JP Morgan 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 | +$5.61B | |
| 2 | +$4.86B | |
| 3 | +$3.39B | |
| 4 |
GE Vernova
GEV
|
+$2.58B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.36B |
Top Sells
| 1 | +$4.13B | |
| 2 | +$2.46B | |
| 3 | +$2.23B | |
| 4 |
Exxon Mobil
XOM
|
+$2.22B |
| 5 |
Intuitive Surgical
ISRG
|
+$1.87B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Financials | 10.2% |
| 3 | Consumer Discretionary | 9.9% |
| 4 | Communication Services | 8.2% |
| 5 | Healthcare | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Exxon Mobil
XOM
$505B
| $8.46B | 0.51% |
75,037,503
-19,672,024
|
|
||
27
Eli Lilly
LLY
$885B
| $7.83B | 0.47% |
10,268,155
-2,242,818
|
|
||
28
Walt Disney
DIS
$206B
| $7.75B | 0.46% |
67,714,612
+12,326,183
|
|
||
29
Philip Morris
PM
$244B
| $7.66B | 0.46% |
47,253,986
+1,335,936
|
|
||
30
American Express
AXP
$255B
| $7.37B | 0.44% |
22,187,249
+3,144,528
|
|
||
31
NextEra Energy
NEE
$179B
| $7.32B | 0.44% |
97,008,700
-204,129
|
|
||
32
ServiceNow
NOW
$179B
| $7.27B | 0.44% |
7,902,643
+1,290,172
|
|
||
33
Intuit
INTU
$182B
| $7.22B | 0.43% |
10,570,107
+1,748,269
|
|
||
34
Eaton
ETN
$143B
| $7.19B | 0.43% |
19,221,428
-4,670,261
|
|
||
35
Financial Select Sector SPDR Fund
XLF
$54.7B
| $7.17B | 0.43% |
133,084,547
+18,724,516
|
|
||
36
3M
MMM
$89.6B
| $7.06B | 0.42% |
45,480,898
+4,173,015
|
|
||
37
TSMC
TSM
$1.51T
| $6.84B | 0.41% |
24,492,362
-3,887,653
|
|
||
38
Southern Company
SO
$100B
| $6.62B | 0.4% |
69,819,768
+855,742
|
|
||
39
Trane Technologies
TT
$93.5B
| $6.55B | 0.39% |
15,525,010
+1,433,563
|
|
||
40
JPMorgan BetaBuilders Canada ETF
BBCA
$8.99B
| $6.51B | 0.39% |
74,584,868
-1,641,172
|
|
||
41
UnitedHealth
UNH
$297B
| $6.41B | 0.38% |
18,554,646
-1,441,577
|
|
||
42
Berkshire Hathaway Class B
BRK.B
$1.07T
| $6.33B | 0.38% |
12,583,561
-1,177,092
|
|
||
43
Palantir
PLTR
$455B
| $6.32B | 0.38% |
34,666,018
+18,587,777
|
|
||
44
Arthur J. Gallagher & Co
AJG
$65.5B
| $6.3B | 0.38% |
20,338,533
+3,330,205
|
|
||
45
Booking.com
BKNG
$163B
| $6.27B | 0.38% |
1,161,115
+88,633
|
|
||
46
Morgan Stanley
MS
$265B
| $5.95B | 0.36% |
37,412,736
-1,746,073
|
|
||
47
Coca-Cola
KO
$308B
| $5.82B | 0.35% |
87,809,458
+7,551,356
|
|
||
48
Charles Schwab
SCHW
$174B
| $5.78B | 0.35% |
60,587,654
-10,016,576
|
|
||
49
Howmet Aerospace
HWM
$84.1B
| $5.64B | 0.34% |
28,732,520
-3,074,104
|
|
||
50
Goldman Sachs
GS
$243B
| $5.57B | 0.33% |
6,998,413
-29,288
|
|