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 | |
|---|---|---|---|---|---|---|
526
Post Holdings
POST
$5.88B
| $241M | 0.02% |
2,733,836
-124,333
| -4% | -$10.9M |
|
527
AstraZeneca
AZN
$253B
| $239M | 0.02% |
3,542,410
+1,494,899
| +73% | +$101M |
|
528
Ralph Lauren
RL
$18.9B
| $238M | 0.02% |
1,652,785
-896,968
| -35% | -$129M |
|
529
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
| $238M | 0.02% |
7,994,596
+7,744,339
| +3,095% | +$231M |
|
530
Universal Display
OLED
$6.91B
| $238M | 0.02% |
1,243,464
+282,194
| +29% | +$54M |
|
531
KLA
KLAC
$119B
| $238M | 0.02% |
408,714
+1,105
| +0.3% | +$642K |
|
532
BioMarin Pharmaceuticals
BMRN
$11.1B
| $236M | 0.02% |
2,447,792
-171,040
| -7% | -$16.5M |
|
533
Valero Energy
VLO
$48.7B
| $235M | 0.02% |
1,804,418
+23,402
| +1% | +$3.04M |
|
534
Carter's
CRI
$1.05B
| $234M | 0.02% |
3,129,326
+939,042
| +43% | +$70.3M |
|
535
Brookfield
BN
$99.5B
| $232M | 0.02% |
5,789,455
-51,615
| -0.9% | -$2.07M |
|
536
Neurocrine Biosciences
NBIX
$14.3B
| $229M | 0.02% |
1,735,543
-75,694
| -4% | -$9.97M |
|
537
e.l.f. Beauty
ELF
$7.6B
| $226M | 0.02% |
1,567,107
+741,264
| +90% | +$107M |
|
538
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $225M | 0.02% |
739,745
+143,246
| +24% | +$43.6M |
|
539
Casella Waste Systems
CWST
$6.01B
| $225M | 0.02% |
2,633,236
-45,777
| -2% | -$3.91M |
|
540
WESCO International
WCC
$10.7B
| $224M | 0.02% |
1,288,778
-62,932
| -5% | -$10.9M |
|
541
Darden Restaurants
DRI
$24.5B
| $223M | 0.02% |
1,355,838
+79,407
| +6% | +$13M |
|
542
IDEX
IEX
$12.4B
| $222M | 0.02% |
1,024,541
-32,567
| -3% | -$7.07M |
|
543
Acuity Brands
AYI
$10.4B
| $222M | 0.02% |
1,083,978
+1,582
| +0.1% | +$324K |
|
544
iShares Core S&P US Growth ETF
IUSG
$24.6B
| $222M | 0.02% |
2,128,547
+1,825,072
| +601% | +$190M |
|
545
Evercore
EVR
$12.3B
| $221M | 0.02% |
1,291,572
-93,653
| -7% | -$16M |
|
546
Agree Realty
ADC
$8.08B
| $219M | 0.02% |
3,482,104
+2,254,429
| +184% | +$142M |
|
547
Illinois Tool Works
ITW
$77.6B
| $219M | 0.02% |
834,784
+79,410
| +11% | +$20.8M |
|
548
Healthcare Realty
HR
$6.35B
| $216M | 0.02% |
12,509,222
+11,380,722
| +1,008% | +$196M |
|
549
Kanzhun
BZ
$11.1B
| $215M | 0.02% |
12,953,395
+3,291,300
| +34% | +$54.7M |
|
550
Credo Technology Group
CRDO
$24.4B
| $215M | 0.02% |
11,017,891
+2,366,705
| +27% | +$46.1M |
|