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 |
Apple
AAPL
|
$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Microsoft
MSFT
|
$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.64B |
| 5 |
Broadcom
AVGO
|
$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.19B |
| 3 |
Progressive
PGR
|
$1.63B |
| 4 |
Adobe
ADBE
|
$1.62B |
| 5 |
Salesforce
CRM
|
$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Microchip Technology
MCHP
$34.8B
| $1.57B | 0.13% |
17,179,138
+5,248,780
| +44% | +$480M |
|
152
Abbott
ABT
$231B
| $1.54B | 0.13% |
14,775,734
+671,397
| +5% | +$69.8M |
|
153
PNC Financial Services
PNC
$81.7B
| $1.53B | 0.13% |
9,864,405
-328,881
| -3% | -$51.1M |
|
154
DoorDash
DASH
$106B
| $1.53B | 0.13% |
14,029,798
+1,161,041
| +9% | +$126M |
|
155
Ingersoll Rand
IR
$31.5B
| $1.52B | 0.12% |
16,766,640
+789,394
| +5% | +$71.7M |
|
156
Fiserv
FI
$74B
| $1.52B | 0.12% |
10,167,287
-281,825
| -3% | -$42M |
|
157
CMS Energy
CMS
$21.4B
| $1.49B | 0.12% |
25,055,113
+2,392,149
| +11% | +$142M |
|
158
MetLife
MET
$54.4B
| $1.48B | 0.12% |
21,138,547
+860,009
| +4% | +$60.4M |
|
159
Ross Stores
ROST
$50B
| $1.48B | 0.12% |
10,165,454
+1,505,229
| +17% | +$219M |
|
160
O'Reilly Automotive
ORLY
$89.1B
| $1.44B | 0.12% |
20,396,100
+4,713,420
| +30% | +$332M |
|
161
Blackrock
BLK
$172B
| $1.43B | 0.12% |
1,810,343
-544,450
| -23% | -$429M |
|
162
Vertiv
VRT
$48B
| $1.42B | 0.12% |
16,433,854
+13,817,681
| +528% | +$1.2B |
|
163
T-Mobile US
TMUS
$284B
| $1.42B | 0.12% |
8,046,956
-2,278,607
| -22% | -$401M |
|
164
CrowdStrike
CRWD
$104B
| $1.41B | 0.12% |
3,673,617
-581,983
| -14% | -$223M |
|
165
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $1.4B | 0.11% |
18,271,386
+5,076,700
| +38% | +$389M |
|
166
FedEx
FDX
$53.2B
| $1.39B | 0.11% |
4,638,710
-142,939
| -3% | -$42.9M |
|
167
Ventas
VTR
$30.8B
| $1.38B | 0.11% |
26,957,880
+3,433,630
| +15% | +$176M |
|
168
Corpay
CPAY
$22.6B
| $1.38B | 0.11% |
5,166,733
+533,802
| +12% | +$142M |
|
169
Verizon
VZ
$186B
| $1.37B | 0.11% |
33,338,749
-1,104,410
| -3% | -$45.5M |
|
170
Nu Holdings
NU
$71.9B
| $1.35B | 0.11% |
105,011,557
+9,249,441
| +10% | +$119M |
|
171
Dominion Energy
D
$50.2B
| $1.34B | 0.11% |
27,397,554
+5,151,349
| +23% | +$252M |
|
172
Cigna
CI
$81.2B
| $1.34B | 0.11% |
4,046,024
-812,996
| -17% | -$269M |
|
173
Welltower
WELL
$112B
| $1.34B | 0.11% |
12,825,588
+6,116,535
| +91% | +$638M |
|
174
Spotify
SPOT
$145B
| $1.33B | 0.11% |
4,222,841
+1,482,639
| +54% | +$465M |
|
175
Marvell Technology
MRVL
$55.3B
| $1.32B | 0.11% |
18,944,572
+7,506,275
| +66% | +$525M |
|