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 | |
|---|---|---|---|---|---|---|
601
Ford
F
$45.5B
| $206M | 0.02% |
15,517,567
+7,020,709
| +83% | +$93.2M |
|
602
Schwab US Aggregate Bond ETF
SCHZ
$9.01B
| $206M | 0.02% |
8,951,398
+1,140,116
| +15% | +$26.2M |
|
603
Ryanair
RYAAY
$31.2B
| $206M | 0.02% |
3,530,588
+177,955
| +5% | +$10.4M |
|
604
Remitly
RELY
$3.89B
| $205M | 0.02% |
9,897,035
+1,005,733
| +11% | +$20.9M |
|
605
Comfort Systems
FIX
$26.5B
| $205M | 0.02% |
645,847
-29,981
| -4% | -$9.53M |
|
606
MKS Inc. Common Stock
MKSI
$7.43B
| $204M | 0.02% |
1,535,739
+135,680
| +10% | +$18M |
|
607
Evercore
EVR
$12.8B
| $204M | 0.02% |
1,057,611
-233,961
| -18% | -$45.1M |
|
608
Ulta Beauty
ULTA
$23.1B
| $203M | 0.02% |
388,998
+103,122
| +36% | +$53.9M |
|
609
SM Energy
SM
$3.14B
| $203M | 0.02% |
4,080,133
+443,323
| +12% | +$22.1M |
|
610
Eagle Materials
EXP
$7.49B
| $203M | 0.02% |
747,605
+628,781
| +529% | +$171M |
|
611
Tapestry
TPR
$21.9B
| $203M | 0.02% |
4,273,342
-286,424
| -6% | -$13.6M |
|
612
WEX
WEX
$5.81B
| $202M | 0.02% |
851,884
-181,252
| -18% | -$43.1M |
|
613
Agnico Eagle Mines
AEM
$76.8B
| $200M | 0.02% |
3,359,441
+172,882
| +5% | +$10.3M |
|
614
Vanguard Consumer Discretionary ETF
VCR
$6.44B
| $199M | 0.02% |
626,804
-112,941
| -15% | -$35.9M |
|
615
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $198M | 0.02% |
1,826,734
+149,000
| +9% | +$16.2M |
|
616
Prudential Financial
PRU
$37.2B
| $198M | 0.02% |
1,687,807
+273,786
| +19% | +$32.1M |
|
617
Cameco
CCJ
$34.6B
| $198M | 0.02% |
4,572,882
+298,366
| +7% | +$12.9M |
|
618
Dollar Tree
DLTR
$20.2B
| $198M | 0.02% |
1,483,597
+319,994
| +28% | +$42.6M |
|
619
Guidewire Software
GWRE
$21.3B
| $197M | 0.02% |
1,689,726
+156,151
| +10% | +$18.2M |
|
620
Iron Mountain
IRM
$28.8B
| $197M | 0.02% |
2,455,076
+359,823
| +17% | +$28.9M |
|
621
Watsco
WSO
$15.8B
| $196M | 0.02% |
454,104
+44,354
| +11% | +$19.2M |
|
622
Encompass Health
EHC
$12.6B
| $196M | 0.02% |
2,371,584
-467,425
| -16% | -$38.6M |
|
623
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
| $196M | 0.02% |
491,843
+65,179
| +15% | +$25.9M |
|
624
Principal Financial Group
PFG
$17.8B
| $195M | 0.02% |
2,257,328
+1,852,667
| +458% | +$160M |
|
625
Kanzhun
BZ
$11.2B
| $194M | 0.02% |
11,069,099
-1,884,296
| -15% | -$33M |
|