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 | |
|---|---|---|---|---|---|---|
176
Qualcomm
QCOM
$172B
| $951M | 0.12% |
7,451,850
-24,592
| -0.3% | -$3.14M |
|
177
Cigna
CI
$81.5B
| $948M | 0.12% |
3,709,555
-363,175
| -9% | -$92.8M |
|
178
Exact Sciences
EXAS
$10.2B
| $946M | 0.12% |
13,950,792
+6,201,076
| +80% | +$420M |
|
179
Quanta Services
PWR
$55.5B
| $942M | 0.11% |
5,649,996
-405,839
| -7% | -$67.6M |
|
180
ServiceNow
NOW
$190B
| $940M | 0.11% |
2,023,104
+1,899
| +0.1% | +$883K |
|
|
181
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
| $931M | 0.11% |
15,532,807
-22,111,224
| -59% | -$1.33B |
|
182
Shopify
SHOP
$191B
| $924M | 0.11% |
19,272,190
+13,021,062
| +208% | +$624M |
|
183
Estee Lauder
EL
$32.1B
| $922M | 0.11% |
3,739,004
+221,851
| +6% | +$54.7M |
|
184
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $906M | 0.11% |
19,293,369
+4,244,542
| +28% | +$199M |
|
185
Danaher
DHR
$143B
| $906M | 0.11% |
4,053,568
+808,859
| +25% | +$181M |
|
186
Arthur J. Gallagher & Co
AJG
$76.7B
| $904M | 0.11% |
4,724,734
-923,926
| -16% | -$177M |
|
187
Hartford Financial Services
HIG
$37B
| $899M | 0.11% |
12,893,160
-1,686,987
| -12% | -$118M |
|
188
Sun Communities
SUI
$16.2B
| $890M | 0.11% |
6,317,268
+939,057
| +17% | +$132M |
|
189
Ameriprise Financial
AMP
$46.1B
| $884M | 0.11% |
2,884,353
-499,661
| -15% | -$153M |
|
190
Starbucks
SBUX
$97.1B
| $873M | 0.11% |
8,383,351
+204,165
| +2% | +$21.3M |
|
191
Hilton Worldwide
HLT
$64B
| $870M | 0.11% |
6,175,117
+4,188
| +0.1% | +$590K |
|
192
Blackstone
BX
$133B
| $861M | 0.1% |
9,806,105
+2,429,858
| +33% | +$213M |
|
193
Becton Dickinson
BDX
$55.1B
| $848M | 0.1% |
3,424,744
+64,946
| +2% | +$16.1M |
|
194
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $839M | 0.1% |
8,296,471
-1,616,817
| -16% | -$164M |
|
195
MongoDB
MDB
$26.4B
| $837M | 0.1% |
3,590,384
+1,273,055
| +55% | +$297M |
|
196
Republic Services
RSG
$71.7B
| $836M | 0.1% |
6,180,535
+1,791,149
| +41% | +$242M |
|
197
Colgate-Palmolive
CL
$68.8B
| $828M | 0.1% |
11,015,931
+1,969,637
| +22% | +$148M |
|
198
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $827M | 0.1% |
15,786,004
+2,746,232
| +21% | +$144M |
|
199
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $826M | 0.1% |
33,858,636
+12,008,474
| +55% | +$293M |
|
200
iShares National Muni Bond ETF
MUB
$38.9B
| $821M | 0.1% |
7,618,492
-661,609
| -8% | -$71.3M |
|