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 | |
|---|---|---|---|---|---|---|
851
Thomson Reuters
TRI
$78.2B
| $108M | 0.01% |
634,182
-825,821
| -57% | -$141M |
|
852
RB Global
RBA
$22B
| $108M | 0.01% |
1,341,818
-243,715
| -15% | -$19.6M |
|
853
JPMorgan Core Plus Bond ETF
JCPB
$7.64B
| $108M | 0.01% |
2,234,376
+279,898
| +14% | +$13.5M |
|
854
Quaker Houghton
KWR
$2.47B
| $107M | 0.01% |
636,739
+90,726
| +17% | +$15.3M |
|
855
Conagra Brands
CAG
$9.31B
| $107M | 0.01% |
3,298,122
-1,292,327
| -28% | -$42M |
|
856
Polaris
PII
$3.37B
| $107M | 0.01% |
1,283,332
+548,260
| +75% | +$45.6M |
|
857
Pure Storage
PSTG
$27B
| $106M | 0.01% |
2,113,987
-173,034
| -8% | -$8.69M |
|
858
Teck Resources
TECK
$20.4B
| $106M | 0.01% |
2,026,996
-313,459
| -13% | -$16.4M |
|
|
PRMW
859
DELISTED
Primo Water Corporation
PRMW
| $106M | 0.01% |
4,185,728
-513,687
| -11% | -$13M |
|
860
AerCap
AER
$22.1B
| $106M | 0.01% |
1,115,604
-647,408
| -37% | -$61.3M |
|
861
iShares Russell 2000 Value ETF
IWN
$12B
| $105M | 0.01% |
632,207
+70,123
| +12% | +$11.7M |
|
862
JPMorgan Active Growth ETF
JGRO
$7.37B
| $105M | 0.01% |
1,370,494
+294,827
| +27% | +$22.7M |
|
863
Hamilton Lane
HLNE
$6.75B
| $105M | 0.01% |
623,524
-8,753
| -1% | -$1.47M |
|
864
Brixmor Property Group
BRX
$8.6B
| $105M | 0.01% |
3,764,686
-3,908,824
| -51% | -$109M |
|
865
Emcor
EME
$28.6B
| $105M | 0.01% |
243,280
+31,659
| +15% | +$13.6M |
|
866
Arm
ARM
$164B
| $104M | 0.01% |
698,837
+221,653
| +46% | +$33.1M |
|
867
Fortive
FTV
$16.8B
| $104M | 0.01% |
1,320,482
-134,891
| -9% | -$10.6M |
|
868
WNS Holdings
WNS
$3.25B
| $104M | 0.01% |
1,972,713
-195,763
| -9% | -$10.3M |
|
869
Evergy
EVRG
$16.6B
| $104M | 0.01% |
1,675,453
+330,464
| +25% | +$20.5M |
|
870
Vail Resorts
MTN
$5.48B
| $104M | 0.01% |
595,284
+166,685
| +39% | +$29.1M |
|
871
iShares Select U.S. REIT ETF
ICF
$1.94B
| $103M | 0.01% |
1,568,738
-158,207
| -9% | -$10.4M |
|
872
AptarGroup
ATR
$9.03B
| $103M | 0.01% |
644,830
-193,880
| -23% | -$31.1M |
|
873
Rush Enterprises Class A
RUSHA
$4.48B
| $103M | 0.01% |
1,950,511
-30,684
| -2% | -$1.62M |
|
874
DT Midstream
DTM
$10.9B
| $102M | 0.01% |
1,299,848
-528,874
| -29% | -$41.6M |
|
875
Brown & Brown
BRO
$31.1B
| $102M | 0.01% |
982,542
-206,979
| -17% | -$21.4M |
|