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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $1.4B | 0.1% |
28,337,110
+3,027,670
| +12% | +$150M |
|
177
Cigna
CI
$81.2B
| $1.4B | 0.1% |
5,080,921
+1,317,489
| +35% | +$364M |
|
178
Western Digital
WDC
$31.4B
| $1.39B | 0.1% |
30,939,772
+6,768,237
| +28% | +$305M |
|
179
General Dynamics
GD
$86.7B
| $1.38B | 0.1% |
5,245,618
-578,499
| -10% | -$152M |
|
180
Martin Marietta Materials
MLM
$37.3B
| $1.38B | 0.1% |
2,675,766
-2,659
| -0.1% | -$1.37M |
|
181
Microchip Technology
MCHP
$34.8B
| $1.36B | 0.1% |
23,779,769
-5,237,515
| -18% | -$300M |
|
182
Fair Isaac
FICO
$36.5B
| $1.35B | 0.1% |
678,613
+5,371
| +0.8% | +$10.7M |
|
183
Take-Two Interactive
TTWO
$44.4B
| $1.33B | 0.1% |
7,214,433
-448,253
| -6% | -$82.5M |
|
184
Synopsys
SNPS
$111B
| $1.31B | 0.1% |
2,693,528
-1,360,296
| -34% | -$660M |
|
185
Xcel Energy
XEL
$42.7B
| $1.3B | 0.1% |
19,291,149
+1,022,194
| +6% | +$69M |
|
186
Fifth Third Bancorp
FITB
$30.6B
| $1.3B | 0.1% |
30,721,012
+905,094
| +3% | +$38.3M |
|
187
Welltower
WELL
$112B
| $1.28B | 0.1% |
10,140,738
-2,591,848
| -20% | -$327M |
|
188
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.28B | 0.1% |
18,166,374
+619,678
| +4% | +$43.6M |
|
189
Burlington
BURL
$19B
| $1.26B | 0.09% |
4,433,972
+806,690
| +22% | +$230M |
|
190
Verizon
VZ
$186B
| $1.26B | 0.09% |
31,569,747
-1,273,034
| -4% | -$50.9M |
|
191
Amphenol
APH
$138B
| $1.24B | 0.09% |
17,845,601
-3,045,728
| -15% | -$212M |
|
192
Equinix
EQIX
$75.2B
| $1.23B | 0.09% |
1,307,815
-30,782
| -2% | -$29M |
|
193
Palantir
PLTR
$370B
| $1.23B | 0.09% |
16,273,800
+3,403,730
| +26% | +$257M |
|
194
PPG Industries
PPG
$24.7B
| $1.23B | 0.09% |
10,272,538
+712,090
| +7% | +$85.1M |
|
195
Public Service Enterprise Group
PEG
$40.8B
| $1.22B | 0.09% |
14,447,614
-3,036,054
| -17% | -$257M |
|
196
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.21B | 0.09% |
10,465,313
+842,335
| +9% | +$97.3M |
|
197
Adobe
ADBE
$146B
| $1.21B | 0.09% |
2,711,208
-1,017,714
| -27% | -$453M |
|
198
American Tower
AMT
$91.4B
| $1.21B | 0.09% |
6,572,662
+2,707,042
| +70% | +$496M |
|
199
Parker-Hannifin
PH
$95.9B
| $1.2B | 0.09% |
1,887,131
-281,196
| -13% | -$179M |
|
200
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $1.19B | 0.09% |
20,730,640
-1,658,539
| -7% | -$95.4M |
|