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 |
Microsoft
MSFT
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Cardinal Health
CAH
$35.7B
| $424M | 0.03% |
2,522,385
-1,653,607
| -40% | -$278M |
|
427
Workday
WDAY
$61.7B
| $422M | 0.03% |
1,758,803
-117,867
| -6% | -$28.3M |
|
428
Kroger
KR
$44.8B
| $421M | 0.03% |
5,863,500
-826,405
| -12% | -$59.3M |
|
429
iShares MSCI India ETF
INDA
$9.26B
| $419M | 0.03% |
7,518,409
+3,702,760
| +97% | +$206M |
|
430
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.38B
| $417M | 0.03% |
3,724,792
-705,906
| -16% | -$79M |
|
431
Oneok
OKE
$45.7B
| $415M | 0.03% |
5,080,845
+687,810
| +16% | +$56.1M |
|
432
Newmont
NEM
$83.7B
| $412M | 0.03% |
7,074,643
+372,080
| +6% | +$21.7M |
|
433
Duke Energy
DUK
$93.8B
| $411M | 0.03% |
3,482,162
+284,278
| +9% | +$33.5M |
|
434
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$598M
| $410M | 0.03% |
6,220,718
-11,764
| -0.2% | -$776K |
|
435
Eagle Materials
EXP
$7.86B
| $410M | 0.03% |
2,029,244
-111,377
| -5% | -$22.5M |
|
436
VanEck Semiconductor ETF
SMH
$27.3B
| $407M | 0.03% |
1,458,395
+703,799
| +93% | +$196M |
|
437
Casey's General Stores
CASY
$18.8B
| $406M | 0.03% |
795,622
-240,804
| -23% | -$123M |
|
438
Warner Music
WMG
$17B
| $405M | 0.03% |
14,876,152
-420,548
| -3% | -$11.5M |
|
439
Garmin
GRMN
$45.7B
| $403M | 0.03% |
1,932,610
-177,909
| -8% | -$37.1M |
|
440
Zoetis
ZTS
$67.9B
| $401M | 0.03% |
2,570,698
-115,573
| -4% | -$18M |
|
441
Fidelity Total Bond ETF
FBND
$20.5B
| $400M | 0.03% |
8,753,600
-1,478,302
| -14% | -$67.6M |
|
442
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $400M | 0.03% |
8,109,223
-263,767
| -3% | -$13M |
|
443
Middleby
MIDD
$7.32B
| $399M | 0.03% |
2,771,980
+918,220
| +50% | +$132M |
|
444
CBRE Group
CBRE
$48.9B
| $391M | 0.03% |
2,791,564
-933,220
| -25% | -$131M |
|
445
On Holding
ONON
$14.9B
| $390M | 0.03% |
7,491,542
+2,651,304
| +55% | +$138M |
|
446
Zoom
ZM
$25B
| $387M | 0.03% |
4,965,043
-511,773
| -9% | -$39.9M |
|
|
AZEK
447
DELISTED
The AZEK Co
AZEK
| $387M | 0.03% |
7,123,586
+5,092,628
| +251% | +$277M |
|
448
Coterra Energy
CTRA
$18.3B
| $385M | 0.03% |
15,169,470
-185,228
| -1% | -$4.7M |
|
449
Vanguard Total International Stock ETF
VXUS
$102B
| $384M | 0.03% |
5,551,166
+4,372,561
| +371% | +$302M |
|
450
Sempra
SRE
$52.9B
| $383M | 0.03% |
5,053,730
+405,740
| +9% | +$30.7M |
|