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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fidelity National Information Services
FIS
$36B
| $805M | 0.07% |
10,853,861
+6,821,435
| +169% | +$506M |
|
252
Cintas
CTAS
$81.7B
| $802M | 0.07% |
4,670,568
+901,780
| +24% | +$155M |
|
253
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.23B
| $799M | 0.07% |
21,807,542
+2,728,251
| +14% | +$100M |
|
254
JPMorgan Chase
JPM
$805B
| $793M | 0.07% |
3,956,600
-255,067
| -6% | -$51.1M |
|
255
Church & Dwight Co
CHD
$23B
| $791M | 0.07% |
7,581,241
-182,807
| -2% | -$19.1M |
|
256
DexCom
DXCM
$30.6B
| $790M | 0.07% |
5,696,596
+43,977
| +0.8% | +$6.1M |
|
257
Hubbell
HUBB
$23.2B
| $789M | 0.07% |
1,900,265
+143,051
| +8% | +$59.4M |
|
258
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
| $788M | 0.07% |
17,177,806
-5,680,128
| -25% | -$261M |
|
259
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $788M | 0.07% |
15,900,091
+103,701
| +0.7% | +$5.14M |
|
260
Caterpillar
CAT
$198B
| $786M | 0.07% |
2,145,772
+138,752
| +7% | +$50.8M |
|
261
Goldman Sachs
GS
$225B
| $777M | 0.07% |
1,861,178
-199,808
| -10% | -$83.5M |
|
262
Constellation Brands
STZ
$25.8B
| $772M | 0.07% |
2,842,369
+149,005
| +6% | +$40.5M |
|
263
HDFC Bank
HDB
$181B
| $771M | 0.07% |
13,773,082
-5,778,627
| -30% | -$323M |
|
264
Entegris
ENTG
$12.4B
| $770M | 0.07% |
5,478,283
+948,623
| +21% | +$133M |
|
265
iShares Core US Aggregate Bond ETF
AGG
$132B
| $769M | 0.06% |
7,848,421
-1,080,781
| -12% | -$106M |
|
266
iShares Core Total USD Bond Market ETF
IUSB
$34.3B
| $763M | 0.06% |
16,729,638
+4,875,937
| +41% | +$222M |
|
267
Align Technology
ALGN
$9.92B
| $758M | 0.06% |
2,310,585
+38,850
| +2% | +$12.7M |
|
268
Centene
CNC
$14.2B
| $752M | 0.06% |
9,585,989
-3,354,568
| -26% | -$263M |
|
269
SPDR S&P Biotech ETF
XBI
$5.33B
| $744M | 0.06% |
7,845,847
+3,747,406
| +91% | +$356M |
|
270
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
| $744M | 0.06% |
4,045,485
+281,050
| +7% | +$51.7M |
|
271
Canadian Pacific Kansas City
CP
$69.9B
| $744M | 0.06% |
8,434,829
-61,069
| -0.7% | -$5.38M |
|
272
iShares Core MSCI Europe ETF
IEUR
$6.9B
| $740M | 0.06% |
12,799,081
+91,042
| +0.7% | +$5.27M |
|
273
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $725M | 0.06% |
8,871,065
-12,337,896
| -58% | -$1.01B |
|
274
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $724M | 0.06% |
14,421,129
-459,139
| -3% | -$23M |
|
275
Simon Property Group
SPG
$59.6B
| $723M | 0.06% |
4,623,153
+344,530
| +8% | +$53.9M |
|