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 | |
|---|---|---|---|---|---|---|
301
WEC Energy
WEC
$34.6B
| $471M | 0.06% |
4,717,327
+37,524
| +0.8% | +$3.75M |
|
302
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$570M
| $470M | 0.06% |
7,705,850
+1,236,790
| +19% | +$75.4M |
|
303
Ross Stores
ROST
$49.6B
| $469M | 0.06% |
5,184,133
+318,823
| +7% | +$28.8M |
|
304
Cooper Companies
COO
$13.7B
| $468M | 0.06% |
4,480,176
+662,588
| +17% | +$69.2M |
|
305
Global Payments
GPN
$21.2B
| $465M | 0.06% |
3,395,277
+326,254
| +11% | +$44.6M |
|
306
Bright Horizons
BFAM
$6.62B
| $461M | 0.06% |
3,476,485
-28,139
| -0.8% | -$3.73M |
|
307
Motorola Solutions
MSI
$79.7B
| $461M | 0.06% |
1,904,549
+81,878
| +4% | +$19.8M |
|
308
Vulcan Materials
VMC
$39.5B
| $459M | 0.06% |
2,497,145
+729,932
| +41% | +$134M |
|
309
Biogen
BIIB
$20.7B
| $458M | 0.06% |
2,175,557
-2,360,923
| -52% | -$497M |
|
310
iShares MSCI India ETF
INDA
$9.3B
| $457M | 0.06% |
10,259,957
+458,426
| +5% | +$20.4M |
|
311
Liberty Broadband Class C
LBRDK
$8.69B
| $457M | 0.06% |
3,377,850
+217,747
| +7% | +$29.5M |
|
312
CenterPoint Energy
CNP
$24.4B
| $457M | 0.06% |
14,906,177
-5,329,808
| -26% | -$163M |
|
313
Vanguard Total Stock Market ETF
VTI
$530B
| $456M | 0.05% |
2,001,782
-5,635
| -0.3% | -$1.28M |
|
314
Cognizant
CTSH
$34.8B
| $455M | 0.05% |
5,078,979
+4,285,487
| +540% | +$384M |
|
315
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $452M | 0.05% |
9,239,472
-12,842,444
| -58% | -$628M |
|
316
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $446M | 0.05% |
4,563,477
+3,303,457
| +262% | +$323M |
|
317
Lincoln Electric
LECO
$13.4B
| $446M | 0.05% |
3,235,209
-139,396
| -4% | -$19.2M |
|
318
Advance Auto Parts
AAP
$3.66B
| $446M | 0.05% |
2,153,331
+269,514
| +14% | +$55.8M |
|
319
Burlington
BURL
$18.3B
| $445M | 0.05% |
2,443,432
+356,086
| +17% | +$64.9M |
|
320
Otis Worldwide
OTIS
$34.3B
| $442M | 0.05% |
5,739,928
+1,104,899
| +24% | +$85M |
|
321
The Communication Services Select Sector SPDR Fund
XLC
$26.3B
| $439M | 0.05% |
6,376,773
+119,303
| +2% | +$8.21M |
|
322
Vanguard Dividend Appreciation ETF
VIG
$96.1B
| $438M | 0.05% |
2,702,906
-2,020,009
| -43% | -$328M |
|
323
Kimberly-Clark
KMB
$43.1B
| $438M | 0.05% |
3,555,912
+680,492
| +24% | +$83.8M |
|
324
Ameren
AEE
$27B
| $436M | 0.05% |
4,654,972
+3,870,393
| +493% | +$363M |
|
325
VanEck Oil Services ETF
OIH
$838M
| $436M | 0.05% |
1,544,210
+536,496
| +53% | +$152M |
|