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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $526M | 0.06% |
10,491,225
+2,335,592
| +29% | +$117M |
|
277
Alibaba
BABA
$351B
| $525M | 0.06% |
4,828,551
-4,340,672
| -47% | -$472M |
|
278
Copart
CPRT
$46.5B
| $525M | 0.06% |
16,743,532
+2,440,528
| +17% | +$76.6M |
|
279
Starbucks
SBUX
$95.3B
| $521M | 0.06% |
5,725,300
+528,175
| +10% | +$48M |
|
280
Equity Residential
EQR
$25.4B
| $516M | 0.06% |
5,739,484
-13,402
| -0.2% | -$1.21M |
|
281
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.41B
| $515M | 0.06% |
6,299,399
+384,079
| +6% | +$31.4M |
|
282
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $515M | 0.06% |
6,594,088
-5,279,494
| -44% | -$412M |
|
283
Federal Realty Investment Trust
FRT
$8.66B
| $513M | 0.06% |
4,201,901
+2,064
| +0% | +$252K |
|
284
Jazz Pharmaceuticals
JAZZ
$7.8B
| $512M | 0.06% |
3,289,166
+67,374
| +2% | +$10.5M |
|
285
Intel
INTC
$114B
| $510M | 0.06% |
10,287,042
-157,691
| -2% | -$7.82M |
|
|
SBNY
286
DELISTED
Signature Bank
SBNY
| $509M | 0.06% |
1,732,900
-101,247
| -6% | -$29.7M |
|
287
Credicorp
BAP
$20.9B
| $502M | 0.06% |
2,923,220
+138,094
| +5% | +$23.7M |
|
288
Globant
GLOB
$2.64B
| $500M | 0.06% |
1,907,474
+643,022
| +51% | +$169M |
|
289
CrowdStrike
CRWD
$106B
| $497M | 0.06% |
2,187,335
+130,698
| +6% | +$29.7M |
|
|
CTLT
290
DELISTED
CATALENT, INC.
CTLT
| $496M | 0.06% |
4,474,419
+673,706
| +18% | +$74.7M |
|
291
Edison International
EIX
$21.1B
| $494M | 0.06% |
7,041,011
-2,380,276
| -25% | -$167M |
|
292
Regions Financial
RF
$23.9B
| $488M | 0.06% |
21,902,764
+550,917
| +3% | +$12.3M |
|
293
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $482M | 0.06% |
18,326,880
-362,766
| -2% | -$9.54M |
|
294
Southwest Airlines
LUV
$16.3B
| $482M | 0.06% |
10,514,551
-167,902
| -2% | -$7.69M |
|
295
ITT
ITT
$13.4B
| $478M | 0.06% |
6,354,840
-762,811
| -11% | -$57.4M |
|
296
Vanguard Communication Services ETF
VOX
$5.87B
| $478M | 0.06% |
3,979,718
-492,686
| -11% | -$59.1M |
|
297
Alnylam Pharmaceuticals
ALNY
$63.2B
| $477M | 0.06% |
2,919,015
-53,070
| -2% | -$8.67M |
|
298
Cheniere Energy
LNG
$51.5B
| $475M | 0.06% |
3,423,223
+2,027,899
| +145% | +$281M |
|
299
Brixmor Property Group
BRX
$8.52B
| $473M | 0.06% |
18,332,726
-5,608,284
| -23% | -$145M |
|
300
Canadian Pacific Kansas City
CP
$68.6B
| $471M | 0.06% |
5,705,274
+1,535,911
| +37% | +$127M |
|