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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Globant
GLOB
$2.65B
| $466M | 0.04% |
2,307,197
+6,314
| +0.3% | +$1.27M |
|
377
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $461M | 0.04% |
11,231,727
-1,204,884
| -10% | -$49.5M |
|
378
Zimmer Biomet
ZBH
$20.7B
| $459M | 0.04% |
3,478,359
-349,471
| -9% | -$46.1M |
|
379
Axalta
AXTA
$6.79B
| $458M | 0.04% |
13,303,779
-334,276
| -2% | -$11.5M |
|
380
Carlisle Companies
CSL
$16.4B
| $457M | 0.04% |
1,167,229
-64,260
| -5% | -$25.2M |
|
381
Charter Communications
CHTR
$35.9B
| $457M | 0.04% |
1,571,033
-759,036
| -33% | -$221M |
|
382
e.l.f. Beauty
ELF
$7.83B
| $455M | 0.04% |
2,323,221
+756,114
| +48% | +$148M |
|
383
iShares Gold Trust
IAU
$53.5B
| $455M | 0.04% |
10,830,911
-1,498,244
| -12% | -$62.9M |
|
384
Vanguard Value ETF
VTV
$144B
| $454M | 0.04% |
2,788,602
-39,501
| -1% | -$6.43M |
|
385
Colgate-Palmolive
CL
$68.2B
| $453M | 0.04% |
5,029,253
+143,989
| +3% | +$13M |
|
386
AT&T
T
$211B
| $451M | 0.04% |
25,629,194
-2,760,012
| -10% | -$48.6M |
|
387
Consumers Staples Select Sector SPDR Fund
XLP
$16.1B
| $451M | 0.04% |
5,902,237
+1,686,022
| +40% | +$129M |
|
388
Fortune Brands Innovations
FBIN
$7.09B
| $450M | 0.04% |
5,316,713
-121,553
| -2% | -$10.3M |
|
389
Gartner
IT
$18.5B
| $449M | 0.04% |
942,354
+79,278
| +9% | +$37.8M |
|
390
Keurig Dr Pepper
KDP
$37.7B
| $449M | 0.04% |
14,632,335
-1,622,181
| -10% | -$49.8M |
|
391
Ares Management
ARES
$38.7B
| $448M | 0.04% |
3,365,885
-200,880
| -6% | -$26.7M |
|
392
lululemon athletica
LULU
$19.5B
| $447M | 0.04% |
1,143,549
-184,250
| -14% | -$72M |
|
|
393
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $446M | 0.04% |
18,512,414
-53,735,730
| -74% | -$1.3B |
|
394
Zoetis
ZTS
$66.8B
| $446M | 0.04% |
2,635,853
+257,716
| +11% | +$43.6M |
|
395
American Homes 4 Rent
AMH
$12.8B
| $445M | 0.04% |
12,108,075
+1,684,632
| +16% | +$62M |
|
396
EPAM Systems
EPAM
$9.16B
| $442M | 0.04% |
1,601,394
-23,772
| -1% | -$6.56M |
|
397
CDW
CDW
$22.2B
| $436M | 0.04% |
1,704,807
+314,310
| +23% | +$80.4M |
|
398
First Citizens BancShares
FCNCA
$25.3B
| $435M | 0.04% |
266,148
+7,122
| +3% | +$11.6M |
|
399
iShares Russell 1000 ETF
IWB
$44B
| $433M | 0.04% |
1,502,556
-242,843
| -14% | -$69.9M |
|
400
Mohawk Industries
MHK
$8.47B
| $433M | 0.04% |
3,304,675
+568,057
| +21% | +$74.4M |
|