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 | |
|---|---|---|---|---|---|---|
376
Hershey
HSY
$37.6B
| $544M | 0.04% |
3,276,326
+150,240
| +5% | +$24.9M |
|
|
JMTG
377
JPMorgan Mortgage-Backed Securities ETF
JMTG
$5.94B
| $543M | 0.04% |
+10,818,420
| New | +$543M |
|
378
Vertiv
VRT
$47.4B
| $538M | 0.04% |
4,191,506
-4,459,048
| -52% | -$573M |
|
379
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $538M | 0.04% |
5,642,681
+198,401
| +4% | +$18.9M |
|
380
DexCom
DXCM
$31.6B
| $537M | 0.04% |
6,154,592
+2,013,099
| +49% | +$176M |
|
381
Carlisle Companies
CSL
$16.9B
| $537M | 0.04% |
1,437,703
+358,241
| +33% | +$134M |
|
382
Neurocrine Biosciences
NBIX
$14.3B
| $536M | 0.04% |
4,261,747
+1,590,749
| +60% | +$200M |
|
383
W.R. Berkley
WRB
$27.3B
| $534M | 0.03% |
7,274,234
+577,873
| +9% | +$42.5M |
|
384
TechnipFMC
FTI
$16B
| $531M | 0.03% |
15,417,701
-865,242
| -5% | -$29.8M |
|
385
Cintas
CTAS
$82.4B
| $530M | 0.03% |
2,378,121
-206,903
| -8% | -$46.1M |
|
386
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
| $525M | 0.03% |
10,885,802
+684,351
| +7% | +$33M |
|
387
TC Energy
TRP
$53.9B
| $523M | 0.03% |
10,724,325
+738,012
| +7% | +$36M |
|
388
Marvell Technology
MRVL
$54.6B
| $521M | 0.03% |
6,731,831
-5,393,319
| -44% | -$417M |
|
389
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $517M | 0.03% |
8,649,274
-5,151,886
| -37% | -$308M |
|
390
iShares MSCI EAFE Growth ETF
EFG
$13.2B
| $516M | 0.03% |
4,605,570
-264,749
| -5% | -$29.7M |
|
391
American Homes 4 Rent
AMH
$12.9B
| $514M | 0.03% |
14,240,959
-1,658,762
| -10% | -$59.8M |
|
392
GoDaddy
GDDY
$20.1B
| $512M | 0.03% |
2,843,056
+403,151
| +17% | +$72.6M |
|
393
Packaging Corp of America
PKG
$19.8B
| $512M | 0.03% |
2,714,623
-324,236
| -11% | -$61.1M |
|
394
MGIC Investment
MTG
$6.55B
| $510M | 0.03% |
18,331,120
+2,168,940
| +13% | +$60.4M |
|
395
Jabil
JBL
$22.5B
| $502M | 0.03% |
2,302,307
+129,212
| +6% | +$28.2M |
|
|
ABFL
396
Abacus FCF Leaders ETF
ABFL
$737M
| $499M | 0.03% |
7,052,430
+251,251
| +4% | +$17.8M |
|
397
Pinduoduo
PDD
$177B
| $497M | 0.03% |
4,750,564
-1,818,514
| -28% | -$190M |
|
398
Dell
DELL
$84.4B
| $496M | 0.03% |
4,047,021
+722,591
| +22% | +$88.6M |
|
399
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $494M | 0.03% |
20,251,104
-1,210,798
| -6% | -$29.5M |
|
400
IQVIA
IQV
$31.9B
| $493M | 0.03% |
3,126,171
+581,157
| +23% | +$91.6M |
|