JPMORGAN Chase & Co
CIK Number: 0000019617
1,369.5B
Market Value
3,668
# of Holdings
19 months
Avg. Holding Period
38.67%
Win Rate
16.48%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 134.94M | -2.11% | 56.88B | 196.42 | 4.24% |
| 2 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 413.81M | +1.11% | 55.57B | 30.02 | 4.14% |
| 3 | AAPL | Apple Inc. | 196.25 | -1.48% | 183.01M | +2.06% | 45.83B | 103.98 | 3.41% |
| 4 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 182.88M | +1.76% | 40.12B | 97.84 | 2.99% |
| 5 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 53.19M | -6.16% | 31.17B | 296.04 | 2.32% |
| 6 | META | Meta Platforms,... | 682.74 | -1.53% | 51.69M | -1.08% | 30.27B | 245.33 | 2.25% |
| 7 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 79.3M | +28.00% | 18.38B | 127.24 | 1.37% |
| 8 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 92.99M | -1.9% | 17.71B | 96.83 | 1.32% |
| 9 | MA | Mastercard Inco... | 561.81 | -4.66% | 30.24M | +1.75% | 15.92B | 293.94 | 1.19% |
| 10 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 35.99M | +13.46% | 14.53B | 178.69 | 1.08% |
| 11 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 23.58M | -1.43% | 12.71B | 432.66 | 0.95% |
| 12 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 24.43M | -7.28% | 12.36B | 330.43 | 0.92% |
| 13 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 14.91M | -18.35% | 11.51B | 309.81 | 0.86% |
| 14 | BNDX | Vanguard Total ... | 49.30 | -0.35% | 232.38M | +4.66% | 11.4B | 52.83 | 0.85% |
| 15 | IVV | iShares Core S&... | 599.72 | -1.12% | 18.18M | -13.1% | 10.7B | 434.84 | 0.80% |
| 16 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 55.21M | -13.28% | 10.45B | 77.29 | 0.78% |
| 17 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 141.98M | +10.74% | 9.97B | 43.96 | 0.74% |
| 18 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 90.69M | +1.42% | 9.76B | 97.28 | 0.73% |
| 19 | MCD | McDonald's Corp... | 301.85 | -0.43% | 32.76M | +24.26% | 9.5B | 257.19 | 0.71% |
| 20 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 51.76M | -1.05% | 9.2B | 113.07 | 0.68% |
| 21 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 9.17M | -2.73% | 8.18B | 359.92 | 0.61% |
| 22 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 45.31M | +8.32% | 7.55B | 94.92 | 0.56% |
| 23 | BAC | Bank of America... | 44.08 | -1.21% | 169.88M | +13.71% | 7.47B | 26.65 | 0.56% |
| 24 | BBJP | JPMorgan BetaBu... | 60.24 | -0.73% | 130.35M | -6.23% | 7.15B | 55.85 | 0.53% |
| 25 | BND | Vanguard Total ... | 72.69 | -0.36% | 99.09M | +11.30% | 7.13B | 76.25 | 0.53% |
| 26 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 6.4M | -0.76% | 6.79B | 620.86 | 0.51% |
| 27 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 33.85M | -2.74% | 6.69B | 50.48 | 0.50% |
| 28 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 14.53M | +3.60% | 6.59B | 281.11 | 0.49% |
