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 | |
|---|---|---|---|---|---|---|
751
Cactus
WHD
$2.86B
| $132M | 0.01% |
2,880,964
-104,835
| -4% | -$4.8M |
|
752
abrdn Physical Gold Shares ETF
SGOL
$5.78B
| $132M | 0.01% |
4,423,517
+3,357,044
| +315% | +$100M |
|
753
Aptiv
APTV
$18.1B
| $131M | 0.01% |
2,129,350
-594,741
| -22% | -$36.7M |
|
754
Vista Energy
VIST
$3.87B
| $131M | 0.01% |
2,818,211
+533,900
| +23% | +$24.9M |
|
755
Sanofi
SNY
$116B
| $131M | 0.01% |
2,362,831
+206,556
| +10% | +$11.5M |
|
756
Devon Energy
DVN
$22.4B
| $131M | 0.01% |
3,503,241
-246,884
| -7% | -$9.23M |
|
757
Align Technology
ALGN
$9.86B
| $131M | 0.01% |
824,684
+341,842
| +71% | +$54.3M |
|
758
Revolution Medicines
RVMD
$8.48B
| $131M | 0.01% |
3,702,909
-126,440
| -3% | -$4.47M |
|
759
NetApp
NTAP
$24.9B
| $131M | 0.01% |
1,488,472
+343,470
| +30% | +$30.2M |
|
760
Shell
SHEL
$209B
| $130M | 0.01% |
1,778,727
-209,960
| -11% | -$15.4M |
|
761
Rocket Companies
RKT
$46.3B
| $130M | 0.01% |
10,779,625
+2,617,646
| +32% | +$31.6M |
|
762
Evercore
EVR
$13.2B
| $129M | 0.01% |
648,231
+28,680
| +5% | +$5.73M |
|
763
Toro Company
TTC
$7.82B
| $129M | 0.01% |
1,769,585
+658,440
| +59% | +$47.9M |
|
764
iShares China Large-Cap ETF
FXI
$6.94B
| $129M | 0.01% |
3,589,585
+2,629,902
| +274% | +$94.3M |
|
765
Ameren
AEE
$27.1B
| $128M | 0.01% |
1,277,778
+182,044
| +17% | +$18.3M |
|
766
Thomson Reuters
TRI
$78.2B
| $128M | 0.01% |
741,491
+51,265
| +7% | +$8.86M |
|
767
Kinross Gold
KGC
$28.3B
| $128M | 0.01% |
10,149,847
-3,288,939
| -24% | -$41.5M |
|
768
SM Energy
SM
$3.13B
| $128M | 0.01% |
4,267,125
-365,130
| -8% | -$10.9M |
|
769
Prudential Financial
PRU
$37.5B
| $128M | 0.01% |
1,142,305
+274,497
| +32% | +$30.7M |
|
770
Pinterest
PINS
$23.8B
| $127M | 0.01% |
4,109,156
-4,319,006
| -51% | -$134M |
|
771
ResMed
RMD
$40.1B
| $127M | 0.01% |
568,761
+138,954
| +32% | +$31.1M |
|
772
iShares MSCI KLD 400 Social ETF
DSI
$4.9B
| $127M | 0.01% |
1,240,769
-150,143
| -11% | -$15.4M |
|
|
SGI
773
Somnigroup International Inc.
SGI
$18.1B
| $126M | 0.01% |
2,097,221
+1,666,793
| +387% | +$99.8M |
|
774
Zscaler
ZS
$44.9B
| $125M | 0.01% |
631,963
+392,104
| +163% | +$77.8M |
|
775
Eversource Energy
ES
$23.9B
| $125M | 0.01% |
2,012,036
+442,365
| +28% | +$27.5M |
|