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 | |
|---|---|---|---|---|---|---|
451
Nutrien
NTR
$27.9B
| $263M | 0.03% |
2,525,266
-120,104
| -5% | -$12.5M |
|
452
Duke Energy
DUK
$94.4B
| $262M | 0.03% |
2,342,289
+29,202
| +1% | +$3.26M |
|
453
CubeSmart
CUBE
$9.29B
| $260M | 0.03% |
5,001,948
-563,641
| -10% | -$29.3M |
|
454
Post Holdings
POST
$5.69B
| $260M | 0.03% |
3,755,363
-1,574,581
| -30% | -$109M |
|
|
B
455
Barrick Mining Corporation
B
$50.3B
| $259M | 0.03% |
10,559,331
+1,279,878
| +14% | +$31.4M |
|
456
LKQ Corp
LKQ
$8.26B
| $259M | 0.03% |
5,700,746
+160,124
| +3% | +$7.27M |
|
|
SJR
457
DELISTED
Shaw Communications Inc.
SJR
| $259M | 0.03% |
8,333,355
+2,009,197
| +32% | +$62.4M |
|
458
Mine Safety
MSA
$6.63B
| $258M | 0.03% |
1,945,573
+15,495
| +0.8% | +$2.06M |
|
459
Huazhu Hotels Group
HTHT
$11.4B
| $257M | 0.03% |
7,781,381
-103,497
| -1% | -$3.41M |
|
460
Marathon Petroleum
MPC
$55.2B
| $256M | 0.03% |
2,991,267
-111,055
| -4% | -$9.5M |
|
461
Chord Energy
CHRD
$6.1B
| $255M | 0.03% |
1,745,292
-348,287
| -17% | -$51M |
|
462
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $255M | 0.03% |
4,057,127
-10,851,619
| -73% | -$683M |
|
463
Canadian Natural Resources
CNQ
$64.9B
| $255M | 0.03% |
8,402,728
+638,587
| +8% | +$19.4M |
|
464
iRhythm Technologies
IRTC
$5.85B
| $255M | 0.03% |
1,619,374
-460,055
| -22% | -$72.4M |
|
465
Tractor Supply
TSCO
$31B
| $255M | 0.03% |
5,455,205
+231,160
| +4% | +$10.8M |
|
466
Evergy
EVRG
$16.5B
| $255M | 0.03% |
3,724,685
-223,056
| -6% | -$15.2M |
|
467
Boeing
BA
$172B
| $254M | 0.03% |
1,325,280
+179,636
| +16% | +$34.4M |
|
468
Equity Lifestyle Properties
ELS
$11.7B
| $253M | 0.03% |
3,311,758
-261,896
| -7% | -$20M |
|
469
Hershey
HSY
$37.6B
| $253M | 0.03% |
1,168,090
+275,466
| +31% | +$59.7M |
|
470
Planet Fitness
PLNT
$8.52B
| $253M | 0.03% |
2,995,044
-41,959
| -1% | -$3.54M |
|
471
Garmin
GRMN
$45.4B
| $250M | 0.03% |
2,109,697
+47,193
| +2% | +$5.6M |
|
472
Airbnb
ABNB
$75.6B
| $249M | 0.03% |
1,449,442
+360,293
| +33% | +$61.9M |
|
473
Ferrari
RACE
$84.4B
| $247M | 0.03% |
1,130,869
+71,022
| +7% | +$15.5M |
|
474
Kanzhun
BZ
$11.2B
| $246M | 0.03% |
9,866,440
+5,138,088
| +109% | +$128M |
|
475
Kraft Heinz
KHC
$31.5B
| $245M | 0.03% |
6,232,162
-419,416
| -6% | -$16.5M |
|