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 | |
|---|---|---|---|---|---|---|
926
Deutsche Bank
DB
$71.4B
| $89.2M | 0.01% |
5,151,042
-1,265,300
| -20% | -$21.9M |
|
927
MKS Inc. Common Stock
MKSI
$7.79B
| $89.1M | 0.01% |
819,506
-783,502
| -49% | -$85.2M |
|
928
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $88.6M | 0.01% |
1,308,857
+1,201,734
| +1,122% | +$81.4M |
|
929
JPMorgan Active Value ETF
JAVA
$4.13B
| $88.4M | 0.01% |
1,380,466
+534,561
| +63% | +$34.2M |
|
|
EXE
930
Expand Energy Corporation Common Stock
EXE
$22.8B
| $88.3M | 0.01% |
1,074,056
+164,779
| +18% | +$13.6M |
|
931
iShares MSCI China ETF
MCHI
$8.28B
| $88.3M | 0.01% |
1,733,567
-520,865
| -23% | -$26.5M |
|
932
Cemex
CX
$13.3B
| $88.1M | 0.01% |
14,441,466
+7,986,204
| +124% | +$48.7M |
|
933
First Advantage
FA
$2.74B
| $88M | 0.01% |
4,434,900
-1,956,226
| -31% | -$38.8M |
|
934
Starwood Property Trust
STWD
$7.6B
| $87.8M | 0.01% |
4,310,392
+218,709
| +5% | +$4.46M |
|
935
Life Time Group Holdings
LTH
$6.46B
| $87.2M | 0.01% |
3,569,214
+356,255
| +11% | +$8.7M |
|
|
AZPN
936
DELISTED
Aspen Technology Inc
AZPN
| $86.8M | 0.01% |
363,449
+171,351
| +89% | +$40.9M |
|
937
First Interstate BancSystem
FIBK
$3.37B
| $86.8M | 0.01% |
2,829,094
-902,429
| -24% | -$27.7M |
|
938
Berkshire Hathaway Class A
BRK.A
$1.06T
| $86.4M | 0.01% |
125
-3
| -2% | -$2.07M |
|
939
AllianceBernstein
AB
$4.17B
| $85.6M | 0.01% |
2,454,364
+265,844
| +12% | +$9.28M |
|
940
Interpublic Group of Companies
IPG
$9.51B
| $85.6M | 0.01% |
2,706,067
-197,349
| -7% | -$6.24M |
|
941
J.M. Smucker
SJM
$11.8B
| $85.3M | 0.01% |
703,971
+31,745
| +5% | +$3.84M |
|
942
Viatris
VTRS
$11.9B
| $85.2M | 0.01% |
7,334,228
+2,249,090
| +44% | +$26.1M |
|
943
Envista
NVST
$3.45B
| $85.2M | 0.01% |
4,309,212
-485,661
| -10% | -$9.6M |
|
944
Valmont Industries
VMI
$7.45B
| $84.9M | 0.01% |
292,901
+24,224
| +9% | +$7.02M |
|
945
Illumina
ILMN
$14.7B
| $84.8M | 0.01% |
650,414
+15,011
| +2% | +$1.96M |
|
946
Alcoa
AA
$8.36B
| $84.7M | 0.01% |
2,196,462
+270,222
| +14% | +$10.4M |
|
947
Commerce Bancshares
CBSH
$8B
| $83.9M | 0.01% |
1,482,859
-84,004
| -5% | -$4.75M |
|
948
United Airlines
UAL
$35.4B
| $83.7M | 0.01% |
1,466,964
+544,517
| +59% | +$31.1M |
|
949
Dollar General
DG
$23.2B
| $83.7M | 0.01% |
989,196
-184,822
| -16% | -$15.6M |
|
950
Nexstar Media Group
NXST
$5.98B
| $83.5M | 0.01% |
505,127
-17,186
| -3% | -$2.84M |
|