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 |
iShares Russell 2000 ETF
IWM
|
+$1.12B |
| 2 |
Meta Platforms (Facebook)
META
|
+$863M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$731M |
| 4 |
GE Aerospace
GE
|
+$665M |
| 5 |
Capri Holdings
CPRI
|
+$560M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$1.18B |
| 2 |
Amazon
AMZN
|
+$752M |
| 3 |
Williams Companies
WMB
|
+$557M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$525M |
| 5 |
Verizon
VZ
|
+$466M |
Sector Composition
| 1 | Financials | 13.25% |
| 2 | Healthcare | 11.1% |
| 3 | Technology | 10.77% |
| 4 | Industrials | 8.25% |
| 5 | Consumer Discretionary | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Canadian National Railway
CNI
$59.5B
| $104M | 0.02% |
1,467,662
-154,895
| -10% | -$11M |
|
|
NTT
552
DELISTED
Nippon Telegraph & Telephone
NTT
| $104M | 0.02% |
3,347,494
+573,780
| +21% | +$17.9M |
|
553
Aflac
AFL
$56.9B
| $103M | 0.02% |
3,553,270
+371,798
| +12% | +$10.8M |
|
554
FedEx
FDX
$53.1B
| $103M | 0.02% |
640,182
-60,268
| -9% | -$9.73M |
|
555
Patterson-UTI
PTEN
$2.16B
| $103M | 0.02% |
3,155,023
-330,474
| -9% | -$10.8M |
|
556
American Tower
AMT
$90.7B
| $102M | 0.02% |
1,087,039
-41,527
| -4% | -$3.89M |
|
557
Centene
CNC
$14.2B
| $102M | 0.02% |
4,919,760
+739,080
| +18% | +$15.3M |
|
558
Outfront Media
OUT
$3.17B
| $101M | 0.02% |
4,522,985
+4,480,581
| +10,566% | +$100M |
|
559
D.R. Horton
DHI
$54.9B
| $101M | 0.02% |
4,929,106
+2,077,031
| +73% | +$42.6M |
|
|
POT
560
DELISTED
Potash Corp Of Saskatchewan
POT
| $101M | 0.02% |
2,921,020
-82,122
| -3% | -$2.84M |
|
561
Essent Group
ESNT
$6.29B
| $101M | 0.02% |
4,699,204
| – | – |
|
562
Spectrum Brands
SPB
$1.34B
| $101M | 0.02% |
1,110,260
+19,502
| +2% | +$1.77M |
|
563
J.M. Smucker
SJM
$11.9B
| $101M | 0.02% |
1,015,315
+72,869
| +8% | +$7.21M |
|
|
AIV
564
Aimco
AIV
$1.1B
| $100M | 0.02% |
23,642,042
-2,507,340
| -10% | -$10.6M |
|
565
Pitney Bowes
PBI
$2.18B
| $100M | 0.02% |
4,005,863
+322,621
| +9% | +$8.06M |
|
566
CDW
CDW
$22B
| $100M | 0.02% |
3,221,368
+3,154,978
| +4,752% | +$98M |
|
567
Southwest Airlines
LUV
$16.7B
| $99.9M | 0.02% |
2,959,501
-223,574
| -7% | -$7.55M |
|
568
Commault Systems
CVLT
$8.18B
| $99.8M | 0.02% |
1,979,958
-603,213
| -23% | -$30.4M |
|
569
Idexx Laboratories
IDXX
$52.2B
| $99.1M | 0.02% |
1,681,248
-185,472
| -10% | -$10.9M |
|
570
Suncor Energy
SU
$48.8B
| $98.8M | 0.02% |
2,732,962
-258,253
| -9% | -$9.34M |
|
|
B
571
Barrick Mining Corporation
B
$49.5B
| $98.7M | 0.02% |
6,729,297
-551,848
| -8% | -$8.09M |
|
572
British American Tobacco
BTI
$123B
| $98M | 0.02% |
1,732,516
+55,220
| +3% | +$3.12M |
|
573
Realty Income
O
$54B
| $96.9M | 0.02% |
2,451,840
+880,235
| +56% | +$34.8M |
|
574
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $96.8M | 0.02% |
2,146,448
-330,353
| -13% | -$14.9M |
|
575
Corning
GLW
$61.8B
| $96.5M | 0.02% |
4,991,732
-1,625,766
| -25% | -$31.4M |
|