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 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
IAC Inc
IAC
$2.92B
| $279M | 0.03% |
6,745,324
-882
| -0% | -$36.5K |
|
427
Autodesk
ADSK
$70.1B
| $278M | 0.03% |
1,342,763
+137,201
| +11% | +$28.4M |
|
428
TC Energy
TRP
$53.6B
| $278M | 0.03% |
8,070,536
+352,829
| +5% | +$12.1M |
|
429
Automatic Data Processing
ADP
$120B
| $275M | 0.03% |
1,142,630
-91,866
| -7% | -$22.1M |
|
430
Huntington Bancshares
HBAN
$25.7B
| $273M | 0.03% |
26,285,670
-2,988,576
| -10% | -$31.1M |
|
431
Vanguard Communication Services ETF
VOX
$5.83B
| $273M | 0.03% |
2,596,319
-106,250
| -4% | -$11.2M |
|
432
Ares Management
ARES
$38.3B
| $272M | 0.03% |
2,644,429
+78,781
| +3% | +$8.1M |
|
433
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
| $271M | 0.03% |
11,323,906
+566,952
| +5% | +$13.6M |
|
434
Super Micro Computer
SMCI
$24.1B
| $270M | 0.03% |
9,848,280
+1,249,410
| +15% | +$34.3M |
|
435
Kite Realty
KRG
$5.04B
| $269M | 0.03% |
12,557,694
-550,050
| -4% | -$11.8M |
|
436
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $269M | 0.03% |
5,508,397
+1,645,639
| +43% | +$80.3M |
|
437
Aecom
ACM
$16.8B
| $269M | 0.03% |
3,234,516
-192,907
| -6% | -$16M |
|
438
Rambus
RMBS
$8.15B
| $267M | 0.03% |
4,794,327
+616,670
| +15% | +$34.4M |
|
439
Moderna
MRNA
$9.4B
| $267M | 0.03% |
2,581,556
+166,182
| +7% | +$17.2M |
|
440
Cooper Companies
COO
$13.6B
| $264M | 0.03% |
3,323,304
-724,324
| -18% | -$57.6M |
|
441
Copa Holdings
CPA
$4.78B
| $264M | 0.03% |
2,958,237
+218,592
| +8% | +$19.5M |
|
442
JPMorgan Realty Income ETF
JPRE
$453M
| $262M | 0.03% |
6,737,512
-1,289,025
| -16% | -$50.2M |
|
443
KKR & Co
KKR
$122B
| $261M | 0.03% |
4,240,952
+2,414,418
| +132% | +$149M |
|
444
Air Lease Corp
AL
$7.12B
| $261M | 0.03% |
6,624,729
-98,231
| -1% | -$3.87M |
|
445
Silgan Holdings
SLGN
$4.78B
| $261M | 0.03% |
6,053,086
+1,047,558
| +21% | +$45.2M |
|
446
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.7B
| $260M | 0.03% |
5,535,220
+5,466,397
| +7,943% | +$257M |
|
447
Carrier Global
CARR
$56.1B
| $258M | 0.03% |
4,681,849
+521,189
| +13% | +$28.8M |
|
448
CubeSmart
CUBE
$9.34B
| $258M | 0.03% |
6,764,705
-80,373
| -1% | -$3.06M |
|
449
W.R. Berkley
WRB
$27.2B
| $257M | 0.03% |
6,080,978
+3,942
| +0.1% | +$167K |
|
450
iShares Semiconductor ETF
SOXX
$13.8B
| $257M | 0.03% |
1,628,388
+117,159
| +8% | +$18.5M |
|