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 Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Jazz Pharmaceuticals
JAZZ
$7.8B
| $311M | 0.04% |
2,128,004
-723,490
| -25% | -$106M |
|
377
Fortune Brands Innovations
FBIN
$7.05B
| $310M | 0.04% |
5,278,161
-70,259
| -1% | -$4.13M |
|
378
Snap-on
SNA
$16.8B
| $310M | 0.04% |
1,255,550
+8,649
| +0.7% | +$2.14M |
|
379
Zebra Technologies
ZBRA
$15.9B
| $310M | 0.04% |
974,271
+72,301
| +8% | +$23M |
|
380
Arch Capital
ACGL
$33.4B
| $307M | 0.04% |
4,525,291
+267,394
| +6% | +$18.1M |
|
381
Liberty Broadband Class C
LBRDK
$8.68B
| $305M | 0.04% |
3,733,228
-24,483
| -0.7% | -$2M |
|
382
Consumers Staples Select Sector SPDR Fund
XLP
$16.1B
| $305M | 0.04% |
4,079,062
-616,398
| -13% | -$46.1M |
|
383
iShares MSCI EAFE Value ETF
EFV
$28B
| $303M | 0.04% |
6,244,378
-1,805,500
| -22% | -$87.6M |
|
384
Ball Corp
BALL
$13.7B
| $302M | 0.04% |
5,482,237
+272,861
| +5% | +$15M |
|
385
iShares MSCI India ETF
INDA
$9.3B
| $300M | 0.04% |
7,633,722
-3,362,747
| -31% | -$132M |
|
386
Teledyne Technologies
TDY
$25.5B
| $300M | 0.04% |
670,669
+28,641
| +4% | +$12.8M |
|
387
Applied Materials
AMAT
$130B
| $299M | 0.04% |
2,433,763
-35,351
| -1% | -$4.34M |
|
388
Pinduoduo
PDD
$179B
| $297M | 0.04% |
3,915,756
-2,158,164
| -36% | -$164M |
|
389
Expedia Group
EXPE
$26.9B
| $297M | 0.04% |
3,062,682
+514,362
| +20% | +$49.9M |
|
390
Rayonier
RYN
$4.04B
| $296M | 0.04% |
9,358,673
-397,962
| -4% | -$12.6M |
|
391
Idexx Laboratories
IDXX
$52.5B
| $296M | 0.04% |
592,253
+63,857
| +12% | +$31.9M |
|
392
TC Energy
TRP
$53.9B
| $295M | 0.04% |
7,574,755
+372,803
| +5% | +$14.5M |
|
393
Globe Life
GL
$11.4B
| $295M | 0.04% |
2,678,038
+412,639
| +18% | +$45.4M |
|
394
West Pharmaceutical
WST
$18.1B
| $294M | 0.04% |
849,266
+359,021
| +73% | +$124M |
|
395
Caterpillar
CAT
$196B
| $293M | 0.04% |
1,282,483
+83,912
| +7% | +$19.2M |
|
396
Globant
GLOB
$2.64B
| $293M | 0.04% |
1,785,095
-1,675,687
| -48% | -$275M |
|
397
Crown Castle
CCI
$41.2B
| $292M | 0.04% |
2,183,490
+574,162
| +36% | +$76.8M |
|
398
Southern Company
SO
$100B
| $292M | 0.04% |
4,197,329
+756,390
| +22% | +$52.6M |
|
399
Henry Schein
HSIC
$8.2B
| $291M | 0.04% |
3,570,677
-81,521
| -2% | -$6.65M |
|
400
Duke Energy
DUK
$93.6B
| $290M | 0.04% |
3,009,225
-68,191
| -2% | -$6.58M |
|