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 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Dominion Energy
D
$49.7B
| $1.05B | 0.12% |
23,394,919
+1,961,023
| +9% | +$87.6M |
|
177
Equinix
EQIX
$75.7B
| $1.04B | 0.11% |
1,432,924
-150,961
| -10% | -$110M |
|
178
Travelers Companies
TRV
$62B
| $1.04B | 0.11% |
6,363,301
-426,988
| -6% | -$69.7M |
|
179
Old Dominion Freight Line
ODFL
$31.7B
| $1.04B | 0.11% |
5,076,974
+502,578
| +11% | +$103M |
|
180
Verizon
VZ
$187B
| $1.04B | 0.11% |
32,013,967
-12,546,835
| -28% | -$407M |
|
181
Ameriprise Financial
AMP
$46.1B
| $1.03B | 0.11% |
3,116,752
-201,560
| -6% | -$66.5M |
|
182
Yum China
YUMC
$16.5B
| $1.02B | 0.11% |
18,283,915
+3,096,004
| +20% | +$173M |
|
183
Palo Alto Networks
PANW
$130B
| $1.02B | 0.11% |
8,679,174
-2,195,320
| -20% | -$257M |
|
184
iShares National Muni Bond ETF
MUB
$38.9B
| $1.01B | 0.11% |
9,850,090
+2,106,010
| +27% | +$216M |
|
185
Elevance Health
ELV
$70.6B
| $1.01B | 0.11% |
2,312,250
-22,066
| -0.9% | -$9.61M |
|
186
CVS Health
CVS
$93.6B
| $1.01B | 0.11% |
14,403,752
-556,680
| -4% | -$38.9M |
|
187
Ventas
VTR
$30.9B
| $1B | 0.11% |
23,755,980
-3,411,298
| -13% | -$144M |
|
188
Capital One
COF
$142B
| $973M | 0.11% |
10,023,180
-1,490,427
| -13% | -$145M |
|
189
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $967M | 0.11% |
21,859,394
-3,625,607
| -14% | -$160M |
|
190
Alibaba
BABA
$323B
| $967M | 0.11% |
11,142,620
+3,513,674
| +46% | +$305M |
|
191
FedEx
FDX
$53.7B
| $954M | 0.11% |
3,599,487
+192,919
| +6% | +$51.1M |
|
192
Republic Services
RSG
$71.7B
| $949M | 0.1% |
6,658,978
+44,512
| +0.7% | +$6.34M |
|
193
MetLife
MET
$52.9B
| $935M | 0.1% |
14,866,613
+585,916
| +4% | +$36.9M |
|
194
TransDigm Group
TDG
$71.6B
| $934M | 0.1% |
1,107,497
+349,409
| +46% | +$295M |
|
195
Stryker
SYK
$150B
| $932M | 0.1% |
3,410,526
+990,979
| +41% | +$271M |
|
196
Centene
CNC
$14.2B
| $928M | 0.1% |
13,467,834
-57,528
| -0.4% | -$3.96M |
|
197
Loews
L
$20B
| $928M | 0.1% |
14,651,655
-143,729
| -1% | -$9.1M |
|
198
Hartford Financial Services
HIG
$37B
| $914M | 0.1% |
12,882,773
+24,499
| +0.2% | +$1.74M |
|
199
Vulcan Materials
VMC
$39B
| $910M | 0.1% |
4,503,484
+1,447,700
| +47% | +$292M |
|
200
Freeport-McMoran
FCX
$66.5B
| $909M | 0.1% |
24,363,785
-7,862,575
| -24% | -$293M |
|