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 Core MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 5 |
Wells Fargo
WFC
|
$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Citizens Financial Group
CFG
$22.3B
| $502M | 0.07% |
14,051,685
-3,030,866
| -18% | -$108M |
|
252
Brixmor Property Group
BRX
$8.63B
| $498M | 0.07% |
30,107,459
+2,641,511
| +10% | +$43.7M |
|
253
WEX
WEX
$5.87B
| $498M | 0.07% |
2,444,872
+176,477
| +8% | +$35.9M |
|
254
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $497M | 0.07% |
3,599,647
+291,574
| +9% | +$40.3M |
|
255
iShares MSCI Canada ETF
EWC
$3.24B
| $496M | 0.07% |
16,081,177
+888,348
| +6% | +$27.4M |
|
256
T-Mobile US
TMUS
$284B
| $492M | 0.07% |
5,402,465
+94,380
| +2% | +$8.59M |
|
257
HubSpot
HUBS
$25.7B
| $491M | 0.07% |
1,237,635
+261,959
| +27% | +$104M |
|
258
Adobe
ADBE
$148B
| $489M | 0.07% |
977,743
-73,760
| -7% | -$36.9M |
|
259
KeyCorp
KEY
$20.8B
| $486M | 0.07% |
29,638,382
-2,010,894
| -6% | -$33M |
|
260
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $480M | 0.07% |
7,001,341
-6,139,190
| -47% | -$421M |
|
261
Vanguard Communication Services ETF
VOX
$5.82B
| $475M | 0.07% |
3,952,602
+250,395
| +7% | +$30.1M |
|
262
Generac Holdings
GNRC
$10.6B
| $470M | 0.07% |
2,068,725
-798,198
| -28% | -$182M |
|
263
Vanguard Financials ETF
VFH
$12.8B
| $469M | 0.07% |
6,441,494
-195,167
| -3% | -$14.2M |
|
264
Palantir
PLTR
$363B
| $469M | 0.07% |
19,910,303
+19,781,203
| +15,322% | +$466M |
|
265
Pinterest
PINS
$25.8B
| $466M | 0.07% |
7,072,373
+3,278,492
| +86% | +$216M |
|
266
PagSeguro Digital
PAGS
$2.8B
| $465M | 0.07% |
8,174,548
-1,703,021
| -17% | -$96.9M |
|
267
MongoDB
MDB
$26.4B
| $460M | 0.07% |
1,281,008
-31,482
| -2% | -$11.3M |
|
268
Packaging Corp of America
PKG
$19.8B
| $458M | 0.07% |
3,324,490
+76,976
| +2% | +$10.6M |
|
269
Vanguard Total Bond Market
BND
$135B
| $458M | 0.07% |
5,189,126
+3,802,356
| +274% | +$335M |
|
270
Las Vegas Sands
LVS
$36.9B
| $457M | 0.07% |
7,671,902
-482,713
| -6% | -$28.8M |
|
271
Lincoln Electric
LECO
$13.5B
| $456M | 0.07% |
3,919,720
+53,710
| +1% | +$6.24M |
|
272
3M
MMM
$82.7B
| $451M | 0.07% |
3,088,007
+702,861
| +29% | +$103M |
|
273
RingCentral
RNG
$2.89B
| $449M | 0.07% |
1,184,175
-326,662
| -22% | -$124M |
|
274
Canadian National Railway
CNI
$60.3B
| $448M | 0.07% |
4,080,755
+324,463
| +9% | +$35.6M |
|
275
DocuSign
DOCU
$16.1B
| $445M | 0.07% |
2,000,465
-447,419
| -18% | -$99.5M |
|