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 | |
|---|---|---|---|---|---|---|
451
Radian Group
RDN
$4.77B
| $257M | 0.03% |
10,234,758
-1,637,616
| -14% | -$41.1M |
|
452
VanEck Gold Miners ETF
GDX
$20.2B
| $255M | 0.03% |
9,477,920
+1,920,723
| +25% | +$51.7M |
|
453
PayPal
PYPL
$65.1B
| $255M | 0.03% |
4,356,375
-139,202
| -3% | -$8.14M |
|
454
Applied Industrial Technologies
AIT
$10B
| $253M | 0.03% |
1,635,497
-75,973
| -4% | -$11.7M |
|
455
Simpson Manufacturing
SSD
$8.13B
| $253M | 0.03% |
1,686,963
-30,840
| -2% | -$4.62M |
|
456
Valero Energy
VLO
$48.5B
| $252M | 0.03% |
1,781,016
-321,832
| -15% | -$45.6M |
|
|
HCP
457
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $252M | 0.03% |
11,037,499
-124,226
| -1% | -$2.84M |
|
458
Scotiabank
BNS
$78.9B
| $252M | 0.03% |
5,519,128
+184,149
| +3% | +$8.4M |
|
459
Rayonier
RYN
$4.06B
| $251M | 0.03% |
9,253,659
-841,947
| -8% | -$22.8M |
|
460
WEX
WEX
$5.88B
| $249M | 0.03% |
1,324,624
+52,897
| +4% | +$9.95M |
|
461
Garmin
GRMN
$46.2B
| $248M | 0.03% |
2,357,383
+78,350
| +3% | +$8.24M |
|
462
MGIC Investment
MTG
$6.53B
| $248M | 0.03% |
14,831,146
-113,723
| -0.8% | -$1.9M |
|
463
Emerson Electric
EMR
$74.5B
| $247M | 0.03% |
2,557,579
+107,108
| +4% | +$10.3M |
|
464
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.13B
| $246M | 0.03% |
5,435,095
+1,321,321
| +32% | +$59.9M |
|
465
Performance Food Group
PFGC
$16.4B
| $246M | 0.03% |
4,180,453
-14,437
| -0.3% | -$850K |
|
466
Bank of Montreal
BMO
$90.4B
| $246M | 0.03% |
2,911,557
+102,710
| +4% | +$8.67M |
|
|
LSXMK
467
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $245M | 0.03% |
9,626,994
-4,307,994
| -31% | -$110M |
|
468
Post Holdings
POST
$5.75B
| $245M | 0.03% |
2,858,169
-62,518
| -2% | -$5.36M |
|
469
Itaú Unibanco
ITUB
$75.8B
| $245M | 0.03% |
50,165,251
-2,490,615
| -5% | -$12.2M |
|
470
Remitly
RELY
$4.06B
| $244M | 0.03% |
9,688,760
-39,073
| -0.4% | -$985K |
|
471
Quest Diagnostics
DGX
$20.3B
| $244M | 0.03% |
2,001,347
+538,377
| +37% | +$65.6M |
|
472
Edwards Lifesciences
EW
$47B
| $242M | 0.03% |
3,497,710
+317,229
| +10% | +$22M |
|
473
Elastic
ESTC
$9.71B
| $241M | 0.03% |
2,969,585
+161,112
| +6% | +$13.1M |
|
474
Royalty Pharma
RPRX
$15.5B
| $241M | 0.03% |
8,887,567
+151,396
| +2% | +$4.11M |
|
475
RPM International
RPM
$16.4B
| $239M | 0.03% |
2,519,049
-45,204
| -2% | -$4.29M |
|