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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Kilroy Realty
KRC
$5.05B
| $380M | 0.05% |
4,975,750
+2,637,485
| +113% | +$202M |
|
352
JPMorgan Chase
JPM
$819B
| $379M | 0.05% |
2,782,379
+101,832
| +4% | +$13.9M |
|
353
Zebra Technologies
ZBRA
$16B
| $378M | 0.05% |
914,610
-225,078
| -20% | -$93.1M |
|
354
Micron Technology
MU
$151B
| $378M | 0.05% |
4,847,979
-390,274
| -7% | -$30.4M |
|
355
Vanguard FTSE Developed Markets ETF
VEA
$172B
| $372M | 0.04% |
7,741,577
+1,991,869
| +35% | +$95.7M |
|
356
VICI Properties
VICI
$35.3B
| $369M | 0.04% |
12,982,458
-964,265
| -7% | -$27.4M |
|
357
Exact Sciences
EXAS
$10.5B
| $368M | 0.04% |
5,256,503
+537,107
| +11% | +$37.6M |
|
358
Insulet
PODD
$24.6B
| $364M | 0.04% |
1,367,137
+181,736
| +15% | +$48.4M |
|
|
ATVI
359
DELISTED
Activision Blizzard Inc.
ATVI
| $364M | 0.04% |
4,543,121
-2,322,622
| -34% | -$186M |
|
360
Ralph Lauren
RL
$18.7B
| $362M | 0.04% |
3,194,507
-618,350
| -16% | -$70.1M |
|
361
Match Group
MTCH
$9.19B
| $361M | 0.04% |
3,321,365
-2,716,114
| -45% | -$295M |
|
362
Invitation Homes
INVH
$18.6B
| $360M | 0.04% |
8,968,199
-2,336,175
| -21% | -$93.9M |
|
363
Cadence Design Systems
CDNS
$98.6B
| $359M | 0.04% |
2,185,254
+198,830
| +10% | +$32.7M |
|
364
lululemon athletica
LULU
$19.6B
| $358M | 0.04% |
981,434
+185,623
| +23% | +$67.8M |
|
365
Kite Realty
KRG
$5.02B
| $358M | 0.04% |
15,709,554
+6,500,929
| +71% | +$148M |
|
366
Scotiabank
BNS
$79.5B
| $356M | 0.04% |
4,968,778
+88,607
| +2% | +$6.35M |
|
367
Agilent Technologies
A
$36.3B
| $356M | 0.04% |
2,688,410
+203,323
| +8% | +$26.9M |
|
368
Performance Food Group
PFGC
$16.3B
| $356M | 0.04% |
6,984,481
-2,183,580
| -24% | -$111M |
|
369
iShares National Muni Bond ETF
MUB
$39.2B
| $355M | 0.04% |
3,238,140
-1,349,583
| -29% | -$148M |
|
370
Expedia Group
EXPE
$26.9B
| $355M | 0.04% |
1,813,795
+894,945
| +97% | +$175M |
|
371
CBRE Group
CBRE
$48.2B
| $354M | 0.04% |
3,869,431
+112,852
| +3% | +$10.3M |
|
372
TD Synnex
SNX
$12.3B
| $352M | 0.04% |
3,413,901
-312,571
| -8% | -$32.3M |
|
373
American Tower
AMT
$91.1B
| $352M | 0.04% |
1,401,096
+296,640
| +27% | +$74.5M |
|
374
UDR
UDR
$12.8B
| $351M | 0.04% |
6,126,345
+532,359
| +10% | +$30.5M |
|
|
LSXMK
375
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $351M | 0.04% |
9,914,764
-1,035,532
| -9% | -$36.7M |
|