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 | |
|---|---|---|---|---|---|---|
451
Roper Technologies
ROP
$55.2B
| $368M | 0.03% |
662,033
+45,947
| +7% | +$25.6M |
|
452
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$950M
| $368M | 0.03% |
3,649,408
-188,529
| -5% | -$19M |
|
453
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $368M | 0.03% |
4,631,155
+75,949
| +2% | +$6.03M |
|
454
Extra Space Storage
EXR
$30.8B
| $366M | 0.03% |
2,033,004
-1,522,853
| -43% | -$274M |
|
455
TD Synnex
SNX
$12.4B
| $362M | 0.03% |
3,012,219
+813,634
| +37% | +$97.7M |
|
456
Canadian Imperial Bank of Commerce
CM
$73.3B
| $359M | 0.03% |
5,857,844
+334,545
| +6% | +$20.5M |
|
457
Exact Sciences
EXAS
$10.3B
| $358M | 0.03% |
5,256,283
+914,682
| +21% | +$62.3M |
|
458
Lennar Class A
LEN
$35.3B
| $356M | 0.03% |
1,962,942
-86,982
| -4% | -$15.8M |
|
459
Kroger
KR
$44.1B
| $353M | 0.03% |
6,164,855
+37,222
| +0.6% | +$2.13M |
|
460
UDR
UDR
$12.8B
| $352M | 0.03% |
7,774,541
+368,087
| +5% | +$16.7M |
|
461
Aflac
AFL
$57.1B
| $352M | 0.03% |
3,147,636
-4,172,161
| -57% | -$466M |
|
462
Aaon
AAON
$6.69B
| $352M | 0.03% |
3,260,526
+150,207
| +5% | +$16.2M |
|
463
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $351M | 0.03% |
7,222,624
+553,330
| +8% | +$26.9M |
|
464
Confluent
CFLT
$6.86B
| $350M | 0.03% |
17,192,110
-6,315,827
| -27% | -$129M |
|
465
Celsius Holdings
CELH
$14.5B
| $348M | 0.03% |
11,108,616
-8,226,664
| -43% | -$258M |
|
466
PACCAR
PCAR
$51.5B
| $347M | 0.03% |
3,515,184
+1,164,692
| +50% | +$115M |
|
467
SPDR Gold Trust
GLD
$115B
| $341M | 0.03% |
1,402,973
+404,829
| +41% | +$98.4M |
|
468
Equity Lifestyle Properties
ELS
$11.8B
| $340M | 0.03% |
4,761,879
+147,332
| +3% | +$10.5M |
|
469
Itaú Unibanco
ITUB
$76B
| $338M | 0.03% |
55,912,467
+2,864,735
| +5% | +$17.3M |
|
470
Simpson Manufacturing
SSD
$7.94B
| $338M | 0.03% |
1,766,643
-73,769
| -4% | -$14.1M |
|
471
Waste Management
WM
$87.9B
| $338M | 0.03% |
1,626,405
-85,527
| -5% | -$17.8M |
|
472
Credicorp
BAP
$21B
| $337M | 0.03% |
1,861,733
-77,330
| -4% | -$14M |
|
473
Zebra Technologies
ZBRA
$15.7B
| $336M | 0.03% |
907,065
+89,765
| +11% | +$33.2M |
|
474
Masco
MAS
$15.4B
| $336M | 0.03% |
4,000,849
+201,146
| +5% | +$16.9M |
|
475
HEICO Class A
HEI.A
$35.1B
| $335M | 0.03% |
1,646,242
-114,670
| -7% | -$23.4M |
|