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 | |
|---|---|---|---|---|---|---|
726
CF Industries
CF
$14B
| $146M | 0.01% |
1,863,260
+978,182
| +111% | +$76.4M |
|
727
Clearwater Analytics
CWAN
$5.89B
| $145M | 0.01% |
5,414,865
+801,050
| +17% | +$21.5M |
|
728
Southern Copper
SCCO
$84.2B
| $145M | 0.01% |
1,583,071
+320,275
| +25% | +$29.3M |
|
729
iShares Russell 2000 Growth ETF
IWO
$12.7B
| $145M | 0.01% |
567,268
+13,171
| +2% | +$3.37M |
|
730
Sarepta Therapeutics
SRPT
$1.78B
| $143M | 0.01% |
2,244,432
+223,828
| +11% | +$14.3M |
|
731
New Oriental
EDU
$8.9B
| $142M | 0.01% |
2,978,348
+701,586
| +31% | +$33.5M |
|
732
TotalEnergies
TTE
$133B
| $142M | 0.01% |
2,192,609
+165,530
| +8% | +$10.7M |
|
733
Parsons
PSN
$8.08B
| $142M | 0.01% |
2,395,340
+863,622
| +56% | +$51.1M |
|
734
Ford
F
$46.5B
| $141M | 0.01% |
14,044,918
+4,179,610
| +42% | +$41.9M |
|
735
iShares Core High Dividend ETF
HDV
$11.7B
| $140M | 0.01% |
1,159,809
-2,433
| -0.2% | -$295K |
|
736
Logitech
LOGI
$16B
| $140M | 0.01% |
1,662,574
+716,950
| +76% | +$60.5M |
|
737
Lamar Advertising Co
LAMR
$12.9B
| $139M | 0.01% |
1,225,689
-141,714
| -10% | -$16.1M |
|
738
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
| $138M | 0.01% |
5,070,888
+1,110,389
| +28% | +$30.3M |
|
739
UDR
UDR
$12.8B
| $138M | 0.01% |
3,056,109
-4,175,168
| -58% | -$189M |
|
740
Williams-Sonoma
WSM
$24.8B
| $137M | 0.01% |
867,186
+341,710
| +65% | +$54M |
|
741
Diageo
DEO
$57.8B
| $137M | 0.01% |
1,308,011
+87,477
| +7% | +$9.17M |
|
742
Verra Mobility
VRRM
$3.9B
| $137M | 0.01% |
6,069,899
-287,449
| -5% | -$6.47M |
|
743
Core & Main
CNM
$9.27B
| $135M | 0.01% |
2,804,791
-42,241
| -1% | -$2.04M |
|
744
PTC
PTC
$24.6B
| $135M | 0.01% |
872,341
+486,482
| +126% | +$75.4M |
|
745
Live Nation Entertainment
LYV
$40.1B
| $135M | 0.01% |
1,034,717
+160,626
| +18% | +$21M |
|
746
Wyndham Hotels & Resorts
WH
$6.55B
| $135M | 0.01% |
1,492,510
+279,483
| +23% | +$25.3M |
|
747
DuPont de Nemours
DD
$32.4B
| $135M | 0.01% |
1,802,633
+388,937
| +28% | +$29M |
|
748
Pembina Pipeline
PBA
$22.4B
| $134M | 0.01% |
3,355,235
-387,046
| -10% | -$15.5M |
|
749
Occidental Petroleum
OXY
$45.3B
| $134M | 0.01% |
2,706,020
+1,137,545
| +73% | +$56.1M |
|
750
Fabrinet
FN
$13.3B
| $133M | 0.01% |
674,293
+4,834
| +0.7% | +$955K |
|