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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
American Homes 4 Rent
AMH
$12.9B
| $764M | 0.08% |
21,539,167
+5,152,089
| +31% | +$183M |
|
227
Humana
HUM
$37.3B
| $758M | 0.08% |
1,695,941
+127,848
| +8% | +$57.2M |
|
228
M&T Bank
MTB
$31.1B
| $754M | 0.08% |
6,090,221
-5,504
| -0.1% | -$681K |
|
229
iShares MSCI Emerging Markets ETF
EEM
$19.4B
| $748M | 0.08% |
18,908,822
+4,613,434
| +32% | +$183M |
|
230
Ingersoll Rand
IR
$31.9B
| $741M | 0.08% |
11,334,275
-722,010
| -6% | -$47.2M |
|
231
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| $740M | 0.08% |
7,192,389
+1,633,126
| +29% | +$168M |
|
232
Stryker
SYK
$150B
| $738M | 0.08% |
2,419,547
+400,673
| +20% | +$122M |
|
233
iShares Core MSCI EAFE ETF
IEFA
$152B
| $727M | 0.08% |
10,763,752
-236,820
| -2% | -$16M |
|
234
Vanguard Real Estate ETF
VNQ
$34.5B
| $725M | 0.08% |
8,674,939
+2,313,548
| +36% | +$193M |
|
235
Sun Communities
SUI
$16.2B
| $714M | 0.08% |
5,473,070
-844,198
| -13% | -$110M |
|
236
Public Storage
PSA
$51.7B
| $711M | 0.08% |
2,435,801
+202,025
| +9% | +$59M |
|
237
Jabil
JBL
$22.4B
| $709M | 0.08% |
6,569,150
+336,655
| +5% | +$36.3M |
|
238
Equity Residential
EQR
$25.4B
| $708M | 0.08% |
10,739,081
+4,278,160
| +66% | +$282M |
|
239
Cadence Design Systems
CDNS
$98.3B
| $708M | 0.08% |
3,017,541
-856,104
| -22% | -$201M |
|
240
iShares Core MSCI Europe ETF
IEUR
$6.9B
| $706M | 0.08% |
13,408,212
-2,377,792
| -15% | -$125M |
|
241
Weyerhaeuser
WY
$18.7B
| $704M | 0.08% |
21,007,156
+389,427
| +2% | +$13M |
|
242
T Rowe Price
TROW
$23.8B
| $699M | 0.08% |
6,237,794
+496,768
| +9% | +$55.6M |
|
243
iShares MSCI EAFE Growth ETF
EFG
$13.4B
| $690M | 0.08% |
7,236,886
+769,964
| +12% | +$73.5M |
|
244
Marvell Technology
MRVL
$56.9B
| $689M | 0.07% |
11,532,892
-3,729,971
| -24% | -$223M |
|
245
Vulcan Materials
VMC
$39.5B
| $689M | 0.07% |
3,055,784
-910,080
| -23% | -$205M |
|
246
Equifax
EFX
$31.2B
| $687M | 0.07% |
2,921,224
+358,466
| +14% | +$84.3M |
|
247
Monolithic Power Systems
MPWR
$41.4B
| $683M | 0.07% |
1,264,288
+592,468
| +88% | +$320M |
|
248
Sherwin-Williams
SHW
$93.6B
| $681M | 0.07% |
2,563,410
-253,043
| -9% | -$67.2M |
|
249
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
| $678M | 0.07% |
3,993,500
+1,173,597
| +42% | +$199M |
|
250
TransDigm Group
TDG
$72.9B
| $678M | 0.07% |
758,088
+644,578
| +568% | +$576M |
|