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
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $605M | 0.04% |
6,575,928
-231,818
| -3% | -$21.3M |
|
352
Credo Technology Group
CRDO
$24.4B
| $603M | 0.04% |
6,508,934
+1,739,844
| +36% | +$161M |
|
353
Expedia Group
EXPE
$26.6B
| $602M | 0.04% |
3,571,301
-153,203
| -4% | -$25.8M |
|
354
SPDR Gold Trust
GLD
$112B
| $601M | 0.04% |
1,972,787
+245,783
| +14% | +$74.9M |
|
355
Vanguard Mid-Cap ETF
VO
$87.3B
| $601M | 0.04% |
2,146,011
-153,173
| -7% | -$42.9M |
|
356
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $593M | 0.04% |
8,954,178
+375,479
| +4% | +$24.9M |
|
357
ICICI Bank
IBN
$113B
| $592M | 0.04% |
17,590,337
-2,101,751
| -11% | -$70.7M |
|
358
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $583M | 0.04% |
8,025,617
-618,458
| -7% | -$45M |
|
359
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $581M | 0.04% |
12,043,203
+1,256,608
| +12% | +$60.6M |
|
360
Moody's
MCO
$89.5B
| $577M | 0.04% |
1,149,466
-144,470
| -11% | -$72.5M |
|
361
monday.com
MNDY
$9.57B
| $576M | 0.04% |
1,833,000
+150,987
| +9% | +$47.5M |
|
362
Ulta Beauty
ULTA
$23.1B
| $575M | 0.04% |
1,229,955
+316,355
| +35% | +$148M |
|
363
TD Synnex
SNX
$12.3B
| $574M | 0.04% |
4,230,059
+330,085
| +8% | +$44.8M |
|
364
Elevance Health
ELV
$70.6B
| $573M | 0.04% |
1,473,707
+48,723
| +3% | +$19M |
|
365
Church & Dwight Co
CHD
$23.3B
| $573M | 0.04% |
5,960,370
-1,167,618
| -16% | -$112M |
|
366
BlackRock Flexible Income ETF
BINC
$11.6B
| $571M | 0.04% |
10,806,066
+97,669
| +0.9% | +$5.16M |
|
367
Lennar Class A
LEN
$36.7B
| $564M | 0.04% |
5,100,232
+206,971
| +4% | +$22.9M |
|
368
Interactive Brokers
IBKR
$26.8B
| $562M | 0.04% |
10,148,398
-2,238,466
| -18% | -$124M |
|
369
Marathon Petroleum
MPC
$54.8B
| $559M | 0.04% |
3,363,904
+773,892
| +30% | +$129M |
|
370
Leidos
LDOS
$23B
| $557M | 0.04% |
3,528,630
+111,813
| +3% | +$17.6M |
|
371
Roper Technologies
ROP
$55.8B
| $553M | 0.04% |
975,643
+207,845
| +27% | +$118M |
|
372
WEC Energy
WEC
$34.7B
| $552M | 0.04% |
5,297,386
+193,782
| +4% | +$20.2M |
|
373
iShares US Technology ETF
IYW
$23.1B
| $552M | 0.04% |
3,185,104
-159,536
| -5% | -$27.6M |
|
374
PACCAR
PCAR
$52B
| $551M | 0.04% |
5,798,439
+1,165,443
| +25% | +$111M |
|
375
Microchip Technology
MCHP
$35.6B
| $549M | 0.04% |
7,803,538
-3,315,221
| -30% | -$233M |
|