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 | |
|---|---|---|---|---|---|---|
376
Celanese
CE
$4.89B
| $202M | 0.05% |
2,247,203
+1,731,282
| +336% | +$156M |
|
377
Ralph Lauren
RL
$18.8B
| $202M | 0.05% |
2,469,782
+1,314,237
| +114% | +$107M |
|
378
Brinker International
EAT
$6.93B
| $201M | 0.05% |
4,564,335
+201,490
| +5% | +$8.86M |
|
379
HCA Healthcare
HCA
$96.7B
| $201M | 0.05% |
2,254,507
+15,672
| +0.7% | +$1.39M |
|
380
Universal Health Services
UHS
$11.9B
| $200M | 0.05% |
1,607,284
+112,967
| +8% | +$14.1M |
|
381
Invesco QQQ Trust
QQQ
$369B
| $198M | 0.05% |
1,495,733
+1,226,793
| +456% | +$162M |
|
|
VMW
382
DELISTED
VMware, Inc
VMW
| $197M | 0.05% |
2,134,773
+39,869
| +2% | +$3.67M |
|
383
Roper Technologies
ROP
$55.9B
| $195M | 0.04% |
942,704
-116,969
| -11% | -$24.2M |
|
384
BioMarin Pharmaceuticals
BMRN
$10.7B
| $194M | 0.04% |
2,207,180
-1,030,288
| -32% | -$90.4M |
|
|
PX
385
DELISTED
Praxair Inc
PX
| $193M | 0.04% |
1,628,358
+143,180
| +10% | +$17M |
|
386
Alexandria Real Estate Equities
ARE
$14.3B
| $193M | 0.04% |
1,742,259
+1,052,130
| +152% | +$116M |
|
|
KITE
387
DELISTED
Kite Pharma, Inc.
KITE
| $190M | 0.04% |
2,424,565
-570,282
| -19% | -$44.8M |
|
388
Lazard
LAZ
$5.21B
| $190M | 0.04% |
4,137,752
-426,420
| -9% | -$19.6M |
|
|
GGP
389
DELISTED
GGP Inc.
GGP
| $187M | 0.04% |
8,073,066
+2,894,391
| +56% | +$67.1M |
|
390
Medtronic
MDT
$121B
| $187M | 0.04% |
2,321,494
+15,805
| +0.7% | +$1.27M |
|
391
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.94B
| $186M | 0.04% |
2,951,674
-236,019
| -7% | -$14.9M |
|
392
Everest Group
EG
$14.3B
| $185M | 0.04% |
789,567
-292,102
| -27% | -$68.3M |
|
393
iShares US Real Estate ETF
IYR
$3.61B
| $181M | 0.04% |
2,306,383
+1,394,581
| +153% | +$109M |
|
394
Vanguard FTSE Developed Markets ETF
VEA
$172B
| $180M | 0.04% |
4,590,247
+437,218
| +11% | +$17.2M |
|
395
Equifax
EFX
$31B
| $180M | 0.04% |
1,317,846
-231,948
| -15% | -$31.7M |
|
|
MJN
396
DELISTED
Mead Johnson Nutrition Company
MJN
| $180M | 0.04% |
2,016,923
+1,606,669
| +392% | +$143M |
|
397
Brunswick
BC
$4.27B
| $179M | 0.04% |
2,926,645
+275,751
| +10% | +$16.9M |
|
|
WPZ
398
DELISTED
Williams Partners L.P.
WPZ
| $179M | 0.04% |
4,373,710
+336,267
| +8% | +$13.7M |
|
399
Parker-Hannifin
PH
$95.7B
| $178M | 0.04% |
1,113,322
-120,628
| -10% | -$19.3M |
|
400
Allison Transmission
ALSN
$7.41B
| $178M | 0.04% |
4,946,800
+364,493
| +8% | +$13.1M |
|