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 Europe ETF
BBEU
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Dollar General
DG
$24.1B
| $335M | 0.04% |
1,546,390
+381,275
| +33% | +$82.5M |
|
427
Hubbell
HUBB
$23.2B
| $332M | 0.04% |
1,777,689
+69,433
| +4% | +$13M |
|
428
Helen of Troy
HELE
$587M
| $330M | 0.04% |
1,444,666
+137,889
| +11% | +$31.5M |
|
429
Gen Digital
GEN
$18.2B
| $327M | 0.04% |
12,028,936
-1,114,745
| -8% | -$30.3M |
|
430
Realty Income
O
$54.2B
| $327M | 0.04% |
5,049,330
-597,709
| -11% | -$38.7M |
|
431
Itron
ITRI
$5.51B
| $326M | 0.04% |
3,265,239
+482,588
| +17% | +$48.2M |
|
432
lululemon athletica
LULU
$19.9B
| $325M | 0.04% |
891,720
-466,476
| -34% | -$170M |
|
433
Kimberly-Clark
KMB
$43.1B
| $325M | 0.04% |
2,429,797
+21,642
| +0.9% | +$2.9M |
|
434
Advance Auto Parts
AAP
$3.6B
| $324M | 0.04% |
1,578,913
+1,335,161
| +548% | +$274M |
|
435
Huazhu Hotels Group
HTHT
$11.5B
| $322M | 0.04% |
6,100,988
+351,026
| +6% | +$18.5M |
|
436
Marvell Technology
MRVL
$54.6B
| $322M | 0.04% |
5,519,309
+3,180,846
| +136% | +$186M |
|
|
ALXN
437
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $321M | 0.04% |
1,748,795
-515,586
| -23% | -$94.7M |
|
438
UBS Group
UBS
$128B
| $321M | 0.04% |
20,933,001
+4,284,436
| +26% | +$65.7M |
|
439
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.3B
| $320M | 0.04% |
5,777,738
+453,672
| +9% | +$25.1M |
|
440
Globant
GLOB
$2.78B
| $319M | 0.04% |
1,455,031
+16,714
| +1% | +$3.66M |
|
441
CommScope
COMM
$3.55B
| $318M | 0.04% |
14,940,735
+234,229
| +2% | +$4.99M |
|
442
Enbridge
ENB
$105B
| $318M | 0.04% |
7,944,460
-382,275
| -5% | -$15.3M |
|
443
Scotiabank
BNS
$78.8B
| $317M | 0.04% |
4,873,915
+1,039,867
| +27% | +$67.7M |
|
444
Bumble
BMBL
$697M
| $315M | 0.04% |
5,469,314
+4,140,121
| +311% | +$238M |
|
445
BioMarin Pharmaceuticals
BMRN
$11.1B
| $313M | 0.04% |
3,755,379
+919,767
| +32% | +$76.7M |
|
446
Edison International
EIX
$21B
| $313M | 0.04% |
5,419,179
-120,958
| -2% | -$6.99M |
|
|
AMED
447
DELISTED
Amedisys
AMED
| $310M | 0.04% |
1,265,080
+97,351
| +8% | +$23.8M |
|
448
Zoetis
ZTS
$67.9B
| $307M | 0.04% |
1,649,669
+258,505
| +19% | +$48.2M |
|
449
Burlington
BURL
$18.4B
| $306M | 0.04% |
950,061
+83,177
| +10% | +$26.8M |
|
450
Brookfield
BN
$99.5B
| $306M | 0.04% |
7,418,990
+364,728
| +5% | +$15M |
|