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 |
Comcast
CMCSA
|
$974M |
| 2 |
Apple
AAPL
|
$963M |
| 3 |
Walt Disney
DIS
|
$757M |
| 4 |
Nike
NKE
|
$728M |
| 5 |
Philip Morris
PM
|
$691M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24B |
| 2 |
Hilton Worldwide
HLT
|
$1.17B |
| 3 |
Meta Platforms (Facebook)
META
|
$732M |
| 4 |
Broadcom
AVGO
|
$673M |
| 5 |
Gilead Sciences
GILD
|
$587M |
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 | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$292B
| $2.2B | 0.5% |
73,893,912
+11,657,605
| +19% | +$347M |
|
27
Visa
V
$676B
| $2.2B | 0.5% |
24,705,752
+901,380
| +4% | +$80.1M |
|
28
Morgan Stanley
MS
$236B
| $2.08B | 0.47% |
48,511,207
+1,101,417
| +2% | +$47.2M |
|
29
Vanguard S&P 500 ETF
VOO
$722B
| $2B | 0.46% |
9,262,404
+504,416
| +6% | +$109M |
|
30
Occidental Petroleum
OXY
$45.9B
| $1.94B | 0.44% |
30,632,609
+7,487,810
| +32% | +$474M |
|
31
Alibaba
BABA
$328B
| $1.9B | 0.43% |
17,647,290
+2,486,454
| +16% | +$268M |
|
32
Adobe
ADBE
$147B
| $1.79B | 0.41% |
13,769,121
-1,263,939
| -8% | -$164M |
|
33
iShares Core S&P 500 ETF
IVV
$659B
| $1.78B | 0.41% |
7,522,134
+1,445,287
| +24% | +$343M |
|
34
EOG Resources
EOG
$66.3B
| $1.78B | 0.41% |
18,245,293
+2,071,399
| +13% | +$202M |
|
35
iShares Russell 2000 ETF
IWM
$66.5B
| $1.77B | 0.4% |
12,879,975
+4,745,881
| +58% | +$652M |
|
36
Eli Lilly
LLY
$657B
| $1.76B | 0.4% |
20,887,364
-143,380
| -0.7% | -$12.1M |
|
|
PXD
37
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.76B | 0.4% |
9,433,498
-218,651
| -2% | -$40.7M |
|
38
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.73B | 0.4% |
33,643,524
+1,381,270
| +4% | +$71.1M |
|
39
AT&T
T
$207B
| $1.69B | 0.39% |
40,603,272
+5,451,852
| +16% | +$227M |
|
40
TSMC
TSM
$1.2T
| $1.68B | 0.38% |
51,282,667
+780,738
| +2% | +$25.6M |
|
|
AGN
41
DELISTED
Allergan plc
AGN
| $1.68B | 0.38% |
7,037,048
+183,799
| +3% | +$43.9M |
|
42
Stanley Black & Decker
SWK
$11.3B
| $1.63B | 0.37% |
12,285,878
-1,087,731
| -8% | -$145M |
|
43
Accenture
ACN
$158B
| $1.61B | 0.37% |
13,425,101
-882,626
| -6% | -$106M |
|
44
Delta Air Lines
DAL
$40.4B
| $1.61B | 0.37% |
35,008,872
+1,378,483
| +4% | +$63.4M |
|
45
Charles Schwab
SCHW
$174B
| $1.6B | 0.36% |
39,085,748
-3,506,003
| -8% | -$143M |
|
46
Mondelez International
MDLZ
$79B
| $1.55B | 0.35% |
36,012,581
-306,975
| -0.8% | -$13.2M |
|
47
Humana
HUM
$37.2B
| $1.54B | 0.35% |
7,493,405
+955,075
| +15% | +$197M |
|
48
Chevron
CVX
$318B
| $1.54B | 0.35% |
14,386,571
+1,812,538
| +14% | +$195M |
|
49
iShares Russell Mid-Cap ETF
IWR
$44B
| $1.52B | 0.35% |
8,121,442
+230,774
| +3% | +$43.2M |
|
|
DISH
50
DELISTED
DISH Network Corp.
DISH
| $1.48B | 0.34% |
23,331,261
-620,010
| -3% | -$39.4M |
|