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 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
ICU Medical
ICUI
$3.25B
| $125M | 0.02% |
758,702
-43,057
| -5% | -$7.08M |
|
627
Novo Nordisk
NVO
$273B
| $125M | 0.02% |
2,236,940
+666,518
| +42% | +$37.1M |
|
628
Driven Brands
DRVN
$2.73B
| $124M | 0.02% |
4,516,023
+117,562
| +3% | +$3.24M |
|
629
Universal Health Services
UHS
$12B
| $124M | 0.02% |
1,227,252
-374,762
| -23% | -$37.7M |
|
630
Wendy's
WEN
$1.78B
| $123M | 0.02% |
6,537,168
-144,222
| -2% | -$2.72M |
|
631
iShares China Large-Cap ETF
FXI
$6.99B
| $123M | 0.02% |
3,632,834
+14,889
| +0.4% | +$505K |
|
632
HEICO Corp Class A
HEI.A
$34.7B
| $123M | 0.02% |
1,165,691
+153,914
| +15% | +$16.2M |
|
633
Ares Management
ARES
$40.2B
| $122M | 0.02% |
2,150,095
+50,626
| +2% | +$2.88M |
|
634
NIO
NIO
$18.2B
| $122M | 0.02% |
5,628,106
+1,400,319
| +33% | +$30.4M |
|
635
Stanley Black & Decker
SWK
$11.9B
| $122M | 0.02% |
1,164,857
-3,215,030
| -73% | -$337M |
|
636
Allstate
ALL
$54.3B
| $121M | 0.02% |
958,436
+184,935
| +24% | +$23.4M |
|
637
Aramark
ARMK
$9.89B
| $121M | 0.02% |
5,477,722
+572,624
| +12% | +$12.7M |
|
638
iShares S&P 100 ETF
OEF
$22.9B
| $121M | 0.02% |
702,070
+618,858
| +744% | +$107M |
|
639
Magna International
MGA
$13.2B
| $121M | 0.02% |
2,205,356
-529,792
| -19% | -$29.1M |
|
640
Fomento Económico Mexicano
FMX
$33.4B
| $121M | 0.02% |
1,791,321
+90,297
| +5% | +$6.09M |
|
641
Tradeweb Markets
TW
$23.9B
| $120M | 0.02% |
1,757,569
+799,726
| +83% | +$54.6M |
|
642
Snowflake
SNOW
$78.1B
| $119M | 0.02% |
857,899
-311,156
| -27% | -$43.3M |
|
643
Cardinal Health
CAH
$35.5B
| $119M | 0.02% |
2,281,686
+18,406
| +0.8% | +$962K |
|
644
C.H. Robinson
CHRW
$16.1B
| $119M | 0.02% |
1,172,163
+743,430
| +173% | +$75.4M |
|
645
PACCAR
PCAR
$52.2B
| $118M | 0.02% |
2,157,189
-740,423
| -26% | -$40.6M |
|
646
Alcon
ALC
$38.2B
| $118M | 0.02% |
1,690,582
-663,710
| -28% | -$46.4M |
|
647
Emerson Electric
EMR
$74.5B
| $118M | 0.02% |
1,481,537
-127,601
| -8% | -$10.1M |
|
648
Sun Life Financial
SLF
$33.7B
| $117M | 0.02% |
2,561,418
+302,966
| +13% | +$13.9M |
|
649
East-West Bancorp
EWBC
$15B
| $117M | 0.02% |
1,804,126
-469,610
| -21% | -$30.4M |
|
650
Q2 Holdings
QTWO
$4.88B
| $116M | 0.02% |
3,018,713
+112,577
| +4% | +$4.34M |
|