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 | |
|---|---|---|---|---|---|---|
226
Vanguard Total Stock Market ETF
VTI
$528B
| $767M | 0.08% |
3,611,963
+1,384,501
| +62% | +$294M |
|
227
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $762M | 0.08% |
3,088,522
-178,981
| -5% | -$44.2M |
|
228
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.21B
| $755M | 0.08% |
21,858,977
-1,989,807
| -8% | -$68.7M |
|
229
Copart
CPRT
$47B
| $748M | 0.08% |
17,359,152
-2,025,390
| -10% | -$87.3M |
|
230
iShares Core MSCI EAFE ETF
IEFA
$150B
| $743M | 0.08% |
11,553,407
+789,655
| +7% | +$50.8M |
|
231
Ingersoll Rand
IR
$32.2B
| $736M | 0.08% |
11,547,716
+213,441
| +2% | +$13.6M |
|
232
Energy Select Sector SPDR Fund
XLE
$26.7B
| $729M | 0.08% |
8,064,230
+2,241,996
| +39% | +$203M |
|
233
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $728M | 0.08% |
14,804,422
+10,463,800
| +241% | +$515M |
|
234
Hershey
HSY
$37.6B
| $722M | 0.08% |
3,607,297
+1,037,020
| +40% | +$207M |
|
235
Constellation Brands
STZ
$26.2B
| $717M | 0.08% |
2,854,158
-1,156,671
| -29% | -$291M |
|
236
CrowdStrike
CRWD
$105B
| $711M | 0.08% |
4,246,469
+236,336
| +6% | +$39.6M |
|
237
iShares MSCI Canada ETF
EWC
$3.24B
| $704M | 0.08% |
21,054,502
-1,678,101
| -7% | -$56.1M |
|
238
CSX Corp
CSX
$60.6B
| $697M | 0.08% |
22,662,419
+3,370,856
| +17% | +$104M |
|
239
Sherwin-Williams
SHW
$92.9B
| $697M | 0.08% |
2,730,909
+167,499
| +7% | +$42.7M |
|
240
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $695M | 0.08% |
18,321,525
-587,297
| -3% | -$22.3M |
|
241
Cadence Design Systems
CDNS
$95.6B
| $690M | 0.08% |
2,943,051
-74,490
| -2% | -$17.5M |
|
242
JPMorgan Chase
JPM
$809B
| $683M | 0.08% |
4,706,258
+91,416
| +2% | +$13.3M |
|
243
Ametek
AME
$43.3B
| $677M | 0.07% |
4,579,457
-204,081
| -4% | -$30.2M |
|
244
Raymond James Financial
RJF
$33B
| $676M | 0.07% |
6,733,705
-850,810
| -11% | -$85.4M |
|
245
Hubbell
HUBB
$23.2B
| $662M | 0.07% |
2,111,650
-632,832
| -23% | -$198M |
|
246
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.38B
| $652M | 0.07% |
8,463,596
+100,163
| +1% | +$7.72M |
|
247
American Homes 4 Rent
AMH
$12.9B
| $646M | 0.07% |
19,179,533
-2,359,634
| -11% | -$79.5M |
|
248
Weyerhaeuser
WY
$18.9B
| $646M | 0.07% |
21,065,844
+58,688
| +0.3% | +$1.8M |
|
249
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $641M | 0.07% |
12,915,211
-493,001
| -4% | -$24.5M |
|
250
O'Reilly Automotive
ORLY
$89B
| $639M | 0.07% |
10,539,420
-47,745
| -0.5% | -$2.89M |
|