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 | |
|---|---|---|---|---|---|---|
576
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $227M | 0.02% |
533,028
-164,172
| -24% | -$69.9M |
|
577
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $226M | 0.02% |
5,604,605
+4,947,263
| +753% | +$200M |
|
578
Watsco
WSO
$16.6B
| $226M | 0.02% |
477,470
+13,409
| +3% | +$6.35M |
|
579
Las Vegas Sands
LVS
$36.9B
| $226M | 0.02% |
4,404,144
-1,615,415
| -27% | -$83M |
|
580
Coinbase
COIN
$76.8B
| $225M | 0.02% |
907,045
-282,165
| -24% | -$70.1M |
|
581
Icon
ICLR
$13.6B
| $225M | 0.02% |
1,072,960
-53,055
| -5% | -$11.1M |
|
582
Johnson Controls International
JCI
$69.5B
| $224M | 0.02% |
2,834,721
+63,762
| +2% | +$5.03M |
|
583
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $223M | 0.02% |
3,701,950
+3,513,217
| +1,861% | +$212M |
|
584
SPDR S&P Dividend ETF
SDY
$20.5B
| $223M | 0.02% |
1,688,669
+652,619
| +63% | +$86.2M |
|
585
iShares Select Dividend ETF
DVY
$20.8B
| $223M | 0.02% |
1,695,199
+314,358
| +23% | +$41.3M |
|
586
Idexx Laboratories
IDXX
$51.4B
| $222M | 0.02% |
537,438
-75,234
| -12% | -$31.1M |
|
587
Coca-Cola Europacific Partners
CCEP
$40.4B
| $222M | 0.02% |
2,888,100
+697,060
| +32% | +$53.5M |
|
588
iShares Global Tech ETF
IXN
$5.72B
| $222M | 0.02% |
2,615,247
-169,353
| -6% | -$14.4M |
|
589
Rambus
RMBS
$8.05B
| $221M | 0.02% |
4,184,370
+68,975
| +2% | +$3.65M |
|
590
Southwest Airlines
LUV
$16.5B
| $220M | 0.02% |
6,555,962
+3,921,671
| +149% | +$132M |
|
591
Ecolab
ECL
$77.6B
| $219M | 0.02% |
936,751
+40,481
| +5% | +$9.49M |
|
592
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.89B
| $219M | 0.02% |
3,038,713
-944,128
| -24% | -$68.1M |
|
593
UL Solutions
ULS
$12.8B
| $219M | 0.02% |
4,391,729
-124,651
| -3% | -$6.22M |
|
594
Ulta Beauty
ULTA
$23.1B
| $219M | 0.02% |
502,700
-313,892
| -38% | -$137M |
|
595
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
| $217M | 0.02% |
5,836,699
+379,922
| +7% | +$14.1M |
|
596
Suncor Energy
SU
$48.5B
| $216M | 0.02% |
6,067,682
+931,679
| +18% | +$33.2M |
|
597
Ribbon Communications
RBBN
$707M
| $216M | 0.02% |
52,037,673
+96
| +0% | +$399 |
|
598
Blue Owl Capital
OWL
$11.6B
| $215M | 0.02% |
9,248,983
+218,586
| +2% | +$5.08M |
|
599
Edison International
EIX
$21B
| $214M | 0.02% |
2,676,109
-1,890,374
| -41% | -$151M |
|
600
SiriusXM
SIRI
$8.1B
| $212M | 0.02% |
9,307,193
-871,710
| -9% | -$19.9M |
|