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 | |
|---|---|---|---|---|---|---|
701
Keysight
KEYS
$29.3B
| $161M | 0.01% |
1,073,887
-69,297
| -6% | -$10.4M |
|
702
L3Harris
LHX
$51.6B
| $161M | 0.01% |
767,493
+290,269
| +61% | +$60.8M |
|
703
VanEck Semiconductor ETF
SMH
$28.4B
| $160M | 0.01% |
754,596
-682,785
| -48% | -$144M |
|
704
Franco-Nevada
FNV
$38.3B
| $159M | 0.01% |
1,009,769
+47,098
| +5% | +$7.42M |
|
705
American International
AIG
$43.2B
| $158M | 0.01% |
1,822,103
+88,854
| +5% | +$7.72M |
|
706
Halozyme
HALO
$8.87B
| $158M | 0.01% |
2,474,825
+87,336
| +4% | +$5.57M |
|
707
Schwab US Dividend Equity ETF
SCHD
$71.6B
| $156M | 0.01% |
5,566,702
+490,361
| +10% | +$13.7M |
|
708
Coupang
CPNG
$58.6B
| $155M | 0.01% |
7,057,757
-70,465
| -1% | -$1.55M |
|
709
Roblox
RBLX
$92.1B
| $154M | 0.01% |
2,645,132
+2,231,290
| +539% | +$130M |
|
710
lululemon athletica
LULU
$19.4B
| $153M | 0.01% |
540,482
+94,533
| +21% | +$26.8M |
|
711
Domino's
DPZ
$15.3B
| $153M | 0.01% |
332,782
-356,432
| -52% | -$164M |
|
712
Chemed
CHE
$6.57B
| $151M | 0.01% |
246,115
-20,671
| -8% | -$12.7M |
|
713
Rexford Industrial Realty
REXR
$10.1B
| $151M | 0.01% |
3,856,451
+595,759
| +18% | +$23.3M |
|
714
Insulet
PODD
$23.8B
| $151M | 0.01% |
574,441
+64,146
| +13% | +$16.8M |
|
715
Dick's Sporting Goods
DKS
$20.4B
| $151M | 0.01% |
746,875
+94,037
| +14% | +$19M |
|
716
Broadridge
BR
$29.3B
| $150M | 0.01% |
617,715
+119,964
| +24% | +$29.1M |
|
717
Dynatrace
DT
$14.4B
| $149M | 0.01% |
3,164,283
+463,882
| +17% | +$21.9M |
|
718
Coinbase
COIN
$81B
| $149M | 0.01% |
863,269
-43,776
| -5% | -$7.54M |
|
719
Enterprise Products Partners
EPD
$68.5B
| $148M | 0.01% |
4,347,247
+1,625,768
| +60% | +$55.5M |
|
720
Columbia Banking Systems
COLB
$7.84B
| $148M | 0.01% |
5,947,950
+4,096,733
| +221% | +$102M |
|
721
American Water Works
AWK
$27B
| $147M | 0.01% |
999,510
+325,046
| +48% | +$48M |
|
722
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $147M | 0.01% |
2,811,691
-350,875
| -11% | -$18.4M |
|
723
Lennox International
LII
$19.6B
| $147M | 0.01% |
261,561
-7,281
| -3% | -$4.08M |
|
724
West Pharmaceutical
WST
$18.4B
| $147M | 0.01% |
655,176
-153,497
| -19% | -$34.4M |
|
725
Sun Life Financial
SLF
$33B
| $146M | 0.01% |
2,548,672
+60,112
| +2% | +$3.44M |
|