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 |
Comcast
CMCSA
|
$974M |
| 2 |
Apple
AAPL
|
$963M |
| 3 |
Walt Disney
DIS
|
$757M |
| 4 |
Nike
NKE
|
$728M |
| 5 |
Philip Morris
PM
|
$691M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24B |
| 2 |
Hilton Worldwide
HLT
|
$1.17B |
| 3 |
Meta Platforms (Facebook)
META
|
$732M |
| 4 |
Broadcom
AVGO
|
$673M |
| 5 |
Gilead Sciences
GILD
|
$587M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Procter & Gamble
PG
$369B
| $1.11B | 0.25% |
12,376,904
-1,085,920
| -8% | -$97.6M |
|
77
EQT Corp
EQT
$32.1B
| $1.1B | 0.25% |
17,926,237
-877,053
| -5% | -$53.6M |
|
78
General Motors
GM
$55.6B
| $1.08B | 0.25% |
30,472,298
-4,258,930
| -12% | -$151M |
|
79
HDFC Bank
HDB
$180B
| $1.06B | 0.24% |
14,085,276
+538,265
| +4% | +$40.5M |
|
80
Mohawk Industries
MHK
$8.09B
| $1.06B | 0.24% |
4,616,502
+159,231
| +4% | +$36.5M |
|
81
American International
AIG
$44.8B
| $1.06B | 0.24% |
16,954,140
+4,090,503
| +32% | +$255M |
|
82
Vertex Pharmaceuticals
VRTX
$101B
| $1.02B | 0.23% |
9,361,376
-1,235,572
| -12% | -$135M |
|
83
ConocoPhillips
COP
$119B
| $1B | 0.23% |
20,083,700
+1,438,544
| +8% | +$71.7M |
|
84
Vanguard Mid-Cap ETF
VO
$86.6B
| $990M | 0.23% |
7,112,675
+419,791
| +6% | +$58.5M |
|
85
Biogen
BIIB
$20.8B
| $989M | 0.23% |
3,617,561
-18,118
| -0.5% | -$4.95M |
|
86
Illinois Tool Works
ITW
$76.2B
| $958M | 0.22% |
7,232,447
-319,457
| -4% | -$42.3M |
|
87
General Dynamics
GD
$86.5B
| $922M | 0.21% |
4,927,013
+1,462,988
| +42% | +$274M |
|
88
Fidelity National Information Services
FIS
$35.4B
| $902M | 0.21% |
11,331,902
-2,088,348
| -16% | -$166M |
|
89
CME Group
CME
$96.8B
| $901M | 0.21% |
7,586,118
+830,566
| +12% | +$98.7M |
|
90
Altria Group
MO
$111B
| $884M | 0.2% |
12,371,606
+461,516
| +4% | +$33M |
|
91
Loews
L
$19.9B
| $879M | 0.2% |
18,803,463
-437,188
| -2% | -$20.4M |
|
92
Simon Property Group
SPG
$58.4B
| $878M | 0.2% |
5,106,304
+346,052
| +7% | +$59.5M |
|
93
United Airlines
UAL
$34.3B
| $878M | 0.2% |
12,430,634
-485,918
| -4% | -$34.3M |
|
94
M&T Bank
MTB
$31B
| $878M | 0.2% |
5,672,025
+114,924
| +2% | +$17.8M |
|
|
95
Gilead Sciences
GILD
$140B
| $878M | 0.2% |
12,919,948
-8,642,440
| -40% | -$587M |
|
|
WRK
96
DELISTED
WestRock Company
WRK
| $876M | 0.2% |
16,843,350
-1,013,393
| -6% | -$52.7M |
|
|
STI
97
DELISTED
SunTrust Banks, Inc.
STI
| $865M | 0.2% |
15,647,441
-2,364,573
| -13% | -$131M |
|
|
DFS
98
DELISTED
Discover Financial Services
DFS
| $858M | 0.2% |
12,546,613
+91,440
| +0.7% | +$6.25M |
|
|
99
Nike
NKE
$111B
| $858M | 0.2% |
15,394,797
+13,069,464
| +562% | +$728M |
|
100
Blackrock
BLK
$170B
| $857M | 0.2% |
2,235,265
-43,743
| -2% | -$16.8M |
|