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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Spotify
SPOT
$148B
| $723M | 0.06% |
2,740,202
+707,129
| +35% | +$187M |
|
277
Novo Nordisk
NVO
$241B
| $722M | 0.06% |
5,619,575
+877,751
| +19% | +$113M |
|
278
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.39B
| $721M | 0.06% |
7,640,541
-663,949
| -8% | -$62.7M |
|
279
AvalonBay Communities
AVB
$27.7B
| $716M | 0.06% |
3,856,960
+60,717
| +2% | +$11.3M |
|
280
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $707M | 0.06% |
8,660,426
+596,750
| +7% | +$48.7M |
|
281
Applied Materials
AMAT
$129B
| $704M | 0.06% |
3,411,685
+149,077
| +5% | +$30.7M |
|
282
Freeport-McMoran
FCX
$67B
| $700M | 0.06% |
14,896,698
-6,887,044
| -32% | -$324M |
|
|
XYZ
283
Block, Inc.
XYZ
$46.2B
| $698M | 0.06% |
8,256,659
+2,134,111
| +35% | +$181M |
|
284
Raymond James Financial
RJF
$33.1B
| $693M | 0.06% |
5,398,624
+341,668
| +7% | +$43.9M |
|
285
iShares MSCI Canada ETF
EWC
$3.24B
| $692M | 0.06% |
18,088,825
-1,651,762
| -8% | -$63.2M |
|
286
GE Aerospace
GE
$293B
| $691M | 0.06% |
4,932,942
+1,522,215
| +45% | +$213M |
|
287
Energy Select Sector SPDR Fund
XLE
$26.7B
| $688M | 0.06% |
7,287,489
-159,782
| -2% | -$15.1M |
|
288
Extra Space Storage
EXR
$31.2B
| $685M | 0.06% |
4,662,649
+1,869,804
| +67% | +$275M |
|
289
VICI Properties
VICI
$35.5B
| $685M | 0.06% |
22,983,112
+2,033,578
| +10% | +$60.6M |
|
290
Confluent
CFLT
$6.98B
| $684M | 0.06% |
22,397,469
+950,668
| +4% | +$29M |
|
291
Snowflake
SNOW
$75.6B
| $681M | 0.06% |
4,216,448
+557,152
| +15% | +$90M |
|
292
Kinder Morgan
KMI
$58.8B
| $676M | 0.06% |
36,873,630
+6,141,287
| +20% | +$113M |
|
293
Old Dominion Freight Line
ODFL
$31.8B
| $674M | 0.06% |
3,071,001
-1,898,409
| -38% | -$416M |
|
294
Natera
NTRA
$23B
| $673M | 0.06% |
7,357,916
-596,296
| -7% | -$54.5M |
|
295
SBA Communications
SBAC
$20.5B
| $669M | 0.06% |
3,085,745
+577,110
| +23% | +$125M |
|
296
Expedia Group
EXPE
$26.9B
| $668M | 0.06% |
4,851,773
+1,131,913
| +30% | +$156M |
|
297
Phillips 66
PSX
$52.6B
| $668M | 0.06% |
4,088,848
+1,132,716
| +38% | +$185M |
|
298
Monolithic Power Systems
MPWR
$41.4B
| $667M | 0.06% |
985,145
-239,617
| -20% | -$162M |
|
299
Motorola Solutions
MSI
$79.7B
| $663M | 0.06% |
1,867,694
+88,220
| +5% | +$31.3M |
|
300
Vanguard FTSE Emerging Markets ETF
VWO
$98.1B
| $663M | 0.06% |
15,862,608
-433,265
| -3% | -$18.1M |
|