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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Raymond James Financial
RJF
$33.1B
| $312M | 0.04% |
2,840,652
-239,655
| -8% | -$26.3M |
|
|
Y
402
DELISTED
Alleghany Corporation
Y
| $309M | 0.04% |
364,645
-335
| -0.1% | -$284K |
|
403
Microchip Technology
MCHP
$34.9B
| $309M | 0.04% |
4,109,539
-2,765,028
| -40% | -$208M |
|
404
Essex Property Trust
ESS
$17.1B
| $307M | 0.04% |
887,560
+18,702
| +2% | +$6.46M |
|
405
Phillips 66
PSX
$52.7B
| $305M | 0.04% |
3,532,323
+378,025
| +12% | +$32.7M |
|
406
Delta Air Lines
DAL
$39.9B
| $304M | 0.04% |
7,691,095
+2,228,673
| +41% | +$88.2M |
|
407
IAC Inc
IAC
$2.88B
| $302M | 0.04% |
3,676,714
+846,226
| +30% | +$69.6M |
|
408
Canadian Imperial Bank of Commerce
CM
$73.1B
| $302M | 0.04% |
4,963,660
+914,106
| +23% | +$55.6M |
|
409
Celanese
CE
$4.86B
| $297M | 0.04% |
2,080,249
-929,020
| -31% | -$133M |
|
410
Zoetis
ZTS
$66.1B
| $297M | 0.04% |
1,574,061
+299,299
| +23% | +$56.4M |
|
411
Caterpillar
CAT
$199B
| $296M | 0.04% |
1,329,960
+346,135
| +35% | +$77.1M |
|
412
Newmont
NEM
$86B
| $296M | 0.04% |
3,729,358
+767,110
| +26% | +$60.9M |
|
413
XP
XP
$9.85B
| $296M | 0.04% |
9,831,148
+9,375,380
| +2,057% | +$282M |
|
414
National Fuel Gas
NFG
$7.81B
| $292M | 0.04% |
4,257,259
-843,118
| -17% | -$57.9M |
|
415
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $291M | 0.04% |
2,786,793
+108,783
| +4% | +$11.4M |
|
416
American Electric Power
AEP
$57.8B
| $291M | 0.04% |
2,920,910
+538,927
| +23% | +$53.8M |
|
417
Sempra
SRE
$53.2B
| $291M | 0.04% |
3,462,520
+30,890
| +0.9% | +$2.6M |
|
418
Yum! Brands
YUM
$40.5B
| $291M | 0.04% |
2,455,297
-1,853,520
| -43% | -$220M |
|
419
Prudential Financial
PRU
$37.2B
| $291M | 0.04% |
2,462,312
-208,750
| -8% | -$24.7M |
|
420
Hubbell
HUBB
$23.6B
| $290M | 0.04% |
1,579,834
-9,551
| -0.6% | -$1.76M |
|
421
Bank of Montreal
BMO
$90.6B
| $289M | 0.03% |
2,446,743
+227,694
| +10% | +$26.9M |
|
422
Healthpeak Properties
DOC
$12.5B
| $288M | 0.03% |
8,382,149
-1,431,484
| -15% | -$49.1M |
|
|
ZNGA
423
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $286M | 0.03% |
30,912,036
+2,129,336
| +7% | +$19.7M |
|
424
Pinduoduo
PDD
$176B
| $285M | 0.03% |
7,116,089
+3,621,653
| +104% | +$145M |
|
425
ResMed
RMD
$39.4B
| $285M | 0.03% |
1,173,994
+380,645
| +48% | +$92.3M |
|