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 |
Visa
V
|
$4.91B |
| 2 |
Walmart
WMT
|
$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
$3.75B |
| 4 |
Apple
AAPL
|
$3.5B |
| 5 |
Amazon
AMZN
|
$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
$1.42B |
| 2 |
Eli Lilly
LLY
|
$1.19B |
| 3 |
TSMC
TSM
|
$1.05B |
| 4 |
CSX Corp
CSX
|
$908M |
| 5 |
PayPal
PYPL
|
$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Mercado Libre
MELI
$125B
| $3.05B | 0.22% |
1,562,214
-101,787
| -6% | -$199M |
|
102
McKesson
MCK
$85.4B
| $3.02B | 0.22% |
4,486,154
+135,931
| +3% | +$91.5M |
|
103
Blackstone
BX
$134B
| $3.02B | 0.22% |
21,570,804
-2,368,912
| -10% | -$331M |
|
104
Alibaba
BABA
$330B
| $3.01B | 0.22% |
22,782,955
+9,788,732
| +75% | +$1.29B |
|
105
Uber
UBER
$194B
| $2.87B | 0.21% |
39,451,237
-5,241,764
| -12% | -$382M |
|
106
Prologis
PLD
$106B
| $2.85B | 0.21% |
25,532,594
-1,035,939
| -4% | -$116M |
|
107
Ameriprise Financial
AMP
$48.5B
| $2.82B | 0.21% |
5,824,915
+1,023,002
| +21% | +$495M |
|
108
Chipotle Mexican Grill
CMG
$56B
| $2.81B | 0.21% |
55,991,908
+11,441,382
| +26% | +$574M |
|
109
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.78B | 0.2% |
27,665,468
+3,803,808
| +16% | +$383M |
|
110
Fidelity National Information Services
FIS
$36.5B
| $2.75B | 0.2% |
36,877,646
+4,601,165
| +14% | +$344M |
|
111
TransDigm Group
TDG
$78.8B
| $2.75B | 0.2% |
1,989,659
-214,990
| -10% | -$297M |
|
112
Shopify
SHOP
$181B
| $2.68B | 0.2% |
28,110,871
+4,597,678
| +20% | +$439M |
|
113
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| $2.68B | 0.2% |
28,076,649
+1,333,142
| +5% | +$127M |
|
114
Palo Alto Networks
PANW
$127B
| $2.65B | 0.19% |
15,544,277
+679,172
| +5% | +$116M |
|
115
TJX Companies
TJX
$152B
| $2.64B | 0.19% |
21,664,789
-93,008
| -0.4% | -$11.3M |
|
116
JPMorgan BetaBuilders Europe ETF
BBEU
$4.12B
| $2.6B | 0.19% |
42,081,126
-1,861,569
| -4% | -$115M |
|
117
Lam Research
LRCX
$123B
| $2.58B | 0.19% |
35,522,948
+8,079,667
| +29% | +$587M |
|
118
Merck
MRK
$214B
| $2.56B | 0.19% |
28,508,222
+1,398,367
| +5% | +$126M |
|
119
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $2.55B | 0.19% |
43,506,691
+5,886,364
| +16% | +$345M |
|
120
Ross Stores
ROST
$48.1B
| $2.54B | 0.19% |
19,844,969
+206,712
| +1% | +$26.4M |
|
121
Vanguard FTSE Europe ETF
VGK
$26.5B
| $2.49B | 0.18% |
35,505,505
+8,767,138
| +33% | +$616M |
|
122
iShares Russell 1000 Growth ETF
IWF
$115B
| $2.46B | 0.18% |
6,805,171
-310,874
| -4% | -$112M |
|
123
Capital One
COF
$145B
| $2.43B | 0.18% |
13,579,802
+2,155,597
| +19% | +$386M |
|
124
Starbucks
SBUX
$102B
| $2.38B | 0.17% |
24,311,579
+8,902,927
| +58% | +$873M |
|
125
Accenture
ACN
$162B
| $2.27B | 0.17% |
7,273,250
-1,277,722
| -15% | -$399M |
|