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
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Affirm
AFRM
$28.4B
| $430M | 0.05% |
6,386,619
+4,157,387
| +186% | +$280M |
|
352
Prudential Financial
PRU
$37.2B
| $429M | 0.05% |
4,190,409
+765,477
| +22% | +$78.4M |
|
353
Insulet
PODD
$24.5B
| $429M | 0.05% |
1,561,503
+235,470
| +18% | +$64.6M |
|
354
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$598M
| $427M | 0.05% |
6,309,962
-13,233
| -0.2% | -$895K |
|
355
Quanta Services
PWR
$55.5B
| $426M | 0.05% |
4,704,184
+4,427,138
| +1,598% | +$401M |
|
356
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $424M | 0.05% |
8,199,422
+165,480
| +2% | +$8.56M |
|
357
Enphase Energy
ENPH
$5.18B
| $424M | 0.05% |
2,306,763
-1,722,811
| -43% | -$316M |
|
358
Energy Transfer Partners
ET
$59.7B
| $423M | 0.05% |
39,787,400
+12,084,251
| +44% | +$128M |
|
359
Cooper Companies
COO
$13.5B
| $423M | 0.05% |
4,268,548
+734,836
| +21% | +$72.8M |
|
360
Essex Property Trust
ESS
$17.3B
| $421M | 0.05% |
1,404,908
-88,903
| -6% | -$26.7M |
|
|
KSU
361
DELISTED
Kansas City Southern
KSU
| $420M | 0.05% |
1,483,682
+813,178
| +121% | +$230M |
|
362
Carter's
CRI
$1.05B
| $420M | 0.05% |
4,075,024
-157,207
| -4% | -$16.2M |
|
363
Boeing
BA
$174B
| $418M | 0.05% |
1,746,849
+158,300
| +10% | +$37.9M |
|
364
JPMorgan Chase
JPM
$809B
| $416M | 0.05% |
2,673,896
-113,579
| -4% | -$17.7M |
|
365
TD Synnex
SNX
$12.3B
| $413M | 0.05% |
3,395,114
+293,290
| +9% | +$35.7M |
|
366
Akamai
AKAM
$11.3B
| $412M | 0.05% |
3,535,058
+696,116
| +25% | +$81.2M |
|
367
Vanguard Total Stock Market ETF
VTI
$528B
| $411M | 0.05% |
1,845,665
+5,040
| +0.3% | +$1.12M |
|
368
Garmin
GRMN
$45.7B
| $410M | 0.05% |
2,834,951
+135,449
| +5% | +$19.6M |
|
369
Host Hotels & Resorts
HST
$12B
| $410M | 0.05% |
23,969,707
+5,970,795
| +33% | +$102M |
|
370
Agilent Technologies
A
$36.5B
| $408M | 0.05% |
2,758,655
+1,362,425
| +98% | +$201M |
|
371
Lennar Class A
LEN
$36.7B
| $407M | 0.05% |
4,232,205
-52,885
| -1% | -$5.09M |
|
372
Ralph Lauren
RL
$18.9B
| $407M | 0.05% |
3,451,888
+106,601
| +3% | +$12.6M |
|
373
iShares MSCI India ETF
INDA
$9.26B
| $407M | 0.05% |
9,188,893
+187,669
| +2% | +$8.3M |
|
374
Illinois Tool Works
ITW
$77.6B
| $406M | 0.05% |
1,818,263
-237,620
| -12% | -$53.1M |
|
375
DraftKings
DKNG
$23.1B
| $406M | 0.05% |
7,785,418
+2,932,822
| +60% | +$153M |
|