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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.5B
| $339M | 0.04% |
6,180,153
-213,808
| -3% | -$11.7M |
|
402
Bumble
BMBL
$680M
| $338M | 0.04% |
9,985,372
+1,166,447
| +13% | +$39.5M |
|
403
Helen of Troy
HELE
$555M
| $337M | 0.04% |
1,378,747
+95,539
| +7% | +$23.4M |
|
404
UDR
UDR
$12.9B
| $336M | 0.04% |
5,593,986
-1,722,397
| -24% | -$103M |
|
405
VF Corp
VFC
$6.01B
| $333M | 0.04% |
4,543,758
-733,445
| -14% | -$53.7M |
|
406
LKQ Corp
LKQ
$8.31B
| $333M | 0.04% |
5,540,622
-104,718
| -2% | -$6.29M |
|
407
WEX
WEX
$5.94B
| $332M | 0.04% |
2,367,421
-962,446
| -29% | -$135M |
|
408
Hubbell
HUBB
$23B
| $331M | 0.04% |
1,589,385
-480
| -0% | -$100K |
|
409
US Foods
USFD
$17.3B
| $327M | 0.04% |
9,402,201
-1,570,416
| -14% | -$54.7M |
|
410
DTE Energy
DTE
$28.2B
| $327M | 0.04% |
2,738,112
+1,083,087
| +65% | +$129M |
|
411
National Fuel Gas
NFG
$7.81B
| $326M | 0.04% |
5,100,377
-241,297
| -5% | -$15.4M |
|
412
DuPont de Nemours
DD
$32.1B
| $325M | 0.04% |
4,020,703
-885,696
| -18% | -$71.5M |
|
413
American Tower
AMT
$90.8B
| $323M | 0.04% |
1,104,456
+300,359
| +37% | +$87.9M |
|
414
Acuity Brands
AYI
$10.1B
| $321M | 0.04% |
1,518,090
-129,377
| -8% | -$27.4M |
|
415
CubeSmart
CUBE
$9.32B
| $317M | 0.04% |
5,565,589
-485,543
| -8% | -$27.6M |
|
416
iShares ESG Optimized MSCI USA ETF
SUSA
$3.59B
| $317M | 0.04% |
2,980,490
+398,807
| +15% | +$42.4M |
|
417
Littelfuse
LFUS
$6.46B
| $316M | 0.04% |
1,003,074
-560
| -0.1% | -$176K |
|
418
Insulet
PODD
$24.7B
| $315M | 0.04% |
1,185,401
-22,173
| -2% | -$5.9M |
|
419
Snap-on
SNA
$16.9B
| $315M | 0.04% |
1,462,141
+210,923
| +17% | +$45.4M |
|
420
Carter's
CRI
$1.04B
| $314M | 0.04% |
3,105,255
-447,728
| -13% | -$45.3M |
|
421
Snowflake
SNOW
$75.9B
| $314M | 0.04% |
927,370
-547,231
| -37% | -$185M |
|
422
Equity Lifestyle Properties
ELS
$12B
| $313M | 0.04% |
3,573,654
-190,912
| -5% | -$16.7M |
|
423
American International
AIG
$43.7B
| $313M | 0.04% |
5,508,733
-2,752,304
| -33% | -$156M |
|
424
Take-Two Interactive
TTWO
$45.9B
| $312M | 0.04% |
1,756,180
+103,482
| +6% | +$18.4M |
|
425
lululemon athletica
LULU
$19.5B
| $312M | 0.04% |
795,811
+158,579
| +25% | +$62.1M |
|