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 International Bond ETF
BNDX
|
$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.58B |
| 4 |
iShares MBS ETF
MBB
|
$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
$776M |
| 2 |
Johnson & Johnson
JNJ
|
$698M |
| 3 |
Mondelez International
MDLZ
|
$646M |
| 4 |
CVS Health
CVS
|
$591M |
| 5 |
UnitedHealth
UNH
|
$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Micron Technology
MU
$147B
| $154M | 0.03% |
3,715,542
+1,246,724
| +50% | +$51.5M |
|
477
iShares Gold Trust
IAU
$52.6B
| $153M | 0.03% |
6,172,284
+1,045,321
| +20% | +$25.9M |
|
478
W.R. Berkley
WRB
$27.3B
| $152M | 0.03% |
6,069,526
-337,577
| -5% | -$8.47M |
|
479
ResMed
RMD
$40.6B
| $152M | 0.03% |
1,463,046
+93,024
| +7% | +$9.67M |
|
480
Banco Santander Chile
BSAC
$12.1B
| $152M | 0.03% |
5,106,818
+30,780
| +0.6% | +$916K |
|
|
SAGE
481
DELISTED
Sage Therapeutics
SAGE
| $151M | 0.03% |
952,068
+526
| +0.1% | +$83.7K |
|
482
Applied Industrial Technologies
AIT
$10B
| $151M | 0.03% |
2,533,955
-17,248
| -0.7% | -$1.03M |
|
483
Cousins Properties
CUZ
$4.95B
| $151M | 0.03% |
3,898,247
+1,091,968
| +39% | +$42.2M |
|
484
iShares MSCI Brazil ETF
EWZ
$5.47B
| $150M | 0.03% |
3,668,619
+2,563,764
| +232% | +$105M |
|
485
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.91B
| $150M | 0.03% |
115,926
+26,433
| +30% | +$34.2M |
|
|
HDS
486
DELISTED
HD Supply Holdings, Inc.
HDS
| $148M | 0.03% |
3,418,312
-925,639
| -21% | -$40.1M |
|
487
GE Aerospace
GE
$296B
| $148M | 0.03% |
2,975,532
+1,305,702
| +78% | +$65M |
|
488
Henry Schein
HSIC
$8.42B
| $146M | 0.03% |
2,426,917
-106,502
| -4% | -$6.4M |
|
489
Schwab US REIT ETF
SCHH
$8.38B
| $146M | 0.03% |
6,563,388
+562,746
| +9% | +$12.5M |
|
490
MSCI
MSCI
$42.9B
| $145M | 0.03% |
728,117
+502,999
| +223% | +$100M |
|
491
Brady Corp
BRC
$3.86B
| $144M | 0.03% |
3,108,742
-679,051
| -18% | -$31.5M |
|
492
Waste Management
WM
$88.6B
| $144M | 0.03% |
1,387,719
-436,809
| -24% | -$45.4M |
|
493
Quaker Houghton
KWR
$2.51B
| $144M | 0.03% |
719,147
-24,225
| -3% | -$4.85M |
|
494
Cinemark Holdings
CNK
$2.98B
| $144M | 0.03% |
3,595,212
-304,609
| -8% | -$12.2M |
|
495
Scotiabank
BNS
$78.8B
| $144M | 0.03% |
2,696,890
+154,666
| +6% | +$8.24M |
|
496
Edwards Lifesciences
EW
$47.5B
| $143M | 0.03% |
2,246,331
+23,025
| +1% | +$1.47M |
|
497
CubeSmart
CUBE
$9.52B
| $143M | 0.03% |
4,460,909
-654,266
| -13% | -$21M |
|
498
Encompass Health
EHC
$12.6B
| $143M | 0.03% |
3,076,284
-308,495
| -9% | -$14.3M |
|
499
Ryanair
RYAAY
$32.1B
| $142M | 0.03% |
4,753,445
-392,508
| -8% | -$11.8M |
|
500
Bread Financial
BFH
$3.09B
| $142M | 0.03% |
1,017,571
-17,795
| -2% | -$2.49M |
|