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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 5 |
Wells Fargo
WFC
|
$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
United Parcel Service
UPS
$72.1B
| $334M | 0.05% |
1,985,425
+651,751
| +49% | +$110M |
|
352
VF Corp
VFC
$5.86B
| $334M | 0.05% |
3,912,541
+155,922
| +4% | +$13.3M |
|
|
AMED
353
DELISTED
Amedisys
AMED
| $334M | 0.05% |
1,137,542
+82,251
| +8% | +$24.1M |
|
354
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $333M | 0.05% |
1,448,957
+23,650
| +2% | +$5.44M |
|
355
Federal Realty Investment Trust
FRT
$8.86B
| $332M | 0.05% |
3,903,318
-61,087
| -2% | -$5.2M |
|
356
Weyerhaeuser
WY
$18.9B
| $331M | 0.05% |
9,863,895
-1,948,091
| -16% | -$65.3M |
|
357
Vanguard Total Stock Market ETF
VTI
$528B
| $331M | 0.05% |
1,698,397
+119,369
| +8% | +$23.2M |
|
358
Edison International
EIX
$21B
| $330M | 0.05% |
5,259,659
-708,508
| -12% | -$44.5M |
|
359
State Street
STT
$32B
| $330M | 0.05% |
4,531,026
-489,806
| -10% | -$35.6M |
|
360
Ribbon Communications
RBBN
$707M
| $330M | 0.05% |
50,259,493
+310,108
| +0.6% | +$2.03M |
|
361
Equity Lifestyle Properties
ELS
$12B
| $330M | 0.05% |
5,201,985
+59,019
| +1% | +$3.74M |
|
362
Garmin
GRMN
$45.7B
| $329M | 0.05% |
2,747,193
-71,984
| -3% | -$8.61M |
|
363
iShares Gold Trust
IAU
$52.6B
| $327M | 0.05% |
9,030,856
-4,770,694
| -35% | -$173M |
|
|
DADA
364
DELISTED
Dada Nexus
DADA
| $319M | 0.05% |
8,740,781
+6,395,268
| +273% | +$233M |
|
365
AptarGroup
ATR
$9.13B
| $318M | 0.05% |
2,325,343
+98,299
| +4% | +$13.5M |
|
366
Phillips 66
PSX
$53.2B
| $317M | 0.05% |
4,525,788
-2,471,776
| -35% | -$173M |
|
367
Equity Residential
EQR
$25.5B
| $317M | 0.05% |
5,339,326
+1,664,265
| +45% | +$98.7M |
|
368
Q2 Holdings
QTWO
$4.92B
| $315M | 0.05% |
2,489,297
+646,501
| +35% | +$81.8M |
|
369
Jazz Pharmaceuticals
JAZZ
$7.86B
| $314M | 0.05% |
1,901,136
+41,098
| +2% | +$6.78M |
|
370
Seagate
STX
$40B
| $311M | 0.05% |
5,005,897
+3,412,343
| +214% | +$212M |
|
371
Mine Safety
MSA
$6.67B
| $311M | 0.05% |
2,079,645
+67,476
| +3% | +$10.1M |
|
372
Elevance Health
ELV
$70.6B
| $310M | 0.05% |
966,264
-53,676
| -5% | -$17.2M |
|
373
DuPont de Nemours
DD
$32.6B
| $309M | 0.05% |
4,349,118
+1,148,799
| +36% | +$81.7M |
|
374
iShares MSCI India ETF
INDA
$9.26B
| $306M | 0.05% |
7,620,015
-5,404,060
| -41% | -$217M |
|
375
ResMed
RMD
$40.6B
| $306M | 0.05% |
1,441,811
-189,098
| -12% | -$40.2M |
|