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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Technology Select Sector SPDR Fund
XLK
$84.1B
| $414M | 0.03% |
1,782,539
+304,077
| +21% | +$70.7M |
|
402
WEC Energy
WEC
$34.7B
| $412M | 0.03% |
4,377,337
-429,023
| -9% | -$40.3M |
|
403
iShares S&P 100 ETF
OEF
$22.1B
| $411M | 0.03% |
1,423,103
-71,832
| -5% | -$20.7M |
|
404
PACCAR
PCAR
$52B
| $410M | 0.03% |
3,941,495
+426,311
| +12% | +$44.3M |
|
405
Full Truck Alliance
YMM
$13.9B
| $410M | 0.03% |
37,875,367
+10,383,716
| +38% | +$112M |
|
406
Henry Schein
HSIC
$8.42B
| $409M | 0.03% |
5,913,237
-619,513
| -9% | -$42.9M |
|
407
iShares Russell 1000 ETF
IWB
$43.4B
| $407M | 0.03% |
1,264,126
+76,556
| +6% | +$24.7M |
|
408
iShares 20+ Year Treasury Bond ETF
TLT
$48.9B
| $406M | 0.03% |
4,644,413
-1,732,009
| -27% | -$151M |
|
409
International Paper
IP
$25.7B
| $403M | 0.03% |
7,490,806
+1,006,759
| +16% | +$54.2M |
|
410
Lockheed Martin
LMT
$108B
| $402M | 0.03% |
827,084
+11,097
| +1% | +$5.39M |
|
411
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $402M | 0.03% |
4,511,385
-224,095
| -5% | -$20M |
|
412
Healthpeak Properties
DOC
$12.8B
| $399M | 0.03% |
19,666,516
-1,895,124
| -9% | -$38.4M |
|
413
Cintas
CTAS
$82.4B
| $393M | 0.03% |
2,152,044
-70,483
| -3% | -$12.9M |
|
414
Bright Horizons
BFAM
$6.64B
| $393M | 0.03% |
3,546,606
+511,905
| +17% | +$56.7M |
|
415
Royal Caribbean
RCL
$95.7B
| $392M | 0.03% |
1,699,515
-1,170,594
| -41% | -$270M |
|
416
CBRE Group
CBRE
$48.9B
| $392M | 0.03% |
2,986,080
-387,224
| -11% | -$50.8M |
|
417
LPL Financial
LPLA
$26.6B
| $392M | 0.03% |
1,199,115
-76,021
| -6% | -$24.8M |
|
418
TD Synnex
SNX
$12.3B
| $391M | 0.03% |
3,335,501
+323,282
| +11% | +$37.9M |
|
419
WisdomTree Japan Hedged Equity Fund
DXJ
$3.78B
| $390M | 0.03% |
3,533,148
+2,998,594
| +561% | +$331M |
|
420
United Rentals
URI
$62.7B
| $389M | 0.03% |
552,226
-235,651
| -30% | -$166M |
|
421
Nike
NKE
$109B
| $387M | 0.03% |
5,119,990
-1,115,379
| -18% | -$84.4M |
|
422
Axalta
AXTA
$6.89B
| $386M | 0.03% |
11,280,882
+50,520
| +0.4% | +$1.73M |
|
423
Fidelity Blue Chip Growth ETF
FBCG
$4.66B
| $386M | 0.03% |
8,335,146
+5,278,130
| +173% | +$244M |
|
424
Toronto Dominion Bank
TD
$127B
| $384M | 0.03% |
7,213,418
+236,037
| +3% | +$12.6M |
|
425
Huazhu Hotels Group
HTHT
$11.5B
| $383M | 0.03% |
11,602,589
-4,365,946
| -27% | -$144M |
|