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 |
Vanguard S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Humana
HUM
$37B
| $967M | 0.08% |
2,789,770
+1,028,465
| +58% | +$357M |
|
227
Marsh & McLennan
MMC
$100B
| $959M | 0.08% |
4,653,869
+403,211
| +9% | +$83.1M |
|
228
Hartford Financial Services
HIG
$37B
| $949M | 0.08% |
9,210,434
-1,345,458
| -13% | -$139M |
|
229
Best Buy
BBY
$16.1B
| $947M | 0.08% |
11,539,816
-1,402,958
| -11% | -$115M |
|
|
230
S&P Global
SPGI
$164B
| $943M | 0.08% |
2,216,289
-5,654,198
| -72% | -$2.41B |
|
231
Super Micro Computer
SMCI
$24B
| $942M | 0.08% |
9,327,640
+101,080
| +1% | +$10.2M |
|
232
Edwards Lifesciences
EW
$47.5B
| $917M | 0.08% |
9,601,056
+1,770,391
| +23% | +$169M |
|
233
HCA Healthcare
HCA
$98.5B
| $906M | 0.08% |
2,716,549
-193,131
| -7% | -$64.4M |
|
234
Vanguard Real Estate ETF
VNQ
$34.7B
| $903M | 0.08% |
10,443,675
-213,141
| -2% | -$18.4M |
|
|
PXD
235
DELISTED
Pioneer Natural Resource Co.
PXD
| $903M | 0.08% |
3,439,565
-2,731,618
| -44% | -$717M |
|
236
Qualcomm
QCOM
$172B
| $882M | 0.07% |
5,211,915
+1,050,642
| +25% | +$178M |
|
237
ITT
ITT
$13.3B
| $876M | 0.07% |
6,442,026
+1,216,316
| +23% | +$165M |
|
238
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $874M | 0.07% |
2,869,170
-212,468
| -7% | -$64.7M |
|
239
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
| $866M | 0.07% |
29,094,440
+21,099,844
| +264% | +$628M |
|
240
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
| $861M | 0.07% |
5,238,669
+426,310
| +9% | +$70.1M |
|
241
Cadence Design Systems
CDNS
$95.6B
| $857M | 0.07% |
2,754,654
+86,725
| +3% | +$27M |
|
242
Exact Sciences
EXAS
$10.2B
| $855M | 0.07% |
12,384,516
-4,306,292
| -26% | -$297M |
|
243
Sysco
SYY
$39.4B
| $854M | 0.07% |
10,518,233
-1,394,927
| -12% | -$113M |
|
244
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $850M | 0.07% |
10,940,108
+4,463,775
| +69% | +$347M |
|
245
Public Storage
PSA
$52.2B
| $848M | 0.07% |
2,924,747
+385,411
| +15% | +$112M |
|
246
Weyerhaeuser
WY
$18.9B
| $845M | 0.07% |
23,521,037
+1,860,865
| +9% | +$66.8M |
|
247
Republic Services
RSG
$71.7B
| $844M | 0.07% |
4,410,556
-1,148,524
| -21% | -$220M |
|
248
Marvell Technology
MRVL
$54.6B
| $811M | 0.07% |
11,438,297
+2,339,637
| +26% | +$166M |
|
249
Yum China
YUMC
$16.5B
| $808M | 0.07% |
20,306,951
+2,439,287
| +14% | +$97.1M |
|
250
Burlington
BURL
$18.4B
| $807M | 0.07% |
3,477,688
-247,077
| -7% | -$57.4M |
|