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 |
Vanguard Total International Bond ETF
BNDX
|
$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.58B |
| 4 |
iShares MBS ETF
MBB
|
$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
$776M |
| 2 |
Johnson & Johnson
JNJ
|
$698M |
| 3 |
Mondelez International
MDLZ
|
$646M |
| 4 |
CVS Health
CVS
|
$591M |
| 5 |
UnitedHealth
UNH
|
$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Amgen
AMGN
$151B
| $449M | 0.09% |
2,361,621
-195,624
| -8% | -$37.2M |
|
|
SIVB
227
DELISTED
SVB Financial Group
SIVB
| $444M | 0.09% |
1,995,962
-266,015
| -12% | -$59.2M |
|
228
Equinix
EQIX
$75.2B
| $440M | 0.09% |
972,015
-116,083
| -11% | -$52.6M |
|
229
Arrow Electronics
ARW
$6.53B
| $440M | 0.09% |
5,706,987
-291,815
| -5% | -$22.5M |
|
230
Roper Technologies
ROP
$56.7B
| $440M | 0.09% |
1,285,869
-4,987
| -0.4% | -$1.71M |
|
231
Infosys
INFY
$68.8B
| $438M | 0.09% |
40,080,259
+413,369
| +1% | +$4.52M |
|
232
NXP Semiconductors
NXPI
$56.8B
| $435M | 0.09% |
4,925,066
+2,595,674
| +111% | +$229M |
|
233
NiSource
NI
$18.8B
| $434M | 0.09% |
15,148,835
+567,988
| +4% | +$16.3M |
|
234
Edison International
EIX
$21B
| $434M | 0.09% |
7,011,057
+3,981,351
| +131% | +$247M |
|
235
Energy Select Sector SPDR Fund
XLE
$27.2B
| $434M | 0.09% |
6,558,063
-617,043
| -9% | -$40.8M |
|
236
Arthur J. Gallagher & Co
AJG
$77B
| $432M | 0.09% |
5,536,639
+475,061
| +9% | +$37.1M |
|
237
SPDR S&P Biotech ETF
XBI
$5.28B
| $431M | 0.09% |
4,761,913
+1,720,255
| +57% | +$156M |
|
238
Palo Alto Networks
PANW
$129B
| $429M | 0.09% |
10,594,248
-433,140
| -4% | -$17.5M |
|
239
Genuine Parts
GPC
$19.6B
| $424M | 0.09% |
3,785,696
-530,481
| -12% | -$59.4M |
|
240
SPDR Gold Trust
GLD
$110B
| $423M | 0.09% |
3,464,121
+2,159,379
| +166% | +$263M |
|
241
Biogen
BIIB
$20.5B
| $422M | 0.09% |
1,787,340
-880,495
| -33% | -$208M |
|
242
Post Holdings
POST
$5.86B
| $422M | 0.09% |
5,890,474
-500,736
| -8% | -$35.9M |
|
243
Phillips 66
PSX
$53.2B
| $421M | 0.09% |
4,419,048
+558,362
| +14% | +$53.1M |
|
244
Fifth Third Bancorp
FITB
$30.6B
| $418M | 0.09% |
16,590,357
-8,324
| -0.1% | -$210K |
|
245
iShares MSCI Canada ETF
EWC
$3.23B
| $418M | 0.09% |
15,132,336
+644,488
| +4% | +$17.8M |
|
246
Estee Lauder
EL
$31.5B
| $415M | 0.08% |
2,507,786
-148,800
| -6% | -$24.6M |
|
247
Essex Property Trust
ESS
$17B
| $414M | 0.08% |
1,431,199
-97,866
| -6% | -$28.3M |
|
248
Exelon
EXC
$43.8B
| $412M | 0.08% |
11,526,544
-57,529
| -0.5% | -$2.06M |
|
249
T-Mobile US
TMUS
$284B
| $410M | 0.08% |
5,927,787
-1,747,094
| -23% | -$121M |
|
250
Veeva Systems
VEEV
$44.3B
| $408M | 0.08% |
3,215,491
-569,230
| -15% | -$72.2M |
|