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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Marsh & McLennan
MMC
$100B
| $805M | 0.08% |
4,250,658
-12,192
| -0.3% | -$2.31M |
|
227
Vanguard Long-Term Treasury ETF
VGLT
$10B
| $805M | 0.08% |
13,086,589
+12,206,741
| +1,387% | +$751M |
|
228
D.R. Horton
DHI
$53.8B
| $805M | 0.08% |
5,294,400
+4,484,585
| +554% | +$682M |
|
229
Digital Realty Trust
DLR
$55.7B
| $800M | 0.08% |
5,946,918
-3,011,506
| -34% | -$405M |
|
230
Goldman Sachs
GS
$220B
| $795M | 0.08% |
2,060,986
+918,640
| +80% | +$354M |
|
231
Toronto Dominion Bank
TD
$127B
| $790M | 0.08% |
12,217,978
-2,051,953
| -14% | -$133M |
|
232
HCA Healthcare
HCA
$97.1B
| $788M | 0.08% |
2,909,680
-1,900,967
| -40% | -$515M |
|
233
Ametek
AME
$43.1B
| $786M | 0.08% |
4,769,030
+189,573
| +4% | +$31.3M |
|
234
Diamondback Energy
FANG
$40.1B
| $781M | 0.07% |
5,037,527
-429,872
| -8% | -$66.7M |
|
235
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $781M | 0.07% |
15,796,390
+991,968
| +7% | +$49M |
|
236
Copart
CPRT
$46.6B
| $779M | 0.07% |
15,896,179
-1,462,973
| -8% | -$71.7M |
|
237
Public Storage
PSA
$51.9B
| $774M | 0.07% |
2,539,336
-629,427
| -20% | -$192M |
|
238
Monolithic Power Systems
MPWR
$40.7B
| $773M | 0.07% |
1,224,762
+11,120
| +0.9% | +$7.01M |
|
239
Airbnb
ABNB
$76.2B
| $765M | 0.07% |
5,621,555
+1,780,989
| +46% | +$242M |
|
240
Yum China
YUMC
$16.6B
| $758M | 0.07% |
17,867,664
-416,251
| -2% | -$17.7M |
|
241
Weyerhaeuser
WY
$18.7B
| $753M | 0.07% |
21,660,172
+594,328
| +3% | +$20.7M |
|
242
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| $752M | 0.07% |
4,765,964
+3,578,529
| +301% | +$565M |
|
243
Otis Worldwide
OTIS
$34.1B
| $739M | 0.07% |
8,262,675
+722,253
| +10% | +$64.6M |
|
244
Church & Dwight Co
CHD
$23.4B
| $734M | 0.07% |
7,764,048
+1,736,736
| +29% | +$164M |
|
245
Snowflake
SNOW
$74.7B
| $728M | 0.07% |
3,659,296
+217,596
| +6% | +$43.3M |
|
246
Walt Disney
DIS
$212B
| $727M | 0.07% |
8,053,431
+2,097,705
| +35% | +$189M |
|
247
Kimco Realty
KIM
$15.4B
| $727M | 0.07% |
34,117,751
+2,997,736
| +10% | +$63.9M |
|
248
Cadence Design Systems
CDNS
$94.9B
| $727M | 0.07% |
2,667,929
-275,122
| -9% | -$74.9M |
|
249
W.W. Grainger
GWW
$47.8B
| $726M | 0.07% |
876,466
+751,276
| +600% | +$623M |
|
250
Hershey
HSY
$38.1B
| $725M | 0.07% |
3,888,906
+281,609
| +8% | +$52.5M |
|