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 | |
|---|---|---|---|---|---|---|
426
lululemon athletica
LULU
$19.6B
| $265M | 0.03% |
726,363
-80,642
| -10% | -$29.4M |
|
427
Schlumberger
SLB
$53.4B
| $263M | 0.03% |
5,354,746
+2,152,409
| +67% | +$106M |
|
428
ResMed
RMD
$40.9B
| $263M | 0.03% |
1,199,689
-126,741
| -10% | -$27.8M |
|
429
First Citizens BancShares
FCNCA
$25.1B
| $261M | 0.03% |
268,465
+67,574
| +34% | +$65.8M |
|
430
Regions Financial
RF
$23.9B
| $258M | 0.03% |
13,890,169
-643,976
| -4% | -$12M |
|
|
LSXMK
431
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $258M | 0.03% |
11,879,405
+813,402
| +7% | +$17.6M |
|
432
Kraft Heinz
KHC
$31.6B
| $257M | 0.03% |
6,650,440
+636,796
| +11% | +$24.6M |
|
433
CubeSmart
CUBE
$9.29B
| $256M | 0.03% |
5,545,177
+195,201
| +4% | +$9.02M |
|
434
Mine Safety
MSA
$6.61B
| $255M | 0.03% |
1,913,447
+72,242
| +4% | +$9.64M |
|
435
Post Holdings
POST
$5.75B
| $255M | 0.03% |
2,833,356
+52,081
| +2% | +$4.68M |
|
436
TechnipFMC
FTI
$16.3B
| $254M | 0.03% |
18,632,054
+18,610,740
| +87,317% | +$254M |
|
437
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $254M | 0.03% |
2,427,426
+289,480
| +14% | +$30.3M |
|
438
iShares Biotechnology ETF
IBB
$5.73B
| $254M | 0.03% |
1,966,359
+1,209,700
| +160% | +$156M |
|
439
Valero Energy
VLO
$50.3B
| $254M | 0.03% |
1,818,015
+109,499
| +6% | +$15.3M |
|
440
Brixmor Property Group
BRX
$8.52B
| $253M | 0.03% |
11,735,363
-310,413
| -3% | -$6.68M |
|
441
LPL Financial
LPLA
$27.2B
| $252M | 0.03% |
1,245,919
+36,875
| +3% | +$7.46M |
|
442
Procore
PCOR
$10.5B
| $252M | 0.03% |
4,024,198
+886,949
| +28% | +$55.5M |
|
443
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $251M | 0.03% |
10,285,986
-5,529,546
| -35% | -$135M |
|
444
Cintas
CTAS
$81.4B
| $250M | 0.03% |
2,161,424
+473,780
| +28% | +$54.8M |
|
445
Bank of Montreal
BMO
$90.6B
| $249M | 0.03% |
2,797,338
+226,783
| +9% | +$20.2M |
|
446
Kanzhun
BZ
$11.1B
| $249M | 0.03% |
13,097,337
+1,702,922
| +15% | +$32.4M |
|
447
BioMarin Pharmaceuticals
BMRN
$10.7B
| $248M | 0.03% |
2,553,926
-6,718
| -0.3% | -$653K |
|
448
Copa Holdings
CPA
$4.69B
| $248M | 0.03% |
2,685,286
+192,107
| +8% | +$17.7M |
|
449
Baxter International
BAX
$12.6B
| $248M | 0.03% |
6,105,400
-525,684
| -8% | -$21.3M |
|
450
iShares MSCI China ETF
MCHI
$8.12B
| $247M | 0.03% |
4,952,854
+463,067
| +10% | +$23.1M |
|