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 | |
|---|---|---|---|---|---|---|
376
Regions Financial
RF
$23.9B
| $485M | 0.04% |
20,807,639
-3,202,188
| -13% | -$74.7M |
|
377
Altria Group
MO
$111B
| $485M | 0.04% |
9,504,479
-722,130
| -7% | -$36.9M |
|
378
Weyerhaeuser
WY
$18.2B
| $480M | 0.04% |
14,184,181
-834,031
| -6% | -$28.2M |
|
379
Palantir
PLTR
$385B
| $479M | 0.04% |
12,870,070
+2,596,707
| +25% | +$96.6M |
|
380
Lockheed Martin
LMT
$107B
| $477M | 0.04% |
815,987
+41,420
| +5% | +$24.2M |
|
381
Henry Schein
HSIC
$8.2B
| $476M | 0.04% |
6,532,750
+1,128,314
| +21% | +$82.3M |
|
382
Pool Corp
POOL
$12B
| $475M | 0.04% |
1,260,313
+232,914
| +23% | +$87.8M |
|
383
Garmin
GRMN
$45.9B
| $474M | 0.04% |
2,694,968
+35,201
| +1% | +$6.2M |
|
384
Saia
SAIA
$8.16B
| $472M | 0.04% |
1,080,530
-16,130
| -1% | -$7.05M |
|
385
Entergy
ETR
$38.8B
| $472M | 0.04% |
7,179,454
+2,708,710
| +61% | +$178M |
|
386
iShares US Technology ETF
IYW
$23.3B
| $471M | 0.04% |
3,106,276
-205,520
| -6% | -$31.2M |
|
387
Globant
GLOB
$2.64B
| $469M | 0.04% |
2,368,608
+153,385
| +7% | +$30.4M |
|
388
Energy Transfer Partners
ET
$58.9B
| $469M | 0.04% |
29,212,249
-1,175,106
| -4% | -$18.9M |
|
389
WEC Energy
WEC
$34.6B
| $462M | 0.04% |
4,806,360
+699,177
| +17% | +$67.2M |
|
390
Flutter Entertainment
FLUT
$51.3B
| $461M | 0.04% |
1,942,230
+586,554
| +43% | +$139M |
|
391
Robinhood
HOOD
$105B
| $458M | 0.03% |
19,558,925
+2,959,608
| +18% | +$69.3M |
|
392
Cintas
CTAS
$81.4B
| $458M | 0.03% |
2,222,527
-1,520,909
| -41% | -$313M |
|
393
Akamai
AKAM
$11.2B
| $456M | 0.03% |
4,518,753
-355,600
| -7% | -$35.9M |
|
394
Crown Castle
CCI
$41.2B
| $450M | 0.03% |
3,791,859
+1,073,975
| +40% | +$127M |
|
395
Phillips 66
PSX
$53.5B
| $446M | 0.03% |
3,394,670
-786,035
| -19% | -$103M |
|
396
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $443M | 0.03% |
4,735,480
-1,419,096
| -23% | -$133M |
|
397
Toronto Dominion Bank
TD
$129B
| $441M | 0.03% |
6,977,381
-3,620,393
| -34% | -$229M |
|
398
Canadian Natural Resources
CNQ
$64.3B
| $441M | 0.03% |
13,290,648
-663,567
| -5% | -$22M |
|
399
JPMorgan Limited Duration Bond ETF
JPLD
$2.21B
| $439M | 0.03% |
8,426,500
| – | – |
|
400
IQVIA
IQV
$32.2B
| $437M | 0.03% |
1,845,711
+563,896
| +44% | +$134M |
|