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 | |
|---|---|---|---|---|---|---|
476
Technology Select Sector SPDR Fund
XLK
$84.7B
| $236M | 0.03% |
1,438,447
-126,632
| -8% | -$20.8M |
|
477
Kraft Heinz
KHC
$31.6B
| $235M | 0.03% |
6,997,245
-923,032
| -12% | -$31.1M |
|
478
iShares MSCI India ETF
INDA
$9.3B
| $235M | 0.03% |
5,319,115
-1,991,989
| -27% | -$88.1M |
|
479
Vanguard Value ETF
VTV
$143B
| $235M | 0.03% |
1,703,058
+14,548
| +0.9% | +$2.01M |
|
480
BJs Wholesale Club
BJ
$12.8B
| $234M | 0.03% |
3,277,621
+310,128
| +10% | +$22.1M |
|
481
Entergy
ETR
$38.8B
| $232M | 0.03% |
5,012,044
+705,694
| +16% | +$32.6M |
|
482
BioMarin Pharmaceuticals
BMRN
$10.7B
| $232M | 0.03% |
2,618,832
+7,515
| +0.3% | +$665K |
|
483
Atlassian
TEAM
$47.8B
| $232M | 0.03% |
1,149,434
-16,593
| -1% | -$3.34M |
|
484
Brixmor Property Group
BRX
$8.52B
| $230M | 0.03% |
11,069,465
-1,576,064
| -12% | -$32.8M |
|
485
Masco
MAS
$15.4B
| $230M | 0.03% |
4,293,811
-335,229
| -7% | -$17.9M |
|
486
Aflac
AFL
$56.8B
| $229M | 0.03% |
2,985,488
+251,718
| +9% | +$19.3M |
|
487
SITE Centers
SITC
$476M
| $228M | 0.03% |
23,681,933
+493,246
| +2% | +$4.74M |
|
488
Acadia Healthcare
ACHC
$2.15B
| $227M | 0.03% |
3,234,435
-127,099
| -4% | -$8.94M |
|
489
iShares Biotechnology ETF
IBB
$5.73B
| $225M | 0.02% |
1,842,825
-195,131
| -10% | -$23.9M |
|
490
Canadian Imperial Bank of Commerce
CM
$72.6B
| $225M | 0.02% |
5,830,844
-534,392
| -8% | -$20.6M |
|
491
Timken Company
TKR
$5.3B
| $223M | 0.02% |
3,038,224
-56,626
| -2% | -$4.16M |
|
492
Toro Company
TTC
$7.71B
| $222M | 0.02% |
2,675,185
+61,806
| +2% | +$5.14M |
|
493
Factset
FDS
$14.1B
| $220M | 0.02% |
503,467
+66,986
| +15% | +$29.3M |
|
494
IDEX
IEX
$12.2B
| $220M | 0.02% |
1,057,108
-50,119
| -5% | -$10.4M |
|
495
Vanguard Growth ETF
VUG
$188B
| $218M | 0.02% |
801,455
+103,829
| +15% | +$28.3M |
|
496
Equity Lifestyle Properties
ELS
$11.9B
| $216M | 0.02% |
3,395,934
-121,762
| -3% | -$7.76M |
|
497
Datadog
DDOG
$49B
| $214M | 0.02% |
2,344,066
+419,863
| +22% | +$38.2M |
|
498
Northern Trust
NTRS
$24.6B
| $213M | 0.02% |
3,060,492
-1,967,477
| -39% | -$137M |
|
499
US Foods
USFD
$17.6B
| $212M | 0.02% |
5,351,562
-1,047,090
| -16% | -$41.6M |
|
500
Royal Caribbean
RCL
$93.8B
| $212M | 0.02% |
2,300,068
+64,194
| +3% | +$5.91M |
|