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 |
Vanguard S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Cooper Companies
COO
$13.6B
| $392M | 0.03% |
3,864,775
+315,339
| +9% | +$32M |
|
427
WEC Energy
WEC
$35.1B
| $390M | 0.03% |
4,754,524
+586,761
| +14% | +$48.2M |
|
428
Domino's
DPZ
$15.4B
| $390M | 0.03% |
785,083
+41,714
| +6% | +$20.7M |
|
429
Henry Schein
HSIC
$8.43B
| $389M | 0.03% |
5,156,354
+362,574
| +8% | +$27.4M |
|
430
Pool Corp
POOL
$12B
| $389M | 0.03% |
964,170
+75,155
| +8% | +$30.3M |
|
431
United Rentals
URI
$61.4B
| $388M | 0.03% |
537,572
+38,765
| +8% | +$28M |
|
432
Emerson Electric
EMR
$75.3B
| $386M | 0.03% |
3,405,929
-720,916
| -17% | -$81.8M |
|
433
Mine Safety
MSA
$6.57B
| $385M | 0.03% |
1,986,938
-160,480
| -7% | -$31.1M |
|
434
Air Lease Corp
AL
$7.11B
| $382M | 0.03% |
7,428,406
+179,334
| +2% | +$9.22M |
|
435
Healthpeak Properties
DOC
$12.5B
| $382M | 0.03% |
20,356,764
+3,172,322
| +18% | +$59.5M |
|
436
iShares S&P 100 ETF
OEF
$22.4B
| $381M | 0.03% |
1,541,313
-286,026
| -16% | -$70.8M |
|
437
Schlumberger
SLB
$54B
| $381M | 0.03% |
6,954,041
+798,752
| +13% | +$43.8M |
|
438
LKQ Corp
LKQ
$8.31B
| $380M | 0.03% |
7,111,040
+591,431
| +9% | +$31.6M |
|
439
Labcorp
LH
$23B
| $378M | 0.03% |
1,732,318
+221,017
| +15% | +$48.3M |
|
440
Bright Horizons
BFAM
$6.54B
| $376M | 0.03% |
3,315,016
-77,677
| -2% | -$8.81M |
|
441
Garmin
GRMN
$45.8B
| $374M | 0.03% |
2,512,038
+177,836
| +8% | +$26.5M |
|
442
Autodesk
ADSK
$69.2B
| $373M | 0.03% |
1,432,094
+283,077
| +25% | +$73.7M |
|
443
Snap-on
SNA
$16.9B
| $372M | 0.03% |
1,255,372
+65,400
| +5% | +$19.4M |
|
444
Edison International
EIX
$20.9B
| $370M | 0.03% |
5,229,194
-461,837
| -8% | -$32.7M |
|
445
Silgan Holdings
SLGN
$4.76B
| $367M | 0.03% |
7,549,387
+206,221
| +3% | +$10M |
|
446
Lockheed Martin
LMT
$107B
| $364M | 0.03% |
799,401
+15,892
| +2% | +$7.23M |
|
447
Duke Energy
DUK
$94B
| $363M | 0.03% |
3,749,630
+546,577
| +17% | +$52.9M |
|
448
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.5B
| $362M | 0.03% |
4,947,980
+1,019,994
| +26% | +$74.6M |
|
449
RPM International
RPM
$16.1B
| $358M | 0.03% |
3,010,442
-7,874
| -0.3% | -$937K |
|
450
iShares Core S&P Small-Cap ETF
IJR
$85.5B
| $356M | 0.03% |
3,219,496
+369,082
| +13% | +$40.8M |
|