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 | |
|---|---|---|---|---|---|---|
226
Accenture
ACN
$159B
| $326M | 0.1% |
+4,524,271
| New | +$326M |
|
|
MMP
227
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $322M | 0.1% |
+5,908,358
| New | +$322M |
|
228
Amgen
AMGN
$153B
| $320M | 0.1% |
+3,245,074
| New | +$320M |
|
229
Keurig Dr Pepper
KDP
$38.9B
| $316M | 0.1% |
+6,872,010
| New | +$316M |
|
|
VALE.P
230
DELISTED
Vale S A
VALE.P
| $315M | 0.1% |
+25,880,619
| New | +$315M |
|
231
Silgan Holdings
SLGN
$4.83B
| $311M | 0.1% |
+13,242,440
| New | +$311M |
|
232
Macy's
M
$4.64B
| $308M | 0.1% |
+6,418,548
| New | +$308M |
|
233
CenterPoint Energy
CNP
$24.7B
| $307M | 0.1% |
+13,076,400
| New | +$307M |
|
234
Mohawk Industries
MHK
$8.65B
| $307M | 0.1% |
+2,730,260
| New | +$307M |
|
235
Bread Financial
BFH
$3.09B
| $307M | 0.1% |
+2,122,311
| New | +$307M |
|
236
Aon
AON
$79.9B
| $306M | 0.1% |
+4,755,025
| New | +$306M |
|
237
Cardinal Health
CAH
$35.7B
| $306M | 0.1% |
+6,480,882
| New | +$306M |
|
238
Boston Properties
BXP
$12.2B
| $305M | 0.1% |
+2,895,482
| New | +$305M |
|
239
Unum
UNM
$12.6B
| $304M | 0.1% |
+10,358,382
| New | +$304M |
|
240
Albemarle
ALB
$9.6B
| $303M | 0.1% |
+4,858,602
| New | +$303M |
|
|
RKT
241
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $290M | 0.09% |
+5,803,672
| New | +$290M |
|
242
Ventas
VTR
$30.9B
| $290M | 0.09% |
+3,652,910
| New | +$290M |
|
243
Equifax
EFX
$30.8B
| $288M | 0.09% |
+4,879,565
| New | +$288M |
|
244
Kellanova
K
$27.8B
| $287M | 0.09% |
+4,751,854
| New | +$287M |
|
|
EGN
245
DELISTED
Energen
EGN
| $285M | 0.09% |
+5,454,354
| New | +$285M |
|
246
United Parcel Service
UPS
$72.1B
| $283M | 0.09% |
+3,277,319
| New | +$283M |
|
247
Welltower
WELL
$112B
| $281M | 0.09% |
+4,188,597
| New | +$281M |
|
248
BorgWarner
BWA
$9.53B
| $281M | 0.09% |
+7,397,934
| New | +$281M |
|
249
Delta Air Lines
DAL
$39.9B
| $279M | 0.09% |
+14,933,758
| New | +$279M |
|
|
WFM
250
DELISTED
Whole Foods Market Inc
WFM
| $279M | 0.09% |
+5,425,859
| New | +$279M |
|