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 | |
|---|---|---|---|---|---|---|
151
Ventas
VTR
$30.8B
| $1.85B | 0.12% |
29,313,805
-3,033,528
| -9% | -$192M |
|
152
Arista Networks
ANET
$177B
| $1.85B | 0.12% |
18,065,622
-8,372,549
| -32% | -$857M |
|
153
CSX Corp
CSX
$60.9B
| $1.84B | 0.12% |
56,476,106
-19,822,655
| -26% | -$647M |
|
154
Synopsys
SNPS
$111B
| $1.84B | 0.12% |
3,593,966
+418,719
| +13% | +$215M |
|
155
Equinix
EQIX
$75.2B
| $1.82B | 0.12% |
2,285,988
+695,420
| +44% | +$553M |
|
156
Air Products & Chemicals
APD
$64.5B
| $1.81B | 0.12% |
6,434,228
+310,799
| +5% | +$87.7M |
|
157
Advanced Micro Devices
AMD
$263B
| $1.81B | 0.12% |
12,748,822
-560,160
| -4% | -$79.5M |
|
158
Natera
NTRA
$22.9B
| $1.8B | 0.12% |
10,625,785
+3,263,822
| +44% | +$551M |
|
159
iShares Russell 1000 Value ETF
IWD
$63.7B
| $1.78B | 0.12% |
9,153,000
+67,043
| +0.7% | +$13M |
|
160
iShares Russell 2000 ETF
IWM
$67.4B
| $1.76B | 0.12% |
8,178,921
+2,134,779
| +35% | +$461M |
|
161
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.95B
| $1.74B | 0.11% |
17,839,219
-381,975
| -2% | -$37.2M |
|
162
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.73B | 0.11% |
12,811,819
+130,340
| +1% | +$17.6M |
|
163
Dover
DOV
$24.5B
| $1.72B | 0.11% |
9,392,837
-25,957
| -0.3% | -$4.76M |
|
164
ASML
ASML
$296B
| $1.72B | 0.11% |
2,145,669
-78,011
| -4% | -$62.5M |
|
165
Vistra
VST
$64.3B
| $1.72B | 0.11% |
8,860,824
+4,845,041
| +121% | +$939M |
|
166
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.68B | 0.11% |
33,714,033
+897,077
| +3% | +$44.6M |
|
167
Aon
AON
$80.5B
| $1.68B | 0.11% |
4,699,602
-956,721
| -17% | -$341M |
|
168
Emerson Electric
EMR
$74.9B
| $1.67B | 0.11% |
12,538,402
+5,371,585
| +75% | +$716M |
|
169
Dominion Energy
D
$50.2B
| $1.67B | 0.11% |
29,490,135
-2,447,533
| -8% | -$138M |
|
170
Verizon
VZ
$186B
| $1.66B | 0.11% |
38,446,304
-745,543
| -2% | -$32.3M |
|
171
Applovin
APP
$169B
| $1.66B | 0.11% |
4,749,043
-3,440,731
| -42% | -$1.2B |
|
172
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $1.63B | 0.11% |
7,501,177
+2,062,965
| +38% | +$448M |
|
173
Martin Marietta Materials
MLM
$37.3B
| $1.62B | 0.11% |
2,955,139
+10,445
| +0.4% | +$5.73M |
|
174
General Dynamics
GD
$86.7B
| $1.61B | 0.11% |
5,514,329
+12,024
| +0.2% | +$3.51M |
|
175
Vanguard Total Stock Market ETF
VTI
$529B
| $1.59B | 0.1% |
5,237,643
+813,240
| +18% | +$247M |
|