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 | |
|---|---|---|---|---|---|---|
651
Ferrovial SE
FER
$41B
| $198M | 0.02% |
4,573,215
+1,326,065
| +41% | +$57.3M |
|
652
CDW
CDW
$22.4B
| $196M | 0.01% |
866,309
-692,460
| -44% | -$157M |
|
653
CyberArk
CYBR
$23.9B
| $195M | 0.01% |
670,308
-42,996
| -6% | -$12.5M |
|
654
Zillow
Z
$21.3B
| $195M | 0.01% |
3,056,199
+666,056
| +28% | +$42.5M |
|
655
NetApp
NTAP
$24.7B
| $195M | 0.01% |
1,579,772
+314,685
| +25% | +$38.9M |
|
656
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
| $194M | 0.01% |
340,136
+19,030
| +6% | +$10.8M |
|
657
Equifax
EFX
$31.4B
| $193M | 0.01% |
658,438
+50,680
| +8% | +$14.9M |
|
658
Ralph Lauren
RL
$19B
| $193M | 0.01% |
996,759
-205,800
| -17% | -$39.9M |
|
659
iShares ESG Optimized MSCI USA ETF
SUSA
$3.62B
| $192M | 0.01% |
1,592,005
-9,861
| -0.6% | -$1.19M |
|
660
Jabil
JBL
$23.2B
| $190M | 0.01% |
1,588,793
-2,519,618
| -61% | -$302M |
|
661
eBay
EBAY
$42.2B
| $190M | 0.01% |
2,922,756
+53,380
| +2% | +$3.48M |
|
662
Suncor Energy
SU
$51.4B
| $190M | 0.01% |
5,136,003
-1,033,152
| -17% | -$38.1M |
|
663
Freshpet
FRPT
$2.61B
| $189M | 0.01% |
1,381,157
+80,257
| +6% | +$11M |
|
664
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.62B
| $189M | 0.01% |
5,333,125
-2,570,431
| -33% | -$91M |
|
665
First Industrial Realty Trust
FR
$6.85B
| $188M | 0.01% |
3,354,728
+747,101
| +29% | +$41.8M |
|
666
Revolution Medicines
RVMD
$8.69B
| $188M | 0.01% |
4,137,920
+1,022,345
| +33% | +$46.4M |
|
667
Snap-on
SNA
$17.1B
| $187M | 0.01% |
645,848
-630,454
| -49% | -$183M |
|
668
iShares Select Dividend ETF
DVY
$20.8B
| $187M | 0.01% |
1,380,841
+7,012
| +0.5% | +$947K |
|
669
Globus Medical
GMED
$7.93B
| $186M | 0.01% |
2,604,774
-31,077
| -1% | -$2.22M |
|
670
Targa Resources
TRGP
$35.1B
| $186M | 0.01% |
1,257,613
+96,268
| +8% | +$14.2M |
|
671
Verisk Analytics
VRSK
$37B
| $186M | 0.01% |
693,835
-28,769
| -4% | -$7.71M |
|
672
Cactus
WHD
$2.84B
| $185M | 0.01% |
3,102,984
+52,085
| +2% | +$3.11M |
|
673
ARK Innovation ETF
ARKK
$7.31B
| $185M | 0.01% |
3,894,525
-620,807
| -14% | -$29.5M |
|
674
On Holding
ONON
$14.2B
| $185M | 0.01% |
3,682,528
+2,932,234
| +391% | +$147M |
|
675
L3Harris
LHX
$52B
| $184M | 0.01% |
774,560
+178,407
| +30% | +$42.4M |
|