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 | |
|---|---|---|---|---|---|---|
401
MKS Inc. Common Stock
MKSI
$7.02B
| $329M | 0.04% |
2,182,695
-28,675
| -1% | -$4.33M |
|
402
EastGroup Properties
EGP
$8.97B
| $329M | 0.04% |
1,972,183
-330,481
| -14% | -$55.1M |
|
403
Enbridge
ENB
$105B
| $329M | 0.04% |
8,254,831
+310,371
| +4% | +$12.4M |
|
404
Energy Select Sector SPDR Fund
XLE
$26.7B
| $327M | 0.04% |
6,278,025
+808,267
| +15% | +$42.1M |
|
405
Marvell Technology
MRVL
$54.6B
| $323M | 0.04% |
5,358,381
-160,928
| -3% | -$9.71M |
|
406
Okta
OKTA
$16.1B
| $321M | 0.04% |
1,354,564
-96,075
| -7% | -$22.8M |
|
407
Kohl's
KSS
$1.86B
| $319M | 0.04% |
6,779,465
+244,586
| +4% | +$11.5M |
|
408
Prudential Financial
PRU
$37.2B
| $319M | 0.04% |
3,031,981
-1,158,428
| -28% | -$122M |
|
409
FIVE9
FIVN
$2.06B
| $316M | 0.04% |
1,978,677
-423,068
| -18% | -$67.6M |
|
410
Huazhu Hotels Group
HTHT
$11.5B
| $316M | 0.04% |
6,891,217
+790,229
| +13% | +$36.2M |
|
411
Phillips 66
PSX
$53.2B
| $315M | 0.04% |
4,501,994
-1,553,605
| -26% | -$109M |
|
412
Regency Centers
REG
$13.4B
| $315M | 0.04% |
4,676,172
+591,857
| +14% | +$39.8M |
|
413
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $315M | 0.04% |
5,981,536
+2,133,638
| +55% | +$112M |
|
414
Credicorp
BAP
$20.7B
| $311M | 0.04% |
2,802,726
-106,174
| -4% | -$11.8M |
|
415
Garmin
GRMN
$45.7B
| $310M | 0.04% |
1,993,955
-840,996
| -30% | -$131M |
|
416
SPDR Gold Trust
GLD
$112B
| $308M | 0.04% |
1,878,489
+350,611
| +23% | +$57.6M |
|
417
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $308M | 0.04% |
2,861,760
+2,811,567
| +5,602% | +$302M |
|
418
Hilton Worldwide
HLT
$64B
| $305M | 0.04% |
2,308,290
+81,818
| +4% | +$10.8M |
|
419
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.21B
| $304M | 0.04% |
6,433,880
+2,608,361
| +68% | +$123M |
|
420
iShares Gold Trust
IAU
$52.6B
| $302M | 0.04% |
9,043,067
+4,509,099
| +99% | +$151M |
|
421
DraftKings
DKNG
$23.1B
| $300M | 0.04% |
6,232,627
-1,552,791
| -20% | -$74.8M |
|
422
Ribbon Communications
RBBN
$707M
| $299M | 0.04% |
49,949,398
| – | – |
|
423
Bilibili
BILI
$9.25B
| $297M | 0.04% |
4,491,271
-3,109,189
| -41% | -$206M |
|
424
iShares 7-10 Year Treasury Bond ETF
IEF
$35.9B
| $296M | 0.04% |
2,572,184
-4,085,959
| -61% | -$471M |
|
425
Brookfield
BN
$99.5B
| $296M | 0.04% |
6,851,075
-567,915
| -8% | -$24.6M |
|