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 | |
|---|---|---|---|---|---|---|
176
Monster Beverage
MNST
$61B
| $1.14B | 0.11% |
19,842,011
-15,288,973
| -44% | -$881M |
|
177
Cencora
COR
$56.7B
| $1.14B | 0.11% |
5,535,212
-1,081,260
| -16% | -$222M |
|
178
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $1.12B | 0.11% |
10,674,878
+2,354,004
| +28% | +$247M |
|
179
MetLife
MET
$52.9B
| $1.11B | 0.11% |
16,856,051
+1,989,438
| +13% | +$132M |
|
180
CrowdStrike
CRWD
$105B
| $1.1B | 0.11% |
4,318,063
+71,594
| +2% | +$18.3M |
|
181
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.1B | 0.11% |
9,407,089
-7,700,906
| -45% | -$902M |
|
182
Intercontinental Exchange
ICE
$99.8B
| $1.1B | 0.11% |
8,570,085
+869,465
| +11% | +$112M |
|
183
CVS Health
CVS
$93.6B
| $1.09B | 0.1% |
13,769,413
-634,339
| -4% | -$50.1M |
|
184
Corpay
CPAY
$22.4B
| $1.08B | 0.1% |
3,835,776
+671,835
| +21% | +$190M |
|
185
Arthur J. Gallagher & Co
AJG
$76.7B
| $1.08B | 0.1% |
4,816,463
-184,512
| -4% | -$41.5M |
|
186
Elevance Health
ELV
$70.6B
| $1.07B | 0.1% |
2,269,373
-42,877
| -2% | -$20.2M |
|
187
Vulcan Materials
VMC
$39B
| $1.07B | 0.1% |
4,713,278
+209,794
| +5% | +$47.6M |
|
188
Capital One
COF
$142B
| $1.06B | 0.1% |
8,113,969
-1,909,211
| -19% | -$250M |
|
189
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $1.06B | 0.1% |
22,857,934
+998,540
| +5% | +$46.5M |
|
190
Take-Two Interactive
TTWO
$44.2B
| $1.06B | 0.1% |
6,589,249
+911,458
| +16% | +$147M |
|
191
Martin Marietta Materials
MLM
$37.5B
| $1.05B | 0.1% |
2,109,344
+66,807
| +3% | +$33.3M |
|
192
Vanguard Total Stock Market ETF
VTI
$528B
| $1.04B | 0.1% |
4,400,666
+788,703
| +22% | +$187M |
|
193
Dow Inc
DOW
$17.4B
| $1.03B | 0.1% |
18,720,654
+2,380,746
| +15% | +$131M |
|
194
Equinix
EQIX
$75.7B
| $1.02B | 0.1% |
1,271,498
-161,426
| -11% | -$130M |
|
195
Best Buy
BBY
$16.1B
| $1.01B | 0.1% |
12,942,774
+303,888
| +2% | +$23.8M |
|
196
Old Dominion Freight Line
ODFL
$31.7B
| $1.01B | 0.1% |
4,969,410
-107,564
| -2% | -$21.8M |
|
197
T-Mobile US
TMUS
$284B
| $1B | 0.1% |
6,304,662
+522,831
| +9% | +$83.1M |
|
198
Ventas
VTR
$30.9B
| $998M | 0.1% |
20,024,788
-3,731,192
| -16% | -$186M |
|
199
JPMorgan Global Select Equity ETF
JGLO
$7.2B
| $996M | 0.1% |
19,045,108
+778,732
| +4% | +$40.7M |
|
200
FedEx
FDX
$53.7B
| $975M | 0.09% |
3,854,719
+255,232
| +7% | +$64.6M |
|