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 | |
|---|---|---|---|---|---|---|
726
Fabrinet
FN
$13B
| $156M | 0.01% |
660,401
+24,439
| +4% | +$5.78M |
|
727
C.H. Robinson
CHRW
$15.4B
| $156M | 0.01% |
1,411,891
+36,769
| +3% | +$4.06M |
|
728
Trip.com Group
TCOM
$48.6B
| $155M | 0.01% |
2,611,309
+884,070
| +51% | +$52.5M |
|
729
Portland General Electric
POR
$4.63B
| $155M | 0.01% |
3,239,490
-184,042
| -5% | -$8.82M |
|
730
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $155M | 0.01% |
2,944,530
-765,402
| -21% | -$40.3M |
|
731
Alerian MLP Index ETNs due January 28 2044
AMJB
$702M
| $155M | 0.01% |
5,445,000
-140,000
| -3% | -$3.98M |
|
732
Jefferies Financial Group
JEF
$13.8B
| $154M | 0.01% |
2,504,513
+167,270
| +7% | +$10.3M |
|
733
Builders FirstSource
BLDR
$16.3B
| $154M | 0.01% |
793,182
+58,436
| +8% | +$11.3M |
|
734
Baidu
BIDU
$38.2B
| $154M | 0.01% |
1,459,876
+471,352
| +48% | +$49.6M |
|
735
FTAI Aviation
FTAI
$17.3B
| $153M | 0.01% |
1,154,808
+182,252
| +19% | +$24.2M |
|
736
Rocket Companies
RKT
$45.9B
| $153M | 0.01% |
7,987,001
-172,286
| -2% | -$3.31M |
|
737
Rockwell Automation
ROK
$39.4B
| $153M | 0.01% |
569,240
-377,764
| -40% | -$101M |
|
738
WESCO International
WCC
$10.7B
| $152M | 0.01% |
904,506
+207,950
| +30% | +$34.9M |
|
739
SM Energy
SM
$3.12B
| $152M | 0.01% |
3,796,326
-414,296
| -10% | -$16.6M |
|
740
Essex Property Trust
ESS
$17.2B
| $152M | 0.01% |
513,153
-420,197
| -45% | -$124M |
|
741
MACOM Technology Solutions
MTSI
$9.73B
| $151M | 0.01% |
1,353,916
-76,093
| -5% | -$8.47M |
|
742
iShares MSCI Brazil ETF
EWZ
$5.54B
| $151M | 0.01% |
5,105,832
-960,783
| -16% | -$28.3M |
|
743
Schwab US Large-Cap Growth ETF
SCHG
$49.3B
| $150M | 0.01% |
5,763,464
+16,316
| +0.3% | +$425K |
|
744
Sprouts Farmers Market
SFM
$13.4B
| $149M | 0.01% |
1,349,694
+156,175
| +13% | +$17.2M |
|
745
Moderna
MRNA
$10B
| $149M | 0.01% |
2,227,044
+470,336
| +27% | +$31.4M |
|
746
Halliburton
HAL
$19.1B
| $148M | 0.01% |
5,109,991
+1,246,539
| +32% | +$36.2M |
|
747
Nutanix
NTNX
$21.4B
| $148M | 0.01% |
2,500,732
+1,938,227
| +345% | +$115M |
|
748
Chemed
CHE
$6.63B
| $148M | 0.01% |
246,476
-24,863
| -9% | -$14.9M |
|
749
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $148M | 0.01% |
1,842,486
+614,400
| +50% | +$49.3M |
|
750
Elanco Animal Health
ELAN
$9.28B
| $148M | 0.01% |
10,057,656
+4,361,799
| +77% | +$64.1M |
|