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 |
Comcast
CMCSA
|
$974M |
| 2 |
Apple
AAPL
|
$963M |
| 3 |
Walt Disney
DIS
|
$757M |
| 4 |
Nike
NKE
|
$728M |
| 5 |
Philip Morris
PM
|
$691M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24B |
| 2 |
Hilton Worldwide
HLT
|
$1.17B |
| 3 |
Meta Platforms (Facebook)
META
|
$732M |
| 4 |
Broadcom
AVGO
|
$673M |
| 5 |
Gilead Sciences
GILD
|
$587M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Analog Devices
ADI
$120B
| $1.45B | 0.33% |
17,736,634
-528,358
| -3% | -$43.3M |
|
|
DD
52
DELISTED
Du Pont De Nemours E I
DD
| $1.45B | 0.33% |
18,028,546
+4,680,726
| +35% | +$376M |
|
53
PNC Financial Services
PNC
$80.3B
| $1.43B | 0.33% |
11,853,449
+707,463
| +6% | +$85.1M |
|
54
NextEra Energy, Inc.
NEE
$147B
| $1.42B | 0.33% |
11,093,086
-3,421
| -0% | -$439K |
|
55
Bristol-Myers Squibb
BMY
$96.8B
| $1.35B | 0.31% |
24,741,841
-4,148,974
| -14% | -$226M |
|
56
MetLife
MET
$53.5B
| $1.32B | 0.3% |
25,024,062
-10,969,941
| -30% | -$579M |
|
57
Mastercard
MA
$535B
| $1.32B | 0.3% |
11,694,608
-1,462,440
| -11% | -$164M |
|
58
Hartford Financial Services
HIG
$37.3B
| $1.31B | 0.3% |
27,266,402
-2,874,895
| -10% | -$138M |
|
59
Charter Communications
CHTR
$35.6B
| $1.28B | 0.29% |
3,917,028
-1,033,706
| -21% | -$338M |
|
60
Boston Scientific
BSX
$156B
| $1.28B | 0.29% |
51,319,364
-260,749
| -0.5% | -$6.48M |
|
|
WBA
61
DELISTED
Walgreens Boots Alliance
WBA
| $1.26B | 0.29% |
15,208,018
+3,493,132
| +30% | +$290M |
|
|
CELG
62
DELISTED
Celgene Corp
CELG
| $1.24B | 0.28% |
10,001,435
-357,070
| -3% | -$44.4M |
|
|
63
Philip Morris
PM
$251B
| $1.24B | 0.28% |
10,945,668
+6,122,765
| +127% | +$691M |
|
64
Lowe's Companies
LOW
$146B
| $1.23B | 0.28% |
14,964,589
-2,963,973
| -17% | -$244M |
|
65
Intercontinental Exchange
ICE
$99.7B
| $1.22B | 0.28% |
20,312,609
-601,077
| -3% | -$36M |
|
66
NVIDIA
NVDA
$4.16T
| $1.18B | 0.27% |
10,868,994
+85,368
| +0.8% | +$9.3M |
|
67
Capital One
COF
$140B
| $1.18B | 0.27% |
13,653,199
-1,681,106
| -11% | -$146M |
|
68
Edison International
EIX
$21.2B
| $1.18B | 0.27% |
14,788,107
-2,079,455
| -12% | -$166M |
|
69
AvalonBay Communities
AVB
$27.1B
| $1.17B | 0.27% |
6,356,070
-341,038
| -5% | -$62.6M |
|
70
Verizon
VZ
$183B
| $1.16B | 0.26% |
23,769,671
-76,687
| -0.3% | -$3.74M |
|
71
Molson Coors Class B
TAP
$9.88B
| $1.15B | 0.26% |
12,056,854
-584,128
| -5% | -$55.9M |
|
72
TJX Companies
TJX
$155B
| $1.13B | 0.26% |
14,261,508
-1,687,391
| -11% | -$133M |
|
73
Xcel Energy
XEL
$42.5B
| $1.13B | 0.26% |
25,319,920
-300,637
| -1% | -$13.4M |
|
74
Starbucks
SBUX
$99.1B
| $1.12B | 0.26% |
19,260,374
+678,925
| +4% | +$39.6M |
|
75
Union Pacific
UNP
$130B
| $1.12B | 0.26% |
10,537,234
-182,746
| -2% | -$19.4M |
|