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 |
SPDR S&P 500 ETF Trust
SPY
|
$12.5B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$6.01B |
| 3 |
Johnson & Johnson
JNJ
|
$4.47B |
| 4 |
Exxon Mobil
XOM
|
$4.38B |
| 5 |
Wells Fargo
WFC
|
$4.14B |
Top Sells
Sector Composition
| 1 | Financials | 13.66% |
| 2 | Healthcare | 10.44% |
| 3 | Technology | 9.97% |
| 4 | Energy | 9.44% |
| 5 | Consumer Discretionary | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
APC
76
DELISTED
Anadarko Petroleum
APC
| $876M | 0.28% |
+10,191,789
| New | +$876M |
|
77
T Rowe Price
TROW
$23.2B
| $852M | 0.27% |
+11,633,659
| New | +$852M |
|
78
TJX Companies
TJX
$155B
| $851M | 0.27% |
+17,002,052
| New | +$851M |
|
79
Morgan Stanley
MS
$237B
| $835M | 0.27% |
+34,197,319
| New | +$835M |
|
80
Berkshire Hathaway Class B
BRK.B
$1.08T
| $834M | 0.27% |
+7,451,748
| New | +$834M |
|
81
Sherwin-Williams
SHW
$90.5B
| $808M | 0.26% |
+4,573,591
| New | +$808M |
|
82
Humana
HUM
$37.5B
| $808M | 0.26% |
+9,571,773
| New | +$808M |
|
83
Johnson Controls International
JCI
$68.9B
| $796M | 0.25% |
+22,253,245
| New | +$796M |
|
84
Lowe's Companies
LOW
$146B
| $760M | 0.24% |
+18,588,069
| New | +$760M |
|
85
CSX Corp
CSX
$60.2B
| $757M | 0.24% |
+32,638,726
| New | +$757M |
|
|
BRCM
86
DELISTED
BROADCOM CORP CL-A
BRCM
| $755M | 0.24% |
+22,348,141
| New | +$755M |
|
|
LNKD
87
DELISTED
LinkedIn Corporation
LNKD
| $753M | 0.24% |
+4,221,995
| New | +$753M |
|
88
Ameriprise Financial
AMP
$47.8B
| $739M | 0.24% |
+9,140,687
| New | +$739M |
|
89
DuPont de Nemours
DD
$31.6B
| $719M | 0.23% |
+22,340,684
| New | +$719M |
|
90
General Mills
GIS
$26.6B
| $714M | 0.23% |
+14,720,244
| New | +$714M |
|
91
Air Products & Chemicals
APD
$64.8B
| $699M | 0.22% |
+7,638,591
| New | +$699M |
|
92
Analog Devices
ADI
$120B
| $690M | 0.22% |
+15,308,375
| New | +$690M |
|
|
DISH
93
DELISTED
DISH Network Corp.
DISH
| $684M | 0.22% |
+16,084,843
| New | +$684M |
|
94
Travelers Companies
TRV
$62.3B
| $671M | 0.21% |
+8,393,584
| New | +$671M |
|
95
Starbucks
SBUX
$99.2B
| $666M | 0.21% |
+10,170,897
| New | +$666M |
|
96
State Street
STT
$32.1B
| $660M | 0.21% |
+10,121,634
| New | +$660M |
|
97
Edison International
EIX
$21.3B
| $655M | 0.21% |
+13,596,549
| New | +$655M |
|
98
Regeneron Pharmaceuticals
REGN
$59.8B
| $650M | 0.21% |
+2,889,537
| New | +$650M |
|
|
WBA
99
DELISTED
Walgreens Boots Alliance
WBA
| $637M | 0.2% |
+14,401,007
| New | +$637M |
|
100
Healthpeak Properties
DOC
$12.3B
| $635M | 0.2% |
+13,974,297
| New | +$635M |
|