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 |
Microsoft
MSFT
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Merck
MRK
$210B
| $2.52B | 0.16% |
31,821,772
+3,313,550
| +12% | +$262M |
|
127
Take-Two Interactive
TTWO
$44.4B
| $2.45B | 0.16% |
10,099,118
+763,530
| +8% | +$185M |
|
128
Hilton Worldwide
HLT
$65.4B
| $2.39B | 0.16% |
8,964,338
+797,952
| +10% | +$213M |
|
129
AutoZone
AZO
$70.8B
| $2.34B | 0.15% |
631,645
-304,756
| -33% | -$1.13B |
|
130
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
| $2.3B | 0.15% |
49,670,899
+964,005
| +2% | +$44.7M |
|
131
Keurig Dr Pepper
KDP
$39.7B
| $2.28B | 0.15% |
68,991,045
+30,108,373
| +77% | +$995M |
|
132
Honeywell
HON
$137B
| $2.26B | 0.15% |
9,706,218
-7,093,809
| -42% | -$1.65B |
|
133
Alibaba
BABA
$312B
| $2.26B | 0.15% |
19,906,419
-2,876,536
| -13% | -$326M |
|
134
Cisco
CSCO
$269B
| $2.22B | 0.15% |
32,027,373
-4,103,886
| -11% | -$285M |
|
135
Palantir
PLTR
$370B
| $2.19B | 0.14% |
16,078,241
-7,716,375
| -32% | -$1.05B |
|
136
Otis Worldwide
OTIS
$33.9B
| $2.19B | 0.14% |
22,114,586
-15,805,439
| -42% | -$1.57B |
|
137
Cigna
CI
$81.2B
| $2.14B | 0.14% |
6,462,953
+166,457
| +3% | +$55M |
|
138
Gilead Sciences
GILD
$140B
| $2.12B | 0.14% |
19,079,591
+7,999,385
| +72% | +$887M |
|
139
Ross Stores
ROST
$50B
| $2.11B | 0.14% |
16,566,340
-3,278,629
| -17% | -$418M |
|
140
Edwards Lifesciences
EW
$47.5B
| $2.09B | 0.14% |
26,773,487
+4,811,521
| +22% | +$376M |
|
141
Regeneron Pharmaceuticals
REGN
$60.1B
| $2.07B | 0.14% |
3,939,618
-1,718,579
| -30% | -$902M |
|
142
Vulcan Materials
VMC
$38.6B
| $2.04B | 0.13% |
7,824,987
+857,210
| +12% | +$224M |
|
143
Travelers Companies
TRV
$62.9B
| $2.04B | 0.13% |
7,626,750
+751,715
| +11% | +$201M |
|
144
HubSpot
HUBS
$24.5B
| $1.99B | 0.13% |
3,573,295
+62,047
| +2% | +$34.5M |
|
145
AT&T
T
$212B
| $1.97B | 0.13% |
68,090,748
+2,936,094
| +5% | +$85M |
|
|
146
Union Pacific
UNP
$132B
| $1.94B | 0.13% |
8,428,291
-8,407,269
| -50% | -$1.93B |
|
147
iShares MSCI Japan ETF
EWJ
$15.4B
| $1.91B | 0.12% |
25,439,947
-910,463
| -3% | -$68.3M |
|
148
iShares MSCI EAFE ETF
EFA
$65.9B
| $1.9B | 0.12% |
21,239,405
-774,504
| -4% | -$69.2M |
|
149
US Bancorp
USB
$76.5B
| $1.87B | 0.12% |
41,262,078
+7,464,320
| +22% | +$338M |
|
150
CVS Health
CVS
$93.5B
| $1.85B | 0.12% |
26,876,981
+3,440,623
| +15% | +$237M |
|