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
|
$2.27B |
| 2 |
Amazon
AMZN
|
$2.16B |
| 3 |
Tesla
TSLA
|
$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.27B |
| 5 |
PayPal
PYPL
|
$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
MetLife
MET
$52.9B
| $743M | 0.09% |
11,883,163
+347,466
| +3% | +$21.7M |
|
227
ITT
ITT
$13.3B
| $727M | 0.08% |
7,117,651
-174,081
| -2% | -$17.8M |
|
228
Monster Beverage
MNST
$61B
| $727M | 0.08% |
15,144,988
-2,882,862
| -16% | -$138M |
|
229
Elevance Health
ELV
$70.6B
| $718M | 0.08% |
1,548,290
-114,495
| -7% | -$53.1M |
|
230
Entegris
ENTG
$12.4B
| $711M | 0.08% |
5,132,929
-174,443
| -3% | -$24.2M |
|
231
Adobe
ADBE
$148B
| $704M | 0.08% |
1,241,809
+143,573
| +13% | +$81.4M |
|
232
SolarEdge
SEDG
$2.04B
| $698M | 0.08% |
2,487,171
+283,385
| +13% | +$79.5M |
|
233
Exxon Mobil
XOM
$466B
| $697M | 0.08% |
11,390,964
+473,292
| +4% | +$29M |
|
234
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $687M | 0.08% |
12,741,528
+781,798
| +7% | +$42.2M |
|
235
American Homes 4 Rent
AMH
$12.9B
| $686M | 0.08% |
15,735,544
-1,029,677
| -6% | -$44.9M |
|
236
Zebra Technologies
ZBRA
$16B
| $678M | 0.08% |
1,139,688
+39,547
| +4% | +$23.5M |
|
237
Marvell Technology
MRVL
$54.6B
| $675M | 0.08% |
7,715,305
+2,356,924
| +44% | +$206M |
|
238
Alexandria Real Estate Equities
ARE
$14.5B
| $675M | 0.08% |
3,025,622
+507,127
| +20% | +$113M |
|
239
Cisco
CSCO
$264B
| $673M | 0.08% |
10,616,606
-1,632,870
| -13% | -$103M |
|
240
Intercontinental Exchange
ICE
$99.8B
| $671M | 0.08% |
4,905,286
+466,549
| +11% | +$63.8M |
|
241
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $667M | 0.08% |
2,210,142
+404,976
| +22% | +$122M |
|
242
Automatic Data Processing
ADP
$120B
| $659M | 0.08% |
2,672,286
+3,205
| +0.1% | +$790K |
|
243
Fifth Third Bancorp
FITB
$30.2B
| $659M | 0.08% |
15,126,417
-1,085,432
| -7% | -$47.3M |
|
|
HZNP
244
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $655M | 0.08% |
6,080,954
+266,724
| +5% | +$28.7M |
|
245
Mid-America Apartment Communities
MAA
$17B
| $650M | 0.08% |
2,832,286
-381,029
| -12% | -$87.4M |
|
246
iShares 20+ Year Treasury Bond ETF
TLT
$48.9B
| $650M | 0.08% |
4,384,916
+3,697,560
| +538% | +$548M |
|
247
Edison International
EIX
$21B
| $643M | 0.07% |
9,421,287
+3,349,315
| +55% | +$229M |
|
248
Camden Property Trust
CPT
$11.9B
| $641M | 0.07% |
3,587,441
+133,984
| +4% | +$23.9M |
|
249
Republic Services
RSG
$71.7B
| $641M | 0.07% |
4,593,527
-562,808
| -11% | -$78.5M |
|
250
Palo Alto Networks
PANW
$130B
| $639M | 0.07% |
6,888,240
+1,810,740
| +36% | +$168M |
|