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
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Old Dominion Freight Line
ODFL
$31.7B
| $474M | 0.03% |
2,922,313
+492,563
| +20% | +$79.9M |
|
402
Teledyne Technologies
TDY
$25.7B
| $471M | 0.03% |
918,603
-184,192
| -17% | -$94.4M |
|
403
Gartner
IT
$18.6B
| $461M | 0.03% |
1,140,717
-104,846
| -8% | -$42.4M |
|
404
Toast
TOST
$24B
| $461M | 0.03% |
10,405,711
+976,864
| +10% | +$43.3M |
|
405
Ball Corp
BALL
$13.9B
| $461M | 0.03% |
8,210,060
+207,733
| +3% | +$11.7M |
|
406
Waste Management
WM
$88.6B
| $459M | 0.03% |
2,007,615
+287,156
| +17% | +$65.7M |
|
407
Bright Horizons
BFAM
$6.64B
| $459M | 0.03% |
3,714,488
-677,509
| -15% | -$83.7M |
|
408
Henry Schein
HSIC
$8.42B
| $457M | 0.03% |
6,252,743
-120,293
| -2% | -$8.79M |
|
409
iShares Russell 1000 ETF
IWB
$43.4B
| $457M | 0.03% |
1,344,682
+65,170
| +5% | +$22.1M |
|
410
MSCI
MSCI
$42.9B
| $454M | 0.03% |
786,321
+170,551
| +28% | +$98.4M |
|
411
Bank of Montreal
BMO
$90.3B
| $453M | 0.03% |
4,096,926
+158,442
| +4% | +$17.5M |
|
412
iShares National Muni Bond ETF
MUB
$38.9B
| $453M | 0.03% |
4,335,211
-5,187,446
| -54% | -$542M |
|
413
Omnicom Group
OMC
$15.4B
| $447M | 0.03% |
6,213,705
+3,362,411
| +118% | +$242M |
|
414
Fidelity Blue Chip Growth ETF
FBCG
$4.66B
| $446M | 0.03% |
9,239,076
-446,141
| -5% | -$21.5M |
|
415
Lockheed Martin
LMT
$108B
| $445M | 0.03% |
961,271
-103,379
| -10% | -$47.9M |
|
416
Kimco Realty
KIM
$15.4B
| $443M | 0.03% |
21,097,129
+7,208,027
| +52% | +$152M |
|
417
Canadian Natural Resources
CNQ
$63.2B
| $443M | 0.03% |
14,092,637
+399,945
| +3% | +$12.6M |
|
418
Roblox
RBLX
$88.5B
| $442M | 0.03% |
4,200,541
+1,555,409
| +59% | +$164M |
|
419
Kenvue
KVUE
$35.7B
| $437M | 0.03% |
20,888,316
-4,023,910
| -16% | -$84.2M |
|
420
LPL Financial
LPLA
$26.6B
| $435M | 0.03% |
1,160,321
-144,459
| -11% | -$54.2M |
|
421
Hartford Financial Services
HIG
$37B
| $434M | 0.03% |
3,418,697
-386,366
| -10% | -$49M |
|
422
Tractor Supply
TSCO
$32.1B
| $431M | 0.03% |
8,163,015
-1,904,624
| -19% | -$101M |
|
423
Hubbell
HUBB
$23.2B
| $427M | 0.03% |
1,045,834
-220,307
| -17% | -$90M |
|
424
Ciena
CIEN
$16.5B
| $426M | 0.03% |
5,243,053
+407,379
| +8% | +$33.1M |
|
425
HEICO Class A
HEI.A
$35.1B
| $426M | 0.03% |
1,646,658
+50,157
| +3% | +$13M |
|