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 | |
|---|---|---|---|---|---|---|
276
Camden Property Trust
CPT
$11.9B
| $286M | 0.07% |
3,559,299
-194,608
| -5% | -$15.7M |
|
277
Comerica
CMA
$8.91B
| $283M | 0.06% |
4,120,834
+905,127
| +28% | +$62.1M |
|
278
Plains All American Pipeline
PAA
$12.1B
| $281M | 0.06% |
8,893,834
-858,596
| -9% | -$27.1M |
|
279
Mercado Libre
MELI
$119B
| $281M | 0.06% |
1,328,114
-58,515
| -4% | -$12.4M |
|
280
PACCAR
PCAR
$51.4B
| $280M | 0.06% |
6,251,958
-2,379,783
| -28% | -$107M |
|
|
SIVB
281
DELISTED
SVB Financial Group
SIVB
| $280M | 0.06% |
1,504,916
-183,350
| -11% | -$34.1M |
|
282
CDW
CDW
$22.2B
| $276M | 0.06% |
4,787,140
+549,088
| +13% | +$31.7M |
|
283
Cencora
COR
$57.9B
| $275M | 0.06% |
3,106,108
+293,229
| +10% | +$26M |
|
284
American Electric Power
AEP
$57.8B
| $273M | 0.06% |
4,071,715
+636,306
| +19% | +$42.7M |
|
285
Host Hotels & Resorts
HST
$11.9B
| $273M | 0.06% |
14,644,539
+2,854,698
| +24% | +$53.3M |
|
286
Progressive
PGR
$142B
| $273M | 0.06% |
6,958,993
+464,526
| +7% | +$18.2M |
|
287
Mid-America Apartment Communities
MAA
$17B
| $272M | 0.06% |
2,672,505
+857,063
| +47% | +$87.2M |
|
288
Coty
COTY
$3.77B
| $270M | 0.06% |
14,881,115
+107,911
| +0.7% | +$1.96M |
|
|
WCG
289
DELISTED
Wellcare Health Plans, Inc.
WCG
| $270M | 0.06% |
1,922,962
+26,990
| +1% | +$3.78M |
|
290
Energy Select Sector SPDR Fund
XLE
$26.9B
| $269M | 0.06% |
3,851,901
+532,080
| +16% | +$37.2M |
|
291
Workday
WDAY
$61.8B
| $269M | 0.06% |
3,226,241
-601,179
| -16% | -$50.1M |
|
292
The Mosaic Company
MOS
$10.2B
| $268M | 0.06% |
9,185,378
-1,235,273
| -12% | -$36M |
|
293
Lennox International
LII
$19.5B
| $268M | 0.06% |
1,599,641
-1,125,978
| -41% | -$188M |
|
294
IDEX
IEX
$12.2B
| $268M | 0.06% |
2,861,602
-28,080
| -1% | -$2.63M |
|
295
Vanguard FTSE Emerging Markets ETF
VWO
$98.5B
| $267M | 0.06% |
6,709,657
-1,298,461
| -16% | -$51.6M |
|
296
Weyerhaeuser
WY
$18.4B
| $266M | 0.06% |
7,820,113
-330,954
| -4% | -$11.2M |
|
297
Energizer
ENR
$1.94B
| $265M | 0.06% |
4,755,300
-502,444
| -10% | -$28M |
|
298
Essex Property Trust
ESS
$17.2B
| $265M | 0.06% |
1,144,365
-136,249
| -11% | -$31.5M |
|
299
Keysight
KEYS
$28.9B
| $265M | 0.06% |
7,320,322
+1,179,662
| +19% | +$42.6M |
|
300
Cinemark Holdings
CNK
$3.1B
| $263M | 0.06% |
5,935,079
+118,492
| +2% | +$5.25M |
|