| 29 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 19.25M | +31.05% | 6.44B | 254.08 | 0.48% |
| 30 | LOW | Lowe's Companie... | 217.24 | -2.8% | 25.65M | -2.47% | 6.33B | 175.3 | 0.47% |
| 31 | NEE | NextEra Energy,... | 74.75 | +1.24% | 83.36M | +4.28% | 5.98B | 55.29 | 0.45% |
| 32 | ETN | Eaton Corporati... | 323.58 | -2.05% | 17.85M | -5.75% | 5.92B | 127.81 | 0.44% |
| 33 | KO | The Coca-Cola C... | 70.99 | -1.73% | 93.63M | +7.68% | 5.83B | 57.64 | 0.43% |
| 34 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 38.78M | +12.88% | 5.61B | 145.24 | 0.42% |
| 35 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 96.02M | +23.22% | 5.43B | 58.44 | 0.40% |
| 36 | ADI | Analog Devices,... | 225.02 | -3.06% | 25.11M | +16.64% | 5.34B | 133.69 | 0.40% |
| 37 | HON | Honeywell Inter... | 224.31 | -0.77% | 23.5M | +6.66% | 5.31B | 181.06 | 0.40% |
| 38 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 10.15M | +1.50% | 5.3B | 309.97 | 0.39% |
| 39 | TT | Trane Technolog... | 421.25 | -0.72% | 14.31M | -8.58% | 5.29B | 133.54 | 0.39% |
| 40 | XLF | Financial Selec... | 49.96 | -2.04% | 108.95M | -19.01% | 5.27B | 34.51 | 0.39% |
| 41 | BBCA | JPMorgan BetaBu... | 80.16 | -0.2% | 73.4M | +2.01% | 5.18B | 64.86 | 0.39% |
| 42 | MS | Morgan Stanley | 129.52 | -1.82% | 41.03M | +0.09% | 5.16B | 51.86 | 0.38% |
| 43 | COP | ConocoPhillips | 96.95 | +2.39% | 50.86M | +7.78% | 5.04B | 68.18 | 0.38% |
| 44 | REGN | Regeneron Pharm... | 529.27 | +1.42% | 7.06M | -5.74% | 5.03B | 645.72 | 0.37% |
| 45 | WMT | Walmart Inc. | 94.42 | -0.43% | 55.13M | +69.12% | 4.98B | 62.01 | 0.37% |
| 46 | AXP | American Expres... | 287.76 | -3.43% | 16.75M | +7.10% | 4.97B | 142.69 | 0.37% |
| 47 | JPST | JPMorgan Ultra-... | 50.53 | +0.04% | 97.52M | +32.59% | 4.91B | 50.37 | 0.37% |
| 48 | INTU | Intuit Inc. | 753.72 | -1.63% | 7.72M | -23.7% | 4.85B | 438.34 | 0.36% |
| 49 | MBB | iShares MBS ETF | 92.55 | -0.49% | 51.72M | +49.20% | 4.74B | 97.05 | 0.35% |
| 50 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 30.81M | +22.84% | 4.69B | 142.13 | 0.35% |
| 51 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 8.92M | +34.98% | 4.64B | 447.9 | 0.35% |
| 52 | NXPI | NXP Semiconduct... | 211.00 | -2.94% | 22.25M | +7.89% | 4.62B | 167.86 | 0.34% |
| 53 | SO | The Southern Co... | 90.34 | -0.02% | 55.81M | +1.98% | 4.59B | 76.56 | 0.34% |
| 54 | IVW | iShares S&P 500... | 105.11 | -1.22% | 44.88M | +1.73% | 4.56B | 50.05 | 0.34% |
| 55 | GS | The Goldman Sac... | 613.30 | -1.89% | 7.93M | +30.77% | 4.54B | 468.49 | 0.34% |
| 56 | JGLO | Jpmorgan Global... | 62.52 | -1.19% | 75.48M | +64.13% | 4.53B | 56.34 | 0.34% |
| 57 | TXN | Texas Instrumen... | 195.06 | -2.31% | 23.76M | -14.48% | 4.46B | 124.73 | 0.33% |
| 58 | HD | The Home Depot,... | 354.54 | -2.37% | 11.29M | +3.38% | 4.39B | 199.54 | 0.33% |
