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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
iShares US Technology ETF
IYW
$23.1B
| $342M | 0.03% |
2,785,245
+1,225,385
| +79% | +$150M |
|
427
Healthpeak Properties
DOC
$12.8B
| $340M | 0.03% |
17,184,442
+708,364
| +4% | +$14M |
|
428
Huntington Bancshares
HBAN
$25.7B
| $340M | 0.03% |
26,717,930
+432,260
| +2% | +$5.5M |
|
429
First Solar
FSLR
$22B
| $338M | 0.03% |
1,960,981
-4,860,512
| -71% | -$837M |
|
430
RPM International
RPM
$16.2B
| $337M | 0.03% |
3,018,316
+499,267
| +20% | +$55.7M |
|
431
Cooper Companies
COO
$13.5B
| $336M | 0.03% |
3,549,436
+226,132
| +7% | +$21.4M |
|
432
iShares ESG Optimized MSCI USA ETF
SUSA
$3.59B
| $333M | 0.03% |
3,308,130
+166,658
| +5% | +$16.8M |
|
433
Silgan Holdings
SLGN
$4.83B
| $332M | 0.03% |
7,343,166
+1,290,080
| +21% | +$58.4M |
|
434
Aflac
AFL
$57.2B
| $326M | 0.03% |
3,946,564
+961,076
| +32% | +$79.3M |
|
435
Bath & Body Works
BBWI
$6.06B
| $325M | 0.03% |
7,536,076
+1,386,079
| +23% | +$59.8M |
|
436
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$952M
| $321M | 0.03% |
3,587,496
-361,064
| -9% | -$32.3M |
|
437
Schlumberger
SLB
$53.4B
| $320M | 0.03% |
6,155,289
-614,159
| -9% | -$32M |
|
438
Bright Horizons
BFAM
$6.64B
| $320M | 0.03% |
3,392,693
-94,648
| -3% | -$8.92M |
|
439
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $318M | 0.03% |
6,660,439
+5,641,008
| +553% | +$270M |
|
440
VanEck Oil Services ETF
OIH
$880M
| $318M | 0.03% |
1,026,172
+17,455
| +2% | +$5.4M |
|
441
CDW
CDW
$22.2B
| $316M | 0.03% |
1,390,497
-395,983
| -22% | -$90M |
|
442
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $315M | 0.03% |
2,845,322
+1,874,918
| +193% | +$207M |
|
|
AIRC
443
DELISTED
Apartment Income REIT Corp.
AIRC
| $315M | 0.03% |
9,058,030
-4,514,650
| -33% | -$157M |
|
444
Camden Property Trust
CPT
$11.9B
| $312M | 0.03% |
3,140,271
-904,717
| -22% | -$89.8M |
|
445
LKQ Corp
LKQ
$8.33B
| $312M | 0.03% |
6,519,609
+91,396
| +1% | +$4.37M |
|
446
Duke Energy
DUK
$93.8B
| $311M | 0.03% |
3,203,053
-40,738
| -1% | -$3.95M |
|
447
West Pharmaceutical
WST
$18B
| $310M | 0.03% |
880,069
-29,842
| -3% | -$10.5M |
|
448
iShares Core S&P Small-Cap ETF
IJR
$86B
| $309M | 0.03% |
2,850,414
+1,324,076
| +87% | +$143M |
|
449
Credicorp
BAP
$20.7B
| $308M | 0.03% |
2,052,576
-308,842
| -13% | -$46.3M |
|
450
Vanguard Communication Services ETF
VOX
$5.82B
| $307M | 0.03% |
2,605,883
+9,564
| +0.4% | +$1.13M |
|