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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Packaging Corp of America
PKG
$19.8B
| $573M | 0.05% |
3,515,264
-237,977
| -6% | -$38.8M |
|
302
Cintas
CTAS
$82.4B
| $568M | 0.05% |
3,768,788
+854,400
| +29% | +$129M |
|
303
Equity Residential
EQR
$25.5B
| $567M | 0.05% |
9,262,762
+2,412,453
| +35% | +$148M |
|
304
Vanguard Mid-Cap ETF
VO
$87.3B
| $566M | 0.05% |
2,433,404
-31,593
| -1% | -$7.35M |
|
305
Expedia Group
EXPE
$26.6B
| $565M | 0.05% |
3,719,860
+107,931
| +3% | +$16.4M |
|
306
Raymond James Financial
RJF
$33B
| $564M | 0.05% |
5,056,956
-1,676,749
| -25% | -$187M |
|
307
Motorola Solutions
MSI
$79.8B
| $557M | 0.05% |
1,779,474
+173,574
| +11% | +$54.3M |
|
308
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $554M | 0.05% |
4,861,459
-1,138,308
| -19% | -$130M |
|
309
Corning
GLW
$61B
| $549M | 0.05% |
18,025,096
+1,004,716
| +6% | +$30.6M |
|
310
Marvell Technology
MRVL
$54.6B
| $549M | 0.05% |
9,098,660
-643,180
| -7% | -$38.8M |
|
311
Globant
GLOB
$2.78B
| $548M | 0.05% |
2,300,883
+686,101
| +42% | +$163M |
|
312
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $546M | 0.05% |
11,853,701
-790,290
| -6% | -$36.4M |
|
313
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $546M | 0.05% |
7,020,103
+67,735
| +1% | +$5.27M |
|
314
Entegris
ENTG
$12.4B
| $543M | 0.05% |
4,529,660
+467,286
| +12% | +$56M |
|
315
Kinder Morgan
KMI
$59.1B
| $542M | 0.05% |
30,732,343
+1,521,140
| +5% | +$26.8M |
|
316
Keurig Dr Pepper
KDP
$38.9B
| $542M | 0.05% |
16,254,516
+831,008
| +5% | +$27.7M |
|
317
Atlassian
TEAM
$45.2B
| $534M | 0.05% |
2,246,213
+1,096,779
| +95% | +$261M |
|
318
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$1.07B
| $531M | 0.05% |
10,698,441
+321,779
| +3% | +$16M |
|
319
UBS Group
UBS
$128B
| $530M | 0.05% |
17,150,794
-5,183,370
| -23% | -$160M |
|
320
Applied Materials
AMAT
$130B
| $529M | 0.05% |
3,262,608
+239,058
| +8% | +$38.7M |
|
321
WisdomTree Floating Rate Treasury Fund
USFR
$18.9B
| $529M | 0.05% |
10,524,093
-11,025,561
| -51% | -$554M |
|
322
Globe Life
GL
$11.3B
| $528M | 0.05% |
4,335,817
+87,824
| +2% | +$10.7M |
|
323
Boeing
BA
$174B
| $523M | 0.05% |
2,006,612
+447,543
| +29% | +$117M |
|
324
American Tower
AMT
$92.9B
| $517M | 0.05% |
2,394,946
+25,084
| +1% | +$5.42M |
|
325
Waste Connections
WCN
$46.1B
| $509M | 0.05% |
3,413,096
+402,937
| +13% | +$60.1M |
|