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 | |
|---|---|---|---|---|---|---|
601
Rexford Industrial Realty
REXR
$10.1B
| $227M | 0.02% |
4,503,571
+954,202
| +27% | +$48M |
|
602
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
| $226M | 0.02% |
5,456,777
+589,511
| +12% | +$24.5M |
|
603
Aptiv
APTV
$17.8B
| $225M | 0.02% |
3,130,025
-879,234
| -22% | -$63.3M |
|
604
Consolidated Edison
ED
$35B
| $223M | 0.02% |
2,145,128
+82,985
| +4% | +$8.64M |
|
605
UL Solutions
ULS
$13.1B
| $223M | 0.02% |
4,516,380
+1,022,851
| +29% | +$50.4M |
|
606
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $222M | 0.02% |
2,271,978
+1,600,150
| +238% | +$156M |
|
607
LKQ Corp
LKQ
$8.26B
| $222M | 0.02% |
5,562,592
-1,032,910
| -16% | -$41.2M |
|
608
Invitation Homes
INVH
$18.4B
| $222M | 0.02% |
6,287,830
+1,089,281
| +21% | +$38.4M |
|
|
SW
609
Smurfit Westrock plc
SW
$23.6B
| $221M | 0.02% |
+4,472,396
| New | +$221M |
|
610
Celanese
CE
$4.84B
| $219M | 0.02% |
1,609,259
+576,683
| +56% | +$78.4M |
|
611
General Motors
GM
$54.6B
| $218M | 0.02% |
4,857,757
+1,314,443
| +37% | +$58.9M |
|
612
Camden Property Trust
CPT
$11.6B
| $218M | 0.02% |
1,762,175
-276,361
| -14% | -$34.1M |
|
613
iShares MSCI India ETF
INDA
$9.38B
| $217M | 0.02% |
3,710,199
-1,900,969
| -34% | -$111M |
|
614
Kraft Heinz
KHC
$31.5B
| $217M | 0.02% |
6,173,950
-958,407
| -13% | -$33.6M |
|
615
Electronic Arts
EA
$42.6B
| $215M | 0.02% |
1,501,976
+645,285
| +75% | +$92.6M |
|
616
Johnson Controls International
JCI
$70.5B
| $215M | 0.02% |
2,770,959
-2,084,671
| -43% | -$162M |
|
|
ABFL
617
Abacus FCF Leaders ETF
ABFL
$743M
| $215M | 0.02% |
3,297,546
+131,502
| +4% | +$8.57M |
|
618
Fortinet
FTNT
$60.9B
| $213M | 0.02% |
2,747,450
+158,489
| +6% | +$12.3M |
|
619
DTE Energy
DTE
$28.2B
| $212M | 0.02% |
1,653,699
-164,998
| -9% | -$21.2M |
|
620
CareTrust REIT
CTRE
$7.54B
| $212M | 0.02% |
6,878,379
+5,448,904
| +381% | +$168M |
|
621
CubeSmart
CUBE
$9.29B
| $212M | 0.02% |
3,942,606
-867,687
| -18% | -$46.7M |
|
622
Coinbase
COIN
$81B
| $212M | 0.02% |
1,189,210
+271,763
| +30% | +$48.4M |
|
623
Principal Financial Group
PFG
$17.8B
| $212M | 0.02% |
2,462,562
+118,722
| +5% | +$10.2M |
|
624
Murphy USA
MUSA
$7.26B
| $211M | 0.02% |
428,379
+176,308
| +70% | +$86.9M |
|
625
EPAM Systems
EPAM
$8.53B
| $211M | 0.02% |
1,059,478
-130,213
| -11% | -$25.9M |
|