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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
American Electric Power
AEP
$57.5B
| $247M | 0.03% |
2,711,204
+739,862
| +38% | +$67.3M |
|
452
WEX
WEX
$5.91B
| $246M | 0.03% |
1,336,884
+39,312
| +3% | +$7.23M |
|
453
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.94B
| $245M | 0.03% |
3,605,548
+2,019,398
| +127% | +$137M |
|
454
Micron Technology
MU
$151B
| $244M | 0.03% |
4,041,283
-463,640
| -10% | -$28M |
|
|
AIRC
455
DELISTED
Apartment Income REIT Corp.
AIRC
| $244M | 0.03% |
6,809,240
+850,026
| +14% | +$30.4M |
|
|
HES
456
DELISTED
Hess
HES
| $244M | 0.03% |
1,841,467
-383,661
| -17% | -$50.8M |
|
457
Aon
AON
$79B
| $243M | 0.03% |
770,155
-811,380
| -51% | -$256M |
|
458
Timken Company
TKR
$5.37B
| $242M | 0.03% |
2,960,616
-26,405
| -0.9% | -$2.16M |
|
459
Marathon Petroleum
MPC
$55.1B
| $242M | 0.03% |
1,793,706
+681,698
| +61% | +$91.9M |
|
460
Applied Industrial Technologies
AIT
$10.1B
| $242M | 0.03% |
1,701,433
-170,381
| -9% | -$24.2M |
|
461
Acadia Healthcare
ACHC
$2.15B
| $242M | 0.03% |
3,346,357
-289,665
| -8% | -$20.9M |
|
462
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $242M | 0.03% |
9,582,170
-10,816,272
| -53% | -$273M |
|
463
iShares Russell 1000 ETF
IWB
$44.1B
| $241M | 0.03% |
1,070,358
+492,670
| +85% | +$111M |
|
464
Genuine Parts
GPC
$19.5B
| $240M | 0.03% |
1,437,398
-44,869
| -3% | -$7.51M |
|
465
Canadian Natural Resources
CNQ
$64.3B
| $240M | 0.03% |
8,686,506
+118,312
| +1% | +$3.27M |
|
466
Domino's
DPZ
$15.8B
| $240M | 0.03% |
727,593
+272,279
| +60% | +$89.8M |
|
467
US Foods
USFD
$17.6B
| $240M | 0.03% |
6,494,037
-301,937
| -4% | -$11.2M |
|
468
JD.com
JD
$48B
| $239M | 0.03% |
5,442,452
+246,417
| +5% | +$10.8M |
|
469
Enphase Energy
ENPH
$4.96B
| $236M | 0.03% |
1,122,036
-893,419
| -44% | -$188M |
|
470
Atlassian
TEAM
$47.8B
| $235M | 0.03% |
1,371,092
+358,851
| +35% | +$61.4M |
|
471
Enterprise Products Partners
EPD
$68.1B
| $232M | 0.03% |
8,962,308
+3,039,800
| +51% | +$78.7M |
|
472
IDEX
IEX
$12.4B
| $229M | 0.03% |
991,238
+30,593
| +3% | +$7.07M |
|
473
Garmin
GRMN
$46.1B
| $229M | 0.03% |
2,266,491
+500,491
| +28% | +$50.5M |
|
474
VanEck Oil Services ETF
OIH
$838M
| $228M | 0.03% |
821,248
-21,892
| -3% | -$6.07M |
|
475
UBS Group
UBS
$128B
| $227M | 0.03% |
10,620,080
-11,001,157
| -51% | -$235M |
|