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 | |
|---|---|---|---|---|---|---|
701
Vanguard Consumer Discretionary ETF
VCR
$6.55B
| $170M | 0.01% |
498,370
-10,937
| -2% | -$3.72M |
|
702
SPDR S&P Insurance ETF
KIE
$826M
| $169M | 0.01% |
2,985,840
+248,015
| +9% | +$14.1M |
|
703
Ribbon Communications
RBBN
$698M
| $169M | 0.01% |
52,037,577
-150
| -0% | -$488 |
|
704
Jazz Pharmaceuticals
JAZZ
$7.75B
| $169M | 0.01% |
1,515,534
-22,788
| -1% | -$2.54M |
|
705
Huntington Bancshares
HBAN
$25.7B
| $169M | 0.01% |
11,468,363
-18,009,623
| -61% | -$265M |
|
706
Xylem
XYL
$34.6B
| $167M | 0.01% |
1,240,120
+154,197
| +14% | +$20.8M |
|
707
Pembina Pipeline
PBA
$22.5B
| $167M | 0.01% |
4,049,470
+624,958
| +18% | +$25.8M |
|
708
iShares Core MSCI International Developed Markets ETF
IDEV
$22B
| $167M | 0.01% |
2,352,017
-399,510
| -15% | -$28.3M |
|
709
Super Micro Computer
SMCI
$26.1B
| $166M | 0.01% |
3,992,840
-3,912,490
| -49% | -$163M |
|
710
iShares MSCI KLD 400 Social ETF
DSI
$4.9B
| $166M | 0.01% |
1,526,691
-20,703
| -1% | -$2.25M |
|
711
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $165M | 0.01% |
1,642,687
-242,549
| -13% | -$24.4M |
|
|
HES
712
DELISTED
Hess
HES
| $165M | 0.01% |
1,218,100
-364,783
| -23% | -$49.5M |
|
713
Wheaton Precious Metals
WPM
$48.2B
| $165M | 0.01% |
2,706,242
-74,141
| -3% | -$4.53M |
|
714
Thor Industries
THO
$5.76B
| $165M | 0.01% |
1,502,208
+411,466
| +38% | +$45.2M |
|
715
Sun Life Financial
SLF
$33.4B
| $165M | 0.01% |
2,841,712
+34,072
| +1% | +$1.98M |
|
716
Halozyme
HALO
$8.92B
| $164M | 0.01% |
2,864,857
-206,997
| -7% | -$11.8M |
|
717
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
| $164M | 0.01% |
1,303,265
-17,749
| -1% | -$2.23M |
|
718
Vaxcyte
PCVX
$4.2B
| $163M | 0.01% |
1,427,760
+215,317
| +18% | +$24.6M |
|
719
ResMed
RMD
$40.2B
| $162M | 0.01% |
665,487
+122,337
| +23% | +$29.9M |
|
720
Southern Copper
SCCO
$84.7B
| $162M | 0.01% |
1,450,569
+615,296
| +74% | +$68.8M |
|
721
Prudential Financial
PRU
$37.4B
| $159M | 0.01% |
1,313,639
+112,336
| +9% | +$13.6M |
|
722
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.28B
| $158M | 0.01% |
4,191,116
-307,542
| -7% | -$11.6M |
|
723
MarketAxess Holdings
MKTX
$7.02B
| $158M | 0.01% |
614,813
-45,346
| -7% | -$11.6M |
|
724
Diageo
DEO
$57.8B
| $157M | 0.01% |
1,116,994
+229,946
| +26% | +$32.3M |
|
725
Inspire Medical Systems
INSP
$2.41B
| $157M | 0.01% |
741,918
-100,256
| -12% | -$21.2M |
|