
| +4% | +$43.1M |
|
161
Travelers Companies
TRV
$62B
| $1.18B | 0.13% |
6,790,289
+1,019,620
| +18% | +$177M |
|
162
Charter Communications
CHTR
$35.7B
| $1.18B | 0.13% |
3,208,895
-166,380
| -5% | -$61.1M |
|
163
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $1.18B | 0.13% |
25,485,001
+6,191,632
| +32% | +$286M |
|
164
ServiceNow
NOW
$190B
| $1.17B | 0.13% |
2,079,952
+56,848
| +3% | +$31.9M |
|
165
Workday
WDAY
$61.7B
| $1.16B | 0.13% |
5,135,026
-816,790
| -14% | -$185M |
|
166
Align Technology
ALGN
$10.1B
| $1.16B | 0.13% |
3,278,360
+354,036
| +12% | +$125M |
|
167
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.14B | 0.12% |
9,889,342
+899,859
| +10% | +$104M |
|
168
Amgen
AMGN
$153B
| $1.13B | 0.12% |
5,105,606
-903,164
| -15% | -$201M |
|
169
IBM
IBM
$232B
| $1.13B | 0.12% |
8,454,981
+653,144
| +8% | +$87.4M |
|
170
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $1.13B | 0.12% |
22,866,574
-2,987,792
| -12% | -$147M |
|
171
Dominion Energy
D
$49.7B
| $1.11B | 0.12% |
21,433,896
+3,453,772
| +19% | +$179M |
|
172
Ameriprise Financial
AMP
$46.1B
| $1.1B | 0.12% |
3,318,312
+433,959
| +15% | +$144M |
|
173
Sysco
SYY
$39.4B
| $1.09B | 0.12% |
14,663,874
-1,071,720
| -7% | -$79.5M |
|
174
Cisco
CSCO
$264B
| $1.08B | 0.12% |
20,909,996
+1,548,143
| +8% | +$80.1M |
|
175
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.08B | 0.12% |
21,863,597
+5,831,363
| +36% | +$288M |
|