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 | |
|---|---|---|---|---|---|---|
801
Insulet
PODD
$23.8B
| $124M | 0.01% |
534,456
+17,577
| +3% | +$4.09M |
|
802
RBC Bearings
RBC
$12.2B
| $124M | 0.01% |
415,501
-81,494
| -16% | -$24.4M |
|
803
LCI Industries
LCII
$2.52B
| $123M | 0.01% |
1,023,771
-344,758
| -25% | -$41.6M |
|
804
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $123M | 0.01% |
1,527,266
-1,456,716
| -49% | -$118M |
|
|
ANSS
805
DELISTED
Ansys
ANSS
| $123M | 0.01% |
386,708
+100,042
| +35% | +$31.9M |
|
806
Genpact
G
$7.55B
| $123M | 0.01% |
3,129,341
+2,060,595
| +193% | +$80.8M |
|
807
Wintrust Financial
WTFC
$9.11B
| $122M | 0.01% |
1,127,195
-286,401
| -20% | -$31.1M |
|
808
Devon Energy
DVN
$22.4B
| $122M | 0.01% |
3,117,992
-942,262
| -23% | -$36.9M |
|
|
JNPR
809
DELISTED
Juniper Networks
JNPR
| $121M | 0.01% |
3,110,156
+1,501,027
| +93% | +$58.5M |
|
810
National Fuel Gas
NFG
$7.95B
| $120M | 0.01% |
1,985,921
-858,480
| -30% | -$52M |
|
811
ICU Medical
ICUI
$3.33B
| $120M | 0.01% |
659,274
-119,903
| -15% | -$21.8M |
|
812
Utz Brands
UTZ
$1.12B
| $119M | 0.01% |
6,747,536
+2,828,528
| +72% | +$50.1M |
|
813
Kellanova
K
$27.7B
| $118M | 0.01% |
1,466,573
-10,101
| -0.7% | -$815K |
|
814
Vanguard Small-Cap Value ETF
VBR
$32B
| $118M | 0.01% |
588,406
+44,114
| +8% | +$8.86M |
|
815
Landstar System
LSTR
$4.59B
| $118M | 0.01% |
623,433
-90,688
| -13% | -$17.1M |
|
816
Sunoco
SUN
$6.9B
| $118M | 0.01% |
2,191,570
+455,361
| +26% | +$24.4M |
|
817
Ford
F
$46.8B
| $118M | 0.01% |
11,140,270
-4,068,157
| -27% | -$43M |
|
818
Hayward Holdings
HAYW
$3.48B
| $117M | 0.01% |
7,643,877
-972,387
| -11% | -$14.9M |
|
819
Allegion
ALLE
$15.2B
| $117M | 0.01% |
801,520
+192,609
| +32% | +$28.1M |
|
820
Novanta
NOVT
$4.24B
| $116M | 0.01% |
650,612
-68,387
| -10% | -$12.2M |
|
821
Evolent Health
EVH
$1.08B
| $116M | 0.01% |
4,116,045
-238,695
| -5% | -$6.75M |
|
822
Align Technology
ALGN
$9.85B
| $116M | 0.01% |
456,112
-500,298
| -52% | -$127M |
|
823
Omnicom Group
OMC
$15.1B
| $116M | 0.01% |
1,119,452
-36,340
| -3% | -$3.76M |
|
824
Rollins
ROL
$28.2B
| $115M | 0.01% |
2,280,005
+420,399
| +23% | +$21.3M |
|
825
Exelixis
EXEL
$10.5B
| $115M | 0.01% |
4,430,653
-618,203
| -12% | -$16M |
|