| 59 | BKNG | Booking Holding... | 5295.62 | -3.05% | 865.74K | -6.59% | 4.3B | 2503.85 | 0.32% |
| 60 | BX | Blackstone Inc. | 136.37 | -3.14% | 23.94M | +13.42% | 4.13B | 114.48 | 0.31% |
| 61 | DE | Deere & Company | 509.34 | -1.45% | 9.66M | -0.38% | 4.09B | 299.79 | 0.30% |
| 62 | PG | The Procter & G... | 160.25 | -1.79% | 24.19M | -1.61% | 4.05B | 115.93 | 0.30% |
| 63 | VCIT | Vanguard Interm... | 81.56 | -0.42% | 50.19M | +6.34% | 4.03B | 80.94 | 0.30% |
| 64 | LIN | Linde plc | 465.99 | -0.96% | 9.6M | +9.49% | 4.02B | 385.49 | 0.30% |
| 65 | V | Visa Inc. | 352.88 | -4.99% | 12.63M | +6.63% | 3.99B | 204.91 | 0.30% |
| 66 | ABT | Abbott Laborato... | 135.57 | -0.64% | 35.18M | +21.66% | 3.98B | 107.46 | 0.30% |
| 67 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 78.7M | +5.39% | 3.95B | 49.87 | 0.29% |
| 68 | SYK | Stryker Corpora... | 377.25 | -0.85% | 10.81M | -0.1% | 3.89B | 301.01 | 0.29% |
| 69 | JIRE | JPMorgan Intern... | 69.62 | -1.32% | 65.33M | +8.70% | 3.82B | 49.3 | 0.28% |
| 70 | VGIT | Vanguard Interm... | 59.06 | -0.24% | 65.68M | -8.4% | 3.81B | 58.19 | 0.28% |
| 71 | PGR | The Progressive... | 267.71 | -0.26% | 15.68M | +16.85% | 3.76B | 108.72 | 0.28% |
| 72 | BBAX | JPMorgan BetaBu... | 54.00 | -1.04% | 76.34M | +1.32% | 3.72B | 56.6 | 0.28% |
| 73 | MDLZ | Mondelez Intern... | 66.93 | -1.75% | 61.56M | +0.94% | 3.68B | 57.54 | 0.27% |
| 74 | SCHW | The Charles Sch... | 87.35 | -1.3% | 49.06M | +1.57% | 3.63B | 56.39 | 0.27% |
| 75 | VGT | Vanguard Inform... | 623.31 | -1.65% | 5.77M | +4.94% | 3.59B | 336.36 | 0.27% |
| 76 | AJG | Arthur J. Galla... | 316.70 | -1.08% | 12.56M | +159.20% | 3.56B | 224.56 | 0.27% |
| 77 | ANET | Arista Networks... | 92.31 | -3.62% | 31.66M | +100.00% | 3.5B | 110.53 | 0.26% |
| 78 | CSX | CSX Corporation | 32.11 | -0.86% | 107.17M | +16.59% | 3.46B | 33.27 | 0.26% |
| 79 | BKR | Baker Hughes Co... | 39.02 | +1.02% | 83M | +14.30% | 3.4B | 32.92 | 0.25% |
| 80 | BBIN | JPMorgan BetaBu... | 67.15 | -1.18% | 59.3M | +5.89% | 3.39B | 51.23 | 0.25% |
| 81 | OTIS | Otis Worldwide ... | 95.81 | -1.18% | 35.52M | +26.53% | 3.29B | 93.2 | 0.24% |
| 82 | COST | Costco Wholesal... | 990.08 | -1.26% | 3.52M | -1.7% | 3.23B | 460.3 | 0.24% |
| 83 | IVE | iShares S&P 500... | 191.02 | -0.95% | 16.85M | -1% | 3.22B | 112.9 | 0.24% |
| 84 | DIS | The Walt Disney... | 117.89 | -0.6% | 28.51M | +268.21% | 3.17B | 111.79 | 0.24% |
| 85 | EOG | EOG Resources, ... | 125.29 | +3.90% | 25.25M | -3.9% | 3.1B | 86.64 | 0.23% |
| 86 | CVX | Chevron Corpora... | 145.87 | +0.62% | 21.36M | -20.64% | 3.09B | 135.65 | 0.23% |
| 87 | YUM | Yum! Brands, In... | 143.98 | +0.01% | 22.99M | +2.09% | 3.08B | 130.27 | 0.23% |
| 88 | CMCSA | Comcast Corpora... | 35.00 | -0.77% | 81.89M | -8.09% | 3.07B | 36.38 | 0.23% |
| 89 | KKR | KKR & Co. Inc. | 121.36 | -3.1% | 20.52M | -2.78% | 3.03B | 96.28 | 0.23% |
