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 | |
|---|---|---|---|---|---|---|
626
BJs Wholesale Club
BJ
$12.8B
| $205M | 0.02% |
1,800,042
-771,954
| -30% | -$88.1M |
|
627
Ribbon Communications
RBBN
$699M
| $204M | 0.01% |
52,038,874
+1,201
| +0% | +$4.71K |
|
628
EQT Corp
EQT
$31.9B
| $203M | 0.01% |
3,793,595
-1,984,738
| -34% | -$106M |
|
629
iShares Short Treasury Bond ETF
SHV
$20.7B
| $202M | 0.01% |
1,831,952
+82,835
| +5% | +$9.15M |
|
630
SPDR S&P Insurance ETF
KIE
$815M
| $201M | 0.01% |
3,323,544
+310,982
| +10% | +$18.8M |
|
631
Vanguard World Funds Extended Duration ETF
EDV
$3.71B
| $201M | 0.01% |
2,828,594
+175,701
| +7% | +$12.5M |
|
632
Biogen
BIIB
$20.9B
| $200M | 0.01% |
1,463,720
-632,594
| -30% | -$86.6M |
|
633
Reddit
RDDT
$48.5B
| $200M | 0.01% |
1,907,495
+868,847
| +84% | +$91.1M |
|
634
iShares Core Dividend Growth ETF
DGRO
$34B
| $200M | 0.01% |
3,232,703
-145,627
| -4% | -$9M |
|
635
Woodward
WWD
$14.3B
| $199M | 0.01% |
1,092,257
+51,873
| +5% | +$9.47M |
|
636
Kellanova
K
$27.5B
| $199M | 0.01% |
2,413,007
+962,172
| +66% | +$79.4M |
|
637
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
| $199M | 0.01% |
2,233,017
+362,668
| +19% | +$32.3M |
|
638
iShares Select Dividend ETF
DVY
$20.7B
| $198M | 0.01% |
1,473,601
-221,598
| -13% | -$29.8M |
|
639
SPDR S&P Dividend ETF
SDY
$20.3B
| $197M | 0.01% |
1,453,772
-234,897
| -14% | -$31.9M |
|
640
CoStar Group
CSGP
$36.6B
| $197M | 0.01% |
2,485,862
+1,332,813
| +116% | +$106M |
|
641
MakeMyTrip
MMYT
$9.1B
| $197M | 0.01% |
2,008,507
-256,512
| -11% | -$25.1M |
|
642
Ralph Lauren
RL
$18.9B
| $197M | 0.01% |
890,251
-189,327
| -18% | -$41.8M |
|
643
iShares MSCI India ETF
INDA
$9.38B
| $196M | 0.01% |
3,815,649
-2,824,240
| -43% | -$145M |
|
644
Jack Henry & Associates
JKHY
$11.6B
| $196M | 0.01% |
1,072,932
-450,782
| -30% | -$82.3M |
|
645
DTE Energy
DTE
$28.2B
| $194M | 0.01% |
1,405,516
+512,567
| +57% | +$70.9M |
|
646
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
| $194M | 0.01% |
462,238
-70,790
| -13% | -$29.7M |
|
647
Blue Owl Capital
OWL
$12.1B
| $194M | 0.01% |
9,671,728
+422,745
| +5% | +$8.47M |
|
648
iShares Core S&P US Growth ETF
IUSG
$25.1B
| $193M | 0.01% |
1,518,967
+84,911
| +6% | +$10.8M |
|
649
Globus Medical
GMED
$7.89B
| $192M | 0.01% |
2,628,382
-175,948
| -6% | -$12.9M |
|
650
Targa Resources
TRGP
$35.2B
| $192M | 0.01% |
957,363
+19,117
| +2% | +$3.83M |
|