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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Monster Beverage
MNST
$60.9B
| $1.19B | 0.09% |
22,617,765
-11,792,402
| -34% | -$620M |
|
202
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $1.18B | 0.09% |
8,922,823
+1,837,468
| +26% | +$242M |
|
203
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $1.17B | 0.09% |
6,580,546
+837,887
| +15% | +$149M |
|
204
Nu Holdings
NU
$70.9B
| $1.16B | 0.09% |
111,612,504
-15,265,635
| -12% | -$158M |
|
205
Infosys
INFY
$67.9B
| $1.14B | 0.09% |
52,216,926
-8,639,142
| -14% | -$189M |
|
206
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.5B
| $1.14B | 0.09% |
20,256,020
+2,805,860
| +16% | +$158M |
|
207
M&T Bank
MTB
$31.2B
| $1.14B | 0.09% |
6,068,913
-396,982
| -6% | -$74.6M |
|
208
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $1.14B | 0.08% |
5,075,244
+734,205
| +17% | +$165M |
|
209
iShares US Treasury Bond ETF
GOVT
$28B
| $1.13B | 0.08% |
49,365,745
+38,232,721
| +343% | +$879M |
|
210
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
| $1.12B | 0.08% |
37,579,708
+18,467,267
| +97% | +$551M |
|
211
Alibaba
BABA
$322B
| $1.1B | 0.08% |
12,994,223
-989,975
| -7% | -$83.9M |
|
212
Edwards Lifesciences
EW
$47.5B
| $1.1B | 0.08% |
14,851,827
+6,385,779
| +75% | +$473M |
|
213
AT&T
T
$211B
| $1.1B | 0.08% |
48,203,890
+14,606,619
| +43% | +$333M |
|
214
Caterpillar
CAT
$199B
| $1.1B | 0.08% |
3,019,087
+206,233
| +7% | +$74.8M |
|
215
Williams Companies
WMB
$69.5B
| $1.08B | 0.08% |
19,999,164
-5,982,883
| -23% | -$324M |
|
216
iShares National Muni Bond ETF
MUB
$38.9B
| $1.08B | 0.08% |
10,105,962
+407,750
| +4% | +$43.4M |
|
217
MetLife
MET
$52.2B
| $1.07B | 0.08% |
13,122,970
-6,818,831
| -34% | -$558M |
|
218
Danaher
DHR
$143B
| $1.07B | 0.08% |
4,659,361
-1,523,715
| -25% | -$350M |
|
219
JPMorgan Chase
JPM
$814B
| $1.06B | 0.08% |
4,432,760
-18,015
| -0.4% | -$4.32M |
|
220
Natera
NTRA
$23.1B
| $1.06B | 0.08% |
6,701,425
+2,069,396
| +45% | +$328M |
|
221
Vanguard Total Stock Market ETF
VTI
$527B
| $1.06B | 0.08% |
3,652,467
+174,568
| +5% | +$50.6M |
|
222
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $1.05B | 0.08% |
21,226,142
+2,312,291
| +12% | +$115M |
|
223
Loews
L
$20B
| $1.04B | 0.08% |
12,332,502
-293,622
| -2% | -$24.9M |
|
224
Atlassian
TEAM
$45.1B
| $1.04B | 0.08% |
4,284,400
+1,806,042
| +73% | +$440M |
|
225
Sea Limited
SE
$113B
| $1.03B | 0.08% |
9,701,787
+1,719,082
| +22% | +$182M |
|