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 | |
|---|---|---|---|---|---|---|
626
GE HealthCare
GEHC
$35.3B
| $210M | 0.02% |
2,233,603
+512,778
| +30% | +$48.1M |
|
627
monday.com
MNDY
$9.79B
| $209M | 0.02% |
752,315
+7,020
| +0.9% | +$1.95M |
|
628
Tradeweb Markets
TW
$25.4B
| $209M | 0.02% |
1,688,315
-229,160
| -12% | -$28.3M |
|
629
WEX
WEX
$5.92B
| $209M | 0.02% |
994,527
-56,365
| -5% | -$11.8M |
|
630
Axon Enterprise
AXON
$59.6B
| $208M | 0.02% |
521,207
+81,404
| +19% | +$32.5M |
|
631
iShares Core Dividend Growth ETF
DGRO
$34.3B
| $207M | 0.02% |
3,304,969
+130,763
| +4% | +$8.2M |
|
632
Skyworks Solutions
SWKS
$11B
| $207M | 0.02% |
2,094,664
+250,930
| +14% | +$24.8M |
|
633
Deckers Outdoor
DECK
$17.2B
| $207M | 0.02% |
1,296,894
+540,660
| +71% | +$86.2M |
|
634
BJs Wholesale Club
BJ
$13B
| $206M | 0.02% |
2,498,674
-172,256
| -6% | -$14.2M |
|
635
TE Connectivity
TEL
$62.7B
| $203M | 0.02% |
1,347,247
-486,831
| -27% | -$73.5M |
|
636
Evercore
EVR
$13.1B
| $203M | 0.02% |
802,912
-145,980
| -15% | -$37M |
|
637
Sysco
SYY
$38.4B
| $203M | 0.02% |
2,599,715
-7,132,180
| -73% | -$557M |
|
638
Tapestry
TPR
$22.2B
| $202M | 0.02% |
4,303,224
+48,415
| +1% | +$2.27M |
|
639
Flex
FLEX
$21.7B
| $202M | 0.02% |
6,047,021
+296,505
| +5% | +$9.91M |
|
640
ESAB
ESAB
$6.95B
| $202M | 0.02% |
1,900,115
+337,983
| +22% | +$35.9M |
|
641
Vanguard Small-Cap ETF
VB
$67.4B
| $201M | 0.02% |
849,068
+40,919
| +5% | +$9.71M |
|
642
Floor & Decor
FND
$9.48B
| $201M | 0.02% |
1,617,658
+223,332
| +16% | +$27.7M |
|
643
EastGroup Properties
EGP
$8.81B
| $200M | 0.02% |
1,072,790
-101,477
| -9% | -$19M |
|
644
Lamar Advertising Co
LAMR
$12.9B
| $200M | 0.02% |
1,497,702
+90,933
| +6% | +$12.1M |
|
645
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
| $200M | 0.02% |
1,770,233
-122,783
| -6% | -$13.9M |
|
646
Casella Waste Systems
CWST
$5.81B
| $199M | 0.02% |
1,999,851
-190,291
| -9% | -$18.9M |
|
647
Cameco
CCJ
$35.2B
| $198M | 0.02% |
4,152,348
-469,086
| -10% | -$22.4M |
|
648
Acadia Healthcare
ACHC
$2B
| $198M | 0.02% |
3,126,607
+454,044
| +17% | +$28.8M |
|
649
Kimberly-Clark
KMB
$42.9B
| $198M | 0.02% |
1,390,838
-800,827
| -37% | -$114M |
|
650
BioMarin Pharmaceuticals
BMRN
$10.5B
| $198M | 0.02% |
2,811,789
+218,608
| +8% | +$15.4M |
|