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 | |
|---|---|---|---|---|---|---|
501
RPM International
RPM
$16B
| $312M | 0.02% |
2,576,204
-105,059
| -4% | -$12.7M |
|
502
Alcon
ALC
$38.5B
| $310M | 0.02% |
3,095,293
+75,986
| +3% | +$7.6M |
|
503
Idexx Laboratories
IDXX
$51B
| $310M | 0.02% |
612,672
-155,783
| -20% | -$78.7M |
|
504
Illinois Tool Works
ITW
$76.5B
| $306M | 0.02% |
1,167,803
+40,326
| +4% | +$10.6M |
|
505
Airbnb
ABNB
$75.6B
| $306M | 0.02% |
2,412,675
-1,437,215
| -37% | -$182M |
|
506
Ball Corp
BALL
$13.6B
| $305M | 0.02% |
4,484,924
-342,889
| -7% | -$23.3M |
|
507
GoDaddy
GDDY
$20.1B
| $304M | 0.02% |
1,939,199
-463,069
| -19% | -$72.6M |
|
508
Constellation Energy
CEG
$100B
| $304M | 0.02% |
1,168,431
-186,574
| -14% | -$48.5M |
|
509
e.l.f. Beauty
ELF
$7.63B
| $304M | 0.02% |
2,785,268
+255,789
| +10% | +$27.9M |
|
510
Equity Residential
EQR
$25.2B
| $303M | 0.02% |
4,074,108
-5,766,426
| -59% | -$429M |
|
511
Las Vegas Sands
LVS
$37.4B
| $303M | 0.02% |
6,019,559
-1,286,637
| -18% | -$64.8M |
|
512
IAC Inc
IAC
$2.88B
| $303M | 0.02% |
6,863,306
-333,733
| -5% | -$14.7M |
|
513
Elastic
ESTC
$9.56B
| $301M | 0.02% |
3,923,526
-671,465
| -15% | -$51.5M |
|
514
Schwab US Aggregate Bond ETF
SCHZ
$9.01B
| $301M | 0.02% |
12,660,114
+1,378,796
| +12% | +$32.8M |
|
515
Bank of Montreal
BMO
$90.5B
| $300M | 0.02% |
3,327,465
+144,252
| +5% | +$13M |
|
516
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $300M | 0.02% |
8,019,517
-805,165
| -9% | -$30.1M |
|
517
Marathon Petroleum
MPC
$55.2B
| $300M | 0.02% |
1,839,574
+432,511
| +31% | +$70.5M |
|
518
Fomento Económico Mexicano
FMX
$30.1B
| $299M | 0.02% |
3,032,196
-313,320
| -9% | -$30.9M |
|
519
Performance Food Group
PFGC
$16.3B
| $299M | 0.02% |
3,812,602
+401,235
| +12% | +$31.4M |
|
520
LPL Financial
LPLA
$27.4B
| $297M | 0.02% |
1,275,136
+276,166
| +28% | +$64.2M |
|
521
Zimmer Biomet
ZBH
$20.3B
| $296M | 0.02% |
2,743,434
-819,486
| -23% | -$88.5M |
|
522
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
| $295M | 0.02% |
697,200
+117,154
| +20% | +$49.6M |
|
523
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $294M | 0.02% |
5,569,723
+286,795
| +5% | +$15.2M |
|
524
lululemon athletica
LULU
$19.4B
| $294M | 0.02% |
1,082,431
+282,754
| +35% | +$76.7M |
|
525
Colgate-Palmolive
CL
$67.2B
| $293M | 0.02% |
2,822,763
+134,610
| +5% | +$14M |
|