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 BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Digital Realty Trust
DLR
$55.9B
| $404M | 0.05% |
4,110,867
+96,795
| +2% | +$9.52M |
|
327
Advance Auto Parts
AAP
$3.57B
| $401M | 0.05% |
3,297,033
-96,804
| -3% | -$11.8M |
|
328
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $399M | 0.05% |
5,558,595
+384,078
| +7% | +$27.6M |
|
329
iShares S&P 100 ETF
OEF
$22.3B
| $398M | 0.05% |
2,130,191
-95,098
| -4% | -$17.8M |
|
330
Cooper Companies
COO
$13.6B
| $395M | 0.05% |
4,228,800
-415,500
| -9% | -$38.8M |
|
331
Credicorp
BAP
$20.9B
| $391M | 0.05% |
2,954,170
+14,270
| +0.5% | +$1.89M |
|
332
American Tower
AMT
$91.1B
| $391M | 0.05% |
1,913,942
+738,656
| +63% | +$151M |
|
333
Equity Residential
EQR
$25.4B
| $388M | 0.05% |
6,460,921
-1,202,465
| -16% | -$72.1M |
|
334
FedEx
FDX
$53.3B
| $388M | 0.05% |
1,696,543
-1,109,597
| -40% | -$254M |
|
335
Federal Realty Investment Trust
FRT
$8.66B
| $386M | 0.05% |
3,907,165
-606,954
| -13% | -$60M |
|
336
Arista Networks
ANET
$178B
| $384M | 0.05% |
9,140,636
+529,492
| +6% | +$22.2M |
|
337
Agilent Technologies
A
$35.8B
| $383M | 0.05% |
2,769,368
+386,125
| +16% | +$53.4M |
|
338
Waste Connections
WCN
$45.7B
| $381M | 0.05% |
2,739,604
+12,605
| +0.5% | +$1.75M |
|
339
Otis Worldwide
OTIS
$34.5B
| $381M | 0.05% |
4,512,495
+200,482
| +5% | +$16.9M |
|
340
VanEck Gold Miners ETF
GDX
$20.1B
| $379M | 0.05% |
11,715,047
+3,748,454
| +47% | +$121M |
|
341
Lincoln Electric
LECO
$13.2B
| $379M | 0.05% |
2,240,105
-445,191
| -17% | -$75.3M |
|
342
Axalta
AXTA
$6.8B
| $379M | 0.05% |
12,499,183
+615,718
| +5% | +$18.7M |
|
343
Citizens Financial Group
CFG
$22.3B
| $378M | 0.05% |
12,462,891
-152,862
| -1% | -$4.64M |
|
344
Toro Company
TTC
$7.71B
| $376M | 0.05% |
3,379,038
-593,790
| -15% | -$66M |
|
345
State Street
STT
$31.8B
| $374M | 0.05% |
4,935,279
+469,309
| +11% | +$35.5M |
|
346
Gilead Sciences
GILD
$144B
| $372M | 0.05% |
4,481,523
-419,126
| -9% | -$34.8M |
|
347
Natera
NTRA
$24.2B
| $369M | 0.04% |
6,645,333
+442,621
| +7% | +$24.6M |
|
348
Entegris
ENTG
$12.3B
| $367M | 0.04% |
4,469,840
+12,291
| +0.3% | +$1.01M |
|
349
Simon Property Group
SPG
$58.6B
| $366M | 0.04% |
3,264,311
-39,160
| -1% | -$4.38M |
|
350
Boston Properties
BXP
$11.5B
| $364M | 0.04% |
6,729,204
-1,147,450
| -15% | -$62.1M |
|