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 |
Microsoft
MSFT
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
O'Reilly Automotive
ORLY
$90.3B
| $674M | 0.07% |
10,587,165
-3,165,285
| -23% | -$202M |
|
252
Truist Financial
TFC
$59.3B
| $674M | 0.07% |
22,193,774
-19,496,024
| -47% | -$592M |
|
253
JPMorgan Chase
JPM
$805B
| $671M | 0.07% |
4,614,842
+558,720
| +14% | +$81.3M |
|
254
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.39B
| $667M | 0.07% |
8,363,433
+1,419,206
| +20% | +$113M |
|
255
Corning
GLW
$61.8B
| $666M | 0.07% |
18,998,391
+894,617
| +5% | +$31.3M |
|
256
Realty Income
O
$54B
| $661M | 0.07% |
11,048,481
-398,861
| -3% | -$23.8M |
|
257
CSX Corp
CSX
$60.5B
| $658M | 0.07% |
19,291,563
+4,025,034
| +26% | +$137M |
|
258
Stellantis
STLA
$25.9B
| $655M | 0.07% |
37,335,871
-6,156,581
| -14% | -$108M |
|
259
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $645M | 0.07% |
12,865,620
-6,207,448
| -33% | -$311M |
|
260
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$599M
| $643M | 0.07% |
11,319,535
-384,924
| -3% | -$21.9M |
|
261
Hershey
HSY
$38B
| $642M | 0.07% |
2,570,277
+331,806
| +15% | +$82.9M |
|
262
Alexandria Real Estate Equities
ARE
$14.6B
| $641M | 0.07% |
5,647,863
+1,921,422
| +52% | +$218M |
|
263
Alibaba
BABA
$337B
| $636M | 0.07% |
7,628,946
+681,824
| +10% | +$56.8M |
|
264
Confluent
CFLT
$6.98B
| $629M | 0.07% |
17,801,784
-278,370
| -2% | -$9.83M |
|
265
SBA Communications
SBAC
$20.5B
| $625M | 0.07% |
2,698,579
+161,151
| +6% | +$37.3M |
|
266
Ferrari
RACE
$85.3B
| $620M | 0.07% |
1,907,104
+178,769
| +10% | +$58.1M |
|
267
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2B
| $613M | 0.07% |
12,212,241
+17
| +0% | +$853 |
|
268
Welltower
WELL
$113B
| $611M | 0.07% |
7,558,867
+2,535,194
| +50% | +$205M |
|
269
Tapestry
TPR
$21.8B
| $602M | 0.07% |
14,074,248
-2,495,644
| -15% | -$107M |
|
270
Diamondback Energy
FANG
$39.7B
| $602M | 0.07% |
4,581,197
-129,355
| -3% | -$17M |
|
271
Nu Holdings
NU
$73.5B
| $597M | 0.06% |
75,726,128
+2,752,714
| +4% | +$21.7M |
|
272
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $596M | 0.06% |
3,980,639
+2,923,907
| +277% | +$438M |
|
273
Alnylam Pharmaceuticals
ALNY
$59.6B
| $595M | 0.06% |
3,132,974
+38,240
| +1% | +$7.26M |
|
274
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $593M | 0.06% |
9,116,804
-412,316
| -4% | -$26.8M |
|
275
CrowdStrike
CRWD
$107B
| $589M | 0.06% |
4,010,133
+317,106
| +9% | +$46.6M |
|