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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Palo Alto Networks
PANW
$132B
| $346M | 0.08% |
11,027,388
-1,165,296
| -10% | -$36.6M |
|
252
Estee Lauder
EL
$31.9B
| $346M | 0.08% |
2,656,586
-4,376,301
| -62% | -$569M |
|
253
Financial Select Sector SPDR Fund
XLF
$54.1B
| $345M | 0.08% |
14,480,797
-1,322,450
| -8% | -$31.5M |
|
254
Roper Technologies
ROP
$55.9B
| $344M | 0.08% |
1,290,856
+41,714
| +3% | +$11.1M |
|
255
Deere & Co
DE
$129B
| $344M | 0.08% |
2,303,682
-661,586
| -22% | -$98.7M |
|
256
Humana
HUM
$32.8B
| $343M | 0.08% |
1,198,670
-372,637
| -24% | -$107M |
|
257
Dollar General
DG
$23B
| $342M | 0.08% |
3,162,391
+474,387
| +18% | +$51.3M |
|
258
Veeva Systems
VEEV
$46.3B
| $338M | 0.08% |
3,784,721
+1,418,810
| +60% | +$127M |
|
259
Goldman Sachs
GS
$231B
| $336M | 0.08% |
2,012,235
-187,060
| -9% | -$31.2M |
|
260
Phillips 66
PSX
$53.5B
| $333M | 0.08% |
3,860,686
+414,894
| +12% | +$35.7M |
|
261
Costco
COST
$434B
| $332M | 0.08% |
1,630,033
+699,775
| +75% | +$143M |
|
262
Public Service Enterprise Group
PEG
$39.9B
| $330M | 0.08% |
6,339,543
-3,331,566
| -34% | -$173M |
|
263
Tesla
TSLA
$1.12T
| $328M | 0.08% |
14,781,930
+7,684,185
| +108% | +$170M |
|
264
Qualcomm
QCOM
$171B
| $324M | 0.07% |
5,688,041
-1,431,468
| -20% | -$81.5M |
|
265
EPAM Systems
EPAM
$9.19B
| $320M | 0.07% |
2,755,779
+3,108
| +0.1% | +$361K |
|
266
Vanguard FTSE Developed Markets ETF
VEA
$172B
| $320M | 0.07% |
8,615,234
+602,301
| +8% | +$22.3M |
|
267
Synopsys
SNPS
$112B
| $317M | 0.07% |
3,759,457
+634,017
| +20% | +$53.4M |
|
268
American Electric Power
AEP
$58B
| $314M | 0.07% |
4,204,576
+307,690
| +8% | +$23M |
|
|
PE
269
DELISTED
PARSLEY ENERGY INC
PE
| $314M | 0.07% |
19,622,617
+4,401,814
| +29% | +$70.3M |
|
270
Outfront Media
OUT
$3.14B
| $313M | 0.07% |
17,552,564
-139,347
| -0.8% | -$2.49M |
|
271
Equity Residential
EQR
$25.4B
| $311M | 0.07% |
4,713,106
-1,045,349
| -18% | -$69M |
|
272
Crown Holdings
CCK
$11B
| $310M | 0.07% |
7,462,106
+1,096,251
| +17% | +$45.6M |
|
273
Nike
NKE
$109B
| $309M | 0.07% |
4,171,312
-262,908
| -6% | -$19.5M |
|
274
Valero Energy
VLO
$50.3B
| $303M | 0.07% |
4,045,634
-126,938
| -3% | -$9.52M |
|
275
Healthpeak Properties
DOC
$12.6B
| $303M | 0.07% |
10,838,870
-2,661,627
| -20% | -$74.3M |
|