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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Kimco Realty
KIM
$15.1B
| $521M | 0.07% |
26,364,727
-2,489,871
| -9% | -$49.2M |
|
|
CTLT
252
DELISTED
CATALENT, INC.
CTLT
| $520M | 0.07% |
4,849,636
+375,217
| +8% | +$40.3M |
|
253
Canadian National Railway
CNI
$58.2B
| $520M | 0.07% |
4,620,526
-236,308
| -5% | -$26.6M |
|
254
Digital Realty Trust
DLR
$55.9B
| $518M | 0.07% |
3,987,913
-47,913
| -1% | -$6.22M |
|
255
Keysight
KEYS
$29.1B
| $515M | 0.07% |
3,734,064
+983,521
| +36% | +$136M |
|
256
Welltower
WELL
$113B
| $513M | 0.07% |
6,227,240
-309,929
| -5% | -$25.5M |
|
257
Workday
WDAY
$61.6B
| $512M | 0.07% |
3,671,024
-260,570
| -7% | -$36.4M |
|
258
iShares MSCI India ETF
INDA
$9.3B
| $511M | 0.07% |
12,975,121
+2,715,164
| +26% | +$107M |
|
259
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $509M | 0.07% |
10,146,723
+2,127,389
| +27% | +$107M |
|
260
Vulcan Materials
VMC
$38.6B
| $500M | 0.07% |
3,520,048
+1,022,903
| +41% | +$145M |
|
261
VICI Properties
VICI
$35.3B
| $496M | 0.07% |
16,656,703
+3,674,245
| +28% | +$109M |
|
262
CrowdStrike
CRWD
$106B
| $495M | 0.07% |
2,935,667
+748,332
| +34% | +$126M |
|
263
Vanguard FTSE Emerging Markets ETF
VWO
$98.5B
| $493M | 0.07% |
11,840,365
+18,432
| +0.2% | +$768K |
|
264
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $491M | 0.07% |
12,234,357
-5,392,295
| -31% | -$216M |
|
265
Take-Two Interactive
TTWO
$45.7B
| $487M | 0.07% |
3,976,540
+1,770,164
| +80% | +$217M |
|
266
Entergy
ETR
$38.8B
| $487M | 0.07% |
8,641,480
-1,098,942
| -11% | -$61.9M |
|
267
Cognizant
CTSH
$34.6B
| $486M | 0.07% |
7,203,638
+2,124,659
| +42% | +$143M |
|
268
Packaging Corp of America
PKG
$19.3B
| $481M | 0.07% |
3,500,348
-261,291
| -7% | -$35.9M |
|
269
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $477M | 0.07% |
5,683,038
-43,735
| -0.8% | -$3.67M |
|
270
Equifax
EFX
$31B
| $475M | 0.07% |
2,599,266
-701,088
| -21% | -$128M |
|
271
MongoDB
MDB
$26.9B
| $472M | 0.07% |
1,817,249
+121,754
| +7% | +$31.6M |
|
272
Rockwell Automation
ROK
$38.6B
| $471M | 0.07% |
2,364,908
+288,808
| +14% | +$57.6M |
|
273
Copart
CPRT
$46.5B
| $471M | 0.07% |
17,349,832
+606,300
| +4% | +$16.5M |
|
274
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $470M | 0.07% |
10,391,615
-648,370
| -6% | -$29.3M |
|
275
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $467M | 0.07% |
9,767,758
-723,467
| -7% | -$34.6M |
|