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 | |
|---|---|---|---|---|---|---|
876
Vanguard Financials ETF
VFH
$13B
| $102M | 0.01% |
924,677
+41,153
| +5% | +$4.52M |
|
877
CGI
GIB
$20.7B
| $101M | 0.01% |
882,630
-206,758
| -19% | -$23.8M |
|
878
DraftKings
DKNG
$22.8B
| $101M | 0.01% |
2,569,772
+789,006
| +44% | +$30.9M |
|
879
Texas Roadhouse
TXRH
$11B
| $100M | 0.01% |
566,568
-265,755
| -32% | -$46.9M |
|
880
DaVita
DVA
$9.46B
| $99.8M | 0.01% |
609,076
+92,014
| +18% | +$15.1M |
|
881
Amcor
AMCR
$19.2B
| $99.6M | 0.01% |
8,794,593
-301,289
| -3% | -$3.41M |
|
882
HealthEquity
HQY
$7.88B
| $99.5M | 0.01% |
1,215,321
-252,244
| -17% | -$20.6M |
|
883
iShares Europe ETF
IEV
$2.35B
| $99M | 0.01% |
1,698,388
+182,168
| +12% | +$10.6M |
|
884
Enterprise Products Partners
EPD
$68.5B
| $98.9M | 0.01% |
3,398,672
-354,884
| -9% | -$10.3M |
|
885
PTC
PTC
$24.8B
| $97.2M | 0.01% |
537,989
+135,677
| +34% | +$24.5M |
|
886
Toro Company
TTC
$7.68B
| $97M | 0.01% |
1,118,509
-205,137
| -15% | -$17.8M |
|
887
Cboe Global Markets
CBOE
$24.5B
| $96.6M | 0.01% |
471,581
+24,177
| +5% | +$4.95M |
|
888
Eversource Energy
ES
$23.8B
| $96.5M | 0.01% |
1,418,109
+13,908
| +1% | +$946K |
|
889
Cenovus Energy
CVE
$30.7B
| $96.5M | 0.01% |
5,765,907
-1,068,944
| -16% | -$17.9M |
|
890
Williams-Sonoma
WSM
$24.7B
| $96.4M | 0.01% |
622,279
+52,849
| +9% | +$8.19M |
|
891
US Global Jets ETF
JETS
$834M
| $95.9M | 0.01% |
4,628,162
-226,291
| -5% | -$4.69M |
|
892
iShares MSCI Taiwan ETF
EWT
$6.51B
| $95.7M | 0.01% |
1,776,221
-224,175
| -11% | -$12.1M |
|
893
Rio Tinto
RIO
$102B
| $95.5M | 0.01% |
1,341,458
-50,889
| -4% | -$3.62M |
|
894
Gen Digital
GEN
$18B
| $95.3M | 0.01% |
3,473,829
+393,003
| +13% | +$10.8M |
|
895
Charles River Laboratories
CRL
$7.86B
| $95.1M | 0.01% |
482,745
+85,759
| +22% | +$16.9M |
|
896
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
| $94.6M | 0.01% |
719,268
+105,387
| +17% | +$13.9M |
|
897
W.P. Carey
WPC
$14.8B
| $94.3M | 0.01% |
1,514,049
+264,230
| +21% | +$16.5M |
|
898
Boyd Gaming
BYD
$6.84B
| $94.3M | 0.01% |
1,458,296
-93,874
| -6% | -$6.07M |
|
899
SPX Corp
SPXC
$9.29B
| $94.2M | 0.01% |
590,552
+513,526
| +667% | +$81.9M |
|
900
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $94.1M | 0.01% |
711,365
+3,307
| +0.5% | +$437K |
|