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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $592M | 0.07% |
11,039,985
+255,045
| +2% | +$13.7M |
|
252
Enbridge
ENB
$105B
| $591M | 0.07% |
12,818,403
+4,054,557
| +46% | +$187M |
|
253
Goldman Sachs
GS
$225B
| $588M | 0.07% |
1,781,014
+204,424
| +13% | +$67.5M |
|
254
Packaging Corp of America
PKG
$19.4B
| $587M | 0.07% |
3,761,639
-265,360
| -7% | -$41.4M |
|
255
Rockwell Automation
ROK
$38.8B
| $581M | 0.07% |
2,076,100
-389,538
| -16% | -$109M |
|
256
Wolfspeed
WOLF
$192M
| $581M | 0.07% |
5,104,064
-62,422
| -1% | -$7.11M |
|
257
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $580M | 0.07% |
5,726,773
+1,180,865
| +26% | +$120M |
|
258
Energy Select Sector SPDR Fund
XLE
$26.6B
| $575M | 0.07% |
7,522,180
+2,222,241
| +42% | +$170M |
|
259
Mid-America Apartment Communities
MAA
$16.9B
| $573M | 0.07% |
2,735,329
-96,957
| -3% | -$20.3M |
|
260
Digital Realty Trust
DLR
$55B
| $572M | 0.07% |
4,035,826
+960,905
| +31% | +$136M |
|
261
Schwab US TIPS ETF
SCHP
$14.1B
| $570M | 0.07% |
18,781,086
+534,196
| +3% | +$16.2M |
|
262
Citizens Financial Group
CFG
$22.3B
| $569M | 0.07% |
12,546,787
-592,882
| -5% | -$26.9M |
|
263
Entergy
ETR
$38.8B
| $569M | 0.07% |
9,740,422
-576,930
| -6% | -$33.7M |
|
264
Trade Desk
TTD
$25.4B
| $567M | 0.07% |
8,180,680
+2,538,783
| +45% | +$176M |
|
265
Carlisle Companies
CSL
$16.8B
| $566M | 0.07% |
2,299,572
-209,037
| -8% | -$51.4M |
|
266
Monster Beverage
MNST
$61.5B
| $561M | 0.07% |
14,050,464
-1,094,524
| -7% | -$43.7M |
|
267
Verisk Analytics
VRSK
$38.1B
| $561M | 0.07% |
2,614,266
+451,307
| +21% | +$96.9M |
|
268
Royal Caribbean
RCL
$95.4B
| $553M | 0.07% |
6,594,971
-819,114
| -11% | -$68.6M |
|
269
Vanguard Real Estate ETF
VNQ
$34.4B
| $547M | 0.07% |
5,043,766
-3,320,538
| -40% | -$360M |
|
270
Arista Networks
ANET
$176B
| $547M | 0.07% |
15,729,476
+2,080,832
| +15% | +$72.3M |
|
271
Vanguard FTSE Emerging Markets ETF
VWO
$98.5B
| $545M | 0.07% |
11,821,933
-3,330,685
| -22% | -$154M |
|
272
Corning
GLW
$61.8B
| $544M | 0.07% |
14,745,949
+2,650,323
| +22% | +$97.8M |
|
273
Public Service Enterprise Group
PEG
$40B
| $544M | 0.07% |
7,768,420
-561,480
| -7% | -$39.3M |
|
274
TC Energy
TRP
$53.9B
| $535M | 0.06% |
9,485,372
+542,023
| +6% | +$30.6M |
|
275
Ferguson
FERG
$47.7B
| $530M | 0.06% |
3,948,359
-1,169,969
| -23% | -$157M |
|