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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
WESCO International
WCC
$10.3B
| $194M | 0.02% |
1,351,710
+152,775
| +13% | +$22M |
|
527
Marathon Petroleum
MPC
$55.1B
| $193M | 0.02% |
1,276,210
-499,180
| -28% | -$75.5M |
|
528
Evercore
EVR
$12.6B
| $191M | 0.02% |
1,385,225
-208,572
| -13% | -$28.8M |
|
529
Vale
VALE
$44.2B
| $191M | 0.02% |
14,245,283
+1,839,778
| +15% | +$24.7M |
|
530
American Electric Power
AEP
$57.5B
| $190M | 0.02% |
2,531,672
+522,608
| +26% | +$39.3M |
|
531
Nucor
NUE
$32.4B
| $190M | 0.02% |
1,215,362
-14,611
| -1% | -$2.28M |
|
532
DoorDash
DASH
$110B
| $190M | 0.02% |
2,389,258
+1,817,541
| +318% | +$144M |
|
533
Roper Technologies
ROP
$55.9B
| $189M | 0.02% |
390,533
-17,877
| -4% | -$8.66M |
|
534
Sabra Healthcare REIT
SBRA
$4.6B
| $188M | 0.02% |
13,504,420
+11,835,109
| +709% | +$165M |
|
535
EastGroup Properties
EGP
$8.91B
| $188M | 0.02% |
1,126,682
-133,558
| -11% | -$22.2M |
|
536
Novo Nordisk
NVO
$241B
| $188M | 0.02% |
2,063,092
+198,282
| +11% | +$18M |
|
537
KLA
KLAC
$121B
| $187M | 0.02% |
407,609
+40,527
| +11% | +$18.6M |
|
538
Zebra Technologies
ZBRA
$16B
| $187M | 0.02% |
789,109
+131,383
| +20% | +$31.1M |
|
539
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
| $187M | 0.02% |
3,744,386
+533,051
| +17% | +$26.6M |
|
540
Lockheed Martin
LMT
$107B
| $186M | 0.02% |
453,793
-25,171
| -5% | -$10.3M |
|
541
Jazz Pharmaceuticals
JAZZ
$7.88B
| $185M | 0.02% |
1,426,041
-270,971
| -16% | -$35.1M |
|
542
Acuity Brands
AYI
$10.3B
| $184M | 0.02% |
1,082,396
-10,390
| -1% | -$1.77M |
|
543
Suncor Energy
SU
$49.7B
| $184M | 0.02% |
5,348,348
+628,262
| +13% | +$21.6M |
|
|
XYZ
544
Block, Inc.
XYZ
$46B
| $184M | 0.02% |
4,154,007
-1,264,108
| -23% | -$55.9M |
|
545
Darden Restaurants
DRI
$24.7B
| $183M | 0.02% |
1,276,431
-4,436
| -0.3% | -$635K |
|
546
Brookfield
BN
$99B
| $183M | 0.02% |
5,841,070
+273,474
| +5% | +$8.55M |
|
547
Baidu
BIDU
$37.3B
| $182M | 0.02% |
1,352,470
+113,766
| +9% | +$15.3M |
|
548
Crown Castle
CCI
$40.9B
| $179M | 0.02% |
1,948,281
-24,714
| -1% | -$2.27M |
|
549
Aon
AON
$79B
| $178M | 0.02% |
550,537
-47,811
| -8% | -$15.5M |
|
550
GoDaddy
GDDY
$20.5B
| $176M | 0.02% |
2,369,570
-59,976
| -2% | -$4.47M |
|