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 Developed Asia Pacific-ex Japan ETF
BBAX
|
$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.66B |
| 4 |
Deere & Co
DE
|
$1.52B |
| 5 |
Amazon
AMZN
|
$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.6B |
| 2 |
TSMC
TSM
|
$1.44B |
| 3 |
Tesla
TSLA
|
$1.37B |
| 4 |
Salesforce
CRM
|
$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
MSCI
MSCI
$43.1B
| $348M | 0.05% |
830,404
-161,199
| -16% | -$67.6M |
|
377
Realty Income
O
$54.1B
| $347M | 0.05% |
5,647,039
-353,607
| -6% | -$21.8M |
|
378
BJs Wholesale Club
BJ
$12.7B
| $346M | 0.05% |
7,723,275
+875,782
| +13% | +$39.3M |
|
|
ALXN
379
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $346M | 0.05% |
2,264,381
-2,047,029
| -47% | -$313M |
|
380
Insulet
PODD
$24.6B
| $346M | 0.05% |
1,326,033
-90,299
| -6% | -$23.6M |
|
381
Motorola Solutions
MSI
$79.4B
| $346M | 0.05% |
1,838,762
+55,849
| +3% | +$10.5M |
|
382
Canadian Pacific Kansas City
CP
$70.3B
| $345M | 0.05% |
4,549,690
+218,960
| +5% | +$16.6M |
|
383
Brunswick
BC
$4.34B
| $344M | 0.05% |
3,609,735
-84,502
| -2% | -$8.06M |
|
384
Liberty Broadband Class C
LBRDK
$8.32B
| $341M | 0.05% |
2,274,091
+512,743
| +29% | +$77M |
|
385
CarMax
KMX
$9.07B
| $340M | 0.05% |
2,565,188
+60,363
| +2% | +$8.01M |
|
386
Valero Energy
VLO
$48.8B
| $340M | 0.05% |
4,752,087
+256,981
| +6% | +$18.4M |
|
387
Cooper Companies
COO
$13.7B
| $339M | 0.05% |
3,533,712
+1,796,908
| +103% | +$173M |
|
388
JPMorgan Equity Premium Income ETF
JEPI
$41B
| $337M | 0.05% |
5,798,611
+5,488,611
| +1,771% | +$319M |
|
389
Kimberly-Clark
KMB
$42.7B
| $335M | 0.04% |
2,408,155
+192,817
| +9% | +$26.8M |
|
390
Natera
NTRA
$23.1B
| $334M | 0.04% |
3,286,004
+315,811
| +11% | +$32.1M |
|
391
American International
AIG
$43.5B
| $333M | 0.04% |
7,213,583
+1,131,292
| +19% | +$52.3M |
|
392
Rayonier
RYN
$4.07B
| $333M | 0.04% |
10,857,117
+538,642
| +5% | +$16.5M |
|
|
IPHI
393
DELISTED
INPHI CORPORATION
IPHI
| $333M | 0.04% |
1,865,289
+65,490
| +4% | +$11.7M |
|
394
Toro Company
TTC
$7.92B
| $331M | 0.04% |
3,211,705
-506,892
| -14% | -$52.3M |
|
395
Thor Industries
THO
$5.91B
| $330M | 0.04% |
2,447,468
-141,936
| -5% | -$19.1M |
|
396
Copart
CPRT
$47.5B
| $329M | 0.04% |
12,103,288
+103,536
| +0.9% | +$2.81M |
|
|
DISCK
397
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $326M | 0.04% |
8,837,956
-6,607,266
| -43% | -$244M |
|
398
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $326M | 0.04% |
13,408,227
+7,457,526
| +125% | +$181M |
|
399
Edison International
EIX
$21.1B
| $325M | 0.04% |
5,540,137
+280,478
| +5% | +$16.4M |
|
400
AptarGroup
ATR
$9.09B
| $322M | 0.04% |
2,273,856
-51,487
| -2% | -$7.29M |
|