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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
LyondellBasell Industries
LYB
$17.6B
| $579M | 0.06% |
6,304,090
+1,972,160
| +46% | +$181M |
|
277
Invitation Homes
INVH
$18.5B
| $569M | 0.06% |
16,553,036
+7,262,550
| +78% | +$250M |
|
|
HZNP
278
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $565M | 0.06% |
5,491,240
+4,469
| +0.1% | +$460K |
|
279
Zimmer Biomet
ZBH
$20.7B
| $564M | 0.06% |
3,871,730
-79,645
| -2% | -$11.6M |
|
280
Eastman Chemical
EMN
$7.91B
| $558M | 0.06% |
6,669,241
-1,387,233
| -17% | -$116M |
|
281
Qualcomm
QCOM
$173B
| $557M | 0.06% |
4,681,946
-2,769,904
| -37% | -$330M |
|
282
Royal Bank of Canada
RY
$204B
| $554M | 0.06% |
5,797,976
+22,856
| +0.4% | +$2.18M |
|
283
UDR
UDR
$12.8B
| $554M | 0.06% |
12,887,983
-803,205
| -6% | -$34.5M |
|
284
VICI Properties
VICI
$35.5B
| $548M | 0.06% |
17,447,853
+807,052
| +5% | +$25.4M |
|
285
Enbridge
ENB
$105B
| $548M | 0.06% |
14,750,871
+996,951
| +7% | +$37M |
|
286
Simon Property Group
SPG
$59.6B
| $543M | 0.06% |
4,701,675
+1,437,364
| +44% | +$166M |
|
287
Insulet
PODD
$24.6B
| $534M | 0.06% |
1,852,451
+235,834
| +15% | +$68M |
|
288
Mid-America Apartment Communities
MAA
$16.9B
| $530M | 0.06% |
3,490,414
+239,384
| +7% | +$36.4M |
|
289
Snowflake
SNOW
$75.6B
| $528M | 0.06% |
2,998,490
+1,792,634
| +149% | +$315M |
|
290
ITT
ITT
$13.5B
| $528M | 0.06% |
5,660,530
-145,760
| -3% | -$13.6M |
|
291
Vanguard FTSE Emerging Markets ETF
VWO
$98.1B
| $525M | 0.06% |
12,910,003
+2,154,551
| +20% | +$87.6M |
|
292
Packaging Corp of America
PKG
$19.4B
| $524M | 0.06% |
3,963,304
+308,599
| +8% | +$40.8M |
|
293
Kimberly-Clark
KMB
$43.1B
| $518M | 0.06% |
3,755,320
-1,107,047
| -23% | -$153M |
|
294
iShares Core US Aggregate Bond ETF
AGG
$132B
| $516M | 0.06% |
5,263,133
+292,996
| +6% | +$28.7M |
|
295
Kinder Morgan
KMI
$58.8B
| $513M | 0.06% |
29,812,603
+13,706
| +0% | +$236K |
|
296
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $512M | 0.06% |
11,087,430
+817,164
| +8% | +$37.7M |
|
297
iShares TIPS Bond ETF
TIP
$13.6B
| $510M | 0.06% |
4,741,721
+4,404,774
| +1,307% | +$474M |
|
298
Intel
INTC
$107B
| $506M | 0.06% |
15,136,435
+6,310,846
| +72% | +$211M |
|
299
Sarepta Therapeutics
SRPT
$1.84B
| $504M | 0.05% |
4,404,093
+701,149
| +19% | +$80.3M |
|
300
Walt Disney
DIS
$214B
| $499M | 0.05% |
5,587,115
-796,684
| -12% | -$71.1M |
|