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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares Russell 1000 ETF
IWB
$43.4B
| $458M | 0.04% |
1,745,399
+1,218,209
| +231% | +$319M |
|
352
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.93B
| $456M | 0.04% |
6,043,119
+45,106
| +0.8% | +$3.41M |
|
353
Gilead Sciences
GILD
$143B
| $454M | 0.04% |
5,602,380
+147,034
| +3% | +$11.9M |
|
354
Datadog
DDOG
$47.5B
| $450M | 0.04% |
3,706,011
+1,361,945
| +58% | +$165M |
|
355
Extra Space Storage
EXR
$31.3B
| $448M | 0.04% |
2,792,845
-552,942
| -17% | -$88.7M |
|
356
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $447M | 0.04% |
10,295,491
+1,310,632
| +15% | +$56.9M |
|
357
TechnipFMC
FTI
$16B
| $447M | 0.04% |
22,175,847
-4,349,595
| -16% | -$87.6M |
|
358
Realty Income
O
$54.2B
| $444M | 0.04% |
7,725,479
-1,699,628
| -18% | -$97.6M |
|
359
MSCI
MSCI
$42.9B
| $443M | 0.04% |
782,424
-10,810
| -1% | -$6.11M |
|
360
Agilent Technologies
A
$36.5B
| $442M | 0.04% |
3,179,473
+149,987
| +5% | +$20.9M |
|
361
Arch Capital
ACGL
$34.1B
| $441M | 0.04% |
5,939,722
+1,105,635
| +23% | +$82.1M |
|
362
Canadian Natural Resources
CNQ
$63.2B
| $438M | 0.04% |
13,372,328
+4,430,554
| +50% | +$145M |
|
363
JB Hunt Transport Services
JBHT
$13.9B
| $438M | 0.04% |
2,191,044
+36,287
| +2% | +$7.25M |
|
364
Regions Financial
RF
$24.1B
| $437M | 0.04% |
22,559,784
+376,779
| +2% | +$7.3M |
|
365
Energy Transfer Partners
ET
$59.7B
| $436M | 0.04% |
31,616,059
-813,221
| -3% | -$11.2M |
|
366
Invesco Senior Loan ETF
BKLN
$6.98B
| $435M | 0.04% |
20,533,077
+17,382,145
| +552% | +$368M |
|
367
Textron
TXT
$14.5B
| $435M | 0.04% |
5,407,508
-337,600
| -6% | -$27.1M |
|
368
iShares TIPS Bond ETF
TIP
$13.6B
| $434M | 0.04% |
4,040,443
-1,537,211
| -28% | -$165M |
|
369
Estee Lauder
EL
$32.1B
| $431M | 0.04% |
2,947,364
-843,484
| -22% | -$123M |
|
370
iShares MSCI EAFE Growth ETF
EFG
$13.2B
| $427M | 0.04% |
4,412,339
-670,500
| -13% | -$64.9M |
|
371
Welltower
WELL
$112B
| $426M | 0.04% |
4,720,141
-839,472
| -15% | -$75.7M |
|
372
Citigroup
C
$176B
| $425M | 0.04% |
8,270,567
-2,375,220
| -22% | -$122M |
|
373
Teledyne Technologies
TDY
$25.7B
| $425M | 0.04% |
952,981
+30,360
| +3% | +$13.5M |
|
374
Federal Realty Investment Trust
FRT
$8.86B
| $425M | 0.04% |
4,124,381
-593,022
| -13% | -$61.1M |
|
375
Lincoln Electric
LECO
$13.5B
| $425M | 0.04% |
1,954,038
-174,033
| -8% | -$37.8M |
|