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 | |
|---|---|---|---|---|---|---|
201
W.W. Grainger
GWW
$47.5B
| $1.13B | 0.1% |
1,113,248
+236,782
| +27% | +$241M |
|
202
Jabil
JBL
$22.5B
| $1.13B | 0.1% |
8,452,179
-819,046
| -9% | -$110M |
|
203
Becton Dickinson
BDX
$55.1B
| $1.13B | 0.1% |
4,563,635
-127,670
| -3% | -$31.6M |
|
204
CVS Health
CVS
$93.6B
| $1.12B | 0.09% |
14,086,950
+317,537
| +2% | +$25.3M |
|
205
Copart
CPRT
$47B
| $1.12B | 0.09% |
19,365,054
+3,468,875
| +22% | +$201M |
|
206
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.11B | 0.09% |
9,583,009
+175,920
| +2% | +$20.4M |
|
207
Take-Two Interactive
TTWO
$44.2B
| $1.11B | 0.09% |
7,458,399
+869,150
| +13% | +$129M |
|
208
Otis Worldwide
OTIS
$34.1B
| $1.11B | 0.09% |
11,155,836
+2,893,161
| +35% | +$287M |
|
209
Dominion Energy
D
$49.7B
| $1.09B | 0.09% |
22,246,205
+7,917,569
| +55% | +$389M |
|
210
Fifth Third Bancorp
FITB
$30.2B
| $1.08B | 0.09% |
28,946,420
+3,768,480
| +15% | +$140M |
|
211
Microchip Technology
MCHP
$35.6B
| $1.07B | 0.09% |
11,930,358
+4,025,509
| +51% | +$361M |
|
212
MongoDB
MDB
$26.4B
| $1.07B | 0.09% |
2,977,892
-196,840
| -6% | -$70.6M |
|
213
iShares National Muni Bond ETF
MUB
$38.9B
| $1.06B | 0.09% |
9,818,182
-998,375
| -9% | -$107M |
|
214
Xcel Energy
XEL
$43B
| $1.04B | 0.09% |
19,421,552
-2,052,310
| -10% | -$110M |
|
215
Airbnb
ABNB
$75.8B
| $1.04B | 0.09% |
6,274,493
+652,938
| +12% | +$108M |
|
216
Amgen
AMGN
$153B
| $1.03B | 0.09% |
3,637,293
-421,611
| -10% | -$120M |
|
217
Ventas
VTR
$30.9B
| $1.02B | 0.09% |
23,524,250
+3,499,462
| +17% | +$152M |
|
218
Biogen
BIIB
$20.6B
| $1.02B | 0.09% |
4,720,144
-352,496
| -7% | -$76M |
|
219
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.01B | 0.09% |
13,194,686
-1,806,878
| -12% | -$139M |
|
220
Ferrari
RACE
$87.1B
| $1.01B | 0.09% |
2,307,111
-240,012
| -9% | -$105M |
|
221
Intel
INTC
$107B
| $1B | 0.08% |
22,652,408
+9,516,683
| +72% | +$420M |
|
222
Equinix
EQIX
$75.7B
| $989M | 0.08% |
1,198,600
-72,898
| -6% | -$60.2M |
|
223
Loews
L
$20B
| $984M | 0.08% |
12,572,034
-634,457
| -5% | -$49.7M |
|
224
Diamondback Energy
FANG
$40.2B
| $981M | 0.08% |
4,948,578
-88,949
| -2% | -$17.6M |
|
225
M&T Bank
MTB
$31.2B
| $972M | 0.08% |
6,684,363
-313,343
| -4% | -$45.6M |
|