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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02B |
| 3 |
Northrop Grumman
NOC
|
$504M |
| 4 |
Truist Financial
TFC
|
$493M |
| 5 |
Analog Devices
ADI
|
$490M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.87B |
| 2 |
Tesla
TSLA
|
$1.01B |
| 3 |
Verizon
VZ
|
$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$798M |
| 5 |
TSMC
TSM
|
$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Applied Materials
AMAT
$130B
| $288M | 0.05% |
4,826,881
+753,621
| +19% | +$45M |
|
352
Colgate-Palmolive
CL
$68.8B
| $287M | 0.05% |
3,764,951
+462,211
| +14% | +$35.2M |
|
353
Performance Food Group
PFGC
$16.5B
| $286M | 0.05% |
8,290,795
+329,496
| +4% | +$11.4M |
|
354
ResMed
RMD
$40.6B
| $282M | 0.05% |
1,630,909
+223,033
| +16% | +$38.5M |
|
|
ZEN
355
DELISTED
ZENDESK INC
ZEN
| $279M | 0.05% |
2,737,796
+435,305
| +19% | +$44.3M |
|
356
Post Holdings
POST
$5.88B
| $279M | 0.05% |
5,086,243
-4,720
| -0.1% | -$258K |
|
357
Otis Worldwide
OTIS
$34.1B
| $278M | 0.05% |
4,456,903
-243,772
| -5% | -$15.2M |
|
358
FTI Consulting
FCN
$5.46B
| $278M | 0.05% |
2,595,835
+44,225
| +2% | +$4.73M |
|
359
Snap-on
SNA
$17.1B
| $277M | 0.05% |
1,907,862
-282,855
| -13% | -$41.1M |
|
360
DTE Energy
DTE
$28.4B
| $273M | 0.05% |
2,803,272
+88,195
| +3% | +$8.59M |
|
361
XP
XP
$9.96B
| $273M | 0.05% |
6,593,060
-898,343
| -12% | -$37.2M |
|
362
Illumina
ILMN
$15.7B
| $271M | 0.05% |
911,451
-515,223
| -36% | -$153M |
|
363
Nordson
NDSN
$12.6B
| $268M | 0.05% |
1,401,141
-210,071
| -13% | -$40.2M |
|
364
Garmin
GRMN
$45.7B
| $268M | 0.05% |
2,819,177
-745,239
| -21% | -$70.8M |
|
365
Caterpillar
CAT
$198B
| $267M | 0.04% |
1,814,257
+802,949
| +79% | +$118M |
|
366
Mine Safety
MSA
$6.67B
| $267M | 0.04% |
2,012,169
+112,088
| +6% | +$14.9M |
|
367
Vanguard Total Stock Market ETF
VTI
$528B
| $267M | 0.04% |
1,579,028
+100,034
| +7% | +$16.9M |
|
368
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $266M | 0.04% |
6,498,333
+1,676,583
| +35% | +$68.7M |
|
369
IDEX
IEX
$12.4B
| $266M | 0.04% |
1,465,360
+52,493
| +4% | +$9.54M |
|
370
TC Energy
TRP
$53.9B
| $266M | 0.04% |
6,142,306
+51,043
| +0.8% | +$2.21M |
|
371
Labcorp
LH
$23.2B
| $265M | 0.04% |
1,655,405
-118,980
| -7% | -$19.1M |
|
372
Elevance Health
ELV
$70.6B
| $265M | 0.04% |
1,019,940
+43,614
| +4% | +$11.3M |
|
373
iShares TIPS Bond ETF
TIP
$13.6B
| $263M | 0.04% |
2,070,529
+1,279,420
| +162% | +$162M |
|
374
VF Corp
VFC
$5.86B
| $262M | 0.04% |
3,756,619
+18,666
| +0.5% | +$1.3M |
|
375
Jazz Pharmaceuticals
JAZZ
$7.86B
| $260M | 0.04% |
1,860,038
+119,823
| +7% | +$16.7M |
|