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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Booz Allen Hamilton
BAH
$12.6B
| $582M | 0.04% |
4,518,386
+501,725
| +12% | +$64.6M |
|
327
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $579M | 0.04% |
13,148,420
-1,315,983
| -9% | -$58M |
|
328
Lennar Class A
LEN
$36.7B
| $575M | 0.04% |
4,355,760
+2,392,818
| +122% | +$316M |
|
329
Tractor Supply
TSCO
$32.1B
| $574M | 0.04% |
10,821,654
-197,271
| -2% | -$10.5M |
|
330
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $573M | 0.04% |
11,893,746
+719,374
| +6% | +$34.6M |
|
331
Automatic Data Processing
ADP
$120B
| $572M | 0.04% |
1,955,190
+96,050
| +5% | +$28.1M |
|
332
Hartford Financial Services
HIG
$37B
| $572M | 0.04% |
5,227,089
-2,425,923
| -32% | -$265M |
|
333
BlackRock Flexible Income ETF
BINC
$11.6B
| $559M | 0.04% |
10,751,055
+2,882,989
| +37% | +$150M |
|
334
Entergy
ETR
$39.2B
| $558M | 0.04% |
7,363,219
+183,765
| +3% | +$13.9M |
|
335
Best Buy
BBY
$16.1B
| $558M | 0.04% |
6,501,976
-636,753
| -9% | -$54.6M |
|
336
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $558M | 0.04% |
11,661,908
+824,114
| +8% | +$39.4M |
|
337
Waste Connections
WCN
$46.1B
| $558M | 0.04% |
3,249,936
-57,145
| -2% | -$9.8M |
|
338
Freeport-McMoran
FCX
$66.5B
| $555M | 0.04% |
14,574,223
-3,223,052
| -18% | -$123M |
|
339
Republic Services
RSG
$71.7B
| $554M | 0.04% |
2,753,077
-378,004
| -12% | -$76M |
|
340
Globant
GLOB
$2.78B
| $552M | 0.04% |
2,572,080
+203,472
| +9% | +$43.6M |
|
341
iShares US Technology ETF
IYW
$23.1B
| $546M | 0.04% |
3,420,965
+314,689
| +10% | +$50.2M |
|
342
ICICI Bank
IBN
$113B
| $538M | 0.04% |
18,001,319
-268,158
| -1% | -$8.01M |
|
343
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $536M | 0.04% |
9,935,810
-1,998,863
| -17% | -$108M |
|
344
Stellantis
STLA
$26.2B
| $535M | 0.04% |
40,971,877
+9,908,659
| +32% | +$129M |
|
345
Roper Technologies
ROP
$55.8B
| $532M | 0.04% |
1,022,665
+360,632
| +54% | +$187M |
|
346
Alnylam Pharmaceuticals
ALNY
$59.2B
| $529M | 0.04% |
2,250,060
+87,116
| +4% | +$20.5M |
|
347
Arch Capital
ACGL
$34.1B
| $529M | 0.04% |
5,726,646
-240,136
| -4% | -$22.2M |
|
348
Gilead Sciences
GILD
$143B
| $518M | 0.04% |
5,609,469
-1,054,555
| -16% | -$97.4M |
|
349
Mid-America Apartment Communities
MAA
$17B
| $517M | 0.04% |
3,344,862
+708,125
| +27% | +$109M |
|
350
American Homes 4 Rent
AMH
$12.9B
| $517M | 0.04% |
13,805,224
+689,741
| +5% | +$25.8M |
|