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 |
SPDR S&P 500 ETF Trust
SPY
|
$12.5B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$6.01B |
| 3 |
Johnson & Johnson
JNJ
|
$4.47B |
| 4 |
Exxon Mobil
XOM
|
$4.38B |
| 5 |
Wells Fargo
WFC
|
$4.14B |
Top Sells
Sector Composition
| 1 | Financials | 13.66% |
| 2 | Healthcare | 10.44% |
| 3 | Technology | 9.97% |
| 4 | Energy | 9.44% |
| 5 | Consumer Discretionary | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $12.5B | 3.98% | +77,898,464 | New | +$12.5B |
|
|
2
Alphabet (Google) Class C
GOOG
$2.58T
| $6.01B | 1.91% | +6,822,933 | New | +$6.01B |
|
|
3
Johnson & Johnson
JNJ
$427B
| $4.47B | 1.42% | +52,061,127 | New | +$4.47B |
|
|
4
Exxon Mobil
XOM
$487B
| $4.38B | 1.4% | +48,457,581 | New | +$4.38B |
|
|
5
Wells Fargo
WFC
$263B
| $4.14B | 1.32% | +100,219,488 | New | +$4.14B |
|
6
Apple
AAPL
$3.45T
| $3.93B | 1.25% | +9,914,780 | New | +$3.93B |
|
7
Microsoft
MSFT
$3.77T
| $3.19B | 1.02% | +92,204,372 | New | +$3.19B |
|
8
Chevron
CVX
$324B
| $2.88B | 0.92% | +24,346,309 | New | +$2.88B |
|
|
TWX
9
DELISTED
Time Warner Inc
TWX
| $2.86B | 0.91% | +49,460,496 | New | +$2.86B |
|
10
iShares Russell 2000 ETF
IWM
$67B
| $2.57B | 0.82% | +26,543,650 | New | +$2.57B |
|
11
Home Depot
HD
$405B
| $2.5B | 0.8% | +32,267,299 | New | +$2.5B |
|
12
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $2.47B | 0.79% | +21,406,841 | New | +$2.47B |
|
13
RTX Corp
RTX
$212B
| $2.37B | 0.76% | +25,553,805 | New | +$2.37B |
|
14
Citigroup
C
$178B
| $2.27B | 0.72% | +47,384,206 | New | +$2.27B |
|
15
Procter & Gamble
PG
$368B
| $2.27B | 0.72% | +29,508,090 | New | +$2.27B |
|
16
iShares MSCI EAFE ETF
EFA
$66B
| $2.15B | 0.69% | +37,536,349 | New | +$2.15B |
|
17
Bank of America
BAC
$376B
| $2.14B | 0.68% | +166,493,425 | New | +$2.14B |
|
18
Biogen
BIIB
$19.4B
| $2.11B | 0.67% | +9,788,042 | New | +$2.11B |
|
19
Cisco
CSCO
$274B
| $2.06B | 0.66% | +84,635,075 | New | +$2.06B |
|
20
Honeywell
HON
$139B
| $2.05B | 0.65% | +25,872,845 | New | +$2.05B |
|
21
Schlumberger
SLB
$55B
| $1.95B | 0.62% | +27,189,204 | New | +$1.95B |
|
22
Comcast
CMCSA
$125B
| $1.9B | 0.61% | +45,563,633 | New | +$1.9B |
|
23
UnitedHealth
UNH
$281B
| $1.78B | 0.57% | +27,136,488 | New | +$1.78B |
|
24
Pfizer
PFE
$141B
| $1.77B | 0.56% | +63,261,142 | New | +$1.77B |
|
25
Merck
MRK
$210B
| $1.75B | 0.56% | +37,587,383 | New | +$1.75B |
|