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 | |
|---|---|---|---|---|---|---|
351
Teledyne Technologies
TDY
$25.6B
| $549M | 0.04% |
1,102,795
+73,009
| +7% | +$36.3M |
|
352
Freeport-McMoran
FCX
$66.5B
| $548M | 0.04% |
14,473,382
-100,841
| -0.7% | -$3.82M |
|
353
Regions Financial
RF
$23.9B
| $540M | 0.04% |
24,867,561
+3,942,276
| +19% | +$85.7M |
|
354
Microchip Technology
MCHP
$35.3B
| $538M | 0.04% |
11,118,759
-12,661,010
| -53% | -$613M |
|
355
Hershey
HSY
$37.9B
| $535M | 0.04% |
3,126,086
+224,580
| +8% | +$38.4M |
|
356
Cintas
CTAS
$81.3B
| $531M | 0.04% |
2,585,024
+432,980
| +20% | +$89M |
|
357
Host Hotels & Resorts
HST
$11.9B
| $530M | 0.04% |
37,278,175
+230,445
| +0.6% | +$3.27M |
|
358
Gartner
IT
$18.5B
| $523M | 0.04% |
1,245,563
+211,842
| +20% | +$88.9M |
|
359
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $522M | 0.04% |
21,461,902
+699,740
| +3% | +$17M |
|
360
iShares Core MSCI Europe ETF
IEUR
$6.89B
| $516M | 0.04% |
8,578,699
-1,357,111
| -14% | -$81.6M |
|
361
TechnipFMC
FTI
$16.2B
| $516M | 0.04% |
16,282,943
-563,676
| -3% | -$17.9M |
|
362
Interactive Brokers
IBKR
$27.2B
| $513M | 0.04% |
12,386,864
-3,566,616
| -22% | -$148M |
|
363
SPDR Gold Trust
GLD
$113B
| $498M | 0.04% |
1,727,004
+664,185
| +62% | +$191M |
|
364
Corning
GLW
$61.8B
| $492M | 0.04% |
10,753,062
-2,103,493
| -16% | -$96.3M |
|
365
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
| $491M | 0.04% |
10,201,451
-190,210
| -2% | -$9.15M |
|
366
CBRE Group
CBRE
$48.6B
| $487M | 0.04% |
3,724,784
+738,704
| +25% | +$96.6M |
|
367
iShares MSCI EAFE Growth ETF
EFG
$13.4B
| $487M | 0.04% |
4,870,319
-2,405,604
| -33% | -$241M |
|
368
Insmed
INSM
$30.9B
| $485M | 0.04% |
6,354,022
+3,067,774
| +93% | +$234M |
|
369
International Paper
IP
$24.9B
| $481M | 0.04% |
9,019,743
+1,528,937
| +20% | +$81.6M |
|
370
Warner Music
WMG
$17.5B
| $480M | 0.04% |
15,296,700
+4,097,688
| +37% | +$128M |
|
371
Tradeweb Markets
TW
$25.3B
| $479M | 0.04% |
3,227,009
+1,448,223
| +81% | +$215M |
|
372
W.R. Berkley
WRB
$27.3B
| $477M | 0.03% |
6,696,361
-396,910
| -6% | -$28.2M |
|
373
Lockheed Martin
LMT
$107B
| $476M | 0.03% |
1,064,650
+237,566
| +29% | +$106M |
|
374
Eagle Materials
EXP
$7.74B
| $475M | 0.03% |
2,140,621
+339,089
| +19% | +$75.3M |
|
375
Schwab US TIPS ETF
SCHP
$14B
| $472M | 0.03% |
17,556,656
+16,247,258
| +1,241% | +$437M |
|