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 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.89B |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.45B |
| 3 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.34B |
| 4 |
Automatic Data Processing
ADP
|
+$879M |
| 5 |
Electronic Arts
EA
|
+$844M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.79B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.07B |
| 3 |
Meta Platforms (Facebook)
META
|
+$856M |
| 4 |
Nike
NKE
|
+$821M |
| 5 |
Union Pacific
UNP
|
+$588M |
Sector Composition
| 1 | Financials | 14.03% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Industrials | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Keysight
KEYS
$29.1B
| $266M | 0.05% |
4,014,486
-256,295
| -6% | -$17M |
|
352
Ralph Lauren
RL
$18.7B
| $266M | 0.05% |
1,930,528
+123,903
| +7% | +$17M |
|
|
RHT
353
DELISTED
Red Hat Inc
RHT
| $264M | 0.05% |
1,940,064
+16,008
| +0.8% | +$2.18M |
|
354
Copart
CPRT
$47.1B
| $264M | 0.05% |
20,516,056
-830,120
| -4% | -$10.7M |
|
355
Lam Research
LRCX
$133B
| $262M | 0.05% |
17,256,590
-4,350,170
| -20% | -$66M |
|
356
Ametek
AME
$43.6B
| $260M | 0.05% |
3,290,794
+19,367
| +0.6% | +$1.53M |
|
357
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
| $259M | 0.05% |
1,498,141
+517,410
| +53% | +$89.6M |
|
358
CDW
CDW
$22B
| $259M | 0.05% |
2,915,858
-433,714
| -13% | -$38.6M |
|
359
Invesco
IVZ
$9.81B
| $259M | 0.05% |
11,308,238
+1,263,803
| +13% | +$28.9M |
|
360
Veeva Systems
VEEV
$46.3B
| $258M | 0.05% |
2,365,911
-19,501
| -0.8% | -$2.12M |
|
361
Cincinnati Financial
CINF
$24B
| $256M | 0.05% |
3,334,300
+354,822
| +12% | +$27.3M |
|
362
Evergy
EVRG
$16.3B
| $256M | 0.05% |
4,660,411
+1,062,203
| +30% | +$58.3M |
|
363
Stellantis
STLA
$25.8B
| $255M | 0.05% |
14,540,037
-5,164,710
| -26% | -$90.4M |
|
364
Toro Company
TTC
$7.96B
| $254M | 0.05% |
4,238,021
+173,667
| +4% | +$10.4M |
|
365
Edison International
EIX
$20.5B
| $254M | 0.05% |
3,753,351
-96,313
| -3% | -$6.52M |
|
366
Plains All American Pipeline
PAA
$12.1B
| $253M | 0.05% |
10,103,458
-1,434,416
| -12% | -$35.9M |
|
367
Zions Bancorporation
ZION
$8.42B
| $253M | 0.05% |
5,036,651
-860,950
| -15% | -$43.2M |
|
368
Gartner
IT
$18.7B
| $252M | 0.05% |
1,592,546
-183,325
| -10% | -$29.1M |
|
369
Wayfair
W
$11.3B
| $251M | 0.05% |
1,702,210
-158,852
| -9% | -$23.5M |
|
370
IDEX
IEX
$12.4B
| $251M | 0.05% |
1,665,282
-356,102
| -18% | -$53.7M |
|
371
Camden Property Trust
CPT
$11.9B
| $250M | 0.05% |
2,676,720
-9,142
| -0.3% | -$855K |
|
372
National Fuel Gas
NFG
$7.71B
| $248M | 0.05% |
4,426,222
+79,349
| +2% | +$4.45M |
|
373
Molina Healthcare
MOH
$9.51B
| $248M | 0.05% |
1,667,964
-552,769
| -25% | -$82.2M |
|
374
Raymond James Financial
RJF
$33.1B
| $243M | 0.05% |
3,964,071
+17,265
| +0.4% | +$1.06M |
|
375
Regency Centers
REG
$13.3B
| $242M | 0.05% |
3,739,185
+285,982
| +8% | +$18.5M |
|