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 | |
|---|---|---|---|---|---|---|
351
GoDaddy
GDDY
$20.5B
| $221M | 0.05% |
5,818,655
-1,026,815
| -15% | -$38.9M |
|
352
Pinnacle West Capital
PNW
$10.5B
| $220M | 0.05% |
2,635,293
+297,131
| +13% | +$24.8M |
|
353
Guidewire Software
GWRE
$22B
| $218M | 0.05% |
3,875,527
+148,196
| +4% | +$8.35M |
|
354
National Health Investors
NHI
$3.73B
| $217M | 0.05% |
2,994,191
+688,285
| +30% | +$50M |
|
|
TFCF
355
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $217M | 0.05% |
6,838,410
+626,151
| +10% | +$19.9M |
|
356
EPAM Systems
EPAM
$9.16B
| $215M | 0.05% |
2,845,663
-1,114,432
| -28% | -$84.2M |
|
357
Rockwell Automation
ROK
$38.8B
| $215M | 0.05% |
1,377,769
+1,261,760
| +1,088% | +$196M |
|
358
iShares MSCI India ETF
INDA
$9.34B
| $213M | 0.05% |
6,778,117
+1,008,315
| +17% | +$31.7M |
|
359
Edgewell Personal Care
EPC
$1.05B
| $213M | 0.05% |
2,916,099
+322,613
| +12% | +$23.6M |
|
|
AIV
360
Aimco
AIV
$1.1B
| $212M | 0.05% |
35,962,772
-3,951,191
| -10% | -$23.3M |
|
|
CAVM
361
DELISTED
Cavium, Inc.
CAVM
| $212M | 0.05% |
2,964,350
+675,059
| +29% | +$48.4M |
|
362
iShares Select U.S. REIT ETF
ICF
$1.91B
| $212M | 0.05% |
4,246,470
+512,688
| +14% | +$25.6M |
|
363
Cincinnati Financial
CINF
$24B
| $210M | 0.05% |
2,900,223
+161,845
| +6% | +$11.7M |
|
|
Y
364
DELISTED
Alleghany Corporation
Y
| $209M | 0.05% |
340,040
-5,581
| -2% | -$3.43M |
|
365
Televisa
TV
$1.52B
| $209M | 0.05% |
8,053,187
-202,535
| -2% | -$5.25M |
|
|
SBNY
366
DELISTED
Signature Bank
SBNY
| $208M | 0.05% |
1,400,891
-201,391
| -13% | -$29.9M |
|
367
Ameren
AEE
$27B
| $208M | 0.05% |
3,801,606
-741,456
| -16% | -$40.5M |
|
368
Portland General Electric
POR
$4.61B
| $207M | 0.05% |
4,662,302
+230,831
| +5% | +$10.3M |
|
369
AptarGroup
ATR
$9.11B
| $207M | 0.05% |
2,684,112
+282,994
| +12% | +$21.8M |
|
370
Vipshop
VIPS
$8.58B
| $206M | 0.05% |
15,477,128
+3,678,196
| +31% | +$49.1M |
|
371
Affiliated Managers Group
AMG
$6.57B
| $206M | 0.05% |
1,258,188
-206,290
| -14% | -$33.8M |
|
372
Trip.com Group
TCOM
$47.7B
| $206M | 0.05% |
4,183,970
+440,216
| +12% | +$21.6M |
|
373
Zimmer Biomet
ZBH
$20.7B
| $205M | 0.05% |
1,731,509
+512,764
| +42% | +$60.8M |
|
374
Eagle Materials
EXP
$7.71B
| $205M | 0.05% |
2,110,665
-160,217
| -7% | -$15.6M |
|
375
Macerich
MAC
$4.68B
| $204M | 0.05% |
3,164,882
-705,300
| -18% | -$45.4M |
|