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 | |
|---|---|---|---|---|---|---|
276
Alnylam Pharmaceuticals
ALNY
$59.4B
| $547M | 0.06% |
3,086,846
-46,128
| -1% | -$8.17M |
|
277
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $545M | 0.06% |
11,139,913
+4,090,258
| +58% | +$200M |
|
278
ITT
ITT
$13.3B
| $542M | 0.06% |
5,535,181
-125,349
| -2% | -$12.3M |
|
279
TechnipFMC
FTI
$16B
| $540M | 0.06% |
26,525,442
+4,788,567
| +22% | +$97.4M |
|
280
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$598M
| $538M | 0.06% |
10,063,691
-1,255,844
| -11% | -$67.1M |
|
281
Alexandria Real Estate Equities
ARE
$14.5B
| $532M | 0.06% |
5,315,732
-332,131
| -6% | -$33.2M |
|
282
Marvell Technology
MRVL
$54.6B
| $527M | 0.06% |
9,741,840
-1,791,052
| -16% | -$96.9M |
|
283
Airbnb
ABNB
$75.8B
| $527M | 0.06% |
3,840,566
+439,793
| +13% | +$60.3M |
|
284
Snowflake
SNOW
$75.3B
| $526M | 0.06% |
3,441,700
+443,210
| +15% | +$67.7M |
|
285
Stellantis
STLA
$26.2B
| $525M | 0.06% |
27,451,497
-9,884,374
| -26% | -$189M |
|
286
Pinduoduo
PDD
$177B
| $523M | 0.06% |
5,334,449
+543,440
| +11% | +$53.3M |
|
287
SBA Communications
SBAC
$21.2B
| $522M | 0.06% |
2,607,843
-90,736
| -3% | -$18.2M |
|
288
Corning
GLW
$61B
| $519M | 0.06% |
17,020,380
-1,978,011
| -10% | -$60.3M |
|
289
Royal Bank of Canada
RY
$204B
| $516M | 0.06% |
5,903,752
+105,776
| +2% | +$9.25M |
|
290
Vanguard Mid-Cap ETF
VO
$87.3B
| $513M | 0.06% |
2,464,997
+252,165
| +11% | +$52.5M |
|
291
VICI Properties
VICI
$35.8B
| $510M | 0.06% |
17,533,937
+86,084
| +0.5% | +$2.51M |
|
292
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $505M | 0.06% |
10,044,571
+2,351,596
| +31% | +$118M |
|
293
DexCom
DXCM
$31.6B
| $505M | 0.06% |
5,410,267
-7,262,910
| -57% | -$678M |
|
294
Ferrari
RACE
$87.1B
| $504M | 0.06% |
1,705,081
-202,023
| -11% | -$59.7M |
|
295
Invitation Homes
INVH
$18.5B
| $504M | 0.06% |
15,896,392
-656,644
| -4% | -$20.8M |
|
296
Simon Property Group
SPG
$59.5B
| $498M | 0.05% |
4,609,884
-91,791
| -2% | -$9.92M |
|
297
EPAM Systems
EPAM
$9.44B
| $496M | 0.05% |
1,941,754
-109,515
| -5% | -$28M |
|
298
Fifth Third Bancorp
FITB
$30.2B
| $489M | 0.05% |
19,308,304
+420,017
| +2% | +$10.6M |
|
299
Keurig Dr Pepper
KDP
$38.9B
| $487M | 0.05% |
15,423,508
+608,397
| +4% | +$19.2M |
|
300
Enbridge
ENB
$105B
| $487M | 0.05% |
14,661,934
-88,937
| -0.6% | -$2.95M |
|