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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TIF
226
DELISTED
Tiffany & Co.
TIF
| $390M | 0.09% |
4,838,048
+1,811,980
| +60% | +$146M |
|
227
Lennox International
LII
$19.6B
| $386M | 0.09% |
1,764,462
-181,498
| -9% | -$39.7M |
|
228
Equinix
EQIX
$76.3B
| $384M | 0.09% |
1,088,098
-137,047
| -11% | -$48.3M |
|
229
Vanguard FTSE Europe ETF
VGK
$27B
| $379M | 0.09% |
7,799,359
-1,133,564
| -13% | -$55.1M |
|
230
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.94B
| $378M | 0.09% |
5,950,419
+1,188,289
| +25% | +$75.5M |
|
231
Infosys
INFY
$70.5B
| $378M | 0.09% |
39,666,890
-3,578,303
| -8% | -$34.1M |
|
232
Booking.com
BKNG
$181B
| $377M | 0.09% |
218,934
+70,424
| +47% | +$121M |
|
233
Fiserv
FI
$74.2B
| $376M | 0.09% |
5,109,682
+1,804,141
| +55% | +$133M |
|
234
Essex Property Trust
ESS
$17.3B
| $375M | 0.09% |
1,529,065
+57,206
| +4% | +$14M |
|
235
Arthur J. Gallagher & Co
AJG
$76.5B
| $373M | 0.09% |
5,061,578
+1,378,751
| +37% | +$102M |
|
236
Post Holdings
POST
$5.75B
| $373M | 0.09% |
6,391,210
-587,933
| -8% | -$34.3M |
|
237
Exelon
EXC
$43.5B
| $373M | 0.09% |
11,584,073
+815,806
| +8% | +$26.2M |
|
238
Snap-on
SNA
$16.8B
| $372M | 0.09% |
2,557,461
-330,788
| -11% | -$48.1M |
|
239
Allstate
ALL
$52.7B
| $370M | 0.09% |
4,482,152
+2,645,035
| +144% | +$219M |
|
240
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $370M | 0.09% |
3,559,055
-6,397,473
| -64% | -$665M |
|
241
Huntington Bancshares
HBAN
$25.7B
| $370M | 0.09% |
31,018,718
+2,932,776
| +10% | +$35M |
|
242
NiSource
NI
$19.1B
| $370M | 0.09% |
14,580,847
+1,711,646
| +13% | +$43.4M |
|
243
TC Energy
TRP
$53.9B
| $369M | 0.09% |
10,341,685
-41,699
| -0.4% | -$1.49M |
|
244
Digital Realty Trust
DLR
$55.9B
| $367M | 0.08% |
3,446,376
-532,534
| -13% | -$56.7M |
|
245
Vale
VALE
$44.2B
| $360M | 0.08% |
27,296,496
+416,284
| +2% | +$5.49M |
|
246
Centene
CNC
$15.3B
| $360M | 0.08% |
6,244,708
-61,172
| -1% | -$3.53M |
|
247
Enterprise Products Partners
EPD
$68.3B
| $359M | 0.08% |
14,611,360
+817,227
| +6% | +$20.1M |
|
248
iShares Russell 1000 Growth ETF
IWF
$119B
| $357M | 0.08% |
2,730,701
+472,520
| +21% | +$61.9M |
|
249
IBM
IBM
$241B
| $354M | 0.08% |
3,258,038
-769,815
| -19% | -$83.7M |
|
250
iShares MSCI Canada ETF
EWC
$3.24B
| $347M | 0.08% |
14,487,848
+3,938,924
| +37% | +$94.4M |
|