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 | |
|---|---|---|---|---|---|---|
401
Teladoc Health
TDOC
$1.34B
| $321M | 0.04% |
1,765,297
-400,384
| -18% | -$72.8M |
|
402
Marathon Petroleum
MPC
$55.5B
| $320M | 0.04% |
5,977,863
-981,287
| -14% | -$52.5M |
|
403
Hubbell
HUBB
$23.5B
| $319M | 0.04% |
1,708,256
+225,077
| +15% | +$42.1M |
|
404
American Electric Power
AEP
$58B
| $318M | 0.04% |
3,759,051
+712,418
| +23% | +$60.3M |
|
405
DuPont de Nemours
DD
$32.3B
| $318M | 0.04% |
4,115,325
-233,793
| -5% | -$18.1M |
|
406
Huazhu Hotels Group
HTHT
$11.5B
| $316M | 0.04% |
5,749,962
+1,237,779
| +27% | +$68M |
|
407
FIVE9
FIVN
$1.97B
| $316M | 0.04% |
2,018,861
+324,637
| +19% | +$50.8M |
|
408
Equity Lifestyle Properties
ELS
$11.8B
| $315M | 0.04% |
4,945,524
-256,461
| -5% | -$16.3M |
|
409
Schwab US TIPS ETF
SCHP
$14.1B
| $314M | 0.04% |
10,277,834
-914,196
| -8% | -$28M |
|
410
Mine Safety
MSA
$6.71B
| $314M | 0.04% |
2,091,947
+12,302
| +0.6% | +$1.85M |
|
|
LSI
411
DELISTED
Life Storage, Inc.
LSI
| $314M | 0.04% |
3,650,244
+2,704,009
| +286% | +$232M |
|
412
Prudential Financial
PRU
$37.4B
| $312M | 0.04% |
3,424,932
+2,212,274
| +182% | +$202M |
|
413
Jazz Pharmaceuticals
JAZZ
$7.68B
| $312M | 0.04% |
1,897,829
-3,307
| -0.2% | -$544K |
|
414
JPMorgan Ultra-Short Income ETF
JPST
$33.5B
| $311M | 0.04% |
6,126,330
+5,800,060
| +1,778% | +$294M |
|
415
iShares Biotechnology ETF
IBB
$5.69B
| $311M | 0.04% |
2,063,758
+1,475,419
| +251% | +$222M |
|
416
Kohl's
KSS
$1.79B
| $310M | 0.04% |
5,193,366
-478,964
| -8% | -$28.6M |
|
|
AMED
417
DELISTED
Amedisys
AMED
| $309M | 0.04% |
1,167,729
+30,187
| +3% | +$7.99M |
|
418
Duke Energy
DUK
$94.2B
| $309M | 0.04% |
3,197,449
+1,641,163
| +105% | +$158M |
|
|
WRK
419
DELISTED
WestRock Company
WRK
| $308M | 0.04% |
5,912,444
+1,038,148
| +21% | +$54M |
|
420
Alnylam Pharmaceuticals
ALNY
$61.4B
| $308M | 0.04% |
2,178,401
-126,049
| -5% | -$17.8M |
|
421
Caterpillar
CAT
$201B
| $306M | 0.04% |
1,318,186
+205,595
| +18% | +$47.7M |
|
422
Host Hotels & Resorts
HST
$12.1B
| $303M | 0.04% |
17,998,912
+4,736,383
| +36% | +$79.8M |
|
423
Enbridge
ENB
$106B
| $303M | 0.04% |
8,326,735
+1,194,218
| +17% | +$43.5M |
|
424
iShares ESG Aware MSCI USA ETF
ESGU
$14.4B
| $302M | 0.04% |
3,328,839
+768,936
| +30% | +$69.9M |
|
425
iShares National Muni Bond ETF
MUB
$39.4B
| $302M | 0.04% |
2,598,756
-427,210
| -14% | -$49.6M |
|