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 | |
|---|---|---|---|---|---|---|
776
Unity
U
$18.3B
| $135M | 0.01% |
5,948,537
+4,844,724
| +439% | +$110M |
|
777
Viking Therapeutics
VKTX
$2.89B
| $134M | 0.01% |
2,116,438
-135,233
| -6% | -$8.56M |
|
778
Sun Communities
SUI
$16.4B
| $134M | 0.01% |
990,076
-635,513
| -39% | -$85.9M |
|
779
Sanofi
SNY
$116B
| $133M | 0.01% |
2,310,809
+399,301
| +21% | +$23M |
|
780
Schwab US Dividend Equity ETF
SCHD
$72.2B
| $133M | 0.01% |
4,704,309
+314,565
| +7% | +$8.86M |
|
781
PPL Corp
PPL
$26.6B
| $132M | 0.01% |
3,996,486
-586,485
| -13% | -$19.4M |
|
782
Snap
SNAP
$12.3B
| $132M | 0.01% |
12,335,730
+6,968,911
| +130% | +$74.6M |
|
783
NNN REIT
NNN
$8.17B
| $132M | 0.01% |
2,719,634
-387,706
| -12% | -$18.8M |
|
784
Toast
TOST
$23.8B
| $132M | 0.01% |
4,656,760
-1,034,576
| -18% | -$29.3M |
|
785
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $131M | 0.01% |
2,447,483
+1,399,131
| +133% | +$75.2M |
|
786
Fortis
FTS
$24.8B
| $131M | 0.01% |
2,890,184
+250,630
| +9% | +$11.4M |
|
787
Match Group
MTCH
$9.15B
| $131M | 0.01% |
3,465,326
+802,379
| +30% | +$30.4M |
|
788
Fidelity Blue Chip Growth ETF
FBCG
$4.79B
| $131M | 0.01% |
3,057,016
+311,037
| +11% | +$13.3M |
|
789
Steel Dynamics
STLD
$19.7B
| $131M | 0.01% |
1,035,908
-162,300
| -14% | -$20.5M |
|
790
iShares Core High Dividend ETF
HDV
$11.7B
| $130M | 0.01% |
1,109,383
-11,019
| -1% | -$1.3M |
|
791
Lennox International
LII
$19.9B
| $130M | 0.01% |
215,844
+5,439
| +3% | +$3.29M |
|
792
T Rowe Price
TROW
$23.2B
| $130M | 0.01% |
1,196,184
+536,568
| +81% | +$58.4M |
|
793
Dick's Sporting Goods
DKS
$20.7B
| $130M | 0.01% |
620,919
-183,885
| -23% | -$38.4M |
|
794
Modine Manufacturing
MOD
$7.71B
| $128M | 0.01% |
965,695
-287,318
| -23% | -$38.2M |
|
795
International Flavors & Fragrances
IFF
$17B
| $128M | 0.01% |
1,222,074
+247,701
| +25% | +$26M |
|
796
BCE
BCE
$22.7B
| $127M | 0.01% |
3,657,533
+738,656
| +25% | +$25.7M |
|
797
Core & Main
CNM
$9.43B
| $126M | 0.01% |
2,839,399
+349,674
| +14% | +$15.5M |
|
798
SAP
SAP
$301B
| $126M | 0.01% |
548,469
+7,667
| +1% | +$1.76M |
|
799
Plains All American Pipeline
PAA
$12.2B
| $125M | 0.01% |
7,221,571
+2,677,951
| +59% | +$46.5M |
|
800
Brunswick
BC
$4.36B
| $125M | 0.01% |
1,487,773
+102,780
| +7% | +$8.62M |
|