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 | |
|---|---|---|---|---|---|---|
451
Simon Property Group
SPG
$59.5B
| $305M | 0.04% |
2,338,298
-207,398
| -8% | -$27.1M |
|
452
Snap-on
SNA
$17.1B
| $304M | 0.04% |
1,361,684
-318,338
| -19% | -$71.1M |
|
453
D.R. Horton
DHI
$54.2B
| $300M | 0.04% |
3,318,763
+356,088
| +12% | +$32.2M |
|
454
Royalty Pharma
RPRX
$15.6B
| $300M | 0.04% |
7,315,001
+1,519,734
| +26% | +$62.3M |
|
455
Natera
NTRA
$23.1B
| $299M | 0.04% |
2,631,131
-654,873
| -20% | -$74.3M |
|
456
Q2 Holdings
QTWO
$4.92B
| $296M | 0.04% |
2,890,107
+226,056
| +8% | +$23.2M |
|
457
Lamb Weston
LW
$8.08B
| $296M | 0.04% |
3,671,926
+1,478,475
| +67% | +$119M |
|
458
AT&T
T
$212B
| $296M | 0.04% |
13,615,196
-1,954,015
| -13% | -$42.5M |
|
459
Raymond James Financial
RJF
$33B
| $295M | 0.04% |
3,409,562
-241,725
| -7% | -$20.9M |
|
460
Energy Select Sector SPDR Fund
XLE
$26.7B
| $295M | 0.04% |
5,469,758
+1,424,263
| +35% | +$76.7M |
|
|
SWAV
461
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $293M | 0.03% |
1,543,763
-168,948
| -10% | -$32.1M |
|
462
Littelfuse
LFUS
$6.51B
| $293M | 0.03% |
1,149,068
+100,145
| +10% | +$25.5M |
|
463
Invesco Senior Loan ETF
BKLN
$6.98B
| $293M | 0.03% |
13,216,139
+8,087,988
| +158% | +$179M |
|
464
Magna International
MGA
$12.9B
| $292M | 0.03% |
3,148,845
-155,215
| -5% | -$14.4M |
|
465
Kinsale Capital Group
KNSL
$10.6B
| $291M | 0.03% |
1,765,888
+273,136
| +18% | +$45M |
|
466
Applied Industrial Technologies
AIT
$10B
| $291M | 0.03% |
3,193,954
+186,371
| +6% | +$17M |
|
467
Canadian Pacific Kansas City
CP
$70.3B
| $289M | 0.03% |
3,753,519
-796,171
| -17% | -$61.2M |
|
468
BJs Wholesale Club
BJ
$12.8B
| $288M | 0.03% |
6,050,031
-1,673,244
| -22% | -$79.6M |
|
469
Teladoc Health
TDOC
$1.38B
| $286M | 0.03% |
1,720,088
-45,209
| -3% | -$7.52M |
|
470
Valvoline
VVV
$4.96B
| $285M | 0.03% |
8,794,296
+2,986,234
| +51% | +$96.9M |
|
|
COUP
471
DELISTED
Coupa Software Incorporated
COUP
| $285M | 0.03% |
1,086,225
-286,394
| -21% | -$75.1M |
|
472
Agios Pharmaceuticals
AGIO
$2.09B
| $284M | 0.03% |
5,162,311
+1,794,683
| +53% | +$98.9M |
|
473
National Fuel Gas
NFG
$7.82B
| $281M | 0.03% |
5,375,614
-40,168
| -0.7% | -$2.1M |
|
474
Evercore
EVR
$12.3B
| $281M | 0.03% |
1,995,045
+192,718
| +11% | +$27.1M |
|
475
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $281M | 0.03% |
3,465,989
+791,420
| +30% | +$64.1M |
|