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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
CRH
CRH
$75.4B
| $282M | 0.03% |
4,074,967
-2,638,336
| -39% | -$182M |
|
477
Northern Trust
NTRS
$24.3B
| $281M | 0.03% |
3,335,076
+274,584
| +9% | +$23.2M |
|
478
Performance Food Group
PFGC
$16.5B
| $280M | 0.03% |
4,053,133
-127,320
| -3% | -$8.8M |
|
479
Aon
AON
$79.9B
| $280M | 0.03% |
963,018
+412,481
| +75% | +$120M |
|
480
Autodesk
ADSK
$69.5B
| $280M | 0.03% |
1,149,017
-193,746
| -14% | -$47.2M |
|
481
Scotiabank
BNS
$78.8B
| $280M | 0.03% |
5,740,536
+221,408
| +4% | +$10.8M |
|
482
JPMorgan Realty Income ETF
JPRE
$457M
| $279M | 0.03% |
6,191,654
-545,858
| -8% | -$24.6M |
|
483
Canadian Imperial Bank of Commerce
CM
$72.8B
| $277M | 0.03% |
5,756,530
-74,314
| -1% | -$3.58M |
|
484
Schwab US Dividend Equity ETF
SCHD
$71.8B
| $277M | 0.03% |
10,905,207
-2,141,817
| -16% | -$54.4M |
|
485
iShares Short Treasury Bond ETF
SHV
$20.8B
| $277M | 0.03% |
2,512,084
+1,490,327
| +146% | +$164M |
|
486
Bank of Montreal
BMO
$90.3B
| $276M | 0.03% |
2,793,835
-117,722
| -4% | -$11.6M |
|
487
Technology Select Sector SPDR Fund
XLK
$84.1B
| $276M | 0.03% |
1,431,806
-6,641
| -0.5% | -$1.28M |
|
488
iShares Biotechnology ETF
IBB
$5.8B
| $275M | 0.03% |
2,027,545
+184,720
| +10% | +$25.1M |
|
489
Floor & Decor
FND
$9.42B
| $275M | 0.03% |
2,461,719
+630,025
| +34% | +$70.3M |
|
490
Icon
ICLR
$13.6B
| $273M | 0.03% |
964,105
+527,670
| +121% | +$149M |
|
491
Mettler-Toledo International
MTD
$26.9B
| $272M | 0.03% |
224,583
-45,119
| -17% | -$54.7M |
|
492
Lennar Class A
LEN
$36.7B
| $272M | 0.03% |
1,884,217
+39,343
| +2% | +$5.68M |
|
493
Marathon Petroleum
MPC
$54.8B
| $272M | 0.03% |
1,832,047
+555,837
| +44% | +$82.5M |
|
494
iShares MSCI India ETF
INDA
$9.26B
| $268M | 0.03% |
5,493,517
+174,402
| +3% | +$8.51M |
|
495
Radian Group
RDN
$4.79B
| $267M | 0.03% |
9,343,401
-891,357
| -9% | -$25.4M |
|
496
ICICI Bank
IBN
$113B
| $267M | 0.03% |
11,181,557
+5,356,542
| +92% | +$128M |
|
497
Waste Management
WM
$88.6B
| $266M | 0.03% |
1,484,883
+110,976
| +8% | +$19.9M |
|
498
Factset
FDS
$14B
| $263M | 0.03% |
552,153
+48,686
| +10% | +$23.2M |
|
499
MPLX
MPLX
$51.5B
| $263M | 0.03% |
7,155,245
+4,913,390
| +219% | +$180M |
|
500
Jack Henry & Associates
JKHY
$11.8B
| $263M | 0.03% |
1,607,623
-422,547
| -21% | -$69M |
|