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 | |
|---|---|---|---|---|---|---|
526
American Electric Power
AEP
$57.7B
| $285M | 0.02% |
2,609,911
-28,080
| -1% | -$3.07M |
|
527
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.22B
| $285M | 0.02% |
6,315,309
+5,791,093
| +1,105% | +$261M |
|
528
Crown Castle
CCI
$41B
| $285M | 0.02% |
2,730,309
+1,449,992
| +113% | +$151M |
|
529
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
| $285M | 0.02% |
5,641,585
-94,016
| -2% | -$4.74M |
|
530
Schwab US Aggregate Bond ETF
SCHZ
$9.02B
| $284M | 0.02% |
12,267,223
+546,711
| +5% | +$12.7M |
|
531
DexCom
DXCM
$29.7B
| $283M | 0.02% |
4,141,493
-199,886
| -5% | -$13.7M |
|
532
Middleby
MIDD
$7.01B
| $282M | 0.02% |
1,853,760
+398,387
| +27% | +$60.5M |
|
533
Equity Lifestyle Properties
ELS
$11.7B
| $281M | 0.02% |
4,209,452
+474,495
| +13% | +$31.6M |
|
534
Lincoln Electric
LECO
$13.3B
| $279M | 0.02% |
1,475,748
-259,779
| -15% | -$49.1M |
|
535
Tyler Technologies
TYL
$23.7B
| $279M | 0.02% |
480,085
+14,219
| +3% | +$8.27M |
|
536
ESAB
ESAB
$6.96B
| $278M | 0.02% |
2,387,626
+185,058
| +8% | +$21.6M |
|
537
Zebra Technologies
ZBRA
$15.7B
| $276M | 0.02% |
978,109
+43,500
| +5% | +$12.3M |
|
538
Cloudflare
NET
$77.1B
| $276M | 0.02% |
2,444,898
+2,278,287
| +1,367% | +$257M |
|
539
Guidewire Software
GWRE
$21.2B
| $275M | 0.02% |
1,468,944
-21,497
| -1% | -$4.03M |
|
|
SW
540
Smurfit Westrock plc
SW
$23.7B
| $275M | 0.02% |
6,100,067
+1,721,889
| +39% | +$77.6M |
|
541
Jefferies Financial Group
JEF
$13.4B
| $275M | 0.02% |
5,126,514
+1,184,822
| +30% | +$63.5M |
|
542
Simpson Manufacturing
SSD
$7.94B
| $275M | 0.02% |
1,747,872
+30,614
| +2% | +$4.81M |
|
543
KE Holdings
BEKE
$23.4B
| $273M | 0.02% |
13,580,409
-2,228,075
| -14% | -$44.8M |
|
544
SAP
SAP
$305B
| $271M | 0.02% |
1,009,445
-337,061
| -25% | -$90.5M |
|
545
MPLX
MPLX
$51.1B
| $270M | 0.02% |
5,045,968
+654,489
| +15% | +$35M |
|
546
Masco
MAS
$15.4B
| $270M | 0.02% |
3,882,253
+155,351
| +4% | +$10.8M |
|
547
JPMorgan Realty Income ETF
JPRE
$462M
| $270M | 0.02% |
5,600,876
-158,312
| -3% | -$7.63M |
|
548
Suncor Energy
SU
$50.7B
| $270M | 0.02% |
6,964,494
+896,812
| +15% | +$34.7M |
|
|
XYZ
549
Block, Inc.
XYZ
$45.2B
| $269M | 0.02% |
4,942,769
-12,293,933
| -71% | -$668M |
|
550
SPDR S&P Regional Banking ETF
KRE
$4.24B
| $268M | 0.02% |
4,706,674
+1,004,724
| +27% | +$57.1M |
|