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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Marsh & McLennan
MMC
$100B
| $1.02B | 0.08% |
4,809,597
+809,826
| +20% | +$172M |
|
227
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $1.02B | 0.08% |
21,091,622
+1,806,098
| +9% | +$87.5M |
|
228
Marriott International Class A Common Stock
MAR
$72.7B
| $1.02B | 0.08% |
3,660,222
-229,187
| -6% | -$63.9M |
|
229
Ametek
AME
$43.1B
| $1.01B | 0.08% |
5,592,686
-1,392,664
| -20% | -$251M |
|
230
iShares Core US Aggregate Bond ETF
AGG
$132B
| $1.01B | 0.08% |
10,389,943
-1,556,122
| -13% | -$151M |
|
231
Energy Transfer Partners
ET
$59.6B
| $961M | 0.07% |
49,050,193
+19,837,944
| +68% | +$389M |
|
232
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $946M | 0.07% |
11,544,623
+3,731,847
| +48% | +$306M |
|
233
The Communication Services Select Sector SPDR Fund
XLC
$25.6B
| $935M | 0.07% |
9,663,156
+787,017
| +9% | +$76.2M |
|
234
CrowdStrike
CRWD
$103B
| $935M | 0.07% |
2,733,174
-960,116
| -26% | -$329M |
|
235
Becton Dickinson
BDX
$54.9B
| $932M | 0.07% |
4,108,263
+90,052
| +2% | +$20.4M |
|
236
Public Storage
PSA
$51.9B
| $926M | 0.07% |
3,092,461
-1,347,886
| -30% | -$404M |
|
237
Robinhood
HOOD
$86.6B
| $911M | 0.07% |
24,459,008
+4,900,083
| +25% | +$183M |
|
238
S&P Global
SPGI
$163B
| $911M | 0.07% |
1,828,868
+29,649
| +2% | +$14.8M |
|
239
FedEx
FDX
$53.2B
| $909M | 0.07% |
3,230,106
-1,643,362
| -34% | -$462M |
|
240
Cencora
COR
$56.7B
| $899M | 0.07% |
4,003,056
-124,630
| -3% | -$28M |
|
241
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
| $894M | 0.07% |
17,453,575
+3,816,369
| +28% | +$196M |
|
242
Yum China
YUMC
$16.6B
| $894M | 0.07% |
18,549,131
+396,949
| +2% | +$19.1M |
|
243
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $890M | 0.07% |
2,432,239
-30,753
| -1% | -$11.3M |
|
244
Kinder Morgan
KMI
$58.7B
| $881M | 0.07% |
32,168,679
-6,346,462
| -16% | -$174M |
|
245
HCA Healthcare
HCA
$97.1B
| $877M | 0.07% |
2,921,064
+503,775
| +21% | +$151M |
|
246
ON Semiconductor
ON
$19.9B
| $868M | 0.06% |
13,770,260
+1,557,483
| +13% | +$98.2M |
|
247
SBA Communications
SBAC
$21.3B
| $868M | 0.06% |
4,258,116
+3,656
| +0.1% | +$745K |
|
248
Vanguard Real Estate ETF
VNQ
$34.5B
| $855M | 0.06% |
9,596,796
-382,220
| -4% | -$34M |
|
249
Cadence Design Systems
CDNS
$95B
| $847M | 0.06% |
2,818,126
+126,578
| +5% | +$38M |
|
250
iShares Russell 2000 ETF
IWM
$67.1B
| $836M | 0.06% |
3,781,446
-531,958
| -12% | -$118M |
|