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 |
Apple
AAPL
|
$963M |
| 2 |
Walt Disney
DIS
|
$757M |
| 3 |
Nike
NKE
|
$728M |
| 4 |
Philip Morris
PM
|
$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
$732M |
| 3 |
Broadcom
AVGO
|
$673M |
| 4 |
Gilead Sciences
GILD
|
$587M |
| 5 |
MetLife
MET
|
$579M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
CVS Health
CVS
$93.6B
| $327M | 0.07% |
4,160,189
+598,961
| +17% | +$47M |
|
252
Phillips 66
PSX
$53.2B
| $323M | 0.07% |
4,077,356
+349,320
| +9% | +$27.7M |
|
|
XL
253
DELISTED
XL Group Ltd.
XL
| $320M | 0.07% |
8,034,458
-867,297
| -10% | -$34.6M |
|
254
United Rentals
URI
$62.7B
| $318M | 0.07% |
2,539,634
+1,782,382
| +235% | +$223M |
|
255
Walmart
WMT
$801B
| $316M | 0.07% |
13,148,871
-7,686,573
| -37% | -$185M |
|
256
Marathon Petroleum
MPC
$54.8B
| $316M | 0.07% |
6,247,347
-1,336,610
| -18% | -$67.6M |
|
257
Realty Income
O
$54.2B
| $316M | 0.07% |
5,469,590
+3,791,597
| +226% | +$219M |
|
258
Jack Henry & Associates
JKHY
$11.8B
| $314M | 0.07% |
3,376,910
-205,070
| -6% | -$19.1M |
|
259
Monster Beverage
MNST
$61B
| $314M | 0.07% |
13,609,380
-2,371,092
| -15% | -$54.7M |
|
260
NXP Semiconductors
NXPI
$57.2B
| $313M | 0.07% |
3,020,055
-3,695,920
| -55% | -$383M |
|
261
Unum
UNM
$12.6B
| $310M | 0.07% |
6,620,792
-918,363
| -12% | -$43.1M |
|
262
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
| $310M | 0.07% |
2,071,660
+667,615
| +48% | +$100M |
|
263
T-Mobile US
TMUS
$284B
| $308M | 0.07% |
4,771,311
+523,482
| +12% | +$33.8M |
|
|
JWN
264
DELISTED
Nordstrom
JWN
| $304M | 0.07% |
6,518,815
-22,295
| -0.3% | -$1.04M |
|
265
Copa Holdings
CPA
$4.85B
| $302M | 0.07% |
2,690,670
+667,209
| +33% | +$74.9M |
|
266
Williams Companies
WMB
$69.9B
| $300M | 0.07% |
10,125,511
+7,517,774
| +288% | +$222M |
|
267
Treehouse Foods
THS
$917M
| $299M | 0.07% |
3,530,403
-288,757
| -8% | -$24.4M |
|
|
BBBY
268
DELISTED
Bed Bath & Beyond Inc
BBBY
| $295M | 0.07% |
7,464,225
+450,872
| +6% | +$17.8M |
|
269
Deutsche Bank
DB
$67.8B
| $293M | 0.07% |
17,098,868
+1,074,746
| +7% | +$18.4M |
|
270
WEX
WEX
$5.87B
| $292M | 0.07% |
2,823,182
+986,969
| +54% | +$102M |
|
271
Toro Company
TTC
$7.99B
| $291M | 0.07% |
4,664,168
+279,198
| +6% | +$17.4M |
|
|
SPLK
272
DELISTED
Splunk Inc
SPLK
| $290M | 0.07% |
4,647,835
-131,753
| -3% | -$8.21M |
|
|
MMP
273
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $289M | 0.07% |
3,763,537
+277,575
| +8% | +$21.3M |
|
274
Dollar General
DG
$24.1B
| $289M | 0.07% |
4,139,873
-729,785
| -15% | -$50.9M |
|
275
Corning
GLW
$61B
| $287M | 0.07% |
10,611,783
-1,164,047
| -10% | -$31.4M |
|