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 | |
|---|---|---|---|---|---|---|
476
Vistra
VST
$65.7B
| $335M | 0.03% |
2,823,636
-496,888
| -15% | -$58.9M |
|
477
Technology Select Sector SPDR Fund
XLK
$84.7B
| $334M | 0.03% |
1,478,462
-45,403
| -3% | -$10.3M |
|
478
Vanguard Communication Services ETF
VOX
$5.87B
| $334M | 0.03% |
2,295,306
-68,648
| -3% | -$9.98M |
|
479
Mettler-Toledo International
MTD
$27.1B
| $333M | 0.03% |
221,799
+28,978
| +15% | +$43.5M |
|
480
TC Energy
TRP
$53.9B
| $331M | 0.03% |
6,963,584
-3,442,615
| -33% | -$164M |
|
481
Scotiabank
BNS
$79.5B
| $328M | 0.02% |
6,023,560
-96,418
| -2% | -$5.25M |
|
482
KE Holdings
BEKE
$23.5B
| $326M | 0.02% |
16,390,793
-14,334
| -0.1% | -$285K |
|
483
Cardinal Health
CAH
$36B
| $326M | 0.02% |
2,949,157
-103,734
| -3% | -$11.5M |
|
484
Mine Safety
MSA
$6.67B
| $324M | 0.02% |
1,826,569
-51,097
| -3% | -$9.06M |
|
485
Icon
ICLR
$13.1B
| $324M | 0.02% |
1,126,015
+248,186
| +28% | +$71.3M |
|
486
Coterra Energy
CTRA
$18.2B
| $322M | 0.02% |
13,444,672
+2,483,543
| +23% | +$59.5M |
|
487
VanEck Semiconductor ETF
SMH
$28.2B
| $320M | 0.02% |
1,303,657
+424,042
| +48% | +$104M |
|
488
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $318M | 0.02% |
3,486,561
-2,217,615
| -39% | -$202M |
|
489
iShares TIPS Bond ETF
TIP
$14B
| $318M | 0.02% |
2,880,936
+51,713
| +2% | +$5.71M |
|
490
Ulta Beauty
ULTA
$23B
| $318M | 0.02% |
816,592
+429,084
| +111% | +$167M |
|
491
Universal Display
OLED
$6.64B
| $317M | 0.02% |
1,511,963
+327,696
| +28% | +$68.8M |
|
492
International Paper
IP
$24.8B
| $317M | 0.02% |
6,484,047
+3,007,850
| +87% | +$147M |
|
493
Middleby
MIDD
$7.03B
| $317M | 0.02% |
2,276,425
-510,051
| -18% | -$71M |
|
494
Jack Henry & Associates
JKHY
$11.9B
| $316M | 0.02% |
1,791,810
+131,515
| +8% | +$23.2M |
|
495
American Electric Power
AEP
$57.5B
| $315M | 0.02% |
3,075,032
+739,056
| +32% | +$75.8M |
|
496
Graphic Packaging
GPK
$6.24B
| $314M | 0.02% |
10,610,233
+787,266
| +8% | +$23.3M |
|
497
Post Holdings
POST
$5.77B
| $314M | 0.02% |
2,710,219
+25,804
| +1% | +$2.99M |
|
498
Alexandria Real Estate Equities
ARE
$14.3B
| $314M | 0.02% |
2,641,717
-109,166
| -4% | -$13M |
|
499
MSCI
MSCI
$44B
| $313M | 0.02% |
536,211
+23,050
| +4% | +$13.4M |
|
500
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.94B
| $312M | 0.02% |
3,982,841
+804,213
| +25% | +$63.1M |
|