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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Arthur J. Gallagher & Co
AJG
$77.9B
| $3.56B | 0.27% |
12,557,538
+7,712,881
| +159% | +$2.19B |
|
77
Arista Networks
ANET
$173B
| $3.5B | 0.26% |
31,663,675
+24,745,253
| +358% | +$441M |
|
78
CSX Corp
CSX
$60.2B
| $3.46B | 0.26% |
107,165,430
+15,251,797
| +17% | +$492M |
|
79
Baker Hughes
BKR
$44.4B
| $3.4B | 0.25% |
82,998,814
+10,384,466
| +14% | +$426M |
|
80
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $3.39B | 0.25% |
59,304,538
+3,296,150
| +6% | +$188M |
|
81
Otis Worldwide
OTIS
$33.6B
| $3.29B | 0.25% |
35,523,891
+7,447,860
| +27% | +$690M |
|
82
Costco
COST
$421B
| $3.23B | 0.24% |
3,521,064
-61,017
| -2% | -$55.9M |
|
83
iShares S&P 500 Value ETF
IVE
$40.9B
| $3.22B | 0.24% |
16,853,606
-170,039
| -1% | -$32.5M |
|
|
84
Walt Disney
DIS
$211B
| $3.17B | 0.24% |
28,507,939
+20,765,535
| +268% | +$2.31B |
|
85
EOG Resources
EOG
$65.8B
| $3.1B | 0.23% |
25,252,817
-1,025,455
| -4% | -$126M |
|
86
Chevron
CVX
$318B
| $3.09B | 0.23% |
21,361,082
-5,556,008
| -21% | -$805M |
|
87
Yum! Brands
YUM
$40.1B
| $3.08B | 0.23% |
22,992,768
+470,596
| +2% | +$63.1M |
|
88
Comcast
CMCSA
$125B
| $3.07B | 0.23% |
81,889,863
-7,210,686
| -8% | -$271M |
|
89
KKR & Co
KKR
$120B
| $3.03B | 0.23% |
20,517,582
-587,476
| -3% | -$86.9M |
|
90
Accenture
ACN
$158B
| $3.01B | 0.22% |
8,550,972
+677,889
| +9% | +$238M |
|
91
Philip Morris
PM
$254B
| $2.98B | 0.22% |
24,724,508
-2,190,469
| -8% | -$264M |
|
92
Ross Stores
ROST
$49.3B
| $2.97B | 0.22% |
19,638,257
+5,529,575
| +39% | +$836M |
|
93
D.R. Horton
DHI
$51.3B
| $2.94B | 0.22% |
21,039,584
+7,146,569
| +51% | +$999M |
|
94
IBM
IBM
$227B
| $2.89B | 0.22% |
13,157,831
+1,056,457
| +9% | +$232M |
|
95
iShares Russell 1000 Growth ETF
IWF
$117B
| $2.86B | 0.21% |
7,116,045
+349,222
| +5% | +$140M |
|
96
United Parcel Service
UPS
$72.3B
| $2.84B | 0.21% |
22,535,413
-1,343,899
| -6% | -$169M |
|
97
Mercado Libre
MELI
$120B
| $2.83B | 0.21% |
1,664,001
-26,031
| -2% | -$44.3M |
|
98
Prologis
PLD
$103B
| $2.81B | 0.21% |
26,568,533
-3,334,817
| -11% | -$352M |
|
99
AutoZone
AZO
$70.1B
| $2.8B | 0.21% |
874,233
-486,878
| -36% | -$1.56B |
|
100
TransDigm Group
TDG
$72B
| $2.79B | 0.21% |
2,204,649
+206,822
| +10% | +$262M |
|