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 | |
|---|---|---|---|---|---|---|
501
Super Micro Computer
SMCI
$24B
| $262M | 0.03% |
9,226,560
-621,720
| -6% | -$17.7M |
|
502
Schwab US TIPS ETF
SCHP
$14B
| $262M | 0.03% |
10,040,364
-4,571,862
| -31% | -$119M |
|
503
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $261M | 0.03% |
5,250,076
-258,321
| -5% | -$12.9M |
|
504
W.P. Carey
WPC
$14.9B
| $260M | 0.03% |
4,015,400
-1,447,394
| -26% | -$93.8M |
|
505
iShares Russell 3000 ETF
IWV
$16.7B
| $259M | 0.02% |
946,516
+686,337
| +264% | +$188M |
|
506
Quest Diagnostics
DGX
$20.5B
| $258M | 0.02% |
1,867,730
-133,617
| -7% | -$18.4M |
|
507
GoDaddy
GDDY
$20.1B
| $256M | 0.02% |
2,412,262
+42,692
| +2% | +$4.53M |
|
508
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $256M | 0.02% |
3,927,986
+3,456,691
| +733% | +$225M |
|
509
Amicus Therapeutics
FOLD
$2.46B
| $253M | 0.02% |
17,848,531
+4,839,102
| +37% | +$68.7M |
|
510
Moderna
MRNA
$9.78B
| $251M | 0.02% |
2,528,671
-52,885
| -2% | -$5.26M |
|
511
Kraft Heinz
KHC
$32.3B
| $250M | 0.02% |
6,773,557
-223,688
| -3% | -$8.27M |
|
512
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $250M | 0.02% |
2,237,845
+630,945
| +39% | +$70.4M |
|
513
Ball Corp
BALL
$13.9B
| $250M | 0.02% |
4,341,066
-1,512,857
| -26% | -$87M |
|
514
Oneok
OKE
$45.7B
| $249M | 0.02% |
3,540,187
+1,424,304
| +67% | +$100M |
|
515
Kroger
KR
$44.8B
| $248M | 0.02% |
5,421,352
+890,086
| +20% | +$40.7M |
|
516
HEICO Class A
HEI.A
$35.1B
| $248M | 0.02% |
1,739,390
+215,987
| +14% | +$30.8M |
|
517
Applied Industrial Technologies
AIT
$10B
| $247M | 0.02% |
1,432,412
-203,085
| -12% | -$35.1M |
|
518
Brixmor Property Group
BRX
$8.63B
| $247M | 0.02% |
10,602,438
-467,027
| -4% | -$10.9M |
|
519
Acadia Healthcare
ACHC
$2.19B
| $246M | 0.02% |
3,158,909
-75,526
| -2% | -$5.87M |
|
520
Royalty Pharma
RPRX
$15.6B
| $244M | 0.02% |
8,700,319
-187,248
| -2% | -$5.26M |
|
521
US Foods
USFD
$17.5B
| $243M | 0.02% |
5,351,090
-472
| -0% | -$21.4K |
|
522
Timken Company
TKR
$5.42B
| $243M | 0.02% |
3,028,626
-9,598
| -0.3% | -$769K |
|
523
Fidelity National Information Services
FIS
$35.9B
| $242M | 0.02% |
4,032,426
+1,021,610
| +34% | +$61.4M |
|
524
Akamai
AKAM
$11.3B
| $242M | 0.02% |
2,043,559
+1,376,949
| +207% | +$163M |
|
525
Moody's
MCO
$89.5B
| $241M | 0.02% |
616,774
+387,560
| +169% | +$151M |
|