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 |
Microsoft
MSFT
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Motorola Solutions
MSI
$79.8B
| $758M | 0.05% |
1,803,352
+100,296
| +6% | +$42.2M |
|
302
Diamondback Energy
FANG
$40.2B
| $754M | 0.05% |
5,488,752
+748,580
| +16% | +$103M |
|
303
Monster Beverage
MNST
$61B
| $754M | 0.05% |
12,035,795
-3,256,598
| -21% | -$204M |
|
304
Axon Enterprise
AXON
$57.2B
| $751M | 0.05% |
907,152
+121,414
| +15% | +$101M |
|
305
FedEx
FDX
$53.7B
| $749M | 0.05% |
3,294,600
+548,683
| +20% | +$125M |
|
306
Infosys
INFY
$67.9B
| $747M | 0.05% |
40,306,650
+1,747,722
| +5% | +$32.4M |
|
307
Freeport-McMoran
FCX
$66.5B
| $743M | 0.05% |
17,143,632
+2,670,250
| +18% | +$116M |
|
308
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $742M | 0.05% |
9,087,078
+4,610,697
| +103% | +$377M |
|
309
Realty Income
O
$54.2B
| $741M | 0.05% |
12,853,974
-132,964
| -1% | -$7.66M |
|
310
Regency Centers
REG
$13.4B
| $739M | 0.05% |
10,368,881
-1,205,289
| -10% | -$85.9M |
|
311
Humana
HUM
$37B
| $737M | 0.05% |
3,013,306
+167,491
| +6% | +$40.9M |
|
312
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $730M | 0.05% |
12,803,884
+569,659
| +5% | +$32.5M |
|
313
O'Reilly Automotive
ORLY
$89B
| $728M | 0.05% |
8,078,170
+1,160,005
| +17% | +$105M |
|
314
Ferrari
RACE
$87.1B
| $727M | 0.05% |
1,481,980
-548,280
| -27% | -$269M |
|
315
Scotiabank
BNS
$78.8B
| $727M | 0.05% |
13,148,255
+5,979,338
| +83% | +$330M |
|
316
Western Digital
WDC
$31.9B
| $724M | 0.05% |
11,308,503
-8,590,509
| -43% | -$550M |
|
317
HDFC Bank
HDB
$181B
| $720M | 0.05% |
9,395,893
-220,820
| -2% | -$16.9M |
|
318
Carnival Corp
CCL
$42.8B
| $716M | 0.05% |
25,472,961
+2,600,195
| +11% | +$73.1M |
|
319
Vanguard Real Estate ETF
VNQ
$34.7B
| $716M | 0.05% |
8,037,129
-638,949
| -7% | -$56.9M |
|
320
Canadian Imperial Bank of Commerce
CM
$72.8B
| $714M | 0.05% |
10,077,146
-504,768
| -5% | -$35.8M |
|
321
Arch Capital
ACGL
$34.1B
| $713M | 0.05% |
7,830,301
+359,710
| +5% | +$32.8M |
|
322
Pfizer
PFE
$141B
| $712M | 0.05% |
29,358,571
-2,906,087
| -9% | -$70.4M |
|
323
VICI Properties
VICI
$35.8B
| $711M | 0.05% |
21,811,143
+2,216,747
| +11% | +$72.3M |
|
324
ON Semiconductor
ON
$20.1B
| $700M | 0.05% |
13,359,463
+2,116,594
| +19% | +$111M |
|
325
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $698M | 0.05% |
5,239,062
-230,424
| -4% | -$30.7M |
|