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 |
Visa
V
|
$4.91B |
| 2 |
Walmart
WMT
|
$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
$3.75B |
| 4 |
Apple
AAPL
|
$3.5B |
| 5 |
Amazon
AMZN
|
$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
$1.42B |
| 2 |
Eli Lilly
LLY
|
$1.19B |
| 3 |
TSMC
TSM
|
$1.05B |
| 4 |
CSX Corp
CSX
|
$908M |
| 5 |
PayPal
PYPL
|
$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $684M | 0.05% |
8,379,058
+901,075
| +12% | +$73.6M |
|
302
Automatic Data Processing
ADP
$120B
| $682M | 0.05% |
2,230,637
+275,447
| +14% | +$84.2M |
|
303
Robinhood
HOOD
$90B
| $674M | 0.05% |
16,189,448
-8,269,560
| -34% | -$344M |
|
304
FedEx
FDX
$53.7B
| $669M | 0.05% |
2,745,917
-484,189
| -15% | -$118M |
|
305
Vanguard Growth ETF
VUG
$186B
| $666M | 0.05% |
1,795,833
+23,902
| +1% | +$8.86M |
|
306
O'Reilly Automotive
ORLY
$89B
| $661M | 0.05% |
6,918,165
-1,308,900
| -16% | -$125M |
|
307
MongoDB
MDB
$26.4B
| $660M | 0.05% |
3,763,173
+301,150
| +9% | +$52.8M |
|
308
Waste Connections
WCN
$46.1B
| $641M | 0.05% |
3,281,741
+31,805
| +1% | +$6.21M |
|
309
VICI Properties
VICI
$35.8B
| $639M | 0.05% |
19,594,396
-2,218,105
| -10% | -$72.4M |
|
310
HDFC Bank
HDB
$361B
| $639M | 0.05% |
9,616,713
+202,032
| +2% | +$13.4M |
|
311
Quest Diagnostics
DGX
$20.5B
| $638M | 0.05% |
3,769,938
+1,336,025
| +55% | +$226M |
|
312
JPMorgan Active Growth ETF
JGRO
$7.11B
| $634M | 0.05% |
8,585,389
+47,387
| +0.6% | +$3.5M |
|
313
Expedia Group
EXPE
$26.6B
| $626M | 0.05% |
3,724,504
+222,199
| +6% | +$37.4M |
|
314
Vertiv
VRT
$47.4B
| $625M | 0.05% |
8,650,554
-4,398,691
| -34% | -$318M |
|
315
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $622M | 0.05% |
12,234,225
+572,317
| +5% | +$29.1M |
|
316
ICICI Bank
IBN
$113B
| $621M | 0.05% |
19,692,088
+1,690,769
| +9% | +$53.3M |
|
317
Elevance Health
ELV
$70.6B
| $620M | 0.05% |
1,424,984
-156,900
| -10% | -$68.2M |
|
318
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $617M | 0.05% |
3,180,265
-525,921
| -14% | -$102M |
|
319
Vanguard Value ETF
VTV
$143B
| $616M | 0.05% |
3,564,748
+93,289
| +3% | +$16.1M |
|
320
Extra Space Storage
EXR
$31.3B
| $608M | 0.04% |
4,094,555
+2,755,265
| +206% | +$409M |
|
321
Moody's
MCO
$89.5B
| $603M | 0.04% |
1,293,936
+22,257
| +2% | +$10.4M |
|
322
Packaging Corp of America
PKG
$19.8B
| $602M | 0.04% |
3,038,859
+964,085
| +46% | +$191M |
|
323
American Homes 4 Rent
AMH
$12.9B
| $601M | 0.04% |
15,899,721
+2,094,497
| +15% | +$79.2M |
|
324
Canadian Pacific Kansas City
CP
$70.3B
| $600M | 0.04% |
8,545,254
+117,322
| +1% | +$8.24M |
|
325
Alnylam Pharmaceuticals
ALNY
$59.2B
| $599M | 0.04% |
2,218,872
-31,188
| -1% | -$8.42M |
|