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 S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $636M | 0.07% |
8,460,295
+3,630,843
| +75% | +$273M |
|
252
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $629M | 0.07% |
9,588,311
+471,507
| +5% | +$30.9M |
|
253
Nu Holdings
NU
$71.2B
| $623M | 0.07% |
85,880,060
+10,153,932
| +13% | +$73.6M |
|
254
Howmet Aerospace
HWM
$71.8B
| $612M | 0.07% |
13,239,071
+7,184,620
| +119% | +$332M |
|
255
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $608M | 0.07% |
5,999,767
-1,717,377
| -22% | -$174M |
|
256
Otis Worldwide
OTIS
$34.1B
| $606M | 0.07% |
7,540,422
+2,442,203
| +48% | +$196M |
|
257
Baxter International
BAX
$12.5B
| $603M | 0.07% |
15,969,896
+6,393,815
| +67% | +$241M |
|
258
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.01B
| $590M | 0.07% |
12,180,961
-31,280
| -0.3% | -$1.52M |
|
259
iShares Core US Aggregate Bond ETF
AGG
$131B
| $587M | 0.06% |
6,243,014
+979,881
| +19% | +$92.1M |
|
260
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $585M | 0.06% |
5,839,292
+2,435,179
| +72% | +$244M |
|
|
HZNP
261
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $583M | 0.06% |
5,042,293
-448,947
| -8% | -$51.9M |
|
262
Colgate-Palmolive
CL
$68.8B
| $583M | 0.06% |
8,193,235
-2,919,949
| -26% | -$208M |
|
263
iShares TIPS Bond ETF
TIP
$13.6B
| $579M | 0.06% |
5,577,654
+835,933
| +18% | +$86.7M |
|
264
Packaging Corp of America
PKG
$19.8B
| $576M | 0.06% |
3,753,241
-210,063
| -5% | -$32.3M |
|
265
Micron Technology
MU
$147B
| $566M | 0.06% |
8,313,541
+4,521,230
| +119% | +$308M |
|
266
Keysight
KEYS
$28.9B
| $561M | 0.06% |
4,241,936
-603,325
| -12% | -$79.8M |
|
267
Monolithic Power Systems
MPWR
$41.5B
| $561M | 0.06% |
1,213,642
-50,646
| -4% | -$23.4M |
|
268
Sarepta Therapeutics
SRPT
$1.96B
| $559M | 0.06% |
4,608,315
+204,222
| +5% | +$24.8M |
|
269
Teradyne
TER
$19.1B
| $556M | 0.06% |
5,537,055
-2,375,007
| -30% | -$239M |
|
270
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $553M | 0.06% |
12,643,991
+12,581,200
| +20,037% | +$550M |
|
271
Church & Dwight Co
CHD
$23.3B
| $552M | 0.06% |
6,027,312
+2,839,783
| +89% | +$260M |
|
272
UBS Group
UBS
$128B
| $551M | 0.06% |
22,334,164
+2,052,954
| +10% | +$50.6M |
|
273
Confluent
CFLT
$6.67B
| $549M | 0.06% |
18,531,163
+729,379
| +4% | +$21.6M |
|
274
Estee Lauder
EL
$32.1B
| $548M | 0.06% |
3,790,848
-131,369
| -3% | -$19M |
|
275
Kimco Realty
KIM
$15.4B
| $547M | 0.06% |
31,120,015
+5,894,446
| +23% | +$104M |
|