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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
LCI Industries
LCII
$2.47B
| $131M | 0.01% |
1,118,499
-91,031
| -8% | -$10.7M |
|
652
Chord Energy
CHRD
$6.1B
| $131M | 0.01% |
809,524
-184,325
| -19% | -$29.9M |
|
653
Liberty Broadband Class C
LBRDK
$8.67B
| $131M | 0.01% |
1,436,200
-88,912
| -6% | -$8.12M |
|
654
Fidelity Total Bond ETF
FBND
$20.7B
| $131M | 0.01% |
3,007,184
+2,906,069
| +2,874% | +$127M |
|
655
L3Harris
LHX
$51.6B
| $131M | 0.01% |
750,240
-230,910
| -24% | -$40.2M |
|
656
United Rentals
URI
$60.8B
| $131M | 0.01% |
293,635
+32,870
| +13% | +$14.6M |
|
657
Fortinet
FTNT
$60.9B
| $130M | 0.01% |
2,221,699
-286,201
| -11% | -$16.8M |
|
658
PACCAR
PCAR
$51.8B
| $130M | 0.01% |
1,524,316
+237,441
| +18% | +$20.2M |
|
659
Allegro MicroSystems
ALGM
$5.65B
| $129M | 0.01% |
4,052,437
+727,535
| +22% | +$23.2M |
|
660
Prudential Financial
PRU
$37.2B
| $129M | 0.01% |
1,358,868
+21,093
| +2% | +$2M |
|
661
NNN REIT
NNN
$8.06B
| $129M | 0.01% |
3,646,508
+76,422
| +2% | +$2.7M |
|
662
Kinsale Capital Group
KNSL
$9.92B
| $128M | 0.01% |
308,894
-95,139
| -24% | -$39.4M |
|
663
Consolidated Edison
ED
$35B
| $128M | 0.01% |
1,491,266
+34,887
| +2% | +$2.98M |
|
664
JPMorgan Core Plus Bond ETF
JCPB
$7.62B
| $128M | 0.01% |
2,854,329
+1,275,986
| +81% | +$57M |
|
665
KBR
KBR
$6.42B
| $127M | 0.01% |
2,149,118
-38,181
| -2% | -$2.25M |
|
666
Genpact
G
$7.49B
| $127M | 0.01% |
3,496,371
-312,751
| -8% | -$11.3M |
|
667
Qorvo
QRVO
$8.26B
| $126M | 0.01% |
1,316,711
-402,291
| -23% | -$38.4M |
|
668
Planet Fitness
PLNT
$8.52B
| $125M | 0.01% |
2,550,319
-97,738
| -4% | -$4.81M |
|
669
Cedar Fair
FUN
$2.19B
| $125M | 0.01% |
3,370,752
+1,130,439
| +50% | +$41.8M |
|
670
Western Midstream Partners
WES
$14.6B
| $124M | 0.01% |
4,571,428
+622,108
| +16% | +$16.9M |
|
671
iShares Russell 1000 ETF
IWB
$44.2B
| $124M | 0.01% |
527,190
-772,447
| -59% | -$181M |
|
672
SPDR Gold Trust
GLD
$115B
| $124M | 0.01% |
721,197
+78,659
| +12% | +$13.5M |
|
673
EXL Service
EXLS
$6.9B
| $123M | 0.01% |
4,391,792
-153
| -0% | -$4.29K |
|
674
Portland General Electric
POR
$4.63B
| $123M | 0.01% |
3,041,144
-75,024
| -2% | -$3.04M |
|
675
Steris
STE
$24B
| $122M | 0.01% |
555,484
+51,229
| +10% | +$11.2M |
|