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JC

JPMorgan Chase

Multi-AssetInstitutionPortfolio $40.42B

Largest bank in the United States and one of the biggest asset managers globally. Manages equity, fixed income, and multi-asset portfolios.

Filing Date:
Total Value
$40.42B
Positions
15
Top Holding
AAPL
Top 10 Concentration
85.4%

Top 10 Holdings

AAPL13.3%
MSFT10.0%
GOOGL9.8%
AMZN9.5%
NVDA9.3%
META9.0%
BRK.B7.1%
JPM6.7%
V5.6%
JNJ5.3%
Others14.6%

Largest Positions by Value

$0.00$1.50B$3.00B$4.50B$6.00BMSFTAMZNMETAJPMJNJ

Industry Breakdown

Technology
32.0%
Financial Services
18.0%
Healthcare
12.0%
Consumer Cyclical
10.0%
Communication Services
8.0%
Consumer Defensive
7.0%
Energy
5.0%
Industrials
5.0%
Real Estate
2.0%
Utilities
1.0%
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