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 |
Apple
AAPL
|
$963M |
| 2 |
Walt Disney
DIS
|
$757M |
| 3 |
Nike
NKE
|
$728M |
| 4 |
Philip Morris
PM
|
$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
$732M |
| 3 |
Broadcom
AVGO
|
$673M |
| 4 |
Gilead Sciences
GILD
|
$587M |
| 5 |
MetLife
MET
|
$579M |
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 | |
|---|---|---|---|---|---|---|
126
Healthpeak Properties
DOC
$12.5B
| $717M | 0.16% |
22,920,793
+4,264,935
| +23% | +$133M |
|
127
Northern Trust
NTRS
$24.7B
| $712M | 0.16% |
8,226,919
+68,263
| +0.8% | +$5.91M |
|
128
Truist Financial
TFC
$60.7B
| $702M | 0.16% |
15,707,894
+917,007
| +6% | +$41M |
|
129
UBS Group
UBS
$128B
| $691M | 0.16% |
43,315,261
+1,805,985
| +4% | +$28.8M |
|
130
PG&E
PCG
$33.5B
| $690M | 0.16% |
10,404,637
+1,464,199
| +16% | +$97.2M |
|
131
Kraft Heinz
KHC
$31.9B
| $688M | 0.16% |
7,575,717
+1,337,522
| +21% | +$121M |
|
132
Prologis
PLD
$105B
| $678M | 0.15% |
13,064,732
+996,367
| +8% | +$51.7M |
|
|
WP
133
DELISTED
Worldpay, Inc.
WP
| $675M | 0.15% |
10,529,370
-499,113
| -5% | -$32M |
|
134
TC Energy
TRP
$53.4B
| $670M | 0.15% |
14,521,562
-3,641,491
| -20% | -$168M |
|
135
iShares Core US Aggregate Bond ETF
AGG
$131B
| $670M | 0.15% |
6,175,937
+1,385,702
| +29% | +$150M |
|
136
Qualcomm
QCOM
$172B
| $669M | 0.15% |
11,659,931
-568,692
| -5% | -$32.6M |
|
|
CXO
137
DELISTED
CONCHO RESOURCES INC.
CXO
| $666M | 0.15% |
5,191,734
-72,913
| -1% | -$9.36M |
|
138
Enterprise Products Partners
EPD
$68.9B
| $665M | 0.15% |
24,071,614
+1,401,532
| +6% | +$38.7M |
|
|
AET
139
DELISTED
Aetna Inc
AET
| $662M | 0.15% |
5,189,034
-2,903,144
| -36% | -$370M |
|
140
Diamondback Energy
FANG
$41.3B
| $659M | 0.15% |
6,354,921
+477,648
| +8% | +$49.5M |
|
141
Waste Connections
WCN
$46.6B
| $651M | 0.15% |
11,065,815
-1,100,888
| -9% | -$64.7M |
|
142
Cisco
CSCO
$269B
| $645M | 0.15% |
19,076,483
-1,111,413
| -6% | -$37.6M |
|
143
Kroger
KR
$44.9B
| $641M | 0.15% |
21,748,902
-11,113,962
| -34% | -$328M |
|
144
3M
MMM
$82.8B
| $639M | 0.15% |
3,996,318
+203,722
| +5% | +$32.6M |
|
145
Kimberly-Clark
KMB
$42.9B
| $638M | 0.15% |
4,849,151
-1,403,780
| -22% | -$185M |
|
146
KLA
KLAC
$115B
| $638M | 0.15% |
6,707,922
-1,584,489
| -19% | -$151M |
|
147
Hilton Worldwide
HLT
$65.4B
| $637M | 0.15% |
10,903,040
+611,652
| +6% | +$35.8M |
|
148
HP
HPQ
$27B
| $637M | 0.15% |
35,621,329
-3,557,190
| -9% | -$63.6M |
|
149
Prudential Financial
PRU
$38.3B
| $633M | 0.14% |
5,929,856
+435,455
| +8% | +$46.5M |
|
150
Newell Brands
NWL
$2.64B
| $623M | 0.14% |
13,206,395
-996,181
| -7% | -$47M |
|