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 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Citizens Financial Group
CFG
$22.3B
| $466M | 0.07% |
13,068,316
+521,529
| +4% | +$18.6M |
|
277
Sempra
SRE
$52.5B
| $465M | 0.06% |
6,193,954
+2,731,434
| +79% | +$205M |
|
278
Motorola Solutions
MSI
$80.1B
| $460M | 0.06% |
2,196,134
+291,585
| +15% | +$61.1M |
|
279
Advance Auto Parts
AAP
$3.58B
| $456M | 0.06% |
2,636,189
+482,858
| +22% | +$83.6M |
|
280
Public Service Enterprise Group
PEG
$40.2B
| $455M | 0.06% |
7,185,323
-583,097
| -8% | -$36.9M |
|
281
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$570M
| $453M | 0.06% |
8,995,425
+1,289,575
| +17% | +$64.9M |
|
282
Broadcom
AVGO
$1.69T
| $451M | 0.06% |
9,291,490
-396,530
| -4% | -$19.3M |
|
283
Carlisle Companies
CSL
$16.5B
| $450M | 0.06% |
1,887,104
-412,468
| -18% | -$98.4M |
|
284
Labcorp
LH
$23B
| $446M | 0.06% |
2,216,488
+737,330
| +50% | +$148M |
|
285
Burlington
BURL
$17.8B
| $446M | 0.06% |
3,275,826
+832,394
| +34% | +$113M |
|
286
Otis Worldwide
OTIS
$34.6B
| $444M | 0.06% |
6,283,071
+543,143
| +9% | +$38.4M |
|
287
HubSpot
HUBS
$26.7B
| $443M | 0.06% |
1,473,102
+58,824
| +4% | +$17.7M |
|
288
Fidelity National Information Services
FIS
$35.6B
| $433M | 0.06% |
4,723,227
-1,408,198
| -23% | -$129M |
|
289
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.44B
| $430M | 0.06% |
6,348,238
+48,839
| +0.8% | +$3.31M |
|
290
Kinder Morgan
KMI
$60.1B
| $428M | 0.06% |
25,565,536
+3,278,280
| +15% | +$54.9M |
|
291
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $422M | 0.06% |
17,688,657
-638,223
| -3% | -$15.2M |
|
|
DRE
292
DELISTED
Duke Realty Corp.
DRE
| $422M | 0.06% |
7,682,034
+5,238,065
| +214% | +$288M |
|
293
Tapestry
TPR
$21.5B
| $420M | 0.06% |
13,769,210
-5,249,933
| -28% | -$160M |
|
294
Marvell Technology
MRVL
$58.3B
| $419M | 0.06% |
9,627,160
+220,154
| +2% | +$9.58M |
|
295
Aon
AON
$78.5B
| $419M | 0.06% |
1,552,274
+1,031,017
| +198% | +$278M |
|
296
iShares Russell Mid-Cap ETF
IWR
$44.7B
| $417M | 0.06% |
6,451,874
-142,214
| -2% | -$9.2M |
|
297
Hershey
HSY
$37.4B
| $412M | 0.06% |
1,916,094
+748,004
| +64% | +$161M |
|
298
Bumble
BMBL
$672M
| $412M | 0.06% |
14,634,902
+1,142,019
| +8% | +$32.1M |
|
299
The Communication Services Select Sector SPDR Fund
XLC
$26.1B
| $411M | 0.06% |
7,565,393
+1,188,620
| +19% | +$64.5M |
|
300
ITT
ITT
$13.5B
| $410M | 0.06% |
6,098,179
-256,661
| -4% | -$17.3M |
|