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 | |
|---|---|---|---|---|---|---|
651
Credo Technology Group
CRDO
$28.4B
| $192M | 0.01% |
4,769,090
-5,265,795
| -52% | -$211M |
|
652
HP
HPQ
$26.5B
| $191M | 0.01% |
6,913,334
+2,368,363
| +52% | +$65.6M |
|
653
Zillow
Z
$20.8B
| $190M | 0.01% |
2,777,885
-418,892
| -13% | -$28.7M |
|
654
Bath & Body Works
BBWI
$5.81B
| $190M | 0.01% |
6,271,106
-715,651
| -10% | -$21.7M |
|
655
Rambus
RMBS
$8.3B
| $189M | 0.01% |
3,647,406
-536,964
| -13% | -$27.8M |
|
656
Deutsche Bank
DB
$69.7B
| $188M | 0.01% |
7,908,869
+1,369,793
| +21% | +$32.6M |
|
657
Penumbra
PEN
$10.6B
| $188M | 0.01% |
703,634
+572,606
| +437% | +$153M |
|
658
iShares Core S&P US Value ETF
IUSV
$21.9B
| $187M | 0.01% |
2,029,899
+53,089
| +3% | +$4.9M |
|
|
B
659
Barrick Mining Corporation
B
$50.3B
| $187M | 0.01% |
9,633,806
-1,366,125
| -12% | -$26.6M |
|
660
Idexx Laboratories
IDXX
$51B
| $186M | 0.01% |
443,065
-94,373
| -18% | -$39.6M |
|
661
iShares Global Tech ETF
IXN
$5.89B
| $185M | 0.01% |
2,447,117
-168,130
| -6% | -$12.7M |
|
662
Fortive
FTV
$16.2B
| $185M | 0.01% |
2,530,596
+835,277
| +49% | +$61.1M |
|
663
ARK Innovation ETF
ARKK
$7.12B
| $185M | 0.01% |
3,890,615
+1,422,495
| +58% | +$67.7M |
|
664
iShares Russell 3000 ETF
IWV
$16.8B
| $183M | 0.01% |
575,186
-28,794
| -5% | -$9.15M |
|
665
eBay
EBAY
$41.7B
| $182M | 0.01% |
2,689,975
+754,202
| +39% | +$51.1M |
|
666
Allstate
ALL
$52.7B
| $182M | 0.01% |
878,030
+123,015
| +16% | +$25.5M |
|
667
Oscar Health
OSCR
$5.04B
| $181M | 0.01% |
13,830,100
+3,469,571
| +33% | +$45.5M |
|
668
Okta
OKTA
$15.9B
| $181M | 0.01% |
1,721,089
+1,449,377
| +533% | +$153M |
|
669
Agree Realty
ADC
$7.96B
| $180M | 0.01% |
2,338,219
+353,884
| +18% | +$27.3M |
|
670
Gentex
GNTX
$6.15B
| $179M | 0.01% |
7,673,701
+2,424,471
| +46% | +$56.5M |
|
671
Exelon
EXC
$43.8B
| $178M | 0.01% |
3,862,659
+1,157,234
| +43% | +$53.3M |
|
672
Iron Mountain
IRM
$28.8B
| $177M | 0.01% |
2,061,560
+311,494
| +18% | +$26.8M |
|
673
MACOM Technology Solutions
MTSI
$9.81B
| $177M | 0.01% |
1,766,876
+612,077
| +53% | +$61.4M |
|
674
XPO
XPO
$15.3B
| $176M | 0.01% |
1,634,578
+876,230
| +116% | +$94.3M |
|
675
e.l.f. Beauty
ELF
$7.63B
| $175M | 0.01% |
2,792,712
-49,636
| -2% | -$3.12M |
|