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 | |
|---|---|---|---|---|---|---|
|
CRWV
451
CoreWeave, Inc. Class A Common Stock
CRWV
$43.5B
| $382M | 0.03% |
2,343,599
+793,794
| +51% | +$129M |
|
452
Tradeweb Markets
TW
$25.4B
| $380M | 0.02% |
2,598,097
-628,912
| -19% | -$92.1M |
|
453
Tencent Music
TME
$37.7B
| $380M | 0.02% |
19,501,541
+4,071,323
| +26% | +$79.4M |
|
454
Valero Energy
VLO
$48.7B
| $380M | 0.02% |
2,826,009
+188,930
| +7% | +$25.4M |
|
455
Corteva
CTVA
$49.1B
| $378M | 0.02% |
5,078,034
+68,996
| +1% | +$5.14M |
|
456
SPDR Portfolio S&P 500 Value ETF
SPYV
$28B
| $376M | 0.02% |
7,191,638
+390,643
| +6% | +$20.4M |
|
457
Crown Castle
CCI
$41.9B
| $376M | 0.02% |
3,657,030
+926,721
| +34% | +$95.2M |
|
458
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$952M
| $375M | 0.02% |
4,066,365
+324,110
| +9% | +$29.9M |
|
459
iShares Expanded Tech-Software Sector ETF
IGV
$9.85B
| $374M | 0.02% |
3,419,536
+1,186,519
| +53% | +$130M |
|
460
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
| $374M | 0.02% |
2,975,222
+2,192,315
| +280% | +$276M |
|
461
Airbnb
ABNB
$75.8B
| $372M | 0.02% |
2,813,147
+41,664
| +2% | +$5.51M |
|
462
Performance Food Group
PFGC
$16.5B
| $372M | 0.02% |
4,253,009
-934,860
| -18% | -$81.8M |
|
463
Constellation Brands
STZ
$26.2B
| $371M | 0.02% |
2,280,661
+69,513
| +3% | +$11.3M |
|
464
Autodesk
ADSK
$69.5B
| $371M | 0.02% |
1,197,132
+70,906
| +6% | +$22M |
|
465
Cummins
CMI
$55.1B
| $370M | 0.02% |
1,129,870
+192,857
| +21% | +$63.2M |
|
466
Paychex
PAYX
$48.7B
| $370M | 0.02% |
2,542,901
+574,337
| +29% | +$83.5M |
|
467
Teradyne
TER
$19.1B
| $370M | 0.02% |
4,109,319
-693,663
| -14% | -$62.4M |
|
468
PPG Industries
PPG
$24.8B
| $369M | 0.02% |
3,243,218
-1,980,490
| -38% | -$225M |
|
469
Credicorp
BAP
$20.7B
| $369M | 0.02% |
1,650,293
+67,249
| +4% | +$15M |
|
470
Mohawk Industries
MHK
$8.65B
| $368M | 0.02% |
3,511,972
-114,032
| -3% | -$12M |
|
471
Fortinet
FTNT
$60.4B
| $367M | 0.02% |
3,472,873
+340,041
| +11% | +$36M |
|
472
Verisk Analytics
VRSK
$37.8B
| $367M | 0.02% |
1,176,878
+35,873
| +3% | +$11.2M |
|
473
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.12B
| $366M | 0.02% |
7,693,123
+264,384
| +4% | +$12.6M |
|
474
EQT Corp
EQT
$32.2B
| $365M | 0.02% |
6,264,867
+2,471,272
| +65% | +$144M |
|
475
Schwab US TIPS ETF
SCHP
$14B
| $364M | 0.02% |
13,642,973
-3,913,683
| -22% | -$104M |
|