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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
General Mills
GIS
$27B
| $348M | 0.03% |
5,457,837
-250,386
| -4% | -$16M |
|
452
Warner Music
WMG
$17B
| $347M | 0.03% |
11,199,012
+2,444,508
| +28% | +$75.8M |
|
453
Vanguard Communication Services ETF
VOX
$5.82B
| $346M | 0.03% |
2,235,777
-59,529
| -3% | -$9.22M |
|
454
AstraZeneca
AZN
$253B
| $344M | 0.03% |
5,247,633
-75,054
| -1% | -$4.92M |
|
455
IQVIA
IQV
$31.9B
| $343M | 0.03% |
1,746,480
-99,231
| -5% | -$19.5M |
|
456
Oneok
OKE
$45.7B
| $343M | 0.03% |
3,416,400
-883,210
| -21% | -$88.7M |
|
457
Petrobras Class A
PBR.A
$72.8B
| $343M | 0.03% |
28,958,086
-1,583,929
| -5% | -$18.8M |
|
458
GoDaddy
GDDY
$20.1B
| $341M | 0.03% |
1,729,063
-210,136
| -11% | -$41.5M |
|
459
MSCI
MSCI
$42.9B
| $341M | 0.03% |
567,834
+31,623
| +6% | +$19M |
|
460
Kimco Realty
KIM
$15.4B
| $339M | 0.03% |
14,489,518
-3,879,024
| -21% | -$90.9M |
|
461
Global X Uranium ETF
URA
$4.17B
| $338M | 0.03% |
12,623,632
-762,232
| -6% | -$20.4M |
|
462
DexCom
DXCM
$31.6B
| $338M | 0.03% |
4,341,379
-1,208,929
| -22% | -$94M |
|
463
Schlumberger
SLB
$53.4B
| $336M | 0.03% |
8,774,626
+2,338,402
| +36% | +$89.7M |
|
464
Kroger
KR
$44.8B
| $333M | 0.02% |
5,450,496
-714,359
| -12% | -$43.7M |
|
465
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $333M | 0.02% |
7,604,162
-1,166,262
| -13% | -$51.1M |
|
466
SAP
SAP
$313B
| $332M | 0.02% |
1,346,506
+798,037
| +146% | +$196M |
|
467
Mine Safety
MSA
$6.67B
| $332M | 0.02% |
1,999,779
+173,210
| +9% | +$28.7M |
|
468
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.12B
| $327M | 0.02% |
7,046,458
-176,166
| -2% | -$8.18M |
|
469
Lincoln Electric
LECO
$13.5B
| $325M | 0.02% |
1,735,527
+234,515
| +16% | +$44M |
|
470
Weyerhaeuser
WY
$18.9B
| $323M | 0.02% |
11,491,792
-2,692,389
| -19% | -$75.8M |
|
471
Credicorp
BAP
$20.7B
| $323M | 0.02% |
1,763,665
-98,068
| -5% | -$18M |
|
472
Fidelity Total Bond ETF
FBND
$20.5B
| $323M | 0.02% |
7,194,319
+2,024,839
| +39% | +$90.9M |
|
473
Duke Energy
DUK
$93.8B
| $322M | 0.02% |
2,988,701
-304,397
| -9% | -$32.8M |
|
474
Biogen
BIIB
$20.6B
| $321M | 0.02% |
2,096,314
-3,161,009
| -60% | -$483M |
|
475
JPMorgan US Tech Leaders ETF
JTEK
$2.33B
| $320M | 0.02% |
4,226,077
+252,257
| +6% | +$19.1M |
|