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 | |
|---|---|---|---|---|---|---|
276
Canadian Pacific Kansas City
CP
$69.2B
| $750M | 0.06% |
8,768,362
+381,594
| +5% | +$32.6M |
|
277
Walt Disney
DIS
$212B
| $745M | 0.06% |
7,742,404
-240,449
| -3% | -$23.1M |
|
278
AT&T
T
$211B
| $739M | 0.06% |
33,597,271
+5,970,019
| +22% | +$131M |
|
279
Best Buy
BBY
$16.1B
| $737M | 0.06% |
7,138,729
+382,206
| +6% | +$39.5M |
|
280
Entegris
ENTG
$12.3B
| $735M | 0.06% |
6,534,374
-17,405
| -0.3% | -$1.96M |
|
281
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
| $734M | 0.06% |
4,098,808
-172,667
| -4% | -$30.9M |
|
282
Energy Select Sector SPDR Fund
XLE
$26.8B
| $731M | 0.06% |
8,323,494
+1,425,173
| +21% | +$125M |
|
283
Cadence Design Systems
CDNS
$98.2B
| $729M | 0.06% |
2,691,548
+206,294
| +8% | +$55.9M |
|
284
iShares Core MSCI Europe ETF
IEUR
$6.89B
| $727M | 0.06% |
11,934,673
-901,048
| -7% | -$54.9M |
|
285
SPDR Portfolio S&P 500 ETF
SPLG
$84.8B
| $719M | 0.05% |
10,646,264
-666,160
| -6% | -$45M |
|
286
Motorola Solutions
MSI
$79.2B
| $714M | 0.05% |
1,587,348
-58,117
| -4% | -$26.1M |
|
287
Citigroup
C
$179B
| $696M | 0.05% |
11,112,658
+2,059,476
| +23% | +$129M |
|
288
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $694M | 0.05% |
14,651,543
+2,589,512
| +21% | +$123M |
|
289
Vanguard FTSE Emerging Markets ETF
VWO
$98.6B
| $692M | 0.05% |
14,464,403
+190,971
| +1% | +$9.14M |
|
290
VICI Properties
VICI
$35.4B
| $692M | 0.05% |
20,764,483
-1,745,616
| -8% | -$58.1M |
|
291
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.28B
| $688M | 0.05% |
14,534,538
+1,660,554
| +13% | +$78.6M |
|
292
Corning
GLW
$62.1B
| $687M | 0.05% |
15,218,820
-3,792,488
| -20% | -$171M |
|
293
Kenvue
KVUE
$36.2B
| $681M | 0.05% |
29,452,952
-35,141,362
| -54% | -$813M |
|
294
BlackRock US Equity Factor Rotation ETF
DYNF
$22.8B
| $675M | 0.05% |
13,637,206
+481,894
| +4% | +$23.8M |
|
295
Copart
CPRT
$46.6B
| $674M | 0.05% |
12,868,526
-1,139,721
| -8% | -$59.7M |
|
296
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $669M | 0.05% |
12,911,738
+5,973,001
| +86% | +$310M |
|
297
Arch Capital
ACGL
$33.5B
| $668M | 0.05% |
5,966,782
-243,467
| -4% | -$27.2M |
|
298
Enbridge
ENB
$106B
| $656M | 0.05% |
16,142,638
+176,733
| +1% | +$7.18M |
|
299
Booz Allen Hamilton
BAH
$12.6B
| $654M | 0.05% |
4,016,661
-13,622
| -0.3% | -$2.22M |
|
300
Vanguard Dividend Appreciation ETF
VIG
$96.2B
| $653M | 0.05% |
3,295,589
+123,584
| +4% | +$24.5M |
|