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 | |
|---|---|---|---|---|---|---|
501
Consolidated Edison
ED
$34.9B
| $309M | 0.02% |
2,790,876
+1,283,185
| +85% | +$142M |
|
502
TE Connectivity
TEL
$62.3B
| $308M | 0.02% |
2,178,401
+514,305
| +31% | +$72.7M |
|
503
Colgate-Palmolive
CL
$66.8B
| $304M | 0.02% |
3,245,940
+985,133
| +44% | +$92.3M |
|
504
Paychex
PAYX
$47.9B
| $304M | 0.02% |
1,968,564
+530,873
| +37% | +$81.9M |
|
505
Post Holdings
POST
$5.7B
| $303M | 0.02% |
2,606,422
+79,812
| +3% | +$9.29M |
|
506
Kimberly-Clark
KMB
$42.3B
| $303M | 0.02% |
2,130,938
+899,126
| +73% | +$128M |
|
507
Dell
DELL
$84.8B
| $303M | 0.02% |
3,324,430
-916,764
| -22% | -$83.6M |
|
508
JPMorgan US Tech Leaders ETF
JTEK
$2.46B
| $303M | 0.02% |
4,508,872
+282,795
| +7% | +$19M |
|
509
Silgan Holdings
SLGN
$4.7B
| $302M | 0.02% |
5,916,625
+120,844
| +2% | +$6.18M |
|
510
Fortinet
FTNT
$60.9B
| $302M | 0.02% |
3,132,832
+570,447
| +22% | +$54.9M |
|
511
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.1B
| $301M | 0.02% |
8,187,111
+4,277,291
| +109% | +$157M |
|
|
HES
512
DELISTED
Hess
HES
| $298M | 0.02% |
1,865,638
-227,230
| -11% | -$36.3M |
|
513
Mine Safety
MSA
$6.6B
| $297M | 0.02% |
2,027,471
+27,692
| +1% | +$4.06M |
|
514
Manulife Financial
MFC
$52.3B
| $296M | 0.02% |
9,501,434
+521,451
| +6% | +$16.2M |
|
515
Jabil
JBL
$23B
| $296M | 0.02% |
2,173,095
+295,496
| +16% | +$40.2M |
|
516
Fortune Brands Innovations
FBIN
$7.09B
| $296M | 0.02% |
4,855,425
+409,466
| +9% | +$24.9M |
|
517
Neurocrine Biosciences
NBIX
$14.1B
| $295M | 0.02% |
2,670,998
+1,299,812
| +95% | +$144M |
|
518
Kimco Realty
KIM
$15.1B
| $295M | 0.02% |
13,889,102
-600,416
| -4% | -$12.8M |
|
519
Onto Innovation
ONTO
$5.22B
| $295M | 0.02% |
2,431,179
+238,941
| +11% | +$29M |
|
520
Autodesk
ADSK
$68.9B
| $295M | 0.02% |
1,126,226
+171,516
| +18% | +$44.9M |
|
521
Credicorp
BAP
$20.9B
| $295M | 0.02% |
1,583,044
-180,621
| -10% | -$33.6M |
|
522
Cummins
CMI
$55.7B
| $294M | 0.02% |
937,013
+466,284
| +99% | +$146M |
|
523
Labcorp
LH
$22.8B
| $293M | 0.02% |
1,259,646
-84,732
| -6% | -$19.7M |
|
524
Ciena
CIEN
$18.4B
| $292M | 0.02% |
4,835,674
+396,552
| +9% | +$24M |
|
525
Brookfield
BN
$101B
| $287M | 0.02% |
5,478,367
+435,276
| +9% | +$22.8M |
|