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 | |
|---|---|---|---|---|---|---|
151
Ventas
VTR
$30.8B
| $1.77B | 0.13% |
27,557,480
+599,600
| +2% | +$38.5M |
|
152
PNC Financial Services
PNC
$81.7B
| $1.76B | 0.13% |
9,548,175
-316,230
| -3% | -$58.5M |
|
153
General Dynamics
GD
$86.7B
| $1.76B | 0.13% |
5,824,117
+2,445
| +0% | +$739K |
|
154
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $1.75B | 0.13% |
22,255,805
+3,984,419
| +22% | +$314M |
|
155
Nu Holdings
NU
$71.9B
| $1.73B | 0.13% |
126,878,139
+21,866,582
| +21% | +$298M |
|
156
iShares MSCI EAFE ETF
EFA
$65.9B
| $1.72B | 0.13% |
20,604,151
-3,605,039
| -15% | -$301M |
|
|
157
Danaher
DHR
$143B
| $1.72B | 0.13% |
6,183,076
-4,019,993
| -39% | -$1.12B |
|
158
3M
MMM
$82.8B
| $1.72B | 0.13% |
12,555,867
+10,892,846
| +655% | +$1.49B |
|
159
Aon
AON
$80.5B
| $1.72B | 0.13% |
4,960,703
+2,364,966
| +91% | +$818M |
|
160
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.96B
| $1.71B | 0.13% |
18,109,647
-126,209
| -0.7% | -$11.9M |
|
161
T-Mobile US
TMUS
$284B
| $1.69B | 0.13% |
8,183,917
+136,961
| +2% | +$28.3M |
|
162
Vulcan Materials
VMC
$38.6B
| $1.66B | 0.13% |
6,636,797
+311,606
| +5% | +$78M |
|
163
Dominion Energy
D
$50.2B
| $1.65B | 0.13% |
28,620,242
+1,222,688
| +4% | +$70.7M |
|
164
Corpay
CPAY
$22.6B
| $1.65B | 0.13% |
5,287,311
+120,578
| +2% | +$37.7M |
|
165
MetLife
MET
$54.4B
| $1.64B | 0.13% |
19,941,801
-1,196,746
| -6% | -$98.7M |
|
166
Welltower
WELL
$112B
| $1.63B | 0.12% |
12,732,586
-93,002
| -0.7% | -$11.9M |
|
167
iShares Russell 1000 Value ETF
IWD
$63.7B
| $1.63B | 0.12% |
8,580,333
-435,624
| -5% | -$82.7M |
|
168
Spotify
SPOT
$145B
| $1.62B | 0.12% |
4,395,085
+172,244
| +4% | +$63.5M |
|
169
Public Storage
PSA
$51.3B
| $1.62B | 0.12% |
4,440,347
+1,463,302
| +49% | +$532M |
|
170
Hilton Worldwide
HLT
$65.4B
| $1.61B | 0.12% |
6,979,562
-246,147
| -3% | -$56.7M |
|
171
UBS Group
UBS
$128B
| $1.58B | 0.12% |
51,081,088
+8,416,240
| +20% | +$260M |
|
172
Public Service Enterprise Group
PEG
$40.8B
| $1.56B | 0.12% |
17,483,668
-7,044,359
| -29% | -$628M |
|
173
Cisco
CSCO
$269B
| $1.51B | 0.11% |
28,391,648
+3,574,787
| +14% | +$190M |
|
174
HubSpot
HUBS
$24.5B
| $1.5B | 0.11% |
2,822,195
+68,498
| +2% | +$36.4M |
|
175
Alibaba
BABA
$312B
| $1.48B | 0.11% |
13,984,198
+2,378,966
| +20% | +$252M |
|