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 Short-Term Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Rayonier
RYN
$4.12B
| $364M | 0.05% |
10,719,937
-618,956
| -5% | -$21M |
|
377
Pinduoduo
PDD
$177B
| $362M | 0.04% |
3,996,316
-501,203
| -11% | -$45.4M |
|
378
Twilio
TWLO
$16.7B
| $362M | 0.04% |
1,133,767
-13,588
| -1% | -$4.34M |
|
379
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $359M | 0.04% |
7,076,201
-4,031,966
| -36% | -$205M |
|
380
Kinder Morgan
KMI
$59.1B
| $358M | 0.04% |
21,427,284
-3,801,087
| -15% | -$63.6M |
|
381
W.P. Carey
WPC
$14.9B
| $356M | 0.04% |
4,978,673
+177,423
| +4% | +$12.7M |
|
382
VF Corp
VFC
$5.86B
| $354M | 0.04% |
5,277,203
-1,531,870
| -22% | -$103M |
|
383
MarketAxess Holdings
MKTX
$7.01B
| $352M | 0.04% |
836,673
-188,305
| -18% | -$79.2M |
|
384
Labcorp
LH
$23.2B
| $352M | 0.04% |
1,454,229
-166,506
| -10% | -$40.3M |
|
385
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.3B
| $350M | 0.04% |
6,393,961
+616,223
| +11% | +$33.8M |
|
386
Valero Energy
VLO
$48.7B
| $350M | 0.04% |
4,958,488
-194,972
| -4% | -$13.8M |
|
387
Kimberly-Clark
KMB
$43.1B
| $349M | 0.04% |
2,636,871
+207,074
| +9% | +$27.4M |
|
388
Enphase Energy
ENPH
$5.18B
| $348M | 0.04% |
2,318,225
+11,462
| +0.5% | +$1.72M |
|
389
Carter's
CRI
$1.05B
| $345M | 0.04% |
3,552,983
-522,041
| -13% | -$50.8M |
|
|
TWTR
390
DELISTED
Twitter, Inc.
TWTR
| $345M | 0.04% |
5,716,067
-5,625,128
| -50% | -$340M |
|
391
Simon Property Group
SPG
$59.5B
| $343M | 0.04% |
2,642,340
+304,042
| +13% | +$39.5M |
|
392
Insulet
PODD
$24.5B
| $343M | 0.04% |
1,207,574
-353,929
| -23% | -$101M |
|
393
Equifax
EFX
$30.8B
| $340M | 0.04% |
1,343,529
+271,635
| +25% | +$68.8M |
|
394
Lennar Class A
LEN
$36.7B
| $340M | 0.04% |
3,751,841
-480,364
| -11% | -$43.6M |
|
395
Sempra
SRE
$52.9B
| $340M | 0.04% |
5,373,530
-2,461,308
| -31% | -$156M |
|
396
Healthpeak Properties
DOC
$12.8B
| $339M | 0.04% |
10,116,287
-4,634,165
| -31% | -$155M |
|
397
Edison International
EIX
$21B
| $337M | 0.04% |
6,071,972
+652,793
| +12% | +$36.2M |
|
398
DuPont de Nemours
DD
$32.6B
| $334M | 0.04% |
4,906,399
-225,425
| -4% | -$15.3M |
|
399
SPDR S&P Biotech ETF
XBI
$5.39B
| $332M | 0.04% |
2,640,450
-1,912,098
| -42% | -$240M |
|
400
Mohawk Industries
MHK
$8.65B
| $331M | 0.04% |
1,866,695
-19,744
| -1% | -$3.5M |
|