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 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $903M | 0.1% |
17,993,049
+5,127,429
| +40% | +$257M |
|
202
Sysco
SYY
$39.4B
| $896M | 0.1% |
13,565,031
-1,098,843
| -7% | -$72.6M |
|
203
Best Buy
BBY
$16.1B
| $878M | 0.1% |
12,638,886
+822,267
| +7% | +$57.1M |
|
204
Toronto Dominion Bank
TD
$127B
| $860M | 0.09% |
14,269,931
-3,128,621
| -18% | -$189M |
|
205
JPMorgan Global Select Equity ETF
JGLO
$7.2B
| $849M | 0.09% |
+18,266,376
| New | +$849M |
|
206
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $848M | 0.09% |
5,269,524
+1,276,024
| +32% | +$205M |
|
207
Intercontinental Exchange
ICE
$99.8B
| $847M | 0.09% |
7,700,620
-33,199
| -0.4% | -$3.65M |
|
208
Diamondback Energy
FANG
$40.2B
| $847M | 0.09% |
5,467,399
+886,202
| +19% | +$137M |
|
209
Dow Inc
DOW
$17.4B
| $842M | 0.09% |
16,339,908
+1,327,205
| +9% | +$68.4M |
|
210
Humana
HUM
$37B
| $839M | 0.09% |
1,724,591
+28,650
| +2% | +$13.9M |
|
211
Martin Marietta Materials
MLM
$37.5B
| $838M | 0.09% |
2,042,537
+181,136
| +10% | +$74.4M |
|
212
Public Storage
PSA
$52.2B
| $835M | 0.09% |
3,168,763
+732,962
| +30% | +$193M |
|
213
AvalonBay Communities
AVB
$27.8B
| $823M | 0.09% |
4,794,782
-455,901
| -9% | -$78.3M |
|
214
Williams Companies
WMB
$69.9B
| $823M | 0.09% |
24,426,089
+545,054
| +2% | +$18.4M |
|
215
Marsh & McLennan
MMC
$100B
| $811M | 0.09% |
4,262,850
-12,399
| -0.3% | -$2.36M |
|
216
Corpay
CPAY
$22.4B
| $808M | 0.09% |
3,163,941
-261,967
| -8% | -$66.9M |
|
217
T-Mobile US
TMUS
$284B
| $808M | 0.09% |
5,781,831
-3,281,895
| -36% | -$458M |
|
218
Vanguard Real Estate ETF
VNQ
$34.7B
| $804M | 0.09% |
10,630,558
+1,955,619
| +23% | +$148M |
|
219
Quanta Services
PWR
$55.5B
| $802M | 0.09% |
4,289,821
-546,425
| -11% | -$102M |
|
220
Take-Two Interactive
TTWO
$44.2B
| $797M | 0.09% |
5,677,791
+458,332
| +9% | +$64.3M |
|
221
Rockwell Automation
ROK
$38.2B
| $787M | 0.09% |
2,752,223
+70,272
| +3% | +$20.1M |
|
222
Jabil
JBL
$22.5B
| $783M | 0.09% |
6,171,288
-397,862
| -6% | -$50.5M |
|
223
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $781M | 0.09% |
8,320,874
-480,786
| -5% | -$45.2M |
|
224
Sun Communities
SUI
$16.2B
| $777M | 0.09% |
6,567,246
+1,094,176
| +20% | +$129M |
|
225
M&T Bank
MTB
$31.2B
| $768M | 0.08% |
6,072,495
-17,726
| -0.3% | -$2.24M |
|