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 | |
|---|---|---|---|---|---|---|
851
Omnicom Group
OMC
$14.8B
| $74.8M | 0.01% |
1,003,984
-126,711
| -11% | -$9.44M |
|
852
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $74.3M | 0.01% |
1,260,074
+71,447
| +6% | +$4.21M |
|
853
Neogen
NEOG
$1.25B
| $74.1M | 0.01% |
3,999,358
-61,668
| -2% | -$1.14M |
|
|
WBA
854
DELISTED
Walgreens Boots Alliance
WBA
| $74M | 0.01% |
3,326,241
-1,771,500
| -35% | -$39.4M |
|
855
iShares US Oil & Gas Exploration & Production ETF
IEO
$475M
| $73.9M | 0.01% |
758,039
+744,359
| +5,441% | +$72.6M |
|
856
Fortive
FTV
$16.5B
| $73.6M | 0.01% |
992,121
+252,493
| +34% | +$18.7M |
|
857
First Financial Bancorp
FFBC
$2.49B
| $73.5M | 0.01% |
3,752,202
-31,566
| -0.8% | -$619K |
|
858
Dollar Tree
DLTR
$20.5B
| $73.4M | 0.01% |
689,267
+173,457
| +34% | +$18.5M |
|
859
SM Energy
SM
$3.13B
| $73.3M | 0.01% |
1,848,799
-91,302
| -5% | -$3.62M |
|
860
Utz Brands
UTZ
$1.13B
| $73M | 0.01% |
5,437,812
+99,996
| +2% | +$1.34M |
|
861
Albemarle
ALB
$8.72B
| $72.9M | 0.01% |
428,687
-20,246
| -5% | -$3.44M |
|
862
Hasbro
HAS
$11.1B
| $72.7M | 0.01% |
1,099,858
+383,685
| +54% | +$25.4M |
|
863
Moody's
MCO
$92.1B
| $72.5M | 0.01% |
229,214
-29,625
| -11% | -$9.37M |
|
864
Enphase Energy
ENPH
$5B
| $71.8M | 0.01% |
597,446
+103,982
| +21% | +$12.5M |
|
865
Amcor
AMCR
$19.2B
| $71.7M | 0.01% |
7,829,017
-1,738,559
| -18% | -$15.9M |
|
866
CoStar Group
CSGP
$37B
| $71.7M | 0.01% |
932,553
+243,694
| +35% | +$18.7M |
|
867
Jefferies Financial Group
JEF
$13.8B
| $71.6M | 0.01% |
1,954,276
-92,543
| -5% | -$3.39M |
|
868
Akamai
AKAM
$11.1B
| $71M | 0.01% |
666,610
-2,136,099
| -76% | -$228M |
|
869
Clorox
CLX
$15.2B
| $70.9M | 0.01% |
540,649
+34,802
| +7% | +$4.56M |
|
870
BP
BP
$89.2B
| $70.7M | 0.01% |
1,825,918
+234,953
| +15% | +$9.1M |
|
871
Xylem
XYL
$34.2B
| $70.5M | 0.01% |
774,204
+108,321
| +16% | +$9.86M |
|
872
Broadridge
BR
$29.6B
| $70.3M | 0.01% |
392,897
+46,460
| +13% | +$8.32M |
|
873
Lamb Weston
LW
$7.89B
| $70.2M | 0.01% |
759,130
+264,572
| +53% | +$24.5M |
|
874
First Hawaiian
FHB
$3.19B
| $70.2M | 0.01% |
3,887,109
+108,071
| +3% | +$1.95M |
|
875
BILL Holdings
BILL
$5.35B
| $69.8M | 0.01% |
643,047
-179,227
| -22% | -$19.5M |
|