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 | |
|---|---|---|---|---|---|---|
476
Ulta Beauty
ULTA
$22.9B
| $335M | 0.02% |
913,600
+410,900
| +82% | +$151M |
|
477
Edison International
EIX
$20.9B
| $334M | 0.02% |
5,663,427
+2,987,318
| +112% | +$176M |
|
478
Healthpeak Properties
DOC
$12.5B
| $333M | 0.02% |
16,483,663
-3,182,853
| -16% | -$64.4M |
|
479
GitLab
GTLB
$8.17B
| $333M | 0.02% |
7,083,062
+581,455
| +9% | +$27.3M |
|
480
Sempra
SRE
$52.7B
| $332M | 0.02% |
4,647,990
+1,391,433
| +43% | +$99.3M |
|
481
Airbnb
ABNB
$75.9B
| $331M | 0.02% |
2,771,483
+500,881
| +22% | +$59.8M |
|
482
Agilent Technologies
A
$35.7B
| $330M | 0.02% |
2,818,104
+628,578
| +29% | +$73.5M |
|
483
Genuine Parts
GPC
$19.4B
| $328M | 0.02% |
2,752,845
+499,169
| +22% | +$59.5M |
|
484
Equity Residential
EQR
$25.6B
| $326M | 0.02% |
4,560,478
+350,095
| +8% | +$25.1M |
|
485
General Motors
GM
$54.1B
| $326M | 0.02% |
6,930,421
+4,097,016
| +145% | +$193M |
|
486
Planet Fitness
PLNT
$8.62B
| $325M | 0.02% |
3,365,372
-243,824
| -7% | -$23.6M |
|
487
Strategy Inc Common Stock Class A
MSTR
$96.1B
| $324M | 0.02% |
1,123,918
+112,900
| +11% | +$32.5M |
|
488
Newmont
NEM
$85.3B
| $324M | 0.02% |
6,702,563
+1,519,318
| +29% | +$73.4M |
|
489
W.P. Carey
WPC
$14.9B
| $323M | 0.02% |
5,112,190
+3,747,898
| +275% | +$237M |
|
490
Vanguard Communication Services ETF
VOX
$5.83B
| $320M | 0.02% |
2,158,056
-77,721
| -3% | -$11.5M |
|
491
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.58B
| $317M | 0.02% |
8,743,968
+3,141,187
| +56% | +$114M |
|
492
EXL Service
EXLS
$7.07B
| $317M | 0.02% |
6,704,937
+1,943,471
| +41% | +$91.8M |
|
493
LyondellBasell Industries
LYB
$17.6B
| $316M | 0.02% |
4,490,241
+509,996
| +13% | +$35.9M |
|
494
Wabtec
WAB
$32.7B
| $315M | 0.02% |
1,738,292
+428,096
| +33% | +$77.6M |
|
495
Corteva
CTVA
$49.4B
| $315M | 0.02% |
5,009,038
+1,769,355
| +55% | +$111M |
|
496
Veralto
VLTO
$26.1B
| $314M | 0.02% |
3,223,571
+682,123
| +27% | +$66.5M |
|
497
Illinois Tool Works
ITW
$77B
| $314M | 0.02% |
1,265,005
+160,009
| +14% | +$39.7M |
|
498
Toast
TOST
$23.8B
| $313M | 0.02% |
9,428,847
+4,983,784
| +112% | +$165M |
|
499
Petrobras Class A
PBR.A
$74.4B
| $311M | 0.02% |
23,831,840
-5,126,246
| -18% | -$66.8M |
|
500
MetLife
MET
$52.8B
| $309M | 0.02% |
3,848,347
-9,274,623
| -71% | -$745M |
|