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 | |
|---|---|---|---|---|---|---|
501
Manulife Financial
MFC
$52.4B
| $330M | 0.02% |
10,316,199
+814,765
| +9% | +$26M |
|
502
Deutsche Bank
DB
$69.7B
| $328M | 0.02% |
11,215,497
+3,306,628
| +42% | +$96.8M |
|
503
Axalta
AXTA
$6.7B
| $328M | 0.02% |
11,033,880
-603,145
| -5% | -$17.9M |
|
504
Darden Restaurants
DRI
$24.7B
| $326M | 0.02% |
1,495,029
-458,280
| -23% | -$99.9M |
|
505
General Mills
GIS
$26.7B
| $326M | 0.02% |
6,286,019
-884,746
| -12% | -$45.8M |
|
506
JB Hunt Transport Services
JBHT
$13.3B
| $324M | 0.02% |
2,255,893
-2,597,199
| -54% | -$373M |
|
507
Lincoln Electric
LECO
$13.4B
| $323M | 0.02% |
1,558,783
+83,035
| +6% | +$17.2M |
|
508
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $322M | 0.02% |
3,429,929
-416,100
| -11% | -$39.1M |
|
509
Wabtec
WAB
$32.4B
| $320M | 0.02% |
1,527,402
-210,890
| -12% | -$44.2M |
|
510
Veralto
VLTO
$26.3B
| $320M | 0.02% |
3,166,344
-57,227
| -2% | -$5.78M |
|
511
Mettler-Toledo International
MTD
$25.8B
| $320M | 0.02% |
272,007
-24,082
| -8% | -$28.3M |
|
512
Fastenal
FAST
$55.1B
| $318M | 0.02% |
7,581,785
+956,055
| +14% | +$40.2M |
|
513
W.P. Carey
WPC
$14.8B
| $318M | 0.02% |
5,101,061
-11,129
| -0.2% | -$694K |
|
514
JPMorgan Income ETF
JPIE
$4.88B
| $317M | 0.02% |
6,850,626
+1,783,134
| +35% | +$82.6M |
|
515
JPMorgan US Tech Leaders ETF
JTEK
$2.45B
| $314M | 0.02% |
3,722,157
-786,715
| -17% | -$66.4M |
|
516
Cameco
CCJ
$34.6B
| $314M | 0.02% |
4,230,672
-793,774
| -16% | -$58.9M |
|
517
Silgan Holdings
SLGN
$4.71B
| $313M | 0.02% |
5,774,538
-142,087
| -2% | -$7.7M |
|
518
Phillips 66
PSX
$53.1B
| $313M | 0.02% |
2,619,467
-97,310
| -4% | -$11.6M |
|
519
Alexandria Real Estate Equities
ARE
$14.3B
| $311M | 0.02% |
4,281,230
-4,306,454
| -50% | -$313M |
|
520
Zebra Technologies
ZBRA
$15.6B
| $310M | 0.02% |
1,005,729
+27,620
| +3% | +$8.52M |
|
521
Huazhu Hotels Group
HTHT
$11.4B
| $309M | 0.02% |
9,114,693
-1,369,865
| -13% | -$46.5M |
|
522
MetLife
MET
$52.7B
| $309M | 0.02% |
3,843,542
-4,805
| -0.1% | -$386K |
|
523
Reddit
RDDT
$48.5B
| $309M | 0.02% |
2,051,175
+143,680
| +8% | +$21.6M |
|
524
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $308M | 0.02% |
3,030,918
+645,045
| +27% | +$65.5M |
|
525
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $308M | 0.02% |
3,056,864
+884,640
| +41% | +$89.1M |
|