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 | |
|---|---|---|---|---|---|---|
151
Dominion Energy
D
$49.7B
| $1.79B | 0.13% |
31,937,668
+3,980,495
| +14% | +$223M |
|
152
Verizon
VZ
$187B
| $1.78B | 0.13% |
39,191,847
+7,622,100
| +24% | +$346M |
|
153
Marriott International Class A Common Stock
MAR
$71.9B
| $1.78B | 0.13% |
7,460,940
+3,800,718
| +104% | +$905M |
|
154
Norfolk Southern
NSC
$62.3B
| $1.77B | 0.13% |
7,478,124
-38,195
| -0.5% | -$9.05M |
|
155
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $1.76B | 0.13% |
30,189,392
-8,771,736
| -23% | -$512M |
|
156
CMS Energy
CMS
$21.4B
| $1.76B | 0.13% |
23,374,402
-2,214,985
| -9% | -$166M |
|
157
Quanta Services
PWR
$55.5B
| $1.71B | 0.13% |
6,732,628
-1,125,646
| -14% | -$286M |
|
158
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.71B | 0.12% |
9,085,957
-166,086
| -2% | -$31.3M |
|
159
Dover
DOV
$24.4B
| $1.65B | 0.12% |
9,418,794
-169,487
| -2% | -$29.8M |
|
160
Corpay
CPAY
$22.4B
| $1.65B | 0.12% |
4,728,635
+472,147
| +11% | +$165M |
|
161
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.97B
| $1.64B | 0.12% |
18,221,194
+845,276
| +5% | +$76.2M |
|
162
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.63B | 0.12% |
32,816,956
+4,479,846
| +16% | +$223M |
|
163
Vulcan Materials
VMC
$39B
| $1.63B | 0.12% |
6,967,777
+370,434
| +6% | +$86.4M |
|
164
Chubb
CB
$111B
| $1.62B | 0.12% |
5,350,820
-974,003
| -15% | -$294M |
|
165
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $1.61B | 0.12% |
28,174,390
+7,443,750
| +36% | +$425M |
|
166
Seagate
STX
$40B
| $1.61B | 0.12% |
18,920,792
+2,161,191
| +13% | +$184M |
|
167
Danaher
DHR
$143B
| $1.6B | 0.12% |
7,790,580
+3,131,219
| +67% | +$642M |
|
168
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.59B | 0.12% |
20,349,524
-6,554,040
| -24% | -$513M |
|
169
Edwards Lifesciences
EW
$47.5B
| $1.59B | 0.12% |
21,961,966
+7,110,139
| +48% | +$515M |
|
170
CVS Health
CVS
$93.6B
| $1.59B | 0.12% |
23,436,358
+9,541,880
| +69% | +$646M |
|
171
United Parcel Service
UPS
$72.1B
| $1.59B | 0.12% |
14,434,548
-8,100,865
| -36% | -$891M |
|
172
Ingersoll Rand
IR
$32.2B
| $1.58B | 0.12% |
19,745,039
+866,759
| +5% | +$69.4M |
|
173
Sea Limited
SE
$113B
| $1.52B | 0.11% |
11,630,768
+1,928,981
| +20% | +$252M |
|
174
Williams Companies
WMB
$69.9B
| $1.5B | 0.11% |
25,169,355
+5,170,191
| +26% | +$309M |
|
175
General Dynamics
GD
$86.8B
| $1.5B | 0.11% |
5,502,305
+256,687
| +5% | +$70M |
|