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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Burlington
BURL
$18.6B
| $724M | 0.07% |
3,724,765
+879,047
| +31% | +$171M |
|
252
iShares MSCI Canada ETF
EWC
$3.23B
| $724M | 0.07% |
19,740,587
-1,313,915
| -6% | -$48.2M |
|
253
JPMorgan Chase
JPM
$812B
| $716M | 0.07% |
4,211,667
-494,591
| -11% | -$84.1M |
|
254
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.35B
| $713M | 0.07% |
8,304,490
-159,106
| -2% | -$13.7M |
|
255
Microchip Technology
MCHP
$35.4B
| $713M | 0.07% |
7,904,849
+3,188,441
| +68% | +$288M |
|
256
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $713M | 0.07% |
14,880,268
+7,999,726
| +116% | +$383M |
|
257
AvalonBay Communities
AVB
$27.8B
| $711M | 0.07% |
3,796,243
-998,539
| -21% | -$187M |
|
258
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $708M | 0.07% |
4,812,359
+1,558,843
| +48% | +$229M |
|
259
Keysight
KEYS
$28.7B
| $708M | 0.07% |
4,450,733
+208,797
| +5% | +$33.2M |
|
260
DexCom
DXCM
$31.4B
| $701M | 0.07% |
5,652,619
+242,352
| +4% | +$30.1M |
|
261
iShares Core MSCI Europe ETF
IEUR
$6.84B
| $699M | 0.07% |
12,708,039
-207,172
| -2% | -$11.4M |
|
262
Celsius Holdings
CELH
$14.9B
| $698M | 0.07% |
12,803,717
+12,431,750
| +3,342% | +$678M |
|
263
Stellantis
STLA
$26.3B
| $695M | 0.07% |
29,790,841
+2,339,344
| +9% | +$54.6M |
|
264
Fiserv
FI
$74B
| $693M | 0.07% |
5,219,083
+2,049,281
| +65% | +$272M |
|
265
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.21B
| $692M | 0.07% |
19,079,291
-2,779,686
| -13% | -$101M |
|
266
lululemon athletica
LULU
$20.4B
| $679M | 0.07% |
1,327,799
+334,175
| +34% | +$171M |
|
267
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $679M | 0.07% |
8,774,125
+313,830
| +4% | +$24.3M |
|
268
LyondellBasell Industries
LYB
$17.4B
| $674M | 0.06% |
7,092,340
+2,830,117
| +66% | +$269M |
|
269
iShares 20+ Year Treasury Bond ETF
TLT
$48.8B
| $674M | 0.06% |
6,817,817
+3,315,562
| +95% | +$328M |
|
270
Dominion Energy
D
$49.5B
| $673M | 0.06% |
14,328,636
-9,066,283
| -39% | -$426M |
|
271
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.5B
| $673M | 0.06% |
3,764,435
-1,505,089
| -29% | -$269M |
|
272
Canadian Pacific Kansas City
CP
$70.6B
| $672M | 0.06% |
8,495,898
+2,446,141
| +40% | +$193M |
|
273
Micron Technology
MU
$142B
| $670M | 0.06% |
7,855,707
-457,834
| -6% | -$39.1M |
|
274
Vanguard FTSE Emerging Markets ETF
VWO
$96.8B
| $670M | 0.06% |
16,295,873
+4,364,024
| +37% | +$179M |
|
275
VICI Properties
VICI
$35.8B
| $668M | 0.06% |
20,949,534
+3,415,597
| +19% | +$109M |
|