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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
National Fuel Gas
NFG
$7.71B
| $168M | 0.02% |
3,354,412
-514,403
| -13% | -$25.8M |
|
627
Tapestry
TPR
$21.9B
| $168M | 0.02% |
4,559,766
+410,365
| +10% | +$15.1M |
|
628
Guidewire Software
GWRE
$21.6B
| $167M | 0.02% |
1,533,575
-8,687
| -0.6% | -$947K |
|
629
Consolidated Edison
ED
$35B
| $167M | 0.02% |
1,836,904
+345,638
| +23% | +$31.4M |
|
630
TotalEnergies
TTE
$134B
| $167M | 0.02% |
2,478,023
+34,883
| +1% | +$2.35M |
|
631
Dollar Tree
DLTR
$20.3B
| $165M | 0.02% |
1,163,603
+474,336
| +69% | +$67.4M |
|
632
Freshpet
FRPT
$2.72B
| $165M | 0.02% |
1,902,827
-215,819
| -10% | -$18.7M |
|
633
Ryman Hospitality Properties
RHP
$6.23B
| $165M | 0.02% |
1,499,538
-213,590
| -12% | -$23.5M |
|
634
Wheaton Precious Metals
WPM
$47.5B
| $164M | 0.02% |
3,326,196
+739,396
| +29% | +$36.5M |
|
635
Pinterest
PINS
$24.8B
| $163M | 0.02% |
4,407,924
+120,406
| +3% | +$4.46M |
|
636
Ecolab
ECL
$78.1B
| $163M | 0.02% |
822,815
+215,921
| +36% | +$42.8M |
|
637
Rexford Industrial Realty
REXR
$10.2B
| $163M | 0.02% |
2,908,894
-151,907
| -5% | -$8.52M |
|
638
LCI Industries
LCII
$2.55B
| $163M | 0.02% |
1,293,013
+174,514
| +16% | +$21.9M |
|
639
Alcon
ALC
$39B
| $162M | 0.02% |
2,076,702
+297,734
| +17% | +$23.3M |
|
640
Fastenal
FAST
$55B
| $162M | 0.02% |
5,002,470
+1,253,684
| +33% | +$40.6M |
|
641
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.3B
| $161M | 0.02% |
426,664
+196,261
| +85% | +$74M |
|
642
Energizer
ENR
$1.96B
| $160M | 0.02% |
5,063,766
-17,369
| -0.3% | -$550K |
|
643
Tradeweb Markets
TW
$25.5B
| $160M | 0.02% |
1,765,083
-10,667
| -0.6% | -$969K |
|
644
Universal Health Services
UHS
$11.8B
| $160M | 0.02% |
1,049,879
-40,131
| -4% | -$6.12M |
|
645
WNS Holdings
WNS
$3.24B
| $158M | 0.02% |
2,504,473
+469,744
| +23% | +$29.7M |
|
646
Citizens Financial Group
CFG
$22.3B
| $158M | 0.02% |
4,770,166
-677,852
| -12% | -$22.5M |
|
647
Veeva Systems
VEEV
$46.3B
| $155M | 0.01% |
805,107
+8,890
| +1% | +$1.71M |
|
|
WRK
648
DELISTED
WestRock Company
WRK
| $155M | 0.01% |
3,730,875
+776,761
| +26% | +$32.3M |
|
649
Apellis Pharmaceuticals
APLS
$3.4B
| $154M | 0.01% |
2,574,133
+356,386
| +16% | +$21.3M |
|
650
Newmont
NEM
$83.4B
| $153M | 0.01% |
3,694,374
-79,693
| -2% | -$3.3M |
|