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 |
iShares Short Treasury Bond ETF
SHV
|
$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.22B |
| 4 |
Chevron
CVX
|
$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.64B |
| 2 |
Occidental Petroleum
OXY
|
$1.2B |
| 3 |
Merck
MRK
|
$954M |
| 4 |
Visa
V
|
$838M |
| 5 |
AT&T
T
|
$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Atlassian
TEAM
$45.2B
| $412M | 0.08% |
3,144,350
+1,113,490
| +55% | +$146M |
|
252
Toronto Dominion Bank
TD
$127B
| $412M | 0.08% |
7,086,927
+1,733,269
| +32% | +$101M |
|
253
Genuine Parts
GPC
$19.4B
| $408M | 0.08% |
3,971,469
+185,773
| +5% | +$19.1M |
|
254
Cencora
COR
$56.7B
| $405M | 0.08% |
4,734,333
-119,363
| -2% | -$10.2M |
|
255
iShares MSCI Canada ETF
EWC
$3.24B
| $401M | 0.08% |
14,091,176
-1,041,160
| -7% | -$29.7M |
|
256
Arrow Electronics
ARW
$6.57B
| $401M | 0.08% |
5,660,154
-46,833
| -0.8% | -$3.32M |
|
257
Outfront Media
OUT
$3.05B
| $400M | 0.08% |
15,957,658
-1,552,553
| -9% | -$39M |
|
258
Healthpeak Properties
DOC
$12.8B
| $400M | 0.08% |
12,570,846
+1,150,685
| +10% | +$36.6M |
|
259
Edison International
EIX
$21B
| $398M | 0.08% |
6,111,722
-899,335
| -13% | -$58.6M |
|
|
260
AT&T
T
$212B
| $397M | 0.08% |
15,936,098
-32,145,601
| -67% | -$801M |
|
|
DISH
261
DELISTED
DISH Network Corp.
DISH
| $395M | 0.08% |
10,350,425
-4,141,544
| -29% | -$158M |
|
262
SPDR S&P Dividend ETF
SDY
$20.5B
| $388M | 0.08% |
3,876,062
-813,539
| -17% | -$81.4M |
|
263
Corteva
CTVA
$49.1B
| $388M | 0.08% |
+13,119,143
| New | +$388M |
|
264
W.P. Carey
WPC
$14.9B
| $387M | 0.08% |
4,852,487
+830,936
| +21% | +$66.3M |
|
|
ALXN
265
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $387M | 0.08% |
3,064,907
-1,676,974
| -35% | -$211M |
|
266
Allstate
ALL
$53.1B
| $385M | 0.08% |
3,848,904
-1,395,560
| -27% | -$140M |
|
267
Twilio
TWLO
$16.7B
| $383M | 0.07% |
2,789,081
+2,075,809
| +291% | +$285M |
|
268
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $380M | 0.07% |
7,115,621
+6,373,267
| +859% | +$340M |
|
269
Kinder Morgan
KMI
$59.1B
| $379M | 0.07% |
18,580,906
-1,703,170
| -8% | -$34.8M |
|
270
VICI Properties
VICI
$35.8B
| $375M | 0.07% |
17,250,803
+3,802,923
| +28% | +$82.6M |
|
271
Las Vegas Sands
LVS
$36.9B
| $374M | 0.07% |
6,363,486
+2,687,733
| +73% | +$158M |
|
272
Teladoc Health
TDOC
$1.38B
| $374M | 0.07% |
5,950,217
+624,223
| +12% | +$39.2M |
|
273
Kohl's
KSS
$1.86B
| $374M | 0.07% |
7,977,774
+949,985
| +14% | +$44.5M |
|
274
Post Holdings
POST
$5.88B
| $373M | 0.07% |
5,552,287
-338,187
| -6% | -$22.7M |
|
275
Match Group
MTCH
$9.18B
| $373M | 0.07% |
5,469,837
+390,933
| +8% | +$26.7M |
|