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 | |
|---|---|---|---|---|---|---|
551
Schlumberger
SLB
$54B
| $270M | 0.02% |
6,436,224
+172,911
| +3% | +$7.25M |
|
552
Silgan Holdings
SLGN
$4.71B
| $270M | 0.02% |
5,138,858
-1,243,179
| -19% | -$65.3M |
|
553
Agilent Technologies
A
$35.2B
| $270M | 0.02% |
1,815,567
-219,266
| -11% | -$32.6M |
|
554
Tyler Technologies
TYL
$23.6B
| $269M | 0.02% |
461,469
+275,511
| +148% | +$161M |
|
555
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
| $269M | 0.02% |
5,112,512
+3,040,445
| +147% | +$160M |
|
556
Delta Air Lines
DAL
$40.1B
| $269M | 0.02% |
5,287,869
-19,434
| -0.4% | -$987K |
|
557
Manulife Financial
MFC
$52.4B
| $266M | 0.02% |
9,011,602
-991,605
| -10% | -$29.3M |
|
558
Applied Industrial Technologies
AIT
$9.95B
| $266M | 0.02% |
1,192,048
-143,160
| -11% | -$31.9M |
|
559
Valero Energy
VLO
$49.2B
| $266M | 0.02% |
1,967,407
+87,006
| +5% | +$11.7M |
|
560
Bath & Body Works
BBWI
$5.81B
| $265M | 0.02% |
8,286,543
+1,225,318
| +17% | +$39.1M |
|
561
Kite Realty
KRG
$4.97B
| $263M | 0.02% |
9,906,808
-935,695
| -9% | -$24.9M |
|
562
iShares US Treasury Bond ETF
GOVT
$28.2B
| $261M | 0.02% |
11,133,024
+2,837,004
| +34% | +$66.5M |
|
563
Brookfield
BN
$100B
| $261M | 0.02% |
4,905,380
-1,699,653
| -26% | -$90.3M |
|
564
Iron Mountain
IRM
$28.8B
| $260M | 0.02% |
2,185,870
+50,614
| +2% | +$6.01M |
|
565
WillScot Mobile Mini Holdings
WSC
$4.17B
| $259M | 0.02% |
6,892,306
+2,464,385
| +56% | +$92.7M |
|
566
Genuine Parts
GPC
$19.4B
| $257M | 0.02% |
1,840,807
+114,180
| +7% | +$15.9M |
|
567
iShares MSCI Europe Financials ETF
EUFN
$4.41B
| $257M | 0.02% |
10,390,657
+109,153
| +1% | +$2.7M |
|
568
Allegro MicroSystems
ALGM
$5.65B
| $257M | 0.02% |
11,023,628
+1,884,578
| +21% | +$43.9M |
|
569
MPLX
MPLX
$50.8B
| $254M | 0.02% |
5,710,053
-1,044,187
| -15% | -$46.4M |
|
570
HP
HPQ
$26.5B
| $252M | 0.02% |
7,030,942
+1,345,401
| +24% | +$48.3M |
|
571
Cummins
CMI
$55.8B
| $251M | 0.02% |
775,140
-145,646
| -16% | -$47.2M |
|
572
Carter's
CRI
$1.04B
| $250M | 0.02% |
3,842,267
-242,248
| -6% | -$15.7M |
|
573
Full Truck Alliance
YMM
$14B
| $248M | 0.02% |
27,491,651
-5,031,886
| -15% | -$45.3M |
|
574
US Foods
USFD
$17.5B
| $247M | 0.02% |
4,017,006
-1,010,961
| -20% | -$62.2M |
|
575
Steris
STE
$24B
| $246M | 0.02% |
1,016,196
-2,776
| -0.3% | -$673K |
|