| 90 | ACN | Accenture plc | 311.64 | -2.04% | 8.55M | +8.61% | 3.01B | 223.13 | 0.22% |
| 91 | PM | Philip Morris I... | 184.25 | +0.08% | 24.72M | -8.14% | 2.98B | 93.51 | 0.22% |
| 92 | ROST | Ross Stores, In... | 131.77 | -1.27% | 19.64M | +39.19% | 2.97B | 131 | 0.22% |
| 93 | DHI | D.R. Horton, In... | 123.04 | -2.53% | 21.04M | +51.44% | 2.94B | 151.92 | 0.22% |
| 94 | IBM | International B... | 277.18 | -1.37% | 13.16M | +8.73% | 2.89B | 169.35 | 0.22% |
| 95 | IWF | iShares Russell... | 405.56 | -1.27% | 7.12M | +5.16% | 2.86B | 187.07 | 0.21% |
| 96 | UPS | United Parcel S... | 99.97 | -0.94% | 22.54M | -5.63% | 2.84B | 176.09 | 0.21% |
| 97 | MELI | MercadoLibre, I... | 2371.28 | +0.10% | 1.66M | -1.54% | 2.83B | 637.97 | 0.21% |
| 98 | PLD | Prologis, Inc. | 107.26 | -1.09% | 26.57M | -11.15% | 2.81B | 85.64 | 0.21% |
| 99 | AZO | AutoZone, Inc. | 3637.84 | -1.24% | 874.23K | -35.77% | 2.8B | 1953.46 | 0.21% |
| 100 | TDG | TransDigm Group... | 1439.32 | +0.24% | 2.2M | +10.35% | 2.79B | 1021.82 | 0.21% |
| 101 | MDT | Medtronic plc | 87.22 | -1.44% | 34.43M | +11.99% | 2.75B | 90.36 | 0.20% |
| 102 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 5.37M | +10.92% | 2.74B | 361.63 | 0.20% |
| 103 | PANW | Palo Alto Netwo... | 196.25 | -0.72% | 14.87M | +107.28% | 2.7B | 115.16 | 0.20% |
| 104 | MRK | Merck & Co., In... | 81.72 | -0.12% | 27.11M | -0.65% | 2.7B | 82.7 | 0.20% |
| 105 | UBER | Uber Technologi... | 83.89 | -2.02% | 44.69M | -27.52% | 2.7B | 34.04 | 0.20% |
| 106 | CMG | Chipotle Mexica... | 50.23 | -1.3% | 44.55M | +3.14% | 2.69B | 27 | 0.20% |
| 107 | MU | Micron Technolo... | 115.63 | -0.48% | 31.65M | -6.93% | 2.66B | 106.75 | 0.20% |
| 108 | SPOT | Spotify Technol... | 710.89 | +1.15% | 5.91M | +34.38% | 2.64B | 289.3 | 0.20% |
| 109 | TJX | The TJX Compani... | 123.95 | -0.41% | 21.76M | -22.62% | 2.63B | 67.3 | 0.20% |
| 110 | DASH | DoorDash, Inc. | 218.76 | +1.00% | 15.59M | +9.39% | 2.62B | 111.38 | 0.19% |
| 111 | FIS | Fidelity Nation... | 79.34 | -1.83% | 32.28M | +50.23% | 2.61B | 76.33 | 0.19% |
| 112 | AMP | Ameriprise Fina... | 501.79 | -2.67% | 4.8M | +12.05% | 2.56B | 268.7 | 0.19% |
| 113 | VRTX | Vertex Pharmace... | 455.66 | -0.96% | 6.31M | -8.88% | 2.54B | 258.45 | 0.19% |
| 114 | CME | CME Group Inc. | 269.43 | -0.56% | 10.79M | +3.22% | 2.51B | 166.51 | 0.19% |
| 115 | SHOP | Shopify Inc. | 105.38 | -3.51% | 23.51M | +31.00% | 2.5B | 70.38 | 0.19% |
| 116 | PWR | Quanta Services... | 358.12 | -0.15% | 7.86M | -1.88% | 2.48B | 167.1 | 0.18% |
| 117 | MCK | McKesson Corpor... | 727.95 | -0.39% | 4.35M | +9.32% | 2.48B | 265.67 | 0.18% |
| 118 | IEF | iShares 7-10 Ye... | 94.28 | -0.38% | 26.74M | -3.67% | 2.47B | 99.72 | 0.18% |
| 119 | UNP | Union Pacific C... | 223.26 | -0.99% | 10.72M | +25.28% | 2.44B | 206.35 | 0.18% |
