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 | |
|---|---|---|---|---|---|---|
676
US Foods
USFD
$17.5B
| $175M | 0.01% |
2,677,405
-1,626,905
| -38% | -$106M |
|
677
Murphy USA
MUSA
$7.26B
| $175M | 0.01% |
371,667
+180,055
| +94% | +$84.6M |
|
678
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $174M | 0.01% |
6,958,280
+960,502
| +16% | +$24.1M |
|
679
Encompass Health
EHC
$12.6B
| $174M | 0.01% |
1,713,844
-108,802
| -6% | -$11M |
|
680
Alkermes
ALKS
$4.45B
| $173M | 0.01% |
5,234,995
+4,345,523
| +489% | +$143M |
|
681
PPL Corp
PPL
$26.5B
| $173M | 0.01% |
4,779,155
+1,434,778
| +43% | +$51.8M |
|
682
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $172M | 0.01% |
1,499,695
-111,565
| -7% | -$12.8M |
|
|
ANSS
683
DELISTED
Ansys
ANSS
| $171M | 0.01% |
541,546
+244,957
| +83% | +$77.5M |
|
684
Icon
ICLR
$12.9B
| $170M | 0.01% |
974,210
-98,750
| -9% | -$17.3M |
|
685
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $170M | 0.01% |
840,493
-287,611
| -25% | -$58.1M |
|
686
Vanguard Consumer Discretionary ETF
VCR
$6.44B
| $169M | 0.01% |
518,193
+33,356
| +7% | +$10.9M |
|
687
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.28B
| $169M | 0.01% |
4,147,150
+218,365
| +6% | +$8.88M |
|
688
WEX
WEX
$5.81B
| $168M | 0.01% |
1,068,104
-978,510
| -48% | -$154M |
|
689
Comfort Systems
FIX
$26.5B
| $167M | 0.01% |
519,437
+138,541
| +36% | +$44.7M |
|
690
NRG Energy
NRG
$31.2B
| $167M | 0.01% |
1,749,720
+534,834
| +44% | +$51.1M |
|
691
iShares Core S&P Total US Stock Market ETF
ITOT
$76.1B
| $166M | 0.01% |
1,362,967
-592
| -0% | -$72.2K |
|
692
EastGroup Properties
EGP
$8.72B
| $166M | 0.01% |
943,023
-109,488
| -10% | -$19.3M |
|
693
First Solar
FSLR
$21.9B
| $166M | 0.01% |
1,312,183
+1,064,077
| +429% | +$135M |
|
694
Kanzhun
BZ
$11.2B
| $166M | 0.01% |
8,653,860
-3,044,269
| -26% | -$58.4M |
|
695
Kraft Heinz
KHC
$31.5B
| $165M | 0.01% |
5,416,882
+949
| +0% | +$28.9K |
|
|
PWRD
696
TCW Transform Systems ETF
PWRD
$655M
| $164M | 0.01% |
2,347,652
+337,540
| +17% | +$23.5M |
|
697
JPMorgan Core Plus Bond ETF
JCPB
$7.62B
| $164M | 0.01% |
3,476,403
+375,508
| +12% | +$17.7M |
|
698
Xylem
XYL
$33.5B
| $163M | 0.01% |
1,363,453
+434,614
| +47% | +$51.9M |
|
699
iShares Core MSCI Total International Stock ETF
IXUS
$48.6B
| $163M | 0.01% |
2,332,899
+1,609,435
| +222% | +$112M |
|
700
Embraer
ERJ
$10.9B
| $162M | 0.01% |
3,500,799
+3,036,797
| +654% | +$140M |
|