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 | |
|---|---|---|---|---|---|---|
326
Natera
NTRA
$24.2B
| $588M | 0.04% |
4,632,029
-1,433,790
| -24% | -$182M |
|
327
Charter Communications
CHTR
$36B
| $588M | 0.04% |
1,813,782
-2,460
| -0.1% | -$797K |
|
328
Cheniere Energy
LNG
$51.5B
| $584M | 0.04% |
3,245,480
+132,793
| +4% | +$23.9M |
|
329
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $579M | 0.04% |
19,112,441
+1,253,004
| +7% | +$37.9M |
|
330
Vanguard Value ETF
VTV
$143B
| $574M | 0.04% |
3,289,545
+296,336
| +10% | +$51.7M |
|
331
TechnipFMC
FTI
$16.3B
| $573M | 0.04% |
21,856,385
-1,405,989
| -6% | -$36.9M |
|
332
Vanguard FTSE Developed Markets ETF
VEA
$172B
| $572M | 0.04% |
10,837,794
-1,996,945
| -16% | -$105M |
|
333
Leidos
LDOS
$23B
| $571M | 0.04% |
3,504,392
+405,256
| +13% | +$66.1M |
|
334
Zoetis
ZTS
$66.4B
| $570M | 0.04% |
2,916,539
+258,892
| +10% | +$50.6M |
|
335
Expedia Group
EXPE
$26.9B
| $569M | 0.04% |
3,842,417
-988,672
| -20% | -$146M |
|
336
Federal Realty Investment Trust
FRT
$8.66B
| $562M | 0.04% |
4,885,992
+168,885
| +4% | +$19.4M |
|
337
Interactive Brokers
IBKR
$27.7B
| $560M | 0.04% |
16,068,328
+45,516
| +0.3% | +$1.59M |
|
338
Gilead Sciences
GILD
$144B
| $559M | 0.04% |
6,664,024
-363,665
| -5% | -$30.5M |
|
339
Edwards Lifesciences
EW
$46.9B
| $559M | 0.04% |
8,466,048
-212,869
| -2% | -$14M |
|
340
iShares Gold Trust
IAU
$53.3B
| $557M | 0.04% |
11,217,258
+981,362
| +10% | +$48.8M |
|
341
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $557M | 0.04% |
12,155,853
-1,276,213
| -10% | -$58.5M |
|
342
Raymond James Financial
RJF
$33B
| $557M | 0.04% |
4,544,610
+488,245
| +12% | +$59.8M |
|
343
Vanguard Mid-Cap ETF
VO
$87.4B
| $555M | 0.04% |
2,103,612
-35,733
| -2% | -$9.43M |
|
344
Nike
NKE
$109B
| $551M | 0.04% |
6,235,369
+33,670
| +0.5% | +$2.98M |
|
345
ICICI Bank
IBN
$114B
| $545M | 0.04% |
18,269,477
+2,947,508
| +19% | +$88M |
|
346
Cooper Companies
COO
$13.6B
| $544M | 0.04% |
4,930,022
+573,908
| +13% | +$63.3M |
|
347
Veeva Systems
VEEV
$46.3B
| $537M | 0.04% |
2,558,592
+1,078,901
| +73% | +$226M |
|
348
Schwab US TIPS ETF
SCHP
$14.1B
| $535M | 0.04% |
19,944,300
+2,917,772
| +17% | +$78.2M |
|
349
Keurig Dr Pepper
KDP
$37.5B
| $533M | 0.04% |
14,218,709
+407,213
| +3% | +$15.3M |
|
350
First Citizens BancShares
FCNCA
$25.1B
| $532M | 0.04% |
288,960
+18,501
| +7% | +$34.1M |
|