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 | |
|---|---|---|---|---|---|---|
176
Vertiv
VRT
$47.4B
| $1.48B | 0.11% |
14,898,811
-1,535,043
| -9% | -$153M |
|
177
Verizon
VZ
$187B
| $1.47B | 0.11% |
32,842,781
-495,968
| -1% | -$22.3M |
|
178
Martin Marietta Materials
MLM
$37.5B
| $1.44B | 0.11% |
2,678,425
+506,705
| +23% | +$273M |
|
179
Shopify
SHOP
$191B
| $1.44B | 0.11% |
17,948,763
-8,170,394
| -31% | -$655M |
|
180
Blackrock
BLK
$170B
| $1.43B | 0.11% |
1,511,283
-299,060
| -17% | -$284M |
|
181
Capital One
COF
$142B
| $1.42B | 0.11% |
9,452,609
+879,082
| +10% | +$132M |
|
182
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $1.38B | 0.11% |
10,973,235
+249,351
| +2% | +$31.5M |
|
183
Parker-Hannifin
PH
$96.1B
| $1.37B | 0.1% |
2,168,327
-85,280
| -4% | -$53.9M |
|
184
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.37B | 0.1% |
17,546,696
-53,512
| -0.3% | -$4.18M |
|
185
Arthur J. Gallagher & Co
AJG
$76.7B
| $1.36B | 0.1% |
4,844,657
+140,502
| +3% | +$39.5M |
|
186
Amphenol
APH
$135B
| $1.36B | 0.1% |
20,891,329
-6,740,552
| -24% | -$439M |
|
187
Infosys
INFY
$67.9B
| $1.36B | 0.1% |
60,856,068
-5,793,089
| -9% | -$129M |
|
188
FedEx
FDX
$53.7B
| $1.33B | 0.1% |
4,873,468
+234,758
| +5% | +$64.2M |
|
189
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $1.33B | 0.1% |
22,389,179
+3,536,406
| +19% | +$210M |
|
190
Elevance Health
ELV
$70.6B
| $1.31B | 0.1% |
2,523,988
+142,142
| +6% | +$73.9M |
|
191
Marvell Technology
MRVL
$54.6B
| $1.31B | 0.1% |
18,156,354
-788,218
| -4% | -$56.8M |
|
192
Fair Isaac
FICO
$36.8B
| $1.31B | 0.1% |
673,242
+7,466
| +1% | +$14.5M |
|
193
Cigna
CI
$81.5B
| $1.3B | 0.1% |
3,763,432
-282,592
| -7% | -$97.9M |
|
194
O'Reilly Automotive
ORLY
$89B
| $1.29B | 0.1% |
16,831,245
-3,564,855
| -17% | -$274M |
|
195
Ares Management
ARES
$38.9B
| $1.28B | 0.1% |
8,244,179
+679,462
| +9% | +$106M |
|
196
Fifth Third Bancorp
FITB
$30.2B
| $1.28B | 0.1% |
29,815,918
+370,716
| +1% | +$15.9M |
|
197
PPG Industries
PPG
$24.8B
| $1.27B | 0.1% |
9,560,448
-362,999
| -4% | -$48.1M |
|
198
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.26B | 0.1% |
25,309,440
+989,710
| +4% | +$49.3M |
|
199
Western Digital
WDC
$31.9B
| $1.25B | 0.09% |
24,171,535
+20,848,719
| +627% | +$1.08B |
|
200
SPDR S&P Biotech ETF
XBI
$5.39B
| $1.21B | 0.09% |
12,275,585
-49,705
| -0.4% | -$4.91M |
|