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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.01B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.21B |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$701M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$667M |
| 5 |
Alibaba
BABA
|
$590M |
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$2.5B |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$1.04B |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$890M |
| 4 |
McKesson
MCK
|
$842M |
| 5 |
Coca-Cola
KO
|
$687M |
Sector Composition
| 1 | Financials | 14.28% |
| 2 | Technology | 11.89% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Discretionary | 9% |
| 5 | Industrials | 7.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
SL Green Realty
SLG
$4.4B
| $282M | 0.07% |
2,693,436
-556,732
| -17% | -$58.3M |
|
277
Medtronic
MDT
$119B
| $280M | 0.07% |
3,245,289
+190,675
| +6% | +$16.5M |
|
278
Cencora
COR
$56.7B
| $280M | 0.07% |
3,465,064
-594,737
| -15% | -$48M |
|
279
American Electric Power
AEP
$57.8B
| $278M | 0.07% |
4,324,098
-360,603
| -8% | -$23.2M |
|
280
HCA Healthcare
HCA
$98.5B
| $274M | 0.07% |
3,619,793
-821,620
| -18% | -$62.1M |
|
281
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
| $274M | 0.07% |
1,778,891
+344,541
| +24% | +$53M |
|
282
L3Harris
LHX
$51B
| $273M | 0.07% |
2,976,622
-463,889
| -13% | -$42.5M |
|
283
Kinder Morgan
KMI
$59.1B
| $270M | 0.07% |
11,691,063
-3,647,415
| -24% | -$84.4M |
|
284
Treehouse Foods
THS
$917M
| $269M | 0.07% |
3,084,391
+921,678
| +43% | +$80.4M |
|
285
Dover
DOV
$24.4B
| $269M | 0.07% |
4,517,900
+813,352
| +22% | +$48.4M |
|
286
Ecolab
ECL
$77.6B
| $268M | 0.07% |
2,199,541
-302,621
| -12% | -$36.9M |
|
|
287
McKesson
MCK
$85.5B
| $268M | 0.07% |
1,607,473
-5,046,892
| -76% | -$842M |
|
288
Energizer
ENR
$1.96B
| $268M | 0.07% |
5,354,828
-210,203
| -4% | -$10.5M |
|
289
Regions Financial
RF
$24.1B
| $267M | 0.07% |
27,096,781
+8,617,323
| +47% | +$85.1M |
|
290
IDEX
IEX
$12.4B
| $264M | 0.07% |
2,826,253
+163,006
| +6% | +$15.3M |
|
291
United Parcel Service
UPS
$72.1B
| $264M | 0.07% |
2,414,474
+38,958
| +2% | +$4.26M |
|
292
Cognizant
CTSH
$35.1B
| $259M | 0.06% |
5,431,637
-467,904
| -8% | -$22.4M |
|
293
EPAM Systems
EPAM
$9.44B
| $258M | 0.06% |
3,725,149
+821,077
| +28% | +$56.9M |
|
|
STOR
294
DELISTED
STORE Capital Corporation
STOR
| $258M | 0.06% |
8,746,809
-212,357
| -2% | -$6.26M |
|
295
Hubbell
HUBB
$23.2B
| $257M | 0.06% |
2,389,639
+44,024
| +2% | +$4.74M |
|
296
Ameriprise Financial
AMP
$46.1B
| $255M | 0.06% |
2,560,493
-460,149
| -15% | -$45.9M |
|
297
Everest Group
EG
$14.3B
| $254M | 0.06% |
1,337,026
+369,601
| +38% | +$70.2M |
|
298
iShares Russell 1000 Growth ETF
IWF
$117B
| $254M | 0.06% |
2,437,066
+13,240
| +0.5% | +$1.38M |
|
299
Weyerhaeuser
WY
$18.9B
| $252M | 0.06% |
7,900,374
-1,878,758
| -19% | -$60M |
|
300
NiSource
NI
$19B
| $251M | 0.06% |
10,423,584
+745,730
| +8% | +$18M |
|