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 | |
|---|---|---|---|---|---|---|
76
Intuitive Surgical
ISRG
$168B
| $4.17B | 0.27% |
7,675,679
-896,971
| -10% | -$487M |
|
77
Vanguard Information Technology ETF
VGT
$98.6B
| $4.11B | 0.27% |
6,192,082
+66,303
| +1% | +$44M |
|
78
Progressive
PGR
$144B
| $4.1B | 0.27% |
15,370,355
-2,665,941
| -15% | -$711M |
|
79
Spotify
SPOT
$142B
| $4.04B | 0.26% |
5,264,452
-716,275
| -12% | -$550M |
|
80
Mondelez International
MDLZ
$80B
| $4.01B | 0.26% |
59,450,469
-423,476
| -0.7% | -$28.6M |
|
81
Lam Research
LRCX
$123B
| $3.95B | 0.26% |
40,622,437
+5,099,489
| +14% | +$496M |
|
82
Procter & Gamble
PG
$370B
| $3.9B | 0.26% |
24,483,333
-1,951,810
| -7% | -$311M |
|
83
Home Depot
HD
$404B
| $3.8B | 0.25% |
10,362,697
-1,438,875
| -12% | -$528M |
|
84
Uber
UBER
$194B
| $3.76B | 0.25% |
40,317,276
+866,039
| +2% | +$80.8M |
|
85
Comcast
CMCSA
$126B
| $3.75B | 0.25% |
105,185,516
+10,927,699
| +12% | +$390M |
|
86
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.72B | 0.24% |
55,166,849
-224,026
| -0.4% | -$15.1M |
|
87
Thermo Fisher Scientific
TMO
$184B
| $3.71B | 0.24% |
9,154,068
-983,712
| -10% | -$399M |
|
88
EOG Resources
EOG
$68.8B
| $3.69B | 0.24% |
30,837,526
+4,973,491
| +19% | +$595M |
|
89
Chipotle Mexican Grill
CMG
$56B
| $3.59B | 0.23% |
63,944,630
+7,952,722
| +14% | +$447M |
|
90
McKesson
MCK
$86B
| $3.53B | 0.23% |
4,812,846
+326,692
| +7% | +$239M |
|
91
iShares S&P 500 Value ETF
IVE
$40.9B
| $3.5B | 0.23% |
17,895,697
+119,534
| +0.7% | +$23.4M |
|
92
ConocoPhillips
COP
$124B
| $3.43B | 0.22% |
38,211,789
-12,381,010
| -24% | -$1.11B |
|
93
CME Group
CME
$95.6B
| $3.39B | 0.22% |
12,286,392
-287,720
| -2% | -$79.3M |
|
94
Ameriprise Financial
AMP
$48.3B
| $3.35B | 0.22% |
6,270,995
+446,080
| +8% | +$238M |
|
95
Costco
COST
$416B
| $3.33B | 0.22% |
3,366,123
-243,940
| -7% | -$241M |
|
96
Shopify
SHOP
$181B
| $3.29B | 0.22% |
28,559,514
+448,643
| +2% | +$51.8M |
|
97
Capital One
COF
$143B
| $3.26B | 0.21% |
15,319,091
+1,739,289
| +13% | +$370M |
|
98
Robinhood
HOOD
$89.6B
| $3.2B | 0.21% |
34,149,609
+17,960,161
| +111% | +$1.68B |
|
99
Palo Alto Networks
PANW
$127B
| $3.2B | 0.21% |
15,617,157
+72,880
| +0.5% | +$14.9M |
|
100
CrowdStrike
CRWD
$104B
| $3.08B | 0.2% |
6,041,354
+1,920,068
| +47% | +$978M |
|