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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Ralph Lauren
RL
$18.9B
| $247M | 0.02% |
1,313,553
-339,232
| -21% | -$63.7M |
|
552
Paychex
PAYX
$47.9B
| $246M | 0.02% |
2,002,010
+785,767
| +65% | +$96.5M |
|
553
Zebra Technologies
ZBRA
$15.6B
| $246M | 0.02% |
814,748
+76,195
| +10% | +$23M |
|
554
Suncor Energy
SU
$51.3B
| $245M | 0.02% |
6,642,596
+681,361
| +11% | +$25.1M |
|
555
Brixmor Property Group
BRX
$8.51B
| $245M | 0.02% |
10,433,828
-168,610
| -2% | -$3.95M |
|
556
Brookfield
BN
$100B
| $244M | 0.02% |
5,820,974
+31,519
| +0.5% | +$1.32M |
|
557
Royalty Pharma
RPRX
$15.6B
| $243M | 0.02% |
7,995,099
-705,220
| -8% | -$21.4M |
|
558
Quest Diagnostics
DGX
$20.1B
| $243M | 0.02% |
1,823,510
-44,220
| -2% | -$5.89M |
|
559
Las Vegas Sands
LVS
$37.4B
| $243M | 0.02% |
4,691,106
+352,320
| +8% | +$18.2M |
|
560
Fastenal
FAST
$55.1B
| $241M | 0.02% |
6,249,180
+1,246,710
| +25% | +$48.1M |
|
561
Steris
STE
$24B
| $240M | 0.02% |
1,067,744
+156,077
| +17% | +$35.1M |
|
562
Eastman Chemical
EMN
$7.47B
| $239M | 0.02% |
2,388,796
-3,174,869
| -57% | -$318M |
|
563
Ecolab
ECL
$76.3B
| $238M | 0.02% |
1,031,683
+208,868
| +25% | +$48.2M |
|
564
Essex Property Trust
ESS
$17B
| $237M | 0.02% |
969,193
+188,416
| +24% | +$46.1M |
|
565
HEICO Class A
HEI.A
$35B
| $237M | 0.02% |
1,540,118
-199,272
| -11% | -$30.7M |
|
566
Toll Brothers
TOL
$13.8B
| $237M | 0.02% |
1,830,105
+432,832
| +31% | +$56M |
|
567
Sarepta Therapeutics
SRPT
$1.8B
| $237M | 0.02% |
1,828,602
+526,045
| +40% | +$68.1M |
|
568
SPDR Gold Trust
GLD
$115B
| $236M | 0.02% |
1,147,458
+477,067
| +71% | +$98.1M |
|
569
JPMorgan US Tech Leaders ETF
JTEK
$2.45B
| $236M | 0.02% |
3,565,104
+416,035
| +13% | +$27.5M |
|
570
Casella Waste Systems
CWST
$5.81B
| $234M | 0.02% |
2,368,789
-264,447
| -10% | -$26.1M |
|
571
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.96B
| $234M | 0.02% |
3,451,676
+1,165,630
| +51% | +$79M |
|
572
Invitation Homes
INVH
$18.4B
| $232M | 0.02% |
6,514,275
+3,190,933
| +96% | +$114M |
|
573
PACCAR
PCAR
$51.8B
| $232M | 0.02% |
1,870,528
+332,010
| +22% | +$41.1M |
|
574
iShares MSCI India ETF
INDA
$9.38B
| $231M | 0.02% |
4,482,948
-1,010,569
| -18% | -$52.1M |
|
575
CubeSmart
CUBE
$9.29B
| $230M | 0.02% |
5,092,750
-1,145,597
| -18% | -$51.8M |
|