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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Hasbro
HAS
$10.9B
| $199M | 0.05% |
2,451,370
+151,392
| +7% | +$12.3M |
|
377
IDEX
IEX
$12.1B
| $199M | 0.05% |
1,573,900
-91,382
| -5% | -$11.5M |
|
378
Vulcan Materials
VMC
$38.9B
| $198M | 0.05% |
2,000,869
+712,948
| +55% | +$70.4M |
|
379
Conagra Brands
CAG
$9.27B
| $196M | 0.05% |
9,189,148
+4,146,477
| +82% | +$88.6M |
|
380
Spotify
SPOT
$145B
| $196M | 0.05% |
1,728,546
+538,599
| +45% | +$61.1M |
|
381
Canadian Pacific Kansas City
CP
$68.4B
| $196M | 0.05% |
5,521,595
+1,111,795
| +25% | +$39.5M |
|
382
Technology Select Sector SPDR Fund
XLK
$86.3B
| $196M | 0.05% |
3,162,935
-1,619,704
| -34% | -$100M |
|
383
Schlumberger
SLB
$53.9B
| $196M | 0.05% |
5,430,956
-920,146
| -14% | -$33.2M |
|
384
Altice USA
ATUS
$1.09B
| $195M | 0.05% |
11,825,013
-3,470,941
| -23% | -$57.3M |
|
385
Raymond James Financial
RJF
$33.2B
| $195M | 0.05% |
3,921,134
-42,937
| -1% | -$2.13M |
|
386
VICI Properties
VICI
$35.3B
| $194M | 0.04% |
10,315,559
+2,187,682
| +27% | +$41.1M |
|
387
PBF Energy
PBF
$3.26B
| $193M | 0.04% |
5,899,273
-160,879
| -3% | -$5.26M |
|
388
Stellantis
STLA
$25.3B
| $192M | 0.04% |
13,299,084
-1,240,953
| -9% | -$17.9M |
|
389
Acuity Brands
AYI
$10.1B
| $192M | 0.04% |
1,672,775
+168,874
| +11% | +$19.4M |
|
390
Wayfair
W
$11.3B
| $192M | 0.04% |
2,132,091
+429,881
| +25% | +$38.7M |
|
391
Welltower
WELL
$112B
| $191M | 0.04% |
2,749,119
-738
| -0% | -$51.2K |
|
392
Cullen/Frost Bankers
CFR
$8.11B
| $190M | 0.04% |
2,156,801
+309,873
| +17% | +$27.3M |
|
393
CoStar Group
CSGP
$36.6B
| $189M | 0.04% |
5,591,870
+808,900
| +17% | +$27.3M |
|
394
Middleby
MIDD
$6.99B
| $188M | 0.04% |
1,831,388
+515,309
| +39% | +$52.9M |
|
395
Kraft Heinz
KHC
$31.5B
| $187M | 0.04% |
4,348,499
-1,472,503
| -25% | -$63.4M |
|
396
Regions Financial
RF
$24.1B
| $187M | 0.04% |
13,954,959
-6,099,162
| -30% | -$81.6M |
|
397
Vanguard Total Stock Market ETF
VTI
$532B
| $186M | 0.04% |
1,458,836
+319,792
| +28% | +$40.8M |
|
398
Autodesk
ADSK
$69B
| $184M | 0.04% |
1,432,082
+78,543
| +6% | +$10.1M |
|
399
Fair Isaac
FICO
$36.7B
| $184M | 0.04% |
983,859
+680,241
| +224% | +$127M |
|
400
Park Hotels & Resorts
PK
$2.36B
| $184M | 0.04% |
7,077,920
-2,750,416
| -28% | -$71.5M |
|