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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Pinduoduo
PDD
$177B
| $302M | 0.04% |
4,887,601
-2,228,488
| -31% | -$138M |
|
377
Invitation Homes
INVH
$18.4B
| $301M | 0.04% |
8,470,643
-497,556
| -6% | -$17.7M |
|
378
UBS Group
UBS
$127B
| $299M | 0.04% |
18,433,936
-1,415,168
| -7% | -$23M |
|
|
HES
379
DELISTED
Hess
HES
| $296M | 0.04% |
2,791,385
+547,809
| +24% | +$58M |
|
|
LSXMK
380
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $292M | 0.04% |
10,471,690
+556,926
| +6% | +$15.6M |
|
381
Neurocrine Biosciences
NBIX
$14B
| $292M | 0.04% |
2,997,760
-7,549
| -0.3% | -$736K |
|
382
Consumers Staples Select Sector SPDR Fund
XLP
$15.9B
| $289M | 0.04% |
4,007,985
-1,550,318
| -28% | -$112M |
|
383
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $286M | 0.04% |
2,729,895
-56,898
| -2% | -$5.96M |
|
384
LKQ Corp
LKQ
$8.26B
| $280M | 0.04% |
5,702,100
+1,354
| +0% | +$66.5K |
|
385
Mohawk Industries
MHK
$8.41B
| $279M | 0.04% |
2,245,122
-34,119
| -1% | -$4.23M |
|
386
Agilent Technologies
A
$35.2B
| $277M | 0.04% |
2,336,414
-351,996
| -13% | -$41.8M |
|
387
Fortune Brands Innovations
FBIN
$7.05B
| $277M | 0.04% |
5,417,064
+134,028
| +3% | +$6.86M |
|
388
Vanguard FTSE All-World ex-US ETF
VEU
$49.3B
| $276M | 0.04% |
5,518,581
+2,318,093
| +72% | +$116M |
|
389
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $275M | 0.04% |
6,743,245
-998,332
| -13% | -$40.7M |
|
390
JD.com
JD
$47.2B
| $274M | 0.04% |
4,260,281
+1,386,310
| +48% | +$89M |
|
391
Illinois Tool Works
ITW
$76.5B
| $273M | 0.04% |
1,499,437
-43,275
| -3% | -$7.89M |
|
392
Acadia Healthcare
ACHC
$1.94B
| $272M | 0.04% |
4,026,376
+360
| +0% | +$24.3K |
|
393
Southern Company
SO
$101B
| $272M | 0.04% |
3,815,982
+171,201
| +5% | +$12.2M |
|
394
Baxter International
BAX
$12.3B
| $269M | 0.04% |
4,193,382
+1,265,278
| +43% | +$81.3M |
|
395
Generac Holdings
GNRC
$10.9B
| $269M | 0.04% |
1,277,822
-98,609
| -7% | -$20.8M |
|
396
IAC Inc
IAC
$2.88B
| $268M | 0.04% |
4,306,764
+630,050
| +17% | +$39.3M |
|
397
Huazhu Hotels Group
HTHT
$11.4B
| $265M | 0.04% |
6,956,938
-824,443
| -11% | -$31.4M |
|
398
Hubbell
HUBB
$23.5B
| $264M | 0.04% |
1,476,109
-103,725
| -7% | -$18.5M |
|
399
Dominion Energy
D
$50.7B
| $262M | 0.04% |
3,279,747
+1,054,635
| +47% | +$84.2M |
|
400
Snap-on
SNA
$16.9B
| $261M | 0.04% |
1,326,614
-218,614
| -14% | -$43.1M |
|