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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Amcor
AMCR
$19.2B
| $95.5M | 0.01% |
9,567,576
+1,266,337
| +15% | +$12.6M |
|
802
GlobalFoundries
GFS
$17.9B
| $95.4M | 0.01% |
1,477,517
+20,805
| +1% | +$1.34M |
|
803
Emcor
EME
$28.6B
| $95.4M | 0.01% |
516,100
-134,982
| -21% | -$24.9M |
|
804
National Grid
NGG
$70.5B
| $95.1M | 0.01% |
1,478,182
+157,611
| +12% | +$10.1M |
|
805
W.W. Grainger
GWW
$48.5B
| $94.7M | 0.01% |
120,085
+23,106
| +24% | +$18.2M |
|
806
Tyler Technologies
TYL
$24B
| $94.6M | 0.01% |
227,180
+13,479
| +6% | +$5.61M |
|
807
Box
BOX
$4.78B
| $94.5M | 0.01% |
3,215,354
+1,124,278
| +54% | +$33M |
|
808
iShares MSCI South Korea ETF
EWY
$5.47B
| $94.4M | 0.01% |
1,488,640
+462,862
| +45% | +$29.3M |
|
809
DT Midstream
DTM
$10.9B
| $93.8M | 0.01% |
1,892,278
+106,775
| +6% | +$5.29M |
|
810
Fastenal
FAST
$54.3B
| $93.6M | 0.01% |
3,174,486
+361,104
| +13% | +$10.7M |
|
811
Cummins
CMI
$56.6B
| $92.5M | 0.01% |
377,293
-3,939
| -1% | -$966K |
|
812
D.R. Horton
DHI
$54B
| $92.4M | 0.01% |
759,413
+8,862
| +1% | +$1.08M |
|
813
Molina Healthcare
MOH
$10.2B
| $92.1M | 0.01% |
305,824
+136,198
| +80% | +$41M |
|
814
Clearwater Analytics
CWAN
$5.82B
| $92.1M | 0.01% |
5,804,100
+210,589
| +4% | +$3.34M |
|
815
Lithia Motors
LAD
$8.82B
| $91.7M | 0.01% |
301,528
+35,290
| +13% | +$10.7M |
|
816
Wheaton Precious Metals
WPM
$48.7B
| $91.5M | 0.01% |
2,118,018
+316,498
| +18% | +$13.7M |
|
817
Alcon
ALC
$39.4B
| $91.5M | 0.01% |
1,114,608
-405,292
| -27% | -$33.3M |
|
818
CyberArk
CYBR
$23.8B
| $91.4M | 0.01% |
584,839
+5,149
| +0.9% | +$805K |
|
819
RH
RH
$4.27B
| $91.3M | 0.01% |
276,945
+203,386
| +276% | +$67M |
|
820
Marriott Vacations Worldwide
VAC
$2.75B
| $91.1M | 0.01% |
742,332
+59,975
| +9% | +$7.36M |
|
821
Brady Corp
BRC
$3.76B
| $91M | 0.01% |
1,913,737
-1,928
| -0.1% | -$91.7K |
|
822
RenaissanceRe
RNR
$11.5B
| $90.6M | 0.01% |
485,951
-224,908
| -32% | -$41.9M |
|
823
Moody's
MCO
$93B
| $90M | 0.01% |
258,839
+19,015
| +8% | +$6.61M |
|
824
American Water Works
AWK
$27.2B
| $89.9M | 0.01% |
629,616
-38,810
| -6% | -$5.54M |
|
825
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $89.6M | 0.01% |
927,636
+114,903
| +14% | +$11.1M |
|