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 | |
|---|---|---|---|---|---|---|
426
Carter's
CRI
$1.04B
| $285M | 0.03% |
3,092,829
-12,426
| -0.4% | -$1.14M |
|
427
Keurig Dr Pepper
KDP
$37.3B
| $284M | 0.03% |
7,505,034
-526,723
| -7% | -$20M |
|
428
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $284M | 0.03% |
2,935,368
-45,122
| -2% | -$4.37M |
|
429
Gen Digital
GEN
$18B
| $283M | 0.03% |
10,679,697
-70,399
| -0.7% | -$1.87M |
|
430
Mohawk Industries
MHK
$8.41B
| $283M | 0.03% |
2,279,241
+73,764
| +3% | +$9.16M |
|
431
Acuity Brands
AYI
$10.1B
| $282M | 0.03% |
1,489,739
-28,351
| -2% | -$5.37M |
|
432
Neurocrine Biosciences
NBIX
$14B
| $282M | 0.03% |
3,005,309
+24,210
| +0.8% | +$2.27M |
|
433
BJs Wholesale Club
BJ
$12.8B
| $281M | 0.03% |
4,161,575
-32,942
| -0.8% | -$2.23M |
|
|
TWTR
434
DELISTED
Twitter, Inc.
TWTR
| $280M | 0.03% |
7,235,137
+1,336,472
| +23% | +$51.7M |
|
435
Helen of Troy
HELE
$550M
| $279M | 0.03% |
1,423,441
+44,694
| +3% | +$8.75M |
|
436
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.9B
| $278M | 0.03% |
3,230,343
+274,758
| +9% | +$23.6M |
|
437
DuPont de Nemours
DD
$31.9B
| $276M | 0.03% |
3,752,911
-267,792
| -7% | -$19.7M |
|
438
Exelixis
EXEL
$10.1B
| $273M | 0.03% |
12,046,603
+103,192
| +0.9% | +$2.34M |
|
439
US Foods
USFD
$17.5B
| $273M | 0.03% |
7,256,261
-2,145,940
| -23% | -$80.8M |
|
440
WEX
WEX
$5.81B
| $272M | 0.03% |
1,525,013
-842,408
| -36% | -$150M |
|
441
LPL Financial
LPLA
$27.4B
| $271M | 0.03% |
1,483,000
+157,918
| +12% | +$28.8M |
|
442
Crown Castle
CCI
$40.9B
| $270M | 0.03% |
1,463,883
+662,907
| +83% | +$122M |
|
443
DTE Energy
DTE
$28.2B
| $268M | 0.03% |
2,028,891
-709,221
| -26% | -$93.8M |
|
444
Snowflake
SNOW
$76.5B
| $268M | 0.03% |
1,169,055
+241,685
| +26% | +$55.4M |
|
445
General Motors
GM
$54.6B
| $265M | 0.03% |
6,052,898
-2,592,223
| -30% | -$113M |
|
446
Southern Company
SO
$101B
| $264M | 0.03% |
3,644,781
+1,607,524
| +79% | +$117M |
|
447
Lennar Class A
LEN
$35.4B
| $264M | 0.03% |
3,363,131
-437,762
| -12% | -$34.4M |
|
448
Acadia Healthcare
ACHC
$1.94B
| $264M | 0.03% |
4,026,016
+12,583
| +0.3% | +$825K |
|
449
Target
TGT
$41.3B
| $263M | 0.03% |
1,241,440
-1,388,723
| -53% | -$295M |
|
450
Hologic
HOLX
$14.6B
| $263M | 0.03% |
3,424,059
+781,084
| +30% | +$60M |
|