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 | |
|---|---|---|---|---|---|---|
726
Restaurant Brands International
QSR
$20.3B
| $106M | 0.01% |
1,596,795
-10,216
| -0.6% | -$681K |
|
727
Globus Medical
GMED
$7.89B
| $106M | 0.01% |
2,131,868
+231,773
| +12% | +$11.5M |
|
728
Vanguard Small-Cap ETF
VB
$66.7B
| $106M | 0.01% |
559,654
+62,083
| +12% | +$11.7M |
|
|
WRK
729
DELISTED
WestRock Company
WRK
| $106M | 0.01% |
2,954,114
+74,185
| +3% | +$2.66M |
|
730
TD Synnex
SNX
$12.5B
| $105M | 0.01% |
1,055,768
-60,509
| -5% | -$6.04M |
|
731
Corteva
CTVA
$48.7B
| $105M | 0.01% |
2,059,855
+45,986
| +2% | +$2.35M |
|
732
Badger Meter
BMI
$5.23B
| $105M | 0.01% |
731,908
-1,452
| -0.2% | -$209K |
|
733
Wheaton Precious Metals
WPM
$47.9B
| $105M | 0.01% |
2,586,800
+468,782
| +22% | +$19M |
|
734
Las Vegas Sands
LVS
$37.4B
| $105M | 0.01% |
2,279,668
-60,376
| -3% | -$2.77M |
|
735
Petrobras Class A
PBR.A
$75.5B
| $104M | 0.01% |
7,607,555
-386,828
| -5% | -$5.3M |
|
736
Terreno Realty
TRNO
$5.92B
| $104M | 0.01% |
1,828,745
-327,919
| -15% | -$18.6M |
|
737
Cummins
CMI
$55.8B
| $103M | 0.01% |
452,792
+75,499
| +20% | +$17.2M |
|
738
NorthWestern Energy
NWE
$3.47B
| $103M | 0.01% |
2,152,053
-27,680
| -1% | -$1.33M |
|
739
Rush Enterprises Class A
RUSHA
$4.42B
| $103M | 0.01% |
2,531,048
-149,059
| -6% | -$6.09M |
|
740
CGI
GIB
$20.7B
| $103M | 0.01% |
1,048,982
-72,406
| -6% | -$7.13M |
|
741
Wolfspeed
WOLF
$230M
| $103M | 0.01% |
2,705,511
-208,501
| -7% | -$7.94M |
|
742
DT Midstream
DTM
$10.9B
| $103M | 0.01% |
1,931,337
+39,059
| +2% | +$2.08M |
|
743
Fortis
FTS
$24.7B
| $103M | 0.01% |
2,707,219
+65,997
| +2% | +$2.51M |
|
744
Ecolab
ECL
$76.3B
| $103M | 0.01% |
606,894
-178,233
| -23% | -$30.2M |
|
745
Cardinal Health
CAH
$35.6B
| $103M | 0.01% |
1,183,357
-273,185
| -19% | -$23.7M |
|
746
Twist Bioscience
TWST
$1.46B
| $103M | 0.01% |
5,067,647
-68,479
| -1% | -$1.39M |
|
747
EQT Corp
EQT
$31.9B
| $103M | 0.01% |
2,527,750
-682,243
| -21% | -$27.7M |
|
748
Fastenal
FAST
$55.1B
| $102M | 0.01% |
3,748,786
+574,300
| +18% | +$15.7M |
|
749
Archer Daniels Midland
ADM
$29.5B
| $102M | 0.01% |
1,357,446
-116,163
| -8% | -$8.76M |
|
750
SPDR S&P Insurance ETF
KIE
$815M
| $102M | 0.01% |
2,401,988
+37,790
| +2% | +$1.61M |
|