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 | |
|---|---|---|---|---|---|---|
301
Affirm
AFRM
$28B
| $519M | 0.06% |
5,162,016
-22,323
| -0.4% | -$2.24M |
|
302
Trade Desk
TTD
$25.4B
| $517M | 0.06% |
5,641,897
-715,150
| -11% | -$65.5M |
|
303
Humana
HUM
$37.3B
| $517M | 0.06% |
1,114,158
+432,568
| +63% | +$201M |
|
304
Invitation Homes
INVH
$18.5B
| $513M | 0.06% |
11,304,374
-158,140
| -1% | -$7.17M |
|
305
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.39B
| $511M | 0.06% |
5,915,320
+512,639
| +9% | +$44.3M |
|
306
Liberty Broadband Class C
LBRDK
$8.69B
| $509M | 0.06% |
3,160,103
-107,152
| -3% | -$17.3M |
|
307
General Motors
GM
$55.4B
| $507M | 0.06% |
8,645,121
+289,650
| +3% | +$17M |
|
308
Celanese
CE
$5.09B
| $506M | 0.06% |
3,009,269
-322,133
| -10% | -$54.1M |
|
309
Alnylam Pharmaceuticals
ALNY
$59.6B
| $504M | 0.06% |
2,972,085
+526,426
| +22% | +$89.3M |
|
310
Schwab US Dividend Equity ETF
SCHD
$71.4B
| $504M | 0.06% |
18,689,646
-98,316
| -0.5% | -$2.65M |
|
311
Coterra Energy
CTRA
$18.2B
| $499M | 0.06% |
26,261,348
-527,304
| -2% | -$10M |
|
312
Motorola Solutions
MSI
$79.7B
| $495M | 0.06% |
1,822,671
-200,288
| -10% | -$54.4M |
|
313
Verisk Analytics
VRSK
$38.1B
| $495M | 0.06% |
2,162,959
+266,670
| +14% | +$61M |
|
314
Travelers Companies
TRV
$61.8B
| $492M | 0.06% |
3,142,681
-42
| -0% | -$6.57K |
|
315
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $491M | 0.06% |
4,545,908
+411,372
| +10% | +$44.4M |
|
316
Arista Networks
ANET
$176B
| $490M | 0.06% |
13,648,644
+8,547,348
| +168% | +$307M |
|
317
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $488M | 0.06% |
3,794,307
-7,318,429
| -66% | -$942M |
|
318
Micron Technology
MU
$147B
| $488M | 0.06% |
5,238,253
+1,636,455
| +45% | +$152M |
|
|
CTLT
319
DELISTED
CATALENT, INC.
CTLT
| $487M | 0.06% |
3,800,713
-41,874
| -1% | -$5.36M |
|
320
Newell Brands
NWL
$2.65B
| $487M | 0.06% |
22,278,120
+2,218,560
| +11% | +$48.5M |
|
321
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $486M | 0.06% |
6,257,470
+1,696,982
| +37% | +$132M |
|
|
DFS
322
DELISTED
Discover Financial Services
DFS
| $486M | 0.06% |
4,201,607
+40,127
| +1% | +$4.64M |
|
323
Vanguard Total Stock Market ETF
VTI
$530B
| $485M | 0.06% |
2,007,417
+90,205
| +5% | +$21.8M |
|
324
Rivian
RIVN
$17B
| $481M | 0.06% |
+4,642,731
| New | +$481M |
|
325
Quanta Services
PWR
$56B
| $477M | 0.06% |
4,159,808
+634,304
| +18% | +$72.7M |
|