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
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
226
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $769M | 0.09% |
6,658,143
-6,935,280
| -51% | -$801M |
|
227
Wolfspeed
WOLF
$194M
| $762M | 0.09% |
7,784,560
+1,260,260
| +19% | +$123M |
|
228
Toronto Dominion Bank
TD
$128B
| $760M | 0.09% |
10,855,929
+102,814
| +1% | +$7.2M |
|
229
SolarEdge
SEDG
$2.03B
| $749M | 0.09% |
2,708,433
+711,248
| +36% | +$197M |
|
230
Zebra Technologies
ZBRA
$15.8B
| $747M | 0.09% |
1,410,592
+184,631
| +15% | +$97.8M |
|
231
Ferguson
FERG
$47.8B
| $743M | 0.09% |
5,326,638
+401,355
| +8% | +$56M |
|
232
ITT
ITT
$13.4B
| $738M | 0.09% |
8,060,465
-318,322
| -4% | -$29.2M |
|
233
MongoDB
MDB
$26.2B
| $725M | 0.09% |
2,004,728
+511,128
| +34% | +$185M |
|
234
Sun Communities
SUI
$16.1B
| $724M | 0.09% |
4,221,808
+76,907
| +2% | +$13.2M |
|
235
Mid-America Apartment Communities
MAA
$16.9B
| $724M | 0.09% |
4,296,235
-74,034
| -2% | -$12.5M |
|
236
Corpay
CPAY
$22.6B
| $721M | 0.09% |
2,817,327
-134,070
| -5% | -$34.3M |
|
237
Arthur J. Gallagher & Co
AJG
$77B
| $718M | 0.09% |
5,127,614
+759,643
| +17% | +$106M |
|
238
ServiceNow
NOW
$186B
| $716M | 0.09% |
1,303,728
-30,876
| -2% | -$17M |
|
|
INFO
239
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $715M | 0.09% |
6,347,165
-25,759
| -0.4% | -$2.9M |
|
240
Ametek
AME
$43.4B
| $714M | 0.09% |
5,351,434
+486,751
| +10% | +$65M |
|
241
NetEase
NTES
$84.3B
| $714M | 0.09% |
6,193,686
-361,501
| -6% | -$41.7M |
|
|
SGEN
242
DELISTED
Seagen Inc. Common Stock
SGEN
| $711M | 0.08% |
4,504,095
-327,864
| -7% | -$51.8M |
|
243
MetLife
MET
$54.4B
| $705M | 0.08% |
11,786,687
+1,150,569
| +11% | +$68.9M |
|
244
M&T Bank
MTB
$31.6B
| $684M | 0.08% |
4,709,328
+472,226
| +11% | +$68.6M |
|
245
Williams Companies
WMB
$70.3B
| $681M | 0.08% |
25,664,023
-1,234,318
| -5% | -$32.8M |
|
246
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $670M | 0.08% |
8,102,759
+4,889,164
| +152% | +$404M |
|
247
Republic Services
RSG
$73B
| $664M | 0.08% |
6,036,928
-318,960
| -5% | -$35.1M |
|
248
Exact Sciences
EXAS
$9.73B
| $663M | 0.08% |
5,330,998
+170,164
| +3% | +$21.2M |
|
249
Welltower
WELL
$112B
| $661M | 0.08% |
7,957,751
+503,573
| +7% | +$41.8M |
|
250
New Oriental
EDU
$7.98B
| $649M | 0.08% |
7,919,004
+1,880,508
| +31% | +$154M |
|