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 |
iShares Russell 2000 ETF
IWM
|
$1.12B |
| 2 |
Meta Platforms (Facebook)
META
|
$863M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$731M |
| 4 |
GE Aerospace
GE
|
$665M |
| 5 |
Capri Holdings
CPRI
|
$560M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$1.18B |
| 2 |
Amazon
AMZN
|
$752M |
| 3 |
Williams Companies
WMB
|
$557M |
| 4 |
TWX
Time Warner Inc
TWX
|
$525M |
| 5 |
Verizon
VZ
|
$466M |
Sector Composition
| 1 | Financials | 13.25% |
| 2 | Healthcare | 11.1% |
| 3 | Technology | 10.77% |
| 4 | Industrials | 8.26% |
| 5 | Consumer Discretionary | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Edison International
EIX
$21.3B
| $982M | 0.23% |
17,559,140
+4,598,900
| +35% | +$257M |
|
77
Invesco
IVZ
$9.68B
| $978M | 0.23% |
24,765,238
+2,121,066
| +9% | +$83.7M |
|
78
Boston Scientific
BSX
$159B
| $970M | 0.23% |
82,104,060
+19,518,470
| +31% | +$231M |
|
|
79
Amazon
AMZN
$2.41T
| $964M | 0.23% |
2,988,412
-2,333,039
| -44% | -$752M |
|
80
AT&T
T
$208B
| $946M | 0.22% |
26,846,527
+4,767,319
| +22% | +$168M |
|
81
Emerson Electric
EMR
$72.9B
| $939M | 0.22% |
15,007,552
+2,304,539
| +18% | +$144M |
|
82
McKesson
MCK
$85.9B
| $926M | 0.22% |
4,759,283
-277,312
| -6% | -$54M |
|
83
Hartford Financial Services
HIG
$37.4B
| $922M | 0.22% |
24,764,142
+605,289
| +3% | +$22.5M |
|
84
Fortune Brands Innovations
FBIN
$6.86B
| $922M | 0.22% |
22,433,793
+6,007,343
| +37% | +$247M |
|
85
Phillips 66
PSX
$52.8B
| $919M | 0.22% |
11,303,132
+2,837,184
| +34% | +$231M |
|
86
DuPont de Nemours
DD
$31.6B
| $910M | 0.22% |
17,343,660
+5,118,745
| +42% | +$268M |
|
|
BRCM
87
DELISTED
BROADCOM CORP CL-A
BRCM
| $906M | 0.21% |
22,417,498
+10,627,873
| +90% | +$430M |
|
88
Prudential Financial
PRU
$37.8B
| $906M | 0.21% |
10,300,089
+202,839
| +2% | +$17.8M |
|
89
Sempra
SRE
$53.7B
| $899M | 0.21% |
8,533,316
-821,413
| -9% | -$86.6M |
|
90
Berkshire Hathaway Class B
BRK.B
$1.08T
| $896M | 0.21% |
6,484,393
+572,226
| +10% | +$79M |
|
91
Travelers Companies
TRV
$62.3B
| $892M | 0.21% |
9,499,083
+360,960
| +4% | +$33.9M |
|
92
HP
HPQ
$26.8B
| $883M | 0.21% |
24,885,882
+8,019,173
| +48% | +$284M |
|
93
Bread Financial
BFH
$3.07B
| $882M | 0.21% |
3,552,764
+775,487
| +28% | +$193M |
|
94
Simon Property Group
SPG
$58.7B
| $880M | 0.21% |
5,353,959
+92,050
| +2% | +$15.1M |
|
|
KMP
95
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $865M | 0.21% |
9,274,330
+3,170,909
| +52% | +$296M |
|
96
T Rowe Price
TROW
$23.2B
| $859M | 0.2% |
10,951,777
+2,410,727
| +28% | +$189M |
|
97
Baidu
BIDU
$33.1B
| $855M | 0.2% |
3,918,815
+521,226
| +15% | +$114M |
|
98
Blackrock
BLK
$170B
| $853M | 0.2% |
2,598,502
+531,701
| +26% | +$175M |
|
99
Intel
INTC
$105B
| $853M | 0.2% |
24,484,191
+2,526,724
| +12% | +$88M |
|
|
GAP
100
The Gap, Inc.
GAP
$8.38B
| $838M | 0.2% |
20,097,780
+658,437
| +3% | +$27.5M |
|