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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
TotalEnergies
TTE
$132B
| $138M | 0.01% |
2,250,845
+58,236
| +3% | +$3.58M |
|
752
Core & Main
CNM
$9.71B
| $138M | 0.01% |
2,287,323
-517,468
| -18% | -$31.2M |
|
753
ResMed
RMD
$39.8B
| $137M | 0.01% |
532,710
-36,051
| -6% | -$9.3M |
|
754
Hims & Hers Health
HIMS
$13.1B
| $137M | 0.01% |
2,740,375
+111,595
| +4% | +$5.56M |
|
755
Xylem
XYL
$34.7B
| $137M | 0.01% |
1,055,503
-307,950
| -23% | -$39.8M |
|
756
DTE Energy
DTE
$28.2B
| $136M | 0.01% |
1,029,537
-375,979
| -27% | -$49.8M |
|
757
United Airlines
UAL
$34.3B
| $135M | 0.01% |
1,701,538
+372,296
| +28% | +$29.6M |
|
758
Range Resources
RRC
$8.19B
| $134M | 0.01% |
3,288,836
+1,968,861
| +149% | +$80.1M |
|
759
PTC
PTC
$24.5B
| $134M | 0.01% |
775,054
-97,287
| -11% | -$16.8M |
|
760
Rexford Industrial Realty
REXR
$9.91B
| $133M | 0.01% |
3,726,329
-130,122
| -3% | -$4.63M |
|
761
Fortune Brands Innovations
FBIN
$6.67B
| $132M | 0.01% |
2,571,592
-2,283,833
| -47% | -$118M |
|
762
SPDR S&P Metals & Mining ETF
XME
$2.54B
| $132M | 0.01% |
1,959,322
+1,887,867
| +2,642% | +$127M |
|
763
Targa Resources
TRGP
$35B
| $131M | 0.01% |
754,933
-202,430
| -21% | -$35.2M |
|
764
Rio Tinto
RIO
$103B
| $131M | 0.01% |
2,238,902
+787,474
| +54% | +$45.9M |
|
765
USA Compression Partners
USAC
$2.88B
| $130M | 0.01% |
5,351,079
+3,922,383
| +275% | +$95.4M |
|
766
British American Tobacco
BTI
$119B
| $130M | 0.01% |
2,748,324
+1,837,106
| +202% | +$87M |
|
767
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $129M | 0.01% |
1,772,412
-2,112,279
| -54% | -$154M |
|
768
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $128M | 0.01% |
2,464,746
+597,737
| +32% | +$31.1M |
|
769
Diageo
DEO
$53.9B
| $128M | 0.01% |
1,272,349
-35,662
| -3% | -$3.6M |
|
770
Box
BOX
$4.63B
| $127M | 0.01% |
3,730,777
+1,466,234
| +65% | +$50.1M |
|
771
Clearwater Analytics
CWAN
$5.31B
| $127M | 0.01% |
5,774,285
+359,420
| +7% | +$7.88M |
|
772
Pembina Pipeline
PBA
$23.3B
| $126M | 0.01% |
3,363,809
+8,574
| +0.3% | +$322K |
|
773
Allegion
ALLE
$15.2B
| $126M | 0.01% |
875,138
-62,447
| -7% | -$9M |
|
774
Biogen
BIIB
$20.9B
| $126M | 0.01% |
1,002,502
-461,218
| -32% | -$57.9M |
|
775
Dow Inc
DOW
$16.4B
| $126M | 0.01% |
4,744,202
-4,916,181
| -51% | -$130M |
|