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 | |
|---|---|---|---|---|---|---|
2026
iShares US Pharmaceuticals ETF
IHE
$578M
| $12.4M | ﹤0.01% |
188,567
+180,285
| +2,177% | +$11.8M |
|
2027
Rapid7
RPD
$1.27B
| $12.4M | ﹤0.01% |
307,733
-28,299
| -8% | -$1.14M |
|
2028
RingCentral
RNG
$2.75B
| $12.3M | ﹤0.01% |
351,399
-63,570
| -15% | -$2.23M |
|
2029
Avnet
AVT
$4.46B
| $12.3M | ﹤0.01% |
234,972
-8,323
| -3% | -$435K |
|
2030
AGNC Investment
AGNC
$10.7B
| $12.3M | ﹤0.01% |
1,333,633
+606,268
| +83% | +$5.58M |
|
2031
QuinStreet
QNST
$930M
| $12.3M | ﹤0.01% |
532,078
+82,489
| +18% | +$1.9M |
|
2032
iShares MSCI Malaysia ETF
EWM
$245M
| $12.3M | ﹤0.01% |
500,330
-13,428
| -3% | -$329K |
|
2033
Clearway Energy Class C
CWEN
$3.39B
| $12.3M | ﹤0.01% |
471,428
-44,687
| -9% | -$1.16M |
|
2034
Dana Inc
DAN
$2.76B
| $12.3M | ﹤0.01% |
1,059,694
-1,158,900
| -52% | -$13.4M |
|
2035
Adeia
ADEA
$1.71B
| $12.2M | ﹤0.01% |
875,044
+46,249
| +6% | +$647K |
|
2036
Pediatrix Medical
MD
$1.45B
| $12.2M | ﹤0.01% |
931,600
-10,712
| -1% | -$141K |
|
2037
Schwab International Equity ETF
SCHF
$51.3B
| $12.2M | ﹤0.01% |
659,541
-142,475
| -18% | -$2.64M |
|
2038
CAVA Group
CAVA
$7.38B
| $12.2M | ﹤0.01% |
108,138
+43,097
| +66% | +$4.86M |
|
2039
JPMorgan International Growth ETF
JIG
$148M
| $12.2M | ﹤0.01% |
195,273
+59,528
| +44% | +$3.72M |
|
2040
Olin
OLN
$3.02B
| $12.2M | ﹤0.01% |
360,428
-38,393
| -10% | -$1.3M |
|
2041
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.08B
| $12.2M | ﹤0.01% |
515,768
+8,858
| +2% | +$209K |
|
2042
Innodata
INOD
$1.99B
| $12.2M | ﹤0.01% |
308,095
+293,687
| +2,038% | +$11.6M |
|
2043
Nice
NICE
$8.82B
| $12.2M | ﹤0.01% |
71,670
+9,993
| +16% | +$1.7M |
|
2044
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
| $12.2M | ﹤0.01% |
111,380
+10,037
| +10% | +$1.1M |
|
2045
Viavi Solutions
VIAV
$2.69B
| $12.1M | ﹤0.01% |
1,201,300
+655,854
| +120% | +$6.62M |
|
2046
UiPath
PATH
$6.1B
| $12.1M | ﹤0.01% |
950,541
-3,561,343
| -79% | -$45.3M |
|
2047
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $12.1M | ﹤0.01% |
489,084
+96,747
| +25% | +$2.39M |
|
2048
Tennant Co
TNC
$1.5B
| $12.1M | ﹤0.01% |
148,070
+99,423
| +204% | +$8.11M |
|
2049
Gibraltar Industries
ROCK
$1.78B
| $12M | ﹤0.01% |
204,466
+57,928
| +40% | +$3.41M |
|
2050
WisdomTree US LargeCap Dividend Fund
DLN
$5.31B
| $12M | ﹤0.01% |
154,701
+9,540
| +7% | +$742K |
|