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 | |
|---|---|---|---|---|---|---|
376
Vistra
VST
$65.7B
| $472M | 0.03% |
4,015,783
+825,027
| +26% | +$96.9M |
|
377
TC Energy
TRP
$53.9B
| $471M | 0.03% |
9,986,313
+718,959
| +8% | +$33.9M |
|
378
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $471M | 0.03% |
10,786,595
+3,359,853
| +45% | +$147M |
|
379
Hartford Financial Services
HIG
$36.8B
| $471M | 0.03% |
3,805,063
-1,422,026
| -27% | -$176M |
|
380
iShares US Technology ETF
IYW
$23.3B
| $470M | 0.03% |
3,344,640
-76,325
| -2% | -$10.7M |
|
381
Constellation Energy
CEG
$94B
| $469M | 0.03% |
2,327,877
+1,093,599
| +89% | +$221M |
|
382
Fidelity Total Bond ETF
FBND
$20.7B
| $467M | 0.03% |
10,231,902
+3,037,583
| +42% | +$139M |
|
383
Mid-America Apartment Communities
MAA
$17B
| $463M | 0.03% |
2,760,133
-584,729
| -17% | -$98M |
|
384
Leidos
LDOS
$23B
| $461M | 0.03% |
3,416,817
+251,245
| +8% | +$33.9M |
|
385
JPMorgan Limited Duration Bond ETF
JPLD
$2.21B
| $458M | 0.03% |
8,816,974
+390,474
| +5% | +$20.3M |
|
386
Garmin
GRMN
$45.9B
| $458M | 0.03% |
2,110,519
-70,938
| -3% | -$15.4M |
|
387
ON Semiconductor
ON
$19.9B
| $457M | 0.03% |
11,242,869
-2,527,391
| -18% | -$103M |
|
388
Kroger
KR
$44.7B
| $453M | 0.03% |
6,689,905
+1,239,409
| +23% | +$83.9M |
|
389
Roper Technologies
ROP
$55.9B
| $453M | 0.03% |
767,798
-254,867
| -25% | -$150M |
|
390
PACCAR
PCAR
$51.2B
| $451M | 0.03% |
4,632,996
+691,501
| +18% | +$67.3M |
|
391
Casey's General Stores
CASY
$20.1B
| $450M | 0.03% |
1,036,426
+306,628
| +42% | +$133M |
|
392
IQVIA
IQV
$32.2B
| $449M | 0.03% |
2,545,014
+798,534
| +46% | +$141M |
|
393
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.41B
| $447M | 0.03% |
4,430,698
+274,777
| +7% | +$27.7M |
|
394
Carnival Corp
CCL
$42.8B
| $447M | 0.03% |
22,872,766
+6,177,010
| +37% | +$121M |
|
395
Coterra Energy
CTRA
$18.2B
| $444M | 0.03% |
15,354,698
+1,333,978
| +10% | +$38.6M |
|
396
Zoetis
ZTS
$66.4B
| $442M | 0.03% |
2,686,271
+549,513
| +26% | +$90.5M |
|
397
GoDaddy
GDDY
$20.6B
| $440M | 0.03% |
2,439,905
+710,842
| +41% | +$128M |
|
398
Confluent
CFLT
$6.88B
| $438M | 0.03% |
18,697,846
+633,389
| +4% | +$14.8M |
|
399
Workday
WDAY
$61.6B
| $438M | 0.03% |
1,876,670
+824,015
| +78% | +$192M |
|
400
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41B
| $438M | 0.03% |
5,444,280
+183,095
| +3% | +$14.7M |
|