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 | |
|---|---|---|---|---|---|---|
551
Itaú Unibanco
ITUB
$75.9B
| $279M | 0.02% |
41,017,616
-3,102,026
| -7% | -$21.1M |
|
|
HES
552
DELISTED
Hess
HES
| $278M | 0.02% |
2,009,660
+144,022
| +8% | +$20M |
|
553
Wheaton Precious Metals
WPM
$47.9B
| $277M | 0.02% |
3,088,506
+28,450
| +0.9% | +$2.55M |
|
554
Ralph Lauren
RL
$18.9B
| $276M | 0.02% |
1,007,745
+117,494
| +13% | +$32.2M |
|
555
Allegro MicroSystems
ALGM
$5.65B
| $274M | 0.02% |
8,013,498
-982,308
| -11% | -$33.6M |
|
556
ESAB
ESAB
$6.9B
| $273M | 0.02% |
2,267,282
-120,344
| -5% | -$14.5M |
|
557
eBay
EBAY
$41.7B
| $270M | 0.02% |
3,632,063
+942,088
| +35% | +$70.1M |
|
558
CDW
CDW
$22.4B
| $270M | 0.02% |
1,509,546
+1,159,570
| +331% | +$207M |
|
559
LyondellBasell Industries
LYB
$17.5B
| $268M | 0.02% |
4,638,030
+147,789
| +3% | +$8.55M |
|
560
Boston Properties
BXP
$11.7B
| $268M | 0.02% |
3,972,460
+2,436
| +0.1% | +$164K |
|
561
Woodward
WWD
$14.3B
| $268M | 0.02% |
1,091,690
-567
| -0.1% | -$139K |
|
562
Aflac
AFL
$57.3B
| $266M | 0.02% |
2,517,955
+242,648
| +11% | +$25.6M |
|
563
Canadian National Railway
CNI
$57.7B
| $265M | 0.02% |
2,549,062
-116,027
| -4% | -$12.1M |
|
564
Petrobras Class A
PBR.A
$75.5B
| $265M | 0.02% |
22,977,760
-854,080
| -4% | -$9.86M |
|
565
AstraZeneca
AZN
$251B
| $264M | 0.02% |
3,775,334
-819,494
| -18% | -$57.3M |
|
566
MakeMyTrip
MMYT
$9.1B
| $263M | 0.02% |
2,679,327
+670,820
| +33% | +$65.8M |
|
567
Textron
TXT
$14.4B
| $262M | 0.02% |
3,267,772
-295,161
| -8% | -$23.7M |
|
568
CyberArk
CYBR
$23.6B
| $262M | 0.02% |
644,257
-30,775
| -5% | -$12.5M |
|
569
TE Connectivity
TEL
$62.2B
| $261M | 0.02% |
1,546,292
-632,109
| -29% | -$107M |
|
570
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $260M | 0.02% |
4,382,766
-323,908
| -7% | -$19.2M |
|
571
Colgate-Palmolive
CL
$67.2B
| $257M | 0.02% |
2,828,983
-416,957
| -13% | -$37.9M |
|
572
Tyler Technologies
TYL
$23.6B
| $257M | 0.02% |
432,777
-47,308
| -10% | -$28M |
|
573
Agilent Technologies
A
$35.2B
| $254M | 0.02% |
2,156,023
-662,081
| -23% | -$78.1M |
|
|
ANSS
574
DELISTED
Ansys
ANSS
| $253M | 0.02% |
719,434
+177,888
| +33% | +$62.5M |
|
575
L3Harris
LHX
$51.6B
| $252M | 0.02% |
1,005,899
+238,406
| +31% | +$59.8M |
|