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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ingersoll Rand
IR
$31.5B
| $1.52B | 0.13% |
15,977,246
+3,456,724
| +28% | +$328M |
|
152
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.51B | 0.13% |
29,319,543
-622,656
| -2% | -$32.1M |
|
153
MetLife
MET
$54.4B
| $1.5B | 0.13% |
20,278,538
+3,422,487
| +20% | +$254M |
|
154
Micron Technology
MU
$139B
| $1.47B | 0.12% |
12,463,164
+4,607,457
| +59% | +$543M |
|
155
Kenvue
KVUE
$39.4B
| $1.47B | 0.12% |
68,319,998
+8,075,111
| +13% | +$173M |
|
156
Verizon
VZ
$186B
| $1.45B | 0.12% |
34,443,159
+1,142,848
| +3% | +$48M |
|
157
Corpay
CPAY
$22.6B
| $1.43B | 0.12% |
4,632,931
+797,155
| +21% | +$246M |
|
158
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $1.42B | 0.12% |
14,984,545
-5,068,209
| -25% | -$480M |
|
159
Stellantis
STLA
$26.2B
| $1.4B | 0.12% |
49,523,877
+19,733,036
| +66% | +$558M |
|
160
Monster Beverage
MNST
$62B
| $1.39B | 0.12% |
23,499,550
+3,657,539
| +18% | +$217M |
|
161
IBM
IBM
$230B
| $1.39B | 0.12% |
7,288,190
-1,092,125
| -13% | -$209M |
|
162
Truist Financial
TFC
$60.7B
| $1.39B | 0.12% |
35,600,579
+12,304,301
| +53% | +$480M |
|
163
FedEx
FDX
$53.2B
| $1.39B | 0.12% |
4,781,649
+926,930
| +24% | +$269M |
|
164
CMS Energy
CMS
$21.4B
| $1.37B | 0.12% |
22,662,964
+2,786,071
| +14% | +$168M |
|
165
CrowdStrike
CRWD
$104B
| $1.36B | 0.12% |
4,255,600
-62,463
| -1% | -$20M |
|
166
Dow Inc
DOW
$16.9B
| $1.36B | 0.12% |
23,547,863
+4,827,209
| +26% | +$280M |
|
167
Parker-Hannifin
PH
$95.9B
| $1.35B | 0.11% |
2,436,305
-379,091
| -13% | -$211M |
|
168
Vulcan Materials
VMC
$38.6B
| $1.35B | 0.11% |
4,953,309
+240,031
| +5% | +$65.5M |
|
169
Carrier Global
CARR
$54.1B
| $1.34B | 0.11% |
23,098,687
+17,021,768
| +280% | +$989M |
|
170
Celsius Holdings
CELH
$15.7B
| $1.34B | 0.11% |
16,163,102
+3,359,385
| +26% | +$279M |
|
171
Cisco
CSCO
$269B
| $1.32B | 0.11% |
26,481,215
+2,193,809
| +9% | +$109M |
|
172
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.32B | 0.11% |
17,759,457
+398,157
| +2% | +$29.6M |
|
173
Trade Desk
TTD
$25.4B
| $1.31B | 0.11% |
14,959,358
-4,933,616
| -25% | -$431M |
|
174
KKR & Co
KKR
$122B
| $1.3B | 0.11% |
12,890,000
+7,978,486
| +162% | +$802M |
|
175
Ametek
AME
$43.4B
| $1.29B | 0.11% |
7,075,565
+2,306,535
| +48% | +$422M |
|