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
|
$2.63B |
| 2 |
Occidental Petroleum
OXY
|
$937M |
| 3 |
Meta Platforms (Facebook)
META
|
$753M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$717M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$645M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$1.51B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$945M |
| 3 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$865M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$761M |
| 5 |
OUBS
USB AG (NEW)
OUBS
|
$560M |
Sector Composition
| 1 | Financials | 13.84% |
| 2 | Healthcare | 11.36% |
| 3 | Technology | 10.75% |
| 4 | Industrials | 8.72% |
| 5 | Consumer Discretionary | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Sherwin-Williams
SHW
$90.5B
| $1.03B | 0.24% |
11,753,400
+589,008
| +5% | +$51.6M |
|
77
Boston Scientific
BSX
$159B
| $1.02B | 0.23% |
77,197,780
-4,906,280
| -6% | -$65M |
|
78
T Rowe Price
TROW
$23.2B
| $979M | 0.22% |
11,402,848
+451,071
| +4% | +$38.7M |
|
79
Fortune Brands Innovations
FBIN
$6.86B
| $978M | 0.22% |
25,279,529
-968,009
| -4% | -$37.5M |
|
80
HP
HPQ
$26.8B
| $970M | 0.22% |
53,207,560
-1,591,152
| -3% | -$29M |
|
81
Constellation Brands
STZ
$25.8B
| $965M | 0.22% |
9,830,170
+3,247,511
| +49% | +$319M |
|
82
Enterprise Products Partners
EPD
$68.9B
| $957M | 0.22% |
26,492,436
+1,851,841
| +8% | +$66.9M |
|
83
Berkshire Hathaway Class B
BRK.B
$1.08T
| $945M | 0.22% |
6,290,570
-193,823
| -3% | -$29.1M |
|
|
DD
84
DELISTED
Du Pont De Nemours E I
DD
| $929M | 0.21% |
13,233,603
+9,179,063
| +226% | +$645M |
|
85
Philip Morris
PM
$254B
| $927M | 0.21% |
11,382,128
-4,015,872
| -26% | -$327M |
|
86
Emerson Electric
EMR
$72.9B
| $923M | 0.21% |
14,954,234
-53,318
| -0.4% | -$3.29M |
|
87
Energy Select Sector SPDR Fund
XLE
$27.1B
| $916M | 0.21% |
11,567,630
+2,975,363
| +35% | +$236M |
|
88
Sempra
SRE
$53.7B
| $915M | 0.21% |
16,442,092
-624,540
| -4% | -$34.8M |
|
89
American International
AIG
$45.1B
| $904M | 0.21% |
16,135,303
+5,988,832
| +59% | +$335M |
|
90
Capital One
COF
$142B
| $900M | 0.21% |
10,900,877
+3,153,359
| +41% | +$260M |
|
91
iShares US Real Estate ETF
IYR
$3.7B
| $897M | 0.21% |
11,672,935
-2,890,124
| -20% | -$222M |
|
92
Bausch Health
BHC
$2.72B
| $895M | 0.2% |
6,255,040
+50,076
| +0.8% | +$7.17M |
|
93
Hartford Financial Services
HIG
$37.4B
| $892M | 0.2% |
21,384,975
-3,379,167
| -14% | -$141M |
|
94
Ameriprise Financial
AMP
$47.8B
| $880M | 0.2% |
6,651,918
+4,641
| +0.1% | +$614K |
|
95
Baidu
BIDU
$33.1B
| $872M | 0.2% |
3,826,027
-92,788
| -2% | -$21.2M |
|
96
Illinois Tool Works
ITW
$76.2B
| $869M | 0.2% |
9,175,927
+1,254,261
| +16% | +$119M |
|
97
AvalonBay Communities
AVB
$27.2B
| $865M | 0.2% |
5,292,649
-65,513
| -1% | -$10.7M |
|
98
Cisco
CSCO
$268B
| $863M | 0.2% |
31,016,332
-19,113,973
| -38% | -$532M |
|
99
Phillips 66
PSX
$52.8B
| $858M | 0.2% |
11,971,701
+668,569
| +6% | +$47.9M |
|
100
Goldman Sachs
GS
$221B
| $834M | 0.19% |
4,302,401
+730,303
| +20% | +$142M |
|