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 | |
|---|---|---|---|---|---|---|
326
Toronto Dominion Bank
TD
$128B
| $599M | 0.04% |
9,994,402
+2,780,984
| +39% | +$167M |
|
327
Kenvue
KVUE
$35.4B
| $597M | 0.04% |
24,912,226
+2,597,920
| +12% | +$62.3M |
|
328
Canadian Imperial Bank of Commerce
CM
$72.6B
| $596M | 0.04% |
10,581,914
+2,538,808
| +32% | +$143M |
|
329
Vanguard Mid-Cap ETF
VO
$87.5B
| $595M | 0.04% |
2,299,184
-7,595
| -0.3% | -$1.96M |
|
330
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $591M | 0.04% |
6,520,797
+2,009,412
| +45% | +$182M |
|
331
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2B
| $588M | 0.04% |
10,502,045
-120,586
| -1% | -$6.75M |
|
332
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $586M | 0.04% |
7,173,197
+905,045
| +14% | +$73.9M |
|
333
iShares Russell Mid-Cap ETF
IWR
$44.7B
| $579M | 0.04% |
6,807,746
-75,028
| -1% | -$6.38M |
|
334
Applied Materials
AMAT
$129B
| $577M | 0.04% |
3,972,701
+999,811
| +34% | +$145M |
|
335
Cardinal Health
CAH
$35.9B
| $575M | 0.04% |
4,175,992
+1,193,983
| +40% | +$164M |
|
336
PPG Industries
PPG
$25.2B
| $571M | 0.04% |
5,223,708
-5,048,830
| -49% | -$552M |
|
337
SPDR Portfolio S&P 500 ETF
SPLG
$84.1B
| $568M | 0.04% |
8,644,075
-782,852
| -8% | -$51.5M |
|
338
State Street
STT
$31.7B
| $567M | 0.04% |
6,329,644
+387,543
| +7% | +$34.7M |
|
339
Vanguard FTSE Emerging Markets ETF
VWO
$98.1B
| $563M | 0.04% |
12,432,942
-715,478
| -5% | -$32.4M |
|
340
Lennar Class A
LEN
$36.9B
| $562M | 0.04% |
4,893,261
+537,501
| +12% | +$61.7M |
|
341
BlackRock Flexible Income ETF
BINC
$11.6B
| $561M | 0.04% |
10,708,397
-42,658
| -0.4% | -$2.23M |
|
342
iShares MSCI Canada ETF
EWC
$3.24B
| $561M | 0.04% |
13,763,153
-742,548
| -5% | -$30.3M |
|
343
Bright Horizons
BFAM
$6.62B
| $558M | 0.04% |
4,391,997
+845,391
| +24% | +$107M |
|
344
WEC Energy
WEC
$34.6B
| $556M | 0.04% |
5,103,604
+726,267
| +17% | +$79.1M |
|
345
Tractor Supply
TSCO
$31.8B
| $555M | 0.04% |
10,067,639
-754,015
| -7% | -$41.5M |
|
346
Best Buy
BBY
$16.4B
| $554M | 0.04% |
7,523,131
+1,021,155
| +16% | +$75.2M |
|
347
iShares S&P 100 ETF
OEF
$22.2B
| $552M | 0.04% |
2,036,782
+613,679
| +43% | +$166M |
|
348
Raymond James Financial
RJF
$33.1B
| $551M | 0.04% |
3,965,618
-453,654
| -10% | -$63M |
|
349
Datadog
DDOG
$47.6B
| $550M | 0.04% |
5,546,123
+139,070
| +3% | +$13.8M |
|
350
Estee Lauder
EL
$32B
| $550M | 0.04% |
8,336,641
+2,534,537
| +44% | +$167M |
|