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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $662M | 0.06% |
13,171,718
+2,647,625
| +25% | +$133M |
|
302
Booz Allen Hamilton
BAH
$12.5B
| $658M | 0.06% |
4,435,302
-304,616
| -6% | -$45.2M |
|
303
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.58B
| $657M | 0.06% |
10,289,418
+10,038,038
| +3,993% | +$641M |
|
304
Royal Bank of Canada
RY
$204B
| $657M | 0.06% |
6,512,003
+446,344
| +7% | +$45M |
|
305
Nike
NKE
$110B
| $648M | 0.05% |
6,893,284
-1,775,038
| -20% | -$167M |
|
306
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2B
| $642M | 0.05% |
10,967,199
-1,126,300
| -9% | -$65.9M |
|
307
SPDR Portfolio S&P 500 ETF
SPLG
$84.6B
| $635M | 0.05% |
10,328,282
-1,337,473
| -11% | -$82.3M |
|
308
Alibaba
BABA
$337B
| $634M | 0.05% |
8,764,217
-1,864,218
| -18% | -$135M |
|
309
American Tower
AMT
$90.7B
| $634M | 0.05% |
3,207,091
+812,145
| +34% | +$160M |
|
310
Welltower
WELL
$113B
| $627M | 0.05% |
6,709,053
+1,988,912
| +42% | +$186M |
|
311
Citigroup
C
$176B
| $627M | 0.05% |
9,910,452
+1,639,885
| +20% | +$104M |
|
312
Packaging Corp of America
PKG
$19.4B
| $626M | 0.05% |
3,301,118
-214,146
| -6% | -$40.6M |
|
313
Realty Income
O
$54B
| $625M | 0.05% |
11,543,951
+3,818,472
| +49% | +$207M |
|
314
TechnipFMC
FTI
$16B
| $615M | 0.05% |
24,510,827
+2,334,980
| +11% | +$58.6M |
|
315
Hershey
HSY
$38B
| $615M | 0.05% |
3,163,365
-725,541
| -19% | -$141M |
|
316
Arch Capital
ACGL
$33.9B
| $613M | 0.05% |
6,631,599
+691,877
| +12% | +$64M |
|
317
Invesco Senior Loan ETF
BKLN
$6.87B
| $609M | 0.05% |
28,773,762
+8,240,685
| +40% | +$174M |
|
318
SPDR Euro Stoxx 50 ETF
FEZ
$4.57B
| $605M | 0.05% |
11,521,597
+4,861,158
| +73% | +$255M |
|
319
State Street
STT
$31.7B
| $605M | 0.05% |
7,830,220
+2,974,812
| +61% | +$230M |
|
320
Huazhu Hotels Group
HTHT
$11.5B
| $597M | 0.05% |
15,413,812
+6,483,522
| +73% | +$251M |
|
321
Equity Residential
EQR
$25.4B
| $596M | 0.05% |
9,449,014
+186,252
| +2% | +$11.8M |
|
322
Toronto Dominion Bank
TD
$128B
| $594M | 0.05% |
9,832,975
-2,385,003
| -20% | -$144M |
|
323
Tractor Supply
TSCO
$31.8B
| $592M | 0.05% |
11,308,840
+1,474,580
| +15% | +$77.2M |
|
324
Pinduoduo
PDD
$177B
| $592M | 0.05% |
5,088,382
-802,998
| -14% | -$93.3M |
|
325
Boeing
BA
$175B
| $591M | 0.05% |
3,062,558
+1,055,946
| +53% | +$204M |
|