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 | |
|---|---|---|---|---|---|---|
526
Planet Fitness
PLNT
$8.52B
| $292M | 0.02% |
3,596,493
+1,244,882
| +53% | +$101M |
|
527
West Pharmaceutical
WST
$18.4B
| $291M | 0.02% |
968,418
+55,836
| +6% | +$16.8M |
|
528
Lincoln Electric
LECO
$13.4B
| $288M | 0.02% |
1,501,012
-335,558
| -18% | -$64.4M |
|
529
Autodesk
ADSK
$69B
| $287M | 0.02% |
1,042,493
+21,054
| +2% | +$5.8M |
|
530
Workday
WDAY
$60.5B
| $287M | 0.02% |
1,174,909
+274,712
| +31% | +$67.1M |
|
531
iShares Semiconductor ETF
SOXX
$13.9B
| $287M | 0.02% |
1,244,540
+24,055
| +2% | +$5.55M |
|
532
Sempra
SRE
$53.5B
| $287M | 0.02% |
3,428,132
+278,183
| +9% | +$23.3M |
|
533
Casey's General Stores
CASY
$20B
| $285M | 0.02% |
758,804
+118,150
| +18% | +$44.4M |
|
534
VanEck Oil Services ETF
OIH
$858M
| $285M | 0.02% |
1,003,000
+154,738
| +18% | +$43.9M |
|
535
Manhattan Associates
MANH
$12.8B
| $284M | 0.02% |
1,009,913
+687,933
| +214% | +$194M |
|
536
Ferguson
FERG
$45B
| $282M | 0.02% |
1,420,450
-881,790
| -38% | -$175M |
|
537
Canadian National Railway
CNI
$57.7B
| $278M | 0.02% |
2,376,100
-942,707
| -28% | -$110M |
|
538
Keysight
KEYS
$29.3B
| $278M | 0.02% |
1,751,023
-170,655
| -9% | -$27.1M |
|
539
Acuity Brands
AYI
$10.1B
| $278M | 0.02% |
1,008,682
-33,534
| -3% | -$9.23M |
|
540
Vanguard High Dividend Yield ETF
VYM
$64.7B
| $278M | 0.02% |
2,164,681
+9,363
| +0.4% | +$1.2M |
|
541
JPMorgan Realty Income ETF
JPRE
$461M
| $277M | 0.02% |
5,428,957
-622,106
| -10% | -$31.7M |
|
542
Wabtec
WAB
$32.4B
| $275M | 0.02% |
1,514,062
+72,850
| +5% | +$13.2M |
|
543
Agree Realty
ADC
$7.96B
| $275M | 0.02% |
3,646,526
+990,362
| +37% | +$74.6M |
|
544
Sarepta Therapeutics
SRPT
$1.8B
| $275M | 0.02% |
2,198,883
+355,114
| +19% | +$44.4M |
|
545
Universal Health Services
UHS
$11.8B
| $274M | 0.02% |
1,197,537
+10,578
| +0.9% | +$2.42M |
|
546
Warner Music
WMG
$17.6B
| $274M | 0.02% |
8,754,504
+2,370,973
| +37% | +$74.2M |
|
547
Veralto
VLTO
$26.3B
| $274M | 0.02% |
2,448,648
+314,412
| +15% | +$35.2M |
|
548
JPMorgan US Tech Leaders ETF
JTEK
$2.45B
| $273M | 0.02% |
3,973,820
+404,942
| +11% | +$27.8M |
|
549
Corteva
CTVA
$48.7B
| $271M | 0.02% |
4,605,608
+288,885
| +7% | +$17M |
|
550
Radian Group
RDN
$4.73B
| $270M | 0.02% |
7,788,532
-388,958
| -5% | -$13.5M |
|