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 | |
|---|---|---|---|---|---|---|
176
Infosys
INFY
$68.8B
| $1.29B | 0.11% |
71,748,621
-8,459,755
| -11% | -$152M |
|
177
UBS Group
UBS
$128B
| $1.29B | 0.11% |
41,856,670
+24,705,876
| +144% | +$759M |
|
178
Cognizant
CTSH
$34.9B
| $1.28B | 0.11% |
17,492,644
-390,254
| -2% | -$28.6M |
|
179
Martin Marietta Materials
MLM
$37.3B
| $1.28B | 0.11% |
2,087,153
-22,191
| -1% | -$13.6M |
|
180
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $1.27B | 0.11% |
22,032,620
+815,598
| +4% | +$47.2M |
|
181
Ross Stores
ROST
$50B
| $1.27B | 0.11% |
8,660,225
-554,001
| -6% | -$81.3M |
|
182
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $1.27B | 0.11% |
11,029,932
+355,054
| +3% | +$40.8M |
|
183
iShares Russell 2000 ETF
IWM
$67.4B
| $1.26B | 0.11% |
6,009,724
+1,856,738
| +45% | +$390M |
|
184
Capital One
COF
$145B
| $1.25B | 0.11% |
8,409,647
+295,678
| +4% | +$44M |
|
185
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.25B | 0.11% |
25,058,016
-1,105,445
| -4% | -$54.9M |
|
186
Howmet Aerospace
HWM
$72.4B
| $1.22B | 0.1% |
17,877,503
+2,813,911
| +19% | +$193M |
|
187
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $1.2B | 0.1% |
7,094,524
+2,328,560
| +49% | +$394M |
|
188
Cencora
COR
$56.7B
| $1.2B | 0.1% |
4,937,221
-597,991
| -11% | -$145M |
|
189
Elevance Health
ELV
$69.4B
| $1.19B | 0.1% |
2,296,703
+27,330
| +1% | +$14.2M |
|
190
O'Reilly Automotive
ORLY
$89.1B
| $1.18B | 0.1% |
15,682,680
+5,642,505
| +56% | +$425M |
|
191
Intercontinental Exchange
ICE
$99.9B
| $1.17B | 0.1% |
8,512,874
-57,211
| -0.7% | -$7.86M |
|
192
Starbucks
SBUX
$98.9B
| $1.17B | 0.1% |
12,795,916
-872,050
| -6% | -$79.7M |
|
193
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $1.16B | 0.1% |
9,210,122
+4,348,663
| +89% | +$548M |
|
194
Pfizer
PFE
$140B
| $1.16B | 0.1% |
41,720,343
-1,675,013
| -4% | -$46.5M |
|
195
Digital Realty Trust
DLR
$55.5B
| $1.14B | 0.1% |
7,938,741
+1,991,823
| +33% | +$287M |
|
196
Nu Holdings
NU
$71.9B
| $1.14B | 0.1% |
95,762,116
-4,038,638
| -4% | -$48.2M |
|
197
Walt Disney
DIS
$214B
| $1.14B | 0.1% |
9,310,639
+1,257,208
| +16% | +$154M |
|
198
Williams Companies
WMB
$70.3B
| $1.14B | 0.1% |
29,213,752
+2,820,558
| +11% | +$110M |
|
199
Vanguard Total Stock Market ETF
VTI
$529B
| $1.14B | 0.1% |
4,369,375
-31,291
| -0.7% | -$8.13M |
|
200
Arthur J. Gallagher & Co
AJG
$77B
| $1.13B | 0.1% |
4,535,511
-280,952
| -6% | -$70.2M |
|