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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Alcon
ALC
$39.5B
| $178M | 0.01% |
2,099,150
-996,143
| -32% | -$84.6M |
|
652
FTAI Aviation
FTAI
$17.1B
| $177M | 0.01% |
1,230,534
+75,726
| +7% | +$10.9M |
|
653
iShares Core S&P Total US Stock Market ETF
ITOT
$75.7B
| $175M | 0.01% |
1,363,559
+60,294
| +5% | +$7.76M |
|
654
Cactus
WHD
$2.88B
| $174M | 0.01% |
2,985,799
-117,185
| -4% | -$6.84M |
|
655
Nucor
NUE
$33.1B
| $174M | 0.01% |
1,490,180
-23,076
| -2% | -$2.69M |
|
656
Freshpet
FRPT
$2.7B
| $173M | 0.01% |
1,169,760
-211,397
| -15% | -$31.3M |
|
657
Woodward
WWD
$14.4B
| $173M | 0.01% |
1,040,384
+48,195
| +5% | +$8.02M |
|
658
iShares 10-20 Year Treasury Bond ETF
TLH
$11.5B
| $173M | 0.01% |
1,738,923
-410,597
| -19% | -$40.9M |
|
659
Vanguard FTSE All-World ex-US ETF
VEU
$49.3B
| $173M | 0.01% |
3,013,569
+174,614
| +6% | +$10M |
|
660
Paylocity
PCTY
$9.54B
| $172M | 0.01% |
863,787
+7,251
| +0.8% | +$1.45M |
|
661
Evercore
EVR
$12.3B
| $172M | 0.01% |
619,551
-183,361
| -23% | -$50.8M |
|
662
WESCO International
WCC
$10.6B
| $172M | 0.01% |
947,987
+43,481
| +5% | +$7.87M |
|
663
lululemon athletica
LULU
$19.9B
| $171M | 0.01% |
445,949
-636,482
| -59% | -$243M |
|
|
B
664
Barrick Mining Corporation
B
$49.5B
| $170M | 0.01% |
10,999,931
+1,913,485
| +21% | +$29.7M |
|
665
SPDR S&P Insurance ETF
KIE
$856M
| $170M | 0.01% |
3,012,562
+26,722
| +0.9% | +$1.51M |
|
666
iShares Core MSCI International Developed Markets ETF
IDEV
$21.5B
| $170M | 0.01% |
2,638,747
+286,730
| +12% | +$18.5M |
|
667
EPAM Systems
EPAM
$9.16B
| $170M | 0.01% |
726,777
-332,701
| -31% | -$77.8M |
|
668
Reddit
RDDT
$43B
| $170M | 0.01% |
1,038,648
+42,797
| +4% | +$6.99M |
|
669
EastGroup Properties
EGP
$8.91B
| $169M | 0.01% |
1,052,511
-20,279
| -2% | -$3.25M |
|
670
Equifax
EFX
$31.2B
| $169M | 0.01% |
662,699
+4,261
| +0.6% | +$1.09M |
|
671
Aptiv
APTV
$17.9B
| $169M | 0.01% |
2,724,091
-405,934
| -13% | -$25.1M |
|
672
Encompass Health
EHC
$12.7B
| $168M | 0.01% |
1,822,646
-69,075
| -4% | -$6.38M |
|
673
Revolution Medicines
RVMD
$7.68B
| $167M | 0.01% |
3,829,349
-308,571
| -7% | -$13.5M |
|
674
Targa Resources
TRGP
$34.5B
| $167M | 0.01% |
938,246
-319,367
| -25% | -$57M |
|
675
Schwab US Large-Cap Growth ETF
SCHG
$48.8B
| $167M | 0.01% |
5,997,778
+234,314
| +4% | +$6.53M |
|