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 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Ametek
AME
$43.3B
| $470M | 0.09% |
5,121,745
+224,830
| +5% | +$20.6M |
|
227
Fifth Third Bancorp
FITB
$30.2B
| $470M | 0.09% |
17,162,221
-261,033
| -1% | -$7.15M |
|
228
Eastman Chemical
EMN
$7.93B
| $469M | 0.09% |
6,348,686
-1,008,436
| -14% | -$74.5M |
|
|
ALXN
229
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $467M | 0.09% |
4,764,230
+1,699,323
| +55% | +$166M |
|
230
Exact Sciences
EXAS
$10.2B
| $466M | 0.09% |
5,154,521
-142,845
| -3% | -$12.9M |
|
|
WBA
231
DELISTED
Walgreens Boots Alliance
WBA
| $464M | 0.09% |
8,383,604
-765,124
| -8% | -$42.3M |
|
232
VICI Properties
VICI
$35.8B
| $456M | 0.09% |
20,136,392
+2,885,589
| +17% | +$65.4M |
|
233
Altria Group
MO
$112B
| $452M | 0.09% |
11,046,844
-1,685,918
| -13% | -$69M |
|
234
Vanguard FTSE Europe ETF
VGK
$26.9B
| $449M | 0.09% |
8,372,320
-801,040
| -9% | -$42.9M |
|
235
Huazhu Hotels Group
HTHT
$11.5B
| $447M | 0.09% |
13,535,019
+4,673,415
| +53% | +$154M |
|
236
Atlassian
TEAM
$45.2B
| $446M | 0.09% |
3,554,256
+409,906
| +13% | +$51.4M |
|
237
Vanguard Information Technology ETF
VGT
$99.9B
| $446M | 0.09% |
2,066,836
+99,762
| +5% | +$21.5M |
|
238
Costco
COST
$427B
| $444M | 0.09% |
1,539,875
-528,954
| -26% | -$152M |
|
239
EPAM Systems
EPAM
$9.44B
| $443M | 0.09% |
2,429,005
-272,503
| -10% | -$49.7M |
|
240
Kohl's
KSS
$1.86B
| $443M | 0.09% |
8,911,823
+934,049
| +12% | +$46.4M |
|
241
Healthpeak Properties
DOC
$12.8B
| $442M | 0.09% |
12,413,277
-157,569
| -1% | -$5.61M |
|
242
Gilead Sciences
GILD
$143B
| $442M | 0.09% |
6,966,671
-1,272,831
| -15% | -$80.7M |
|
243
Phillips 66
PSX
$53.2B
| $440M | 0.09% |
4,299,896
-583,022
| -12% | -$59.7M |
|
244
Fomento Económico Mexicano
FMX
$29.6B
| $434M | 0.09% |
4,738,384
-94,431
| -2% | -$8.65M |
|
245
SPDR Gold Trust
GLD
$112B
| $431M | 0.09% |
3,101,942
+1,870,479
| +152% | +$260M |
|
246
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $430M | 0.09% |
4,936,239
-5,427,263
| -52% | -$473M |
|
247
Roper Technologies
ROP
$55.8B
| $423M | 0.08% |
1,184,850
-140,535
| -11% | -$50.1M |
|
248
Vanguard Financials ETF
VFH
$12.8B
| $419M | 0.08% |
5,989,082
+3,059,230
| +104% | +$214M |
|
249
Teladoc Health
TDOC
$1.38B
| $418M | 0.08% |
6,169,207
+218,990
| +4% | +$14.8M |
|
250
W.P. Carey
WPC
$14.9B
| $417M | 0.08% |
4,753,130
-99,357
| -2% | -$8.71M |
|