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 Short-Term Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Alexandria Real Estate Equities
ARE
$14.5B
| $481M | 0.06% |
2,518,495
-651,227
| -21% | -$124M |
|
302
Copart
CPRT
$47B
| $480M | 0.06% |
13,855,220
-1,759,092
| -11% | -$61M |
|
303
Travelers Companies
TRV
$62B
| $478M | 0.06% |
3,142,723
+217,603
| +7% | +$33.1M |
|
304
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $477M | 0.06% |
5,447,233
+3,392,879
| +165% | +$297M |
|
305
Motorola Solutions
MSI
$79.8B
| $470M | 0.06% |
2,022,959
-328,758
| -14% | -$76.4M |
|
306
Public Service Enterprise Group
PEG
$40.5B
| $468M | 0.06% |
7,689,172
-550,106
| -7% | -$33.5M |
|
307
Stellantis
STLA
$26.2B
| $467M | 0.06% |
24,464,961
+6,457,669
| +36% | +$123M |
|
308
Carvana
CVNA
$50.9B
| $465M | 0.06% |
1,542,184
-256,015
| -14% | -$77.2M |
|
309
Schwab US Dividend Equity ETF
SCHD
$71.8B
| $465M | 0.06% |
18,787,962
+4,527,621
| +32% | +$112M |
|
310
CBRE Group
CBRE
$48.9B
| $464M | 0.06% |
4,764,418
-1,179,870
| -20% | -$115M |
|
311
Southwest Airlines
LUV
$16.5B
| $464M | 0.06% |
9,017,276
+1,832,046
| +25% | +$94.2M |
|
312
Regions Financial
RF
$24.1B
| $464M | 0.06% |
21,761,611
+407,790
| +2% | +$8.69M |
|
313
Digital Realty Trust
DLR
$55.7B
| $464M | 0.06% |
3,209,246
-427,978
| -12% | -$61.8M |
|
314
Alnylam Pharmaceuticals
ALNY
$59.4B
| $462M | 0.06% |
2,445,659
-142,851
| -6% | -$27M |
|
315
American International
AIG
$43.9B
| $453M | 0.06% |
8,261,037
+1,135,649
| +16% | +$62.3M |
|
316
National Vision
EYE
$1.86B
| $452M | 0.06% |
7,959,296
-1,212,301
| -13% | -$68.8M |
|
317
PagSeguro Digital
PAGS
$2.8B
| $450M | 0.06% |
8,697,088
+129,580
| +2% | +$6.7M |
|
318
Realty Income
O
$54.2B
| $448M | 0.06% |
7,131,672
+2,082,342
| +41% | +$131M |
|
319
Trade Desk
TTD
$25.5B
| $447M | 0.06% |
6,357,047
-924,941
| -13% | -$65M |
|
320
Snowflake
SNOW
$75.3B
| $446M | 0.06% |
1,474,601
+479,098
| +48% | +$145M |
|
321
JPMorgan Chase
JPM
$809B
| $445M | 0.06% |
2,721,004
+47,108
| +2% | +$7.71M |
|
322
Newell Brands
NWL
$2.68B
| $444M | 0.05% |
20,059,560
+757,054
| +4% | +$16.8M |
|
323
UBS Group
UBS
$128B
| $443M | 0.05% |
27,820,737
+6,887,736
| +33% | +$110M |
|
324
Bumble
BMBL
$697M
| $441M | 0.05% |
8,818,925
+3,349,611
| +61% | +$167M |
|
325
General Motors
GM
$55.5B
| $440M | 0.05% |
8,355,471
+29,457
| +0.4% | +$1.55M |
|