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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cigna
CI
$80.2B
| $1.33B | 0.13% |
4,431,539
-734,622
| -14% | -$220M |
|
152
Hilton Worldwide
HLT
$64.7B
| $1.33B | 0.13% |
7,283,094
+280,647
| +4% | +$51.1M |
|
153
Biogen
BIIB
$20.8B
| $1.31B | 0.13% |
5,072,640
+86,888
| +2% | +$22.5M |
|
154
Starbucks
SBUX
$99.2B
| $1.31B | 0.13% |
13,667,966
-329,818
| -2% | -$31.7M |
|
155
HDFC Bank
HDB
$181B
| $1.31B | 0.13% |
19,551,709
-838,828
| -4% | -$56.3M |
|
156
MongoDB
MDB
$25.5B
| $1.3B | 0.12% |
3,174,732
-20,439
| -0.6% | -$8.36M |
|
157
Kenvue
KVUE
$39.2B
| $1.3B | 0.12% |
60,244,887
+1,959,318
| +3% | +$42.2M |
|
158
Parker-Hannifin
PH
$94.8B
| $1.3B | 0.12% |
2,815,396
-96,523
| -3% | -$44.5M |
|
159
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.29B | 0.12% |
26,163,461
+3,470,574
| +15% | +$171M |
|
160
Ross Stores
ROST
$49.3B
| $1.28B | 0.12% |
9,214,226
-959,911
| -9% | -$133M |
|
161
Verizon
VZ
$184B
| $1.26B | 0.12% |
33,300,311
+1,286,344
| +4% | +$48.5M |
|
162
Pfizer
PFE
$141B
| $1.25B | 0.12% |
43,395,356
+1,931,073
| +5% | +$55.6M |
|
163
Exact Sciences
EXAS
$9.33B
| $1.23B | 0.12% |
16,690,808
-1,601,811
| -9% | -$119M |
|
164
Ameriprise Financial
AMP
$47.8B
| $1.23B | 0.12% |
3,239,398
+122,646
| +4% | +$46.6M |
|
165
Cisco
CSCO
$268B
| $1.23B | 0.12% |
24,287,406
+1,670,693
| +7% | +$84.4M |
|
166
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.22B | 0.12% |
17,361,300
+5,807,893
| +50% | +$409M |
|
167
Jabil
JBL
$21.8B
| $1.18B | 0.11% |
9,271,225
+3,099,937
| +50% | +$395M |
|
168
Cheniere Energy
LNG
$52.6B
| $1.18B | 0.11% |
6,898,058
-173,056
| -2% | -$29.5M |
|
169
iShares National Muni Bond ETF
MUB
$38.6B
| $1.17B | 0.11% |
10,816,557
+966,467
| +10% | +$105M |
|
170
Amgen
AMGN
$153B
| $1.17B | 0.11% |
4,058,904
-972,845
| -19% | -$280M |
|
171
JPMorgan Equity Premium Income ETF
JEPI
$40.9B
| $1.17B | 0.11% |
21,217,022
-304,712
| -1% | -$16.8M |
|
172
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $1.16B | 0.11% |
15,001,564
-2,076,963
| -12% | -$160M |
|
173
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $1.15B | 0.11% |
11,573,564
+5,734,272
| +98% | +$572M |
|
174
CMS Energy
CMS
$21.4B
| $1.15B | 0.11% |
19,876,893
-1,235,777
| -6% | -$71.8M |
|
175
Becton Dickinson
BDX
$54.3B
| $1.14B | 0.11% |
4,691,305
+186,695
| +4% | +$45.5M |
|