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 | |
|---|---|---|---|---|---|---|
426
Axalta
AXTA
$7.01B
| $406M | 0.03% |
11,230,362
-1,061,787
| -9% | -$38.4M |
|
427
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $405M | 0.03% |
8,581,819
+1,777,531
| +26% | +$83.9M |
|
428
Credo Technology Group
CRDO
$25.8B
| $405M | 0.03% |
13,142,773
+909,578
| +7% | +$28M |
|
429
Petrobras Class A
PBR.A
$73.4B
| $403M | 0.03% |
30,542,015
+5,969,108
| +24% | +$78.7M |
|
430
Restaurant Brands International
QSR
$20.3B
| $401M | 0.03% |
5,555,638
+4,064,235
| +273% | +$293M |
|
431
Edison International
EIX
$20.5B
| $398M | 0.03% |
4,566,483
-112,020
| -2% | -$9.76M |
|
432
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$570M
| $397M | 0.03% |
5,892,047
+213,437
| +4% | +$14.4M |
|
433
Estee Lauder
EL
$32B
| $395M | 0.03% |
3,965,802
+1,381,240
| +53% | +$138M |
|
434
Atlassian
TEAM
$45.3B
| $394M | 0.03% |
2,478,358
+131,621
| +6% | +$20.9M |
|
435
Oneok
OKE
$44.9B
| $392M | 0.03% |
4,299,610
+508,303
| +13% | +$46.3M |
|
436
Fortune Brands Innovations
FBIN
$7.29B
| $388M | 0.03% |
4,331,568
-871,652
| -17% | -$78M |
|
437
Northern Trust
NTRS
$24.3B
| $387M | 0.03% |
4,296,442
+388,692
| +10% | +$35M |
|
|
ITCI
438
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $387M | 0.03% |
5,286,285
+1,851,053
| +54% | +$135M |
|
439
Applovin
APP
$189B
| $387M | 0.03% |
2,961,324
+1,704,039
| +136% | +$222M |
|
440
Boston Properties
BXP
$12B
| $386M | 0.03% |
4,795,163
-469,331
| -9% | -$37.8M |
|
441
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.41B
| $384M | 0.03% |
3,708,785
+779,783
| +27% | +$80.8M |
|
442
Global X Uranium ETF
URA
$4.28B
| $383M | 0.03% |
13,385,864
+4,512,560
| +51% | +$129M |
|
443
JB Hunt Transport Services
JBHT
$13.8B
| $382M | 0.03% |
2,215,944
+800,376
| +57% | +$138M |
|
444
Duke Energy
DUK
$93.4B
| $380M | 0.03% |
3,293,098
-144,131
| -4% | -$16.6M |
|
445
VanEck Gold Miners ETF
GDX
$20.1B
| $379M | 0.03% |
9,527,798
+294,034
| +3% | +$11.7M |
|
446
Guidewire Software
GWRE
$22B
| $378M | 0.03% |
2,067,755
+569,583
| +38% | +$104M |
|
447
Darden Restaurants
DRI
$24.6B
| $376M | 0.03% |
2,288,989
+377,611
| +20% | +$62M |
|
448
Old Dominion Freight Line
ODFL
$31.8B
| $375M | 0.03% |
1,886,422
-703,628
| -27% | -$140M |
|
449
iShares Russell 1000 ETF
IWB
$44.1B
| $373M | 0.03% |
1,187,570
-1,975
| -0.2% | -$621K |
|
450
DexCom
DXCM
$30.6B
| $372M | 0.03% |
5,550,308
-1,160,675
| -17% | -$77.8M |
|