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 | |
|---|---|---|---|---|---|---|
576
Kanzhun
BZ
$11.3B
| $246M | 0.02% |
14,172,493
-3,990,696
| -22% | -$69.3M |
|
577
Copa Holdings
CPA
$4.74B
| $246M | 0.02% |
2,617,309
-143,975
| -5% | -$13.5M |
|
|
DFS
578
DELISTED
Discover Financial Services
DFS
| $245M | 0.02% |
1,748,615
+59,954
| +4% | +$8.41M |
|
579
Bank of New York Mellon
BK
$74.1B
| $244M | 0.02% |
3,400,264
+1,359,835
| +67% | +$97.7M |
|
580
Fidelity Total Bond ETF
FBND
$20.7B
| $242M | 0.02% |
5,169,480
+520,113
| +11% | +$24.3M |
|
581
Insmed
INSM
$30.9B
| $241M | 0.02% |
3,306,346
+380,161
| +13% | +$27.8M |
|
582
Agnico Eagle Mines
AEM
$76.4B
| $241M | 0.02% |
2,992,935
-94,011
| -3% | -$7.57M |
|
583
SiriusXM
SIRI
$8.01B
| $241M | 0.02% |
10,178,903
+9,013,690
| +774% | +$213M |
|
584
Exelon
EXC
$43.7B
| $239M | 0.02% |
5,884,282
+3,088,809
| +110% | +$125M |
|
585
Pultegroup
PHM
$27.2B
| $236M | 0.02% |
1,644,908
+833,070
| +103% | +$120M |
|
586
Quest Diagnostics
DGX
$20.3B
| $236M | 0.02% |
1,517,015
-18,505
| -1% | -$2.87M |
|
587
Fastenal
FAST
$55.4B
| $235M | 0.02% |
6,588,022
+86,476
| +1% | +$3.09M |
|
588
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $235M | 0.02% |
2,149,520
+870,858
| +68% | +$95.2M |
|
589
Expeditors International
EXPD
$16.7B
| $233M | 0.02% |
1,774,889
-71,792
| -4% | -$9.43M |
|
590
Apollo Global Management
APO
$78.6B
| $233M | 0.02% |
1,865,195
-129,077
| -6% | -$16.1M |
|
591
SPDR S&P Homebuilders ETF
XHB
$1.95B
| $232M | 0.02% |
1,865,990
-277,903
| -13% | -$34.6M |
|
592
NRG Energy
NRG
$31B
| $231M | 0.02% |
2,532,842
+915,369
| +57% | +$83.4M |
|
593
Air Lease Corp
AL
$7.11B
| $230M | 0.02% |
5,078,487
-702,872
| -12% | -$31.8M |
|
594
iShares Global Tech ETF
IXN
$5.92B
| $230M | 0.02% |
2,784,600
-42,505
| -2% | -$3.51M |
|
595
Ecolab
ECL
$77B
| $229M | 0.02% |
896,270
+111,744
| +14% | +$28.5M |
|
596
JPMorgan Income ETF
JPIE
$4.88B
| $229M | 0.02% |
4,929,890
+2,894,852
| +142% | +$134M |
|
597
GitLab
GTLB
$8.35B
| $228M | 0.02% |
4,432,334
+291,045
| +7% | +$15M |
|
598
Watsco
WSO
$16.1B
| $228M | 0.02% |
464,061
+41,845
| +10% | +$20.6M |
|
599
Nucor
NUE
$33.4B
| $228M | 0.02% |
1,513,256
-6,573
| -0.4% | -$988K |
|
600
Factset
FDS
$13.9B
| $227M | 0.02% |
493,350
+52,741
| +12% | +$24.3M |
|