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 | |
|---|---|---|---|---|---|---|
276
Federal Realty Investment Trust
FRT
$8.66B
| $573M | 0.07% |
4,199,837
-522,196
| -11% | -$71.2M |
|
277
Royal Caribbean
RCL
$93.8B
| $570M | 0.07% |
7,414,085
+883,733
| +14% | +$68M |
|
278
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $566M | 0.07% |
11,592,827
+6,327,100
| +120% | +$309M |
|
279
CenterPoint Energy
CNP
$24.5B
| $565M | 0.07% |
20,235,985
+4,973,550
| +33% | +$139M |
|
|
XYZ
280
Block, Inc.
XYZ
$46B
| $561M | 0.06% |
3,473,100
-710,212
| -17% | -$115M |
|
281
Consumers Staples Select Sector SPDR Fund
XLP
$16.1B
| $558M | 0.06% |
7,235,798
-123,004
| -2% | -$9.48M |
|
282
Welltower
WELL
$113B
| $558M | 0.06% |
6,502,326
+1,383,663
| +27% | +$119M |
|
283
Ross Stores
ROST
$48.7B
| $556M | 0.06% |
4,865,310
+2,348,436
| +93% | +$268M |
|
284
Public Service Enterprise Group
PEG
$39.9B
| $556M | 0.06% |
8,329,900
+640,728
| +8% | +$42.8M |
|
285
Danaher
DHR
$139B
| $556M | 0.06% |
1,904,699
-253,724
| -12% | -$74M |
|
286
Packaging Corp of America
PKG
$19.3B
| $548M | 0.06% |
4,026,999
-86,876
| -2% | -$11.8M |
|
287
Generac Holdings
GNRC
$10.7B
| $547M | 0.06% |
1,552,935
-221,184
| -12% | -$77.8M |
|
288
Martin Marietta Materials
MLM
$37B
| $546M | 0.06% |
1,239,294
-190,502
| -13% | -$83.9M |
|
289
Digital Realty Trust
DLR
$55.9B
| $544M | 0.06% |
3,074,921
-134,325
| -4% | -$23.8M |
|
290
Copart
CPRT
$46.5B
| $542M | 0.06% |
14,303,004
+447,784
| +3% | +$17M |
|
291
Intel
INTC
$114B
| $538M | 0.06% |
10,444,733
-719,476
| -6% | -$37.1M |
|
292
Mettler-Toledo International
MTD
$26.5B
| $535M | 0.06% |
315,345
+11,462
| +4% | +$19.5M |
|
293
MSCI
MSCI
$44B
| $535M | 0.06% |
872,945
+8,753
| +1% | +$5.36M |
|
294
Keysight
KEYS
$29.1B
| $534M | 0.06% |
2,587,933
-676,391
| -21% | -$140M |
|
295
Royal Bank of Canada
RY
$203B
| $534M | 0.06% |
5,028,019
+120,571
| +2% | +$12.8M |
|
296
iShares National Muni Bond ETF
MUB
$39.2B
| $533M | 0.06% |
4,587,723
-23,398
| -0.5% | -$2.72M |
|
297
Hilton Worldwide
HLT
$64.7B
| $533M | 0.06% |
3,414,896
+1,106,606
| +48% | +$173M |
|
298
Realty Income
O
$54.4B
| $532M | 0.06% |
7,436,725
+305,053
| +4% | +$21.8M |
|
299
Etsy
ETSY
$5.55B
| $522M | 0.06% |
2,384,676
+1,622,846
| +213% | +$355M |
|
300
Equity Residential
EQR
$25.4B
| $521M | 0.06% |
5,752,886
-644,987
| -10% | -$58.4M |
|