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 | |
|---|---|---|---|---|---|---|
301
Southwest Airlines
LUV
$16.3B
| $409M | 0.06% |
11,315,511
+800,960
| +8% | +$28.9M |
|
302
Canadian Pacific Kansas City
CP
$68.3B
| $407M | 0.06% |
5,825,468
+120,194
| +2% | +$8.39M |
|
303
Entegris
ENTG
$12B
| $407M | 0.06% |
4,415,347
-205,817
| -4% | -$19M |
|
304
Biogen
BIIB
$20.8B
| $403M | 0.06% |
1,975,090
-200,467
| -9% | -$40.9M |
|
305
Equity Residential
EQR
$25.3B
| $400M | 0.06% |
5,537,603
-201,881
| -4% | -$14.6M |
|
306
Arista Networks
ANET
$188B
| $398M | 0.06% |
16,964,660
+1,235,184
| +8% | +$28.9M |
|
307
Zoetis
ZTS
$66.4B
| $397M | 0.06% |
2,310,781
+736,720
| +47% | +$127M |
|
308
Global Payments
GPN
$20.8B
| $397M | 0.06% |
3,586,740
+191,463
| +6% | +$21.2M |
|
309
Coterra Energy
CTRA
$18.5B
| $393M | 0.05% |
15,252,627
-7,512,939
| -33% | -$194M |
|
310
Newell Brands
NWL
$2.55B
| $392M | 0.05% |
20,589,613
+313,854
| +2% | +$5.98M |
|
311
Snap
SNAP
$12B
| $388M | 0.05% |
29,559,363
+2,060,401
| +7% | +$27.1M |
|
312
Host Hotels & Resorts
HST
$12.1B
| $384M | 0.05% |
24,500,742
-13,306,256
| -35% | -$209M |
|
313
Trade Desk
TTD
$23.4B
| $383M | 0.05% |
9,147,287
+966,607
| +12% | +$40.5M |
|
314
Vanguard Real Estate ETF
VNQ
$34.6B
| $383M | 0.05% |
4,205,665
-838,101
| -17% | -$76.4M |
|
315
Liberty Broadband Class C
LBRDK
$8.67B
| $382M | 0.05% |
3,304,923
-72,927
| -2% | -$8.43M |
|
316
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55B
| $379M | 0.05% |
4,741,207
+1,510,864
| +47% | +$121M |
|
317
Vanguard Dividend Appreciation ETF
VIG
$97B
| $379M | 0.05% |
2,642,736
-60,170
| -2% | -$8.63M |
|
318
Sea Limited
SE
$114B
| $377M | 0.05% |
5,645,845
-4,569,241
| -45% | -$305M |
|
319
Lincoln Electric
LECO
$13.3B
| $377M | 0.05% |
3,057,750
-177,459
| -5% | -$21.9M |
|
320
iShares MSCI Pacific ex Japan ETF
EPP
$1.85B
| $376M | 0.05% |
9,030,849
+221,163
| +3% | +$9.21M |
|
321
Netflix
NFLX
$532B
| $374M | 0.05% |
2,139,160
-784,405
| -27% | -$137M |
|
322
Vanguard Total Stock Market ETF
VTI
$533B
| $372M | 0.05% |
1,974,479
-27,303
| -1% | -$5.15M |
|
323
JPMorgan Chase
JPM
$827B
| $372M | 0.05% |
3,300,576
+518,197
| +19% | +$58.4M |
|
324
UDR
UDR
$12.8B
| $371M | 0.05% |
8,059,929
+1,933,584
| +32% | +$89M |
|
325
Vanguard Communication Services ETF
VOX
$5.82B
| $366M | 0.05% |
3,894,047
-85,671
| -2% | -$8.06M |
|