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 | |
|---|---|---|---|---|---|---|
151
Baidu
BIDU
$33.8B
| $623M | 0.14% |
3,609,958
+313,029
| +9% | +$54M |
|
152
Intuitive Surgical
ISRG
$163B
| $621M | 0.14% |
7,297,479
-390,708
| -5% | -$33.3M |
|
153
Royal Caribbean
RCL
$97.8B
| $615M | 0.14% |
6,269,635
-863,398
| -12% | -$84.7M |
|
154
Illumina
ILMN
$15.5B
| $602M | 0.14% |
3,624,508
-766,375
| -17% | -$127M |
|
155
iShares TIPS Bond ETF
TIP
$13.6B
| $602M | 0.14% |
5,247,050
+765,310
| +17% | +$87.7M |
|
156
Amphenol
APH
$138B
| $601M | 0.14% |
33,777,064
-2,916,096
| -8% | -$51.9M |
|
157
Ulta Beauty
ULTA
$23.7B
| $598M | 0.14% |
2,097,476
-382,678
| -15% | -$109M |
|
158
Snap-on
SNA
$17.1B
| $596M | 0.14% |
3,533,095
-137,128
| -4% | -$23.1M |
|
159
Eastman Chemical
EMN
$7.88B
| $593M | 0.14% |
7,340,017
-2,080,504
| -22% | -$168M |
|
|
RAI
160
DELISTED
Reynolds American Inc
RAI
| $586M | 0.13% |
9,305,631
-5,513,302
| -37% | -$347M |
|
161
Citizens Financial Group
CFG
$22.7B
| $581M | 0.13% |
16,827,697
+391,502
| +2% | +$13.5M |
|
162
Genuine Parts
GPC
$19.6B
| $580M | 0.13% |
6,276,438
-1,170,098
| -16% | -$108M |
|
163
Costco
COST
$424B
| $578M | 0.13% |
3,449,108
-878,574
| -20% | -$147M |
|
164
Public Storage
PSA
$51.3B
| $574M | 0.13% |
2,624,270
+63,887
| +2% | +$14M |
|
165
JD.com
JD
$43.9B
| $572M | 0.13% |
18,380,181
+1,529,795
| +9% | +$47.6M |
|
166
Ross Stores
ROST
$50B
| $560M | 0.13% |
8,507,804
-665,199
| -7% | -$43.8M |
|
167
Vulcan Materials
VMC
$38.6B
| $560M | 0.13% |
4,647,016
+443,701
| +11% | +$53.5M |
|
|
FRC
168
DELISTED
First Republic Bank
FRC
| $558M | 0.13% |
5,951,600
+1,236,848
| +26% | +$116M |
|
169
Masco
MAS
$15.5B
| $553M | 0.13% |
16,259,263
-1,870,860
| -10% | -$63.6M |
|
170
Automatic Data Processing
ADP
$122B
| $552M | 0.13% |
5,390,329
+1,045,391
| +24% | +$107M |
|
171
Coca-Cola
KO
$294B
| $551M | 0.13% |
12,980,356
-1,415,909
| -10% | -$60.1M |
|
172
Valero Energy
VLO
$48.3B
| $550M | 0.13% |
8,301,441
+11,290
| +0.1% | +$748K |
|
173
ServiceNow
NOW
$186B
| $550M | 0.13% |
6,286,194
-807,234
| -11% | -$70.6M |
|
174
Infosys
INFY
$68.8B
| $547M | 0.13% |
69,270,892
+4,516,476
| +7% | +$35.7M |
|
|
TIF
175
DELISTED
Tiffany & Co.
TIF
| $546M | 0.12% |
5,728,884
-579,132
| -9% | -$55.2M |
|