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 | |
|---|---|---|---|---|---|---|
551
Sarepta Therapeutics
SRPT
$1.96B
| $246M | 0.02% |
2,020,604
-178,279
| -8% | -$21.7M |
|
552
Pinterest
PINS
$25.8B
| $244M | 0.02% |
8,428,162
+4,040,781
| +92% | +$117M |
|
553
American Electric Power
AEP
$57.8B
| $243M | 0.02% |
2,637,991
-437,041
| -14% | -$40.3M |
|
554
Fortinet
FTNT
$60.4B
| $242M | 0.02% |
2,562,385
-185,065
| -7% | -$17.5M |
|
555
iShares MSCI Europe Financials ETF
EUFN
$4.36B
| $242M | 0.02% |
10,367,252
-23,405
| -0.2% | -$545K |
|
556
Agnico Eagle Mines
AEM
$76.3B
| $241M | 0.02% |
3,086,892
+93,957
| +3% | +$7.35M |
|
557
Vanguard Small-Cap ETF
VB
$67.2B
| $241M | 0.02% |
1,003,865
+154,797
| +18% | +$37.2M |
|
558
Factset
FDS
$14B
| $241M | 0.02% |
501,068
+7,718
| +2% | +$3.71M |
|
559
iShares Semiconductor ETF
SOXX
$13.7B
| $239M | 0.02% |
1,111,330
-133,210
| -11% | -$28.7M |
|
560
Air Lease Corp
AL
$7.12B
| $239M | 0.02% |
4,965,205
-113,282
| -2% | -$5.46M |
|
561
Boston Properties
BXP
$12.2B
| $239M | 0.02% |
3,208,141
-1,587,022
| -33% | -$118M |
|
562
Cameco
CCJ
$33B
| $238M | 0.02% |
4,634,758
+482,410
| +12% | +$24.8M |
|
563
TE Connectivity
TEL
$61.7B
| $238M | 0.02% |
1,664,096
+316,849
| +24% | +$45.3M |
|
564
Zillow
Z
$21.3B
| $237M | 0.02% |
3,196,777
+140,578
| +5% | +$10.4M |
|
|
SW
565
Smurfit Westrock plc
SW
$24.5B
| $236M | 0.02% |
4,378,178
-94,218
| -2% | -$5.07M |
|
566
Itaú Unibanco
ITUB
$76.6B
| $236M | 0.02% |
52,238,570
-3,673,897
| -7% | -$16.6M |
|
567
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $233M | 0.02% |
1,128,104
+758,024
| +205% | +$157M |
|
568
Tradeweb Markets
TW
$25.4B
| $233M | 0.02% |
1,778,786
+90,471
| +5% | +$11.8M |
|
569
Globus Medical
GMED
$8.18B
| $232M | 0.02% |
2,804,330
+199,556
| +8% | +$16.5M |
|
570
Copa Holdings
CPA
$4.85B
| $231M | 0.02% |
2,628,609
+11,300
| +0.4% | +$993K |
|
571
Allegro MicroSystems
ALGM
$5.66B
| $230M | 0.02% |
10,531,507
-492,121
| -4% | -$10.8M |
|
572
BJs Wholesale Club
BJ
$12.8B
| $230M | 0.02% |
2,571,996
+73,322
| +3% | +$6.55M |
|
573
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
| $229M | 0.02% |
401,198
+61,062
| +18% | +$34.8M |
|
574
JPMorgan Income ETF
JPIE
$4.78B
| $228M | 0.02% |
5,000,820
+70,930
| +1% | +$3.24M |
|
575
Insmed
INSM
$30.7B
| $227M | 0.02% |
3,286,248
-20,098
| -0.6% | -$1.39M |
|