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 BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Ameren
AEE
$26.8B
| $537M | 0.07% |
6,213,494
+72,535
| +1% | +$6.27M |
|
277
PayPal
PYPL
$65B
| $533M | 0.07% |
7,021,624
+3,653,835
| +108% | +$277M |
|
278
JPMorgan Chase
JPM
$820B
| $529M | 0.06% |
4,056,122
+500,841
| +14% | +$65.3M |
|
279
Vanguard Real Estate ETF
VNQ
$34.3B
| $528M | 0.06% |
6,361,391
+1,001,497
| +19% | +$83.2M |
|
280
Enbridge
ENB
$105B
| $525M | 0.06% |
13,753,920
+314,435
| +2% | +$12M |
|
281
Etsy
ETSY
$5.62B
| $523M | 0.06% |
4,694,279
+3,649,486
| +349% | +$406M |
|
282
JPMorgan Inflation Managed Bond ETF
JCPI
$766M
| $522M | 0.06% |
10,993,421
-2,248,682
| -17% | -$107M |
|
283
Kinder Morgan
KMI
$59.4B
| $522M | 0.06% |
29,798,897
+308,410
| +1% | +$5.4M |
|
284
WEC Energy
WEC
$34.4B
| $521M | 0.06% |
5,494,342
-544,191
| -9% | -$51.6M |
|
285
Equifax
EFX
$30.8B
| $520M | 0.06% |
2,562,758
+569,794
| +29% | +$116M |
|
286
Insulet
PODD
$24.6B
| $516M | 0.06% |
1,616,617
+214,303
| +15% | +$68.4M |
|
287
American Homes 4 Rent
AMH
$12.9B
| $515M | 0.06% |
16,387,078
+345,290
| +2% | +$10.9M |
|
288
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.4B
| $511M | 0.06% |
6,944,227
-181,163
| -3% | -$13.3M |
|
289
Zimmer Biomet
ZBH
$20.6B
| $511M | 0.06% |
3,951,375
-532,149
| -12% | -$68.8M |
|
290
Sarepta Therapeutics
SRPT
$1.83B
| $510M | 0.06% |
3,702,944
+2,459,497
| +198% | +$339M |
|
|
XYZ
291
Block, Inc.
XYZ
$46.3B
| $510M | 0.06% |
7,434,204
+5,432,787
| +271% | +$373M |
|
292
Motorola Solutions
MSI
$79.2B
| $508M | 0.06% |
1,776,144
+30,163
| +2% | +$8.63M |
|
293
W.P. Carey
WPC
$14.7B
| $508M | 0.06% |
6,696,341
+2,111,896
| +46% | +$160M |
|
294
Packaging Corp of America
PKG
$19.3B
| $507M | 0.06% |
3,654,705
+18,516
| +0.5% | +$2.57M |
|
295
CrowdStrike
CRWD
$106B
| $507M | 0.06% |
3,693,027
+594,432
| +19% | +$81.6M |
|
296
Entergy
ETR
$38.9B
| $503M | 0.06% |
9,329,024
+994,964
| +12% | +$53.6M |
|
297
ITT
ITT
$13.3B
| $501M | 0.06% |
5,806,290
-291,644
| -5% | -$25.2M |
|
298
iShares Core US Aggregate Bond ETF
AGG
$132B
| $495M | 0.06% |
4,970,137
+671,802
| +16% | +$66.9M |
|
299
Mid-America Apartment Communities
MAA
$17B
| $491M | 0.06% |
3,251,030
+956,154
| +42% | +$144M |
|
300
Canadian National Railway
CNI
$59.1B
| $491M | 0.06% |
4,159,127
+131,556
| +3% | +$15.5M |
|