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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Confluent
CFLT
$6.98B
| $424M | 0.05% |
5,558,913
+773,111
| +16% | +$58.9M |
|
352
CrowdStrike
CRWD
$107B
| $421M | 0.05% |
2,056,637
+336,708
| +20% | +$68.9M |
|
353
iShares Russell 1000 ETF
IWB
$43.5B
| $421M | 0.05% |
1,592,364
+50,976
| +3% | +$13.5M |
|
354
Performance Food Group
PFGC
$16.4B
| $421M | 0.05% |
9,168,061
-18,030
| -0.2% | -$827K |
|
355
VICI Properties
VICI
$35.5B
| $420M | 0.05% |
13,946,723
-1,073,827
| -7% | -$32.3M |
|
356
Booz Allen Hamilton
BAH
$12.5B
| $418M | 0.05% |
4,930,592
-2,030,958
| -29% | -$172M |
|
357
Valero Energy
VLO
$48.9B
| $416M | 0.05% |
5,543,237
+584,749
| +12% | +$43.9M |
|
358
TC Energy
TRP
$53.9B
| $416M | 0.05% |
8,943,349
-2,287,305
| -20% | -$106M |
|
359
Global Payments
GPN
$21.2B
| $415M | 0.05% |
3,069,023
-1,264,764
| -29% | -$171M |
|
360
Kimberly-Clark
KMB
$43.1B
| $411M | 0.05% |
2,875,420
+238,549
| +9% | +$34.1M |
|
361
Jazz Pharmaceuticals
JAZZ
$7.88B
| $410M | 0.05% |
3,221,792
+325,479
| +11% | +$41.5M |
|
362
Coinbase
COIN
$77.6B
| $410M | 0.05% |
1,626,060
-1,249,073
| -43% | -$315M |
|
363
Enphase Energy
ENPH
$5.07B
| $409M | 0.05% |
2,233,642
-84,583
| -4% | -$15.5M |
|
364
CBRE Group
CBRE
$48.7B
| $408M | 0.05% |
3,756,579
-1,007,839
| -21% | -$109M |
|
365
Rayonier
RYN
$4.12B
| $407M | 0.05% |
10,585,490
-134,447
| -1% | -$5.16M |
|
366
Broadcom
AVGO
$1.63T
| $406M | 0.05% |
6,102,940
+210,530
| +4% | +$14M |
|
367
Otis Worldwide
OTIS
$34.3B
| $404M | 0.05% |
4,635,029
+2,916,030
| +170% | +$254M |
|
368
Labcorp
LH
$23B
| $402M | 0.05% |
1,490,029
+35,800
| +2% | +$9.66M |
|
369
Mohawk Industries
MHK
$8.67B
| $402M | 0.05% |
2,205,477
+338,782
| +18% | +$61.7M |
|
370
MKS Inc. Common Stock
MKSI
$7.32B
| $400M | 0.05% |
2,299,269
+116,574
| +5% | +$20.3M |
|
371
W.P. Carey
WPC
$14.7B
| $400M | 0.05% |
4,982,085
+3,412
| +0.1% | +$274K |
|
372
Altria Group
MO
$110B
| $400M | 0.05% |
8,444,427
-599,159
| -7% | -$28.4M |
|
373
Unity
U
$19.2B
| $400M | 0.05% |
2,797,113
+513,672
| +22% | +$73.5M |
|
374
Cooper Companies
COO
$13.7B
| $400M | 0.05% |
3,817,588
+39,824
| +1% | +$4.17M |
|
375
D.R. Horton
DHI
$54.9B
| $399M | 0.05% |
3,678,167
+367,839
| +11% | +$39.9M |
|