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 | |
|---|---|---|---|---|---|---|
126
Aon
AON
$79.9B
| $2.26B | 0.16% |
5,656,323
+300,941
| +6% | +$120M |
|
127
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $2.26B | 0.16% |
48,706,894
+2,196,520
| +5% | +$102M |
|
|
128
CSX Corp
CSX
$60.6B
| $2.25B | 0.16% |
76,298,761
-30,866,669
| -29% | -$908M |
|
129
Cisco
CSCO
$264B
| $2.23B | 0.16% |
36,131,259
+10,152,866
| +39% | +$627M |
|
130
Ventas
VTR
$30.9B
| $2.22B | 0.16% |
32,347,333
+2,611,241
| +9% | +$180M |
|
131
American Tower
AMT
$92.9B
| $2.2B | 0.16% |
10,133,154
+3,560,492
| +54% | +$775M |
|
132
Micron Technology
MU
$147B
| $2.18B | 0.16% |
25,102,604
-6,543,762
| -21% | -$569M |
|
133
Applovin
APP
$166B
| $2.17B | 0.16% |
8,189,774
+1,605,530
| +24% | +$425M |
|
134
D.R. Horton
DHI
$54.2B
| $2.13B | 0.16% |
16,754,252
-4,285,332
| -20% | -$545M |
|
135
PG&E
PCG
$33.2B
| $2.12B | 0.15% |
123,515,242
-5,314,787
| -4% | -$91.3M |
|
136
Cigna
CI
$81.5B
| $2.07B | 0.15% |
6,296,496
+1,215,575
| +24% | +$400M |
|
137
Arista Networks
ANET
$180B
| $2.05B | 0.15% |
26,438,171
-5,225,504
| -17% | -$405M |
|
138
Palantir
PLTR
$363B
| $2.01B | 0.15% |
23,794,616
+7,520,816
| +46% | +$635M |
|
139
HubSpot
HUBS
$25.7B
| $2.01B | 0.15% |
3,511,248
+183,952
| +6% | +$105M |
|
140
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $1.98B | 0.14% |
36,713,137
+4,054,609
| +12% | +$219M |
|
141
Carrier Global
CARR
$55.8B
| $1.97B | 0.14% |
31,126,869
+4,668,929
| +18% | +$296M |
|
142
Take-Two Interactive
TTWO
$44.2B
| $1.93B | 0.14% |
9,335,588
+2,121,155
| +29% | +$440M |
|
143
KKR & Co
KKR
$121B
| $1.91B | 0.14% |
16,481,396
-4,036,186
| -20% | -$467M |
|
144
Hilton Worldwide
HLT
$64B
| $1.86B | 0.14% |
8,166,386
+267,400
| +3% | +$60.8M |
|
145
Health Care Select Sector SPDR Fund
XLV
$34B
| $1.85B | 0.14% |
12,681,479
+1,750,223
| +16% | +$256M |
|
146
AT&T
T
$212B
| $1.84B | 0.13% |
65,154,654
+16,950,764
| +35% | +$479M |
|
147
Travelers Companies
TRV
$62B
| $1.82B | 0.13% |
6,875,035
-534,050
| -7% | -$141M |
|
148
iShares MSCI Japan ETF
EWJ
$15.5B
| $1.81B | 0.13% |
26,350,410
+815,660
| +3% | +$55.9M |
|
149
Air Products & Chemicals
APD
$64.5B
| $1.81B | 0.13% |
6,123,429
-1,076,211
| -15% | -$317M |
|
150
iShares MSCI EAFE ETF
EFA
$66.2B
| $1.8B | 0.13% |
22,013,909
-54,041
| -0.2% | -$4.42M |
|