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 |
McDonald's
MCD
|
$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 3 |
Microsoft
MSFT
|
$2.08B |
| 4 |
NVIDIA
NVDA
|
$1.99B |
| 5 |
Goldman Sachs
GS
|
$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
Broadcom
AVGO
|
$2.02B |
| 3 |
TSMC
TSM
|
$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 5 |
Danaher
DHR
|
$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.21B | 0.09% |
11,946,065
-1,272,415
| -10% | -$129M |
|
202
Ametek
AME
$43.3B
| $1.2B | 0.09% |
6,985,350
+250,538
| +4% | +$43M |
|
203
Xcel Energy
XEL
$43B
| $1.19B | 0.09% |
18,268,955
-1,783,415
| -9% | -$116M |
|
204
Equinix
EQIX
$75.7B
| $1.19B | 0.09% |
1,338,597
+220,256
| +20% | +$196M |
|
205
Williams Companies
WMB
$69.9B
| $1.19B | 0.09% |
25,982,047
-1,698,990
| -6% | -$77.6M |
|
206
ASML
ASML
$307B
| $1.18B | 0.09% |
1,422,068
-473,667
| -25% | -$395M |
|
207
Dow Inc
DOW
$17.4B
| $1.18B | 0.09% |
21,624,767
+1,491,033
| +7% | +$81.5M |
|
208
W.W. Grainger
GWW
$47.5B
| $1.18B | 0.09% |
1,134,792
-9,902
| -0.9% | -$10.3M |
|
209
Take-Two Interactive
TTWO
$44.2B
| $1.18B | 0.09% |
7,662,686
+473,327
| +7% | +$72.8M |
|
210
M&T Bank
MTB
$31.2B
| $1.15B | 0.09% |
6,465,895
-251,322
| -4% | -$44.8M |
|
211
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.15B | 0.09% |
9,622,978
+226,138
| +2% | +$27M |
|
212
Caterpillar
CAT
$198B
| $1.1B | 0.08% |
2,812,854
+634,615
| +29% | +$248M |
|
213
Pfizer
PFE
$141B
| $1.09B | 0.08% |
37,629,373
-1,035,674
| -3% | -$30M |
|
214
Applied Materials
AMAT
$130B
| $1.09B | 0.08% |
5,380,143
+1,104,961
| +26% | +$223M |
|
|
XYZ
215
Block, Inc.
XYZ
$45.7B
| $1.07B | 0.08% |
15,888,096
+1,291,289
| +9% | +$86.7M |
|
216
iShares National Muni Bond ETF
MUB
$38.9B
| $1.05B | 0.08% |
9,698,212
+286,468
| +3% | +$31.1M |
|
217
Pinduoduo
PDD
$177B
| $1.04B | 0.08% |
7,717,419
-562,382
| -7% | -$75.8M |
|
218
Cognizant
CTSH
$35.1B
| $1.04B | 0.08% |
13,429,488
+515,343
| +4% | +$39.8M |
|
219
CrowdStrike
CRWD
$105B
| $1.04B | 0.08% |
3,693,290
+19,673
| +0.5% | +$5.52M |
|
220
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
| $1.03B | 0.08% |
5,742,659
-29,252
| -0.5% | -$5.24M |
|
221
SBA Communications
SBAC
$21.2B
| $1.02B | 0.08% |
4,254,460
+615,672
| +17% | +$148M |
|
222
Biogen
BIIB
$20.6B
| $1.02B | 0.08% |
5,257,323
+542,366
| +12% | +$105M |
|
223
Qualcomm
QCOM
$172B
| $1.02B | 0.08% |
5,980,029
-586,985
| -9% | -$99.8M |
|
224
iShares Short Treasury Bond ETF
SHV
$20.8B
| $999M | 0.08% |
9,031,532
+1,732,399
| +24% | +$192M |
|
225
Loews
L
$20B
| $998M | 0.08% |
12,626,124
-98,691
| -0.8% | -$7.8M |
|