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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
WillScot Mobile Mini Holdings
WSC
$4.32B
| $270M | 0.02% |
8,062,692
+1,170,386
| +17% | +$39.1M |
|
527
Acuity Brands
AYI
$10.4B
| $269M | 0.02% |
921,480
-87,202
| -9% | -$25.5M |
|
528
Tyler Technologies
TYL
$24.2B
| $269M | 0.02% |
465,866
+4,397
| +1% | +$2.54M |
|
529
GE HealthCare
GEHC
$34.6B
| $268M | 0.02% |
3,428,586
+1,194,983
| +54% | +$93.4M |
|
530
Jack Henry & Associates
JKHY
$11.8B
| $267M | 0.02% |
1,523,714
-268,096
| -15% | -$47M |
|
531
EQT Corp
EQT
$32.2B
| $266M | 0.02% |
5,778,333
-5,570,446
| -49% | -$257M |
|
532
Schwab US Aggregate Bond ETF
SCHZ
$8.9B
| $266M | 0.02% |
11,720,512
-939,602
| -7% | -$21.3M |
|
533
Canadian National Railway
CNI
$60.3B
| $266M | 0.02% |
2,616,947
+240,847
| +10% | +$24.4M |
|
534
West Pharmaceutical
WST
$18B
| $265M | 0.02% |
808,673
-159,745
| -16% | -$52.3M |
|
535
ESAB
ESAB
$7.15B
| $264M | 0.02% |
2,202,568
+302,453
| +16% | +$36.3M |
|
536
RPM International
RPM
$16.2B
| $264M | 0.02% |
2,145,606
-430,598
| -17% | -$53M |
|
537
Restaurant Brands International
QSR
$20.7B
| $264M | 0.02% |
4,045,916
-1,509,722
| -27% | -$98.4M |
|
538
Genuine Parts
GPC
$19.4B
| $263M | 0.02% |
2,253,676
+412,869
| +22% | +$48.2M |
|
539
Applied Industrial Technologies
AIT
$10B
| $261M | 0.02% |
1,089,958
-102,090
| -9% | -$24.4M |
|
540
Graphic Packaging
GPK
$6.38B
| $261M | 0.02% |
9,603,072
-1,007,161
| -9% | -$27.4M |
|
541
Veralto
VLTO
$26.2B
| $259M | 0.02% |
2,541,448
+92,800
| +4% | +$9.45M |
|
542
SPDR Gold Trust
GLD
$112B
| $257M | 0.02% |
1,062,819
-340,154
| -24% | -$82.4M |
|
543
Axon Enterprise
AXON
$57.2B
| $256M | 0.02% |
430,074
-91,133
| -17% | -$54.2M |
|
544
MakeMyTrip
MMYT
$9.56B
| $254M | 0.02% |
2,265,019
+290,733
| +15% | +$32.6M |
|
545
VanEck Gold Miners ETF
GDX
$19.9B
| $253M | 0.02% |
7,469,497
-2,058,301
| -22% | -$69.8M |
|
546
Guidewire Software
GWRE
$22B
| $251M | 0.02% |
1,490,441
-577,314
| -28% | -$97.3M |
|
547
Ralph Lauren
RL
$18.9B
| $249M | 0.02% |
1,079,578
+82,819
| +8% | +$19.1M |
|
548
Equity Lifestyle Properties
ELS
$12B
| $249M | 0.02% |
3,734,957
-1,026,922
| -22% | -$68.4M |
|
549
Wabtec
WAB
$33B
| $248M | 0.02% |
1,310,196
-203,866
| -13% | -$38.7M |
|
550
Flex
FLEX
$20.8B
| $246M | 0.02% |
6,408,070
+361,049
| +6% | +$13.9M |
|