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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ross Stores
ROST
$49.6B
| $641M | 0.08% |
6,036,224
+1,048,817
| +21% | +$111M |
|
252
Walt Disney
DIS
$211B
| $639M | 0.08% |
6,383,799
-2,450,607
| -28% | -$245M |
|
253
Corning
GLW
$62B
| $639M | 0.08% |
18,103,774
+1,974,684
| +12% | +$69.7M |
|
254
Diamondback Energy
FANG
$39.7B
| $637M | 0.08% |
4,710,552
-720,974
| -13% | -$97.5M |
|
255
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$570M
| $635M | 0.08% |
11,704,459
+2,905,508
| +33% | +$158M |
|
256
Sherwin-Williams
SHW
$93.6B
| $633M | 0.08% |
2,816,453
-35,272
| -1% | -$7.93M |
|
257
Dow Inc
DOW
$17.1B
| $626M | 0.08% |
11,412,196
+9,531,751
| +507% | +$523M |
|
258
Weyerhaeuser
WY
$18.7B
| $621M | 0.08% |
20,617,729
+401,373
| +2% | +$12.1M |
|
259
Alnylam Pharmaceuticals
ALNY
$63.2B
| $620M | 0.08% |
3,094,734
-32,960
| -1% | -$6.6M |
|
260
iShares MSCI EAFE Growth ETF
EFG
$13.3B
| $606M | 0.07% |
6,466,922
+2,747,559
| +74% | +$257M |
|
|
HZNP
261
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $599M | 0.07% |
5,486,771
-5,762,118
| -51% | -$629M |
|
262
Airbnb
ABNB
$75.8B
| $595M | 0.07% |
4,786,833
+3,178,839
| +198% | +$395M |
|
263
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| $591M | 0.07% |
5,559,263
+3,629,903
| +188% | +$386M |
|
264
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$1.99B
| $586M | 0.07% |
12,212,224
+19
| +0% | +$911 |
|
265
Stryker
SYK
$150B
| $576M | 0.07% |
2,018,874
+706,839
| +54% | +$202M |
|
266
SPDR S&P Biotech ETF
XBI
$5.48B
| $574M | 0.07% |
7,534,471
+4,835,071
| +179% | +$368M |
|
267
Sempra
SRE
$51.8B
| $570M | 0.07% |
7,543,226
-200,444
| -3% | -$15.1M |
|
268
Hershey
HSY
$38B
| $569M | 0.07% |
2,238,471
+114,960
| +5% | +$29.2M |
|
269
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $564M | 0.07% |
14,295,388
-348,539
| -2% | -$13.8M |
|
270
UDR
UDR
$12.8B
| $562M | 0.07% |
13,691,188
+3,229,748
| +31% | +$133M |
|
271
The Communication Services Select Sector SPDR Fund
XLC
$26.3B
| $552M | 0.07% |
9,529,120
+699,675
| +8% | +$40.6M |
|
272
Royal Bank of Canada
RY
$204B
| $552M | 0.07% |
5,775,120
+79,863
| +1% | +$7.63M |
|
273
Jabil
JBL
$22.4B
| $549M | 0.07% |
6,232,495
+2,591,893
| +71% | +$229M |
|
274
VICI Properties
VICI
$35.5B
| $543M | 0.07% |
16,640,801
-382,214
| -2% | -$12.5M |
|
275
Energy Select Sector SPDR Fund
XLE
$26.6B
| $539M | 0.07% |
6,503,176
-492,773
| -7% | -$40.8M |
|