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 |
McDonald's
MCD
|
+$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.34B |
| 3 |
Microsoft
MSFT
|
+$2.08B |
| 4 |
NVIDIA
NVDA
|
+$1.99B |
| 5 |
Goldman Sachs
GS
|
+$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$2.99B |
| 2 |
Broadcom
AVGO
|
+$2.02B |
| 3 |
TSMC
TSM
|
+$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.18B |
| 5 |
Danaher
DHR
|
+$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
ON Semiconductor
ON
$20B
| $887M | 0.07% |
12,212,777
+4,608,331
| +61% | +$335M |
|
252
Ferrari
RACE
$85.3B
| $875M | 0.07% |
1,861,230
-62,557
| -3% | -$29.4M |
|
253
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
| $870M | 0.07% |
4,341,039
+212,560
| +5% | +$42.6M |
|
254
ITT
ITT
$13.5B
| $868M | 0.07% |
5,807,479
-470,829
| -7% | -$70.4M |
|
255
Diamondback Energy
FANG
$39.7B
| $855M | 0.07% |
4,958,592
-415,838
| -8% | -$71.7M |
|
256
Monolithic Power Systems
MPWR
$41.4B
| $851M | 0.06% |
920,947
-211,892
| -19% | -$196M |
|
257
Kinder Morgan
KMI
$58.8B
| $851M | 0.06% |
38,515,141
+1,253,690
| +3% | +$27.7M |
|
258
Vanguard S&P 500 Growth ETF
VOOG
$19.5B
| $850M | 0.06% |
2,462,992
-108,752
| -4% | -$37.6M |
|
259
Constellation Brands
STZ
$25.8B
| $846M | 0.06% |
3,283,552
+93,583
| +3% | +$24.1M |
|
260
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $842M | 0.06% |
14,268,498
-5,149,931
| -27% | -$304M |
|
261
Yum China
YUMC
$16.3B
| $817M | 0.06% |
18,152,182
-1,467,103
| -7% | -$66M |
|
262
Emerson Electric
EMR
$74.7B
| $816M | 0.06% |
7,459,685
+2,844,468
| +62% | +$311M |
|
263
Amgen
AMGN
$151B
| $814M | 0.06% |
2,526,561
-78,507
| -3% | -$25.3M |
|
264
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $802M | 0.06% |
8,876,139
-193,707
| -2% | -$17.5M |
|
265
CVS Health
CVS
$89.1B
| $802M | 0.06% |
12,751,073
-1,109,005
| -8% | -$69.7M |
|
266
Regency Centers
REG
$13.3B
| $801M | 0.06% |
11,090,347
+435,932
| +4% | +$31.5M |
|
267
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.23B
| $793M | 0.06% |
19,536,560
+370,001
| +2% | +$15M |
|
268
Royal Bank of Canada
RY
$204B
| $791M | 0.06% |
6,338,508
-598,535
| -9% | -$74.7M |
|
269
Hubbell
HUBB
$23.2B
| $774M | 0.06% |
1,806,630
-10,508
| -0.6% | -$4.5M |
|
270
Moody's
MCO
$91B
| $768M | 0.06% |
1,618,350
+160,894
| +11% | +$76.4M |
|
271
Intercontinental Exchange
ICE
$99.5B
| $766M | 0.06% |
4,765,620
-2,169,412
| -31% | -$348M |
|
272
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $761M | 0.06% |
13,232,972
+4,091,747
| +45% | +$235M |
|
273
Simon Property Group
SPG
$59.6B
| $754M | 0.06% |
4,463,808
+298,250
| +7% | +$50.4M |
|
274
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.58B
| $754M | 0.06% |
11,357,077
+959,776
| +9% | +$63.7M |
|
275
Sea Limited
SE
$113B
| $753M | 0.06% |
7,982,705
+4,798,505
| +151% | +$452M |
|