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 | |
|---|---|---|---|---|---|---|
201
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
| $969M | 0.09% |
16,342,248
-4,084,298
| -20% | -$242M |
|
202
Ingersoll Rand
IR
$31.5B
| $968M | 0.09% |
12,520,522
+972,806
| +8% | +$75.2M |
|
203
Centene
CNC
$14.1B
| $960M | 0.09% |
12,940,557
-527,277
| -4% | -$39.1M |
|
204
M&T Bank
MTB
$31.6B
| $959M | 0.09% |
6,997,706
+925,211
| +15% | +$127M |
|
205
Vanguard Real Estate ETF
VNQ
$34.3B
| $942M | 0.09% |
10,656,816
+26,258
| +0.2% | +$2.32M |
|
206
Nike
NKE
$111B
| $941M | 0.09% |
8,668,322
-2,622,843
| -23% | -$285M |
|
207
DoorDash
DASH
$106B
| $940M | 0.09% |
9,501,371
+7,112,113
| +298% | +$703M |
|
208
Freeport-McMoran
FCX
$66.1B
| $927M | 0.09% |
21,783,742
-2,580,043
| -11% | -$110M |
|
209
Williams Companies
WMB
$70.3B
| $919M | 0.09% |
26,393,194
+1,967,105
| +8% | +$68.5M |
|
210
Loews
L
$20.2B
| $919M | 0.09% |
13,206,491
-1,445,164
| -10% | -$101M |
|
211
Republic Services
RSG
$73B
| $917M | 0.09% |
5,559,080
-1,099,898
| -17% | -$181M |
|
212
Charter Communications
CHTR
$35.4B
| $906M | 0.09% |
2,330,069
-578,058
| -20% | -$225M |
|
213
iShares Core US Aggregate Bond ETF
AGG
$131B
| $886M | 0.09% |
8,929,202
+2,686,188
| +43% | +$267M |
|
214
Sysco
SYY
$39.5B
| $871M | 0.08% |
11,913,160
-1,651,871
| -12% | -$121M |
|
215
Fifth Third Bancorp
FITB
$30.6B
| $868M | 0.08% |
25,177,940
+5,869,636
| +30% | +$202M |
|
216
Ferrari
RACE
$88.2B
| $862M | 0.08% |
2,547,123
+842,042
| +49% | +$285M |
|
217
Pinduoduo
PDD
$176B
| $862M | 0.08% |
5,891,380
+556,931
| +10% | +$81.5M |
|
218
Truist Financial
TFC
$60.7B
| $860M | 0.08% |
23,296,278
+7,300,763
| +46% | +$270M |
|
219
Hartford Financial Services
HIG
$37.9B
| $848M | 0.08% |
10,555,892
-2,326,881
| -18% | -$187M |
|
220
Vanguard S&P 500 Growth ETF
VOOG
$19.4B
| $834M | 0.08% |
3,081,638
-6,884
| -0.2% | -$1.86M |
|
221
iShares Russell 2000 ETF
IWM
$67.4B
| $834M | 0.08% |
4,152,986
-3,067,150
| -42% | -$616M |
|
222
Nu Holdings
NU
$71.9B
| $831M | 0.08% |
99,800,754
+13,920,694
| +16% | +$116M |
|
223
Alibaba
BABA
$312B
| $824M | 0.08% |
10,628,435
-514,185
| -5% | -$39.9M |
|
224
Howmet Aerospace
HWM
$72.4B
| $815M | 0.08% |
15,063,592
+1,824,521
| +14% | +$98.7M |
|
225
Humana
HUM
$37.5B
| $806M | 0.08% |
1,761,305
+36,714
| +2% | +$16.8M |
|