| 120 | BBEU | JPMorgan BetaBu... | 67.52 | -1.5% | 43.94M | -50.65% | 2.44B | 55.63 | 0.18% |
| 121 | IJH | iShares Core S&... | 60.25 | -1.54% | 38.96M | +2.38% | 2.43B | 47.64 | 0.18% |
| 122 | MRVL | Marvell Technol... | 67.20 | -3.5% | 21.93M | +20.78% | 2.42B | 72.37 | 0.18% |
| 123 | MINT | PIMCO Enhanced ... | 100.33 | +0.05% | 23.86M | -2.44% | 2.39B | 100.06 | 0.18% |
| 124 | BSX | Boston Scientif... | 99.69 | +1.15% | 26.24M | +0.78% | 2.34B | 37.43 | 0.17% |
| 125 | HUBS | HubSpot, Inc. | 553.40 | -2.88% | 3.33M | +17.90% | 2.32B | 449.22 | 0.17% |
| 126 | HWM | Howmet Aerospac... | 171.12 | -0.23% | 20.2M | +14.04% | 2.21B | 58.62 | 0.16% |
| 127 | VGSH | Vanguard Short-... | 58.47 | -0.06% | 37.62M | +163.66% | 2.19B | 58.51 | 0.16% |
| 128 | APP | AppLovin Corpor... | 364.32 | -4.27% | 6.58M | +122.34% | 2.13B | 225.78 | 0.16% |
| 129 | VMBS | Vanguard Mortga... | 45.69 | -0.4% | 46.51M | +441.96% | 2.11B | 46.32 | 0.16% |
| 130 | TFC | Truist Financia... | 38.97 | -2.43% | 48.33M | -6.36% | 2.1B | 42.5 | 0.16% |
| 131 | APD | Air Products an... | 280.22 | -1.08% | 7.2M | +19.07% | 2.09B | 233.1 | 0.16% |
| 132 | TTD | The Trade Desk,... | 67.95 | -3.71% | 17.72M | +5.46% | 2.08B | 58.98 | 0.15% |
| 133 | BSV | Vanguard Short-... | 78.10 | -0.1% | 26.9M | +20.88% | 2.08B | 78.05 | 0.15% |
| 134 | COF | Capital One Fin... | 192.72 | -2.51% | 11.42M | +20.86% | 2.04B | 110.19 | 0.15% |
| 135 | LRCX | Lam Research Co... | 89.55 | -2.3% | 27.44M | +100.00% | 1.98B | 72.23 | 0.15% |
| 136 | USB | U.S. Bancorp | 42.98 | -2.68% | 40.91M | +2.74% | 1.96B | 44.51 | 0.15% |
| 137 | HLT | Hilton Worldwid... | 243.97 | -2.62% | 7.9M | +13.17% | 1.95B | 154.03 | 0.15% |
| 138 | AON | Aon plc | 353.07 | -0.76% | 5.36M | +7.96% | 1.92B | 318.93 | 0.14% |
| 139 | CARR | Carrier Global ... | 71.22 | -1.74% | 26.46M | -8.24% | 1.81B | 56.56 | 0.13% |
| 140 | RTX | RTX Corporation | 145.67 | +3.33% | 15.59M | -9.44% | 1.8B | 73.26 | 0.13% |
| 141 | DOV | Dover Corporati... | 176.40 | -1.33% | 9.59M | -7.67% | 1.8B | 99.2 | 0.13% |
| 142 | ASML | ASML Holding N.... | 761.38 | -3.16% | 2.59M | +82.03% | 1.79B | 518.25 | 0.13% |
| 143 | PNC | The PNC Financi... | 173.38 | -2.45% | 9.27M | -2.87% | 1.79B | 104.55 | 0.13% |
| 144 | TRV | The Travelers C... | 263.46 | -0.94% | 7.41M | -36.57% | 1.78B | 179.54 | 0.13% |
| 145 | FI | Fiserv, Inc. | 162.97 | -3.01% | 8.59M | -30.17% | 1.77B | 143.36 | 0.13% |
| 146 | NSC | Norfolk Souther... | 248.56 | -1.16% | 7.52M | -3.85% | 1.76B | 170.53 | 0.13% |
| 147 | NOC | Northrop Grumma... | 517.07 | +4.01% | 3.75M | -7.46% | 1.76B | 351.33 | 0.13% |
| 148 | VTR | Ventas, Inc. | 63.82 | +0.16% | 29.74M | +7.91% | 1.75B | 53.89 | 0.13% |
| 149 | CB | Chubb Limited | 286.70 | -0.9% | 6.32M | -7.73% | 1.75B | 147.23 | 0.13% |
| 150 | EWJ | iShares MSCI Ja... | 73.61 | -0.8% | 25.53M | -18.64% | 1.71B | 59.11 | 0.13% |