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 MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 5 |
Wells Fargo
WFC
|
$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Boston Properties
BXP
$12.2B
| $580M | 0.09% |
6,132,957
+413,025
| +7% | +$39M |
|
227
Healthpeak Properties
DOC
$12.8B
| $578M | 0.09% |
19,134,186
+2,431,022
| +15% | +$73.5M |
|
228
Carlisle Companies
CSL
$16.9B
| $578M | 0.08% |
3,699,859
+277,059
| +8% | +$43.3M |
|
229
Fortune Brands Innovations
FBIN
$7.3B
| $575M | 0.08% |
7,845,656
-544,833
| -6% | -$39.9M |
|
230
Republic Services
RSG
$71.7B
| $562M | 0.08% |
5,831,301
-113,415
| -2% | -$10.9M |
|
231
Toronto Dominion Bank
TD
$127B
| $558M | 0.08% |
9,888,197
+87,586
| +0.9% | +$4.94M |
|
|
CTLT
232
DELISTED
CATALENT, INC.
CTLT
| $555M | 0.08% |
5,332,447
+31,411
| +0.6% | +$3.27M |
|
233
Zebra Technologies
ZBRA
$16B
| $549M | 0.08% |
1,429,247
+145,268
| +11% | +$55.8M |
|
234
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $546M | 0.08% |
11,874,530
-785,730
| -6% | -$36.1M |
|
235
Exxon Mobil
XOM
$466B
| $546M | 0.08% |
13,240,384
-161,771
| -1% | -$6.67M |
|
236
Regions Financial
RF
$24.1B
| $545M | 0.08% |
33,822,024
+11,228,412
| +50% | +$181M |
|
237
Arthur J. Gallagher & Co
AJG
$76.7B
| $545M | 0.08% |
4,402,904
-720,778
| -14% | -$89.2M |
|
238
Fiserv
FI
$73.4B
| $543M | 0.08% |
4,771,836
+158,980
| +3% | +$18.1M |
|
|
TWTR
239
DELISTED
Twitter, Inc.
TWTR
| $541M | 0.08% |
9,996,629
-604,157
| -6% | -$32.7M |
|
240
Wayfair
W
$11.6B
| $535M | 0.08% |
2,369,794
+290,872
| +14% | +$65.7M |
|
241
MetLife
MET
$52.9B
| $531M | 0.08% |
11,312,029
-650,117
| -5% | -$30.5M |
|
242
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $529M | 0.08% |
6,057,912
+512,524
| +9% | +$44.7M |
|
243
SolarEdge
SEDG
$2.04B
| $525M | 0.08% |
1,645,609
-275,867
| -14% | -$88M |
|
244
CrowdStrike
CRWD
$105B
| $525M | 0.08% |
2,477,599
-594,141
| -19% | -$126M |
|
245
Zscaler
ZS
$42.7B
| $523M | 0.08% |
2,621,108
-239,159
| -8% | -$47.8M |
|
246
Uber
UBER
$190B
| $520M | 0.08% |
10,197,171
+4,983,685
| +96% | +$254M |
|
247
Costco
COST
$427B
| $518M | 0.08% |
1,373,650
+20,695
| +2% | +$7.8M |
|
248
M&T Bank
MTB
$31.2B
| $515M | 0.08% |
4,042,534
-331,008
| -8% | -$42.1M |
|
249
Ball Corp
BALL
$13.9B
| $506M | 0.07% |
5,429,949
-960,773
| -15% | -$89.5M |
|
250
Public Service Enterprise Group
PEG
$40.5B
| $503M | 0.07% |
8,632,093
-805,571
| -9% | -$47M |
|