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 |
iShares S&P 500 Growth ETF
IVW
|
$1.67B |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.66B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.14B |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$966M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$877M |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.11B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 3 |
Microsoft
MSFT
|
$933M |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$921M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$787M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Healthcare | 11.55% |
| 3 | Financials | 11.4% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Industrials | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
iShares China Large-Cap ETF
FXI
$6.65B
| $167M | 0.04% |
4,443,323
+3,295,529
| +287% | +$124M |
|
402
Simon Property Group
SPG
$59.5B
| $166M | 0.04% |
3,025,902
-659,698
| -18% | -$36.2M |
|
|
JBGS
403
JBG SMITH
JBGS
$1.4B
| $165M | 0.04% |
5,198,823
+153,845
| +3% | +$4.9M |
|
|
PLAN
404
DELISTED
Anaplan, Inc.
PLAN
| $165M | 0.04% |
5,462,890
+1,247,136
| +30% | +$37.7M |
|
405
Cummins
CMI
$55.1B
| $165M | 0.04% |
1,220,791
+222,208
| +22% | +$30.1M |
|
406
National Fuel Gas
NFG
$7.82B
| $165M | 0.04% |
4,417,863
+153,805
| +4% | +$5.74M |
|
407
DTE Energy
DTE
$28.4B
| $165M | 0.04% |
2,036,840
+239,609
| +13% | +$19.4M |
|
408
HSBC
HSBC
$227B
| $164M | 0.04% |
5,843,839
+3,098,634
| +113% | +$86.8M |
|
409
Scotiabank
BNS
$78.8B
| $164M | 0.04% |
4,028,839
-110,851
| -3% | -$4.5M |
|
410
Insulet
PODD
$24.5B
| $163M | 0.04% |
984,695
-386,020
| -28% | -$64M |
|
411
Arrow Electronics
ARW
$6.57B
| $162M | 0.04% |
3,127,062
-508,925
| -14% | -$26.4M |
|
412
TransDigm Group
TDG
$71.6B
| $162M | 0.04% |
506,246
+38,506
| +8% | +$12.3M |
|
|
XYZ
413
Block, Inc.
XYZ
$45.7B
| $162M | 0.04% |
3,084,467
+2,259,293
| +274% | +$118M |
|
|
AMED
414
DELISTED
Amedisys
AMED
| $161M | 0.04% |
879,816
+2,458
| +0.3% | +$451K |
|
415
Nasdaq
NDAQ
$53.6B
| $161M | 0.04% |
5,096,334
-376,452
| -7% | -$11.9M |
|
416
ON Semiconductor
ON
$20.1B
| $160M | 0.04% |
12,876,048
+4,576,305
| +55% | +$56.9M |
|
417
General Motors
GM
$55.5B
| $160M | 0.04% |
7,705,004
+2,202,725
| +40% | +$45.8M |
|
|
MDLA
418
DELISTED
Medallia, Inc.
MDLA
| $160M | 0.04% |
7,984,384
+5,997,579
| +302% | +$120M |
|
419
WEX
WEX
$5.87B
| $160M | 0.04% |
1,528,613
+455,271
| +42% | +$47.6M |
|
420
BJs Wholesale Club
BJ
$12.8B
| $159M | 0.04% |
6,261,647
+1,539,182
| +33% | +$39.2M |
|
421
EOG Resources
EOG
$64.4B
| $159M | 0.04% |
4,434,503
-2,503,872
| -36% | -$89.9M |
|
422
Waste Management
WM
$88.6B
| $158M | 0.04% |
1,711,511
-1,479,085
| -46% | -$137M |
|
423
Vipshop
VIPS
$8.45B
| $158M | 0.04% |
10,146,644
+4,891,498
| +93% | +$76.2M |
|
424
MongoDB
MDB
$26.4B
| $157M | 0.04% |
1,151,085
+289,498
| +34% | +$39.5M |
|
425
Energy Select Sector SPDR Fund
XLE
$26.7B
| $156M | 0.04% |
5,361,661
+3,144,837
| +142% | +$91.4M |
|