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 | |
|---|---|---|---|---|---|---|
476
KLA
KLAC
$119B
| $318M | 0.02% |
504,709
-33,338
| -6% | -$21M |
|
477
UDR
UDR
$13B
| $314M | 0.02% |
7,231,277
-543,264
| -7% | -$23.6M |
|
478
HEICO Class A
HEI.A
$35.1B
| $313M | 0.02% |
1,684,524
+38,282
| +2% | +$7.12M |
|
479
Astera Labs
ALAB
$31.2B
| $313M | 0.02% |
2,360,467
+792,153
| +51% | +$105M |
|
480
Performance Food Group
PFGC
$16.5B
| $311M | 0.02% |
3,684,166
-128,436
| -3% | -$10.9M |
|
481
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $311M | 0.02% |
7,426,742
-4,729,111
| -39% | -$198M |
|
482
Jefferies Financial Group
JEF
$13.1B
| $309M | 0.02% |
3,941,692
+1,437,179
| +57% | +$113M |
|
483
Kite Realty
KRG
$5.11B
| $308M | 0.02% |
12,215,421
+2,308,613
| +23% | +$58.3M |
|
484
Labcorp
LH
$23.2B
| $308M | 0.02% |
1,344,378
-586,017
| -30% | -$134M |
|
485
Scotiabank
BNS
$78.8B
| $308M | 0.02% |
5,727,615
-295,945
| -5% | -$15.9M |
|
486
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
| $306M | 0.02% |
5,735,601
+623,089
| +12% | +$33.2M |
|
487
Fortune Brands Innovations
FBIN
$7.3B
| $304M | 0.02% |
4,445,959
+114,391
| +3% | +$7.82M |
|
488
Northern Trust
NTRS
$24.3B
| $304M | 0.02% |
2,963,203
-1,333,239
| -31% | -$137M |
|
489
Ball Corp
BALL
$13.9B
| $303M | 0.02% |
5,498,697
+1,013,773
| +23% | +$55.9M |
|
490
NVR
NVR
$23.5B
| $303M | 0.02% |
36,999
+23,079
| +166% | +$189M |
|
491
Elastic
ESTC
$9.21B
| $303M | 0.02% |
3,053,473
-870,053
| -22% | -$86.2M |
|
492
Equity Residential
EQR
$25.5B
| $302M | 0.02% |
4,210,383
+136,275
| +3% | +$9.78M |
|
493
Silgan Holdings
SLGN
$4.83B
| $302M | 0.02% |
5,795,781
+656,923
| +13% | +$34.2M |
|
494
Waste Management
WM
$88.6B
| $302M | 0.02% |
1,494,376
-132,029
| -8% | -$26.6M |
|
495
Airbnb
ABNB
$75.8B
| $298M | 0.02% |
2,270,602
-142,073
| -6% | -$18.7M |
|
496
LyondellBasell Industries
LYB
$17.7B
| $296M | 0.02% |
3,980,245
-1,249,171
| -24% | -$92.8M |
|
497
Old Dominion Freight Line
ODFL
$31.7B
| $295M | 0.02% |
1,674,954
-211,468
| -11% | -$37.3M |
|
498
Monolithic Power Systems
MPWR
$41.5B
| $294M | 0.02% |
497,488
-423,459
| -46% | -$251M |
|
499
Agilent Technologies
A
$36.5B
| $294M | 0.02% |
2,189,526
+373,959
| +21% | +$50.2M |
|
500
Delta Air Lines
DAL
$39.9B
| $293M | 0.02% |
4,841,167
-446,702
| -8% | -$27M |
|