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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Globant
GLOB
$2.64B
| $588M | 0.08% |
3,377,320
+1,469,846
| +77% | +$256M |
|
227
Alexandria Real Estate Equities
ARE
$14.3B
| $587M | 0.08% |
4,044,918
-372,444
| -8% | -$54M |
|
228
Energy Select Sector SPDR Fund
XLE
$26.6B
| $581M | 0.08% |
8,119,920
+597,740
| +8% | +$42.7M |
|
229
Williams Companies
WMB
$70.3B
| $576M | 0.08% |
18,457,507
-7,261,768
| -28% | -$227M |
|
230
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $575M | 0.08% |
8,201,495
-1,656,974
| -17% | -$116M |
|
231
Royal Bank of Canada
RY
$203B
| $571M | 0.08% |
5,899,491
+56,366
| +1% | +$5.46M |
|
232
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$946M
| $569M | 0.08% |
6,480,802
-735,252
| -10% | -$64.6M |
|
233
W.P. Carey
WPC
$14.8B
| $563M | 0.08% |
6,942,080
+1,908,202
| +38% | +$155M |
|
234
American Homes 4 Rent
AMH
$12.8B
| $560M | 0.08% |
15,801,702
+374,079
| +2% | +$13.3M |
|
235
Target
TGT
$41.3B
| $557M | 0.08% |
3,944,225
+2,702,785
| +218% | +$382M |
|
236
Enbridge
ENB
$105B
| $553M | 0.08% |
13,082,477
+264,074
| +2% | +$11.2M |
|
237
WEC Energy
WEC
$34.6B
| $543M | 0.08% |
5,400,358
+683,031
| +14% | +$68.7M |
|
238
iShares Core US Aggregate Bond ETF
AGG
$132B
| $542M | 0.08% |
5,331,143
-2,134,492
| -29% | -$217M |
|
239
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $540M | 0.08% |
20,932,038
-11,593,714
| -36% | -$299M |
|
|
SGEN
240
DELISTED
Seagen Inc. Common Stock
SGEN
| $540M | 0.08% |
3,051,980
+685,718
| +29% | +$121M |
|
241
Fifth Third Bancorp
FITB
$30.1B
| $540M | 0.08% |
16,066,759
+1,390,960
| +9% | +$46.7M |
|
242
Mid-America Apartment Communities
MAA
$17B
| $537M | 0.07% |
3,074,555
+339,226
| +12% | +$59.3M |
|
243
Cheniere Energy
LNG
$51.5B
| $536M | 0.07% |
4,030,116
+606,893
| +18% | +$80.7M |
|
244
Verisk Analytics
VRSK
$37.5B
| $534M | 0.07% |
3,085,234
+470,968
| +18% | +$81.5M |
|
245
Corning
GLW
$62B
| $532M | 0.07% |
16,872,865
+2,126,916
| +14% | +$67M |
|
|
HZNP
246
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $531M | 0.07% |
6,652,529
+534,050
| +9% | +$42.6M |
|
247
TC Energy
TRP
$53.9B
| $531M | 0.07% |
10,241,197
+755,825
| +8% | +$39.2M |
|
248
Palo Alto Networks
PANW
$132B
| $530M | 0.07% |
6,432,642
-1,576,656
| -20% | -$130M |
|
249
Kimberly-Clark
KMB
$43.5B
| $527M | 0.07% |
3,898,825
+342,913
| +10% | +$46.3M |
|
250
Jazz Pharmaceuticals
JAZZ
$7.8B
| $527M | 0.07% |
3,377,061
+87,895
| +3% | +$13.7M |
|