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 | |
|---|---|---|---|---|---|---|
401
Stellantis
STLA
$25.3B
| $436M | 0.03% |
31,063,218
-8,750,769
| -22% | -$123M |
|
402
First Solar
FSLR
$22.1B
| $432M | 0.03% |
1,733,032
+340,206
| +24% | +$84.9M |
|
403
Labcorp
LH
$22.8B
| $431M | 0.03% |
1,930,395
+167,137
| +9% | +$37.4M |
|
404
iShares MSCI Pacific ex Japan ETF
EPP
$1.85B
| $428M | 0.03% |
8,770,424
-609,113
| -6% | -$29.7M |
|
405
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.5B
| $428M | 0.03% |
5,161,827
+122,184
| +2% | +$10.1M |
|
406
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $427M | 0.03% |
3,649,059
+655,679
| +22% | +$76.7M |
|
407
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $427M | 0.03% |
17,427,058
-739,988
| -4% | -$18.1M |
|
408
Kimco Realty
KIM
$15.2B
| $427M | 0.03% |
18,368,542
-11,461,284
| -38% | -$266M |
|
409
Bright Horizons
BFAM
$6.41B
| $425M | 0.03% |
3,034,701
-311,526
| -9% | -$43.7M |
|
410
General Mills
GIS
$26.6B
| $422M | 0.03% |
5,708,223
+2,926,232
| +105% | +$216M |
|
411
BlackRock Flexible Income ETF
BINC
$11.7B
| $421M | 0.03% |
7,868,066
+1,038,895
| +15% | +$55.6M |
|
412
CBRE Group
CBRE
$48.5B
| $420M | 0.03% |
3,373,304
-439,348
| -12% | -$54.7M |
|
413
Domino's
DPZ
$15.2B
| $420M | 0.03% |
975,741
+99,460
| +11% | +$42.8M |
|
414
Mid-America Apartment Communities
MAA
$16.8B
| $419M | 0.03% |
2,636,737
-994,305
| -27% | -$158M |
|
415
MGIC Investment
MTG
$6.5B
| $419M | 0.03% |
16,349,693
+24,692
| +0.2% | +$632K |
|
416
W.R. Berkley
WRB
$27.2B
| $418M | 0.03% |
7,366,424
+241,128
| +3% | +$13.7M |
|
417
Onto Innovation
ONTO
$5.18B
| $417M | 0.03% |
2,008,399
+228,800
| +13% | +$47.5M |
|
418
KLA
KLAC
$122B
| $417M | 0.03% |
538,047
-79,522
| -13% | -$61.6M |
|
419
EQT Corp
EQT
$31.9B
| $416M | 0.03% |
11,348,779
+9,363,665
| +472% | +$343M |
|
420
GE Vernova
GEV
$173B
| $415M | 0.03% |
1,628,287
+226,579
| +16% | +$57.8M |
|
421
AstraZeneca
AZN
$250B
| $415M | 0.03% |
5,322,687
+1,048,290
| +25% | +$81.7M |
|
422
iShares S&P 100 ETF
OEF
$22.4B
| $414M | 0.03% |
1,494,935
+13,236
| +0.9% | +$3.66M |
|
423
Snowflake
SNOW
$76.2B
| $414M | 0.03% |
3,600,035
-666,438
| -16% | -$76.5M |
|
424
Centene
CNC
$15B
| $413M | 0.03% |
5,492,786
-322,879
| -6% | -$24.3M |
|
425
Newmont
NEM
$85.2B
| $407M | 0.03% |
7,621,379
+1,310,930
| +21% | +$70.1M |
|