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 | |
|---|---|---|---|---|---|---|
551
Boston Properties
BXP
$11.7B
| $267M | 0.02% |
3,970,024
+761,883
| +24% | +$51.2M |
|
552
Alcon
ALC
$38.5B
| $264M | 0.02% |
2,785,641
+686,491
| +33% | +$65.2M |
|
553
Coca-Cola Europacific Partners
CCEP
$40.4B
| $264M | 0.02% |
3,030,119
+142,019
| +5% | +$12.4M |
|
554
Northern Trust
NTRS
$24.2B
| $262M | 0.02% |
2,659,370
-303,833
| -10% | -$30M |
|
555
Booz Allen Hamilton
BAH
$12.6B
| $260M | 0.02% |
2,488,383
-2,030,003
| -45% | -$212M |
|
556
Canadian National Railway
CNI
$57.7B
| $260M | 0.02% |
2,665,089
+48,142
| +2% | +$4.69M |
|
557
Southwest Airlines
LUV
$16.3B
| $260M | 0.02% |
7,732,620
+1,176,658
| +18% | +$39.5M |
|
558
Nutanix
NTNX
$20.7B
| $259M | 0.02% |
3,707,435
+425,301
| +13% | +$29.7M |
|
559
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $258M | 0.02% |
5,587,895
-8,509,055
| -60% | -$392M |
|
560
Textron
TXT
$14.4B
| $257M | 0.02% |
3,562,933
-2,314,323
| -39% | -$167M |
|
561
Fastenal
FAST
$55.1B
| $257M | 0.02% |
6,625,730
+1,229,532
| +23% | +$47.7M |
|
562
Johnson Controls International
JCI
$70.5B
| $255M | 0.02% |
3,188,736
+354,015
| +12% | +$28.4M |
|
|
563
PayPal
PYPL
$62.7B
| $255M | 0.02% |
3,913,217
-13,844,140
| -78% | -$903M |
|
564
Las Vegas Sands
LVS
$37.4B
| $255M | 0.02% |
6,608,906
+2,204,762
| +50% | +$85.2M |
|
565
Aflac
AFL
$57.3B
| $253M | 0.02% |
2,275,307
+279,998
| +14% | +$31.1M |
|
566
RPM International
RPM
$16B
| $253M | 0.02% |
2,183,133
+37,527
| +2% | +$4.34M |
|
567
Watsco
WSO
$15.8B
| $252M | 0.02% |
496,428
+18,958
| +4% | +$9.64M |
|
568
UL Solutions
ULS
$13.1B
| $252M | 0.02% |
4,473,990
+82,261
| +2% | +$4.64M |
|
569
IAC Inc
IAC
$2.88B
| $250M | 0.02% |
6,645,517
+679,146
| +11% | +$25.6M |
|
570
Kite Realty
KRG
$4.97B
| $250M | 0.02% |
11,165,753
-1,049,668
| -9% | -$23.5M |
|
571
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $248M | 0.02% |
2,385,873
+646,950
| +37% | +$67.1M |
|
572
Fomento Económico Mexicano
FMX
$30.1B
| $247M | 0.02% |
2,534,150
-704,027
| -22% | -$68.7M |
|
573
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $247M | 0.02% |
3,884,691
+2,583,456
| +199% | +$164M |
|
574
Invitation Homes
INVH
$18.4B
| $243M | 0.02% |
6,982,033
-3,967,010
| -36% | -$138M |
|
575
Air Lease Corp
AL
$7.11B
| $243M | 0.02% |
5,025,421
+60,216
| +1% | +$2.91M |
|