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 | |
|---|---|---|---|---|---|---|
176
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.5B
| $1.59B | 0.1% |
29,163,134
+7,027,261
| +32% | +$382M |
|
177
Insmed
INSM
$30.1B
| $1.57B | 0.1% |
15,636,399
+9,282,377
| +146% | +$934M |
|
178
Ingersoll Rand
IR
$31.5B
| $1.52B | 0.1% |
18,235,819
-1,509,220
| -8% | -$126M |
|
179
Corpay
CPAY
$22.6B
| $1.52B | 0.1% |
4,568,340
-160,295
| -3% | -$53.2M |
|
180
Twilio
TWLO
$16.3B
| $1.51B | 0.1% |
12,161,903
+2,591,882
| +27% | +$322M |
|
181
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $1.49B | 0.1% |
10,103,505
+627,652
| +7% | +$92.6M |
|
182
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.49B | 0.1% |
25,352,002
-18,154,689
| -42% | -$1.07B |
|
183
Cognizant
CTSH
$34.9B
| $1.49B | 0.1% |
19,090,295
+1,521,567
| +9% | +$119M |
|
184
Amphenol
APH
$138B
| $1.49B | 0.1% |
15,060,526
-2,727,697
| -15% | -$269M |
|
185
Intercontinental Exchange
ICE
$99.9B
| $1.49B | 0.1% |
8,096,630
+299,992
| +4% | +$55M |
|
186
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.46B | 0.1% |
17,482,717
+213,854
| +1% | +$17.9M |
|
187
Danaher
DHR
$143B
| $1.46B | 0.1% |
7,387,817
-402,763
| -5% | -$79.6M |
|
188
Norfolk Southern
NSC
$62.8B
| $1.45B | 0.1% |
5,680,808
-1,797,316
| -24% | -$460M |
|
189
Parker-Hannifin
PH
$95.9B
| $1.45B | 0.09% |
2,075,234
+14,534
| +0.7% | +$10.2M |
|
190
Accenture
ACN
$158B
| $1.45B | 0.09% |
4,842,072
-2,431,178
| -33% | -$727M |
|
191
Chubb
CB
$112B
| $1.45B | 0.09% |
4,993,853
-356,967
| -7% | -$103M |
|
192
CMS Energy
CMS
$21.4B
| $1.44B | 0.09% |
20,818,677
-2,555,725
| -11% | -$177M |
|
193
Northrop Grumman
NOC
$83B
| $1.44B | 0.09% |
2,883,707
-4,122
| -0.1% | -$2.06M |
|
194
Cheniere Energy
LNG
$52.1B
| $1.43B | 0.09% |
5,873,462
+1,214,883
| +26% | +$296M |
|
195
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.43B | 0.09% |
11,989,618
-128,691
| -1% | -$15.3M |
|
196
Ares Management
ARES
$39.5B
| $1.42B | 0.09% |
8,191,456
-116,874
| -1% | -$20.2M |
|
197
Williams Companies
WMB
$70.3B
| $1.42B | 0.09% |
22,561,413
-2,607,942
| -10% | -$164M |
|
198
United Rentals
URI
$62.1B
| $1.41B | 0.09% |
1,874,127
+780,322
| +71% | +$588M |
|
199
Cloudflare
NET
$73.2B
| $1.4B | 0.09% |
7,125,632
+4,680,734
| +191% | +$917M |
|
200
JPMorgan Chase
JPM
$835B
| $1.39B | 0.09% |
4,803,189
+232,961
| +5% | +$67.5M |
|