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
|
+$2.82B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.91B |
| 3 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$1.64B |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.1B |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$895M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Emerson Electric
EMR
$74.7B
| $159M | 0.03% |
2,559,204
+452,635
| +21% | +$28.1M |
|
477
Huazhu Hotels Group
HTHT
$11.7B
| $158M | 0.03% |
4,517,190
-3,227,011
| -42% | -$113M |
|
478
Danaher
DHR
$142B
| $158M | 0.03% |
1,009,730
+88,656
| +10% | +$13.9M |
|
479
Q2 Holdings
QTWO
$5.25B
| $158M | 0.03% |
1,842,408
-224,002
| -11% | -$19.2M |
|
480
Trex
TREX
$6.77B
| $156M | 0.03% |
2,401,616
+363,848
| +18% | +$23.7M |
|
481
Elastic
ESTC
$9.69B
| $156M | 0.03% |
1,692,239
-491,945
| -23% | -$45.4M |
|
482
SPDR Euro Stoxx 50 ETF
FEZ
$4.56B
| $156M | 0.03% |
4,377,048
+3,618,967
| +477% | +$129M |
|
483
Hubbell
HUBB
$23.2B
| $155M | 0.03% |
1,237,312
+217,308
| +21% | +$27.2M |
|
484
Natera
NTRA
$23B
| $154M | 0.03% |
3,092,809
+216,030
| +8% | +$10.8M |
|
|
SBNY
485
DELISTED
Signature Bank
SBNY
| $154M | 0.03% |
1,441,232
+446,675
| +45% | +$47.8M |
|
486
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $154M | 0.03% |
1,522,553
+1,408,400
| +1,234% | +$142M |
|
|
KSU
487
DELISTED
Kansas City Southern
KSU
| $154M | 0.03% |
1,028,934
-473,743
| -32% | -$70.7M |
|
488
Crown Castle
CCI
$40.9B
| $154M | 0.03% |
917,586
+404,894
| +79% | +$67.8M |
|
489
EQT Corp
EQT
$31.4B
| $154M | 0.03% |
12,901,739
-5,772,209
| -31% | -$68.7M |
|
490
Portland General Electric
POR
$4.61B
| $153M | 0.03% |
3,665,780
-177,030
| -5% | -$7.4M |
|
491
Motorola Solutions
MSI
$79.6B
| $152M | 0.03% |
1,082,422
+477,986
| +79% | +$67M |
|
492
LCI Industries
LCII
$2.55B
| $151M | 0.03% |
1,312,983
-7,474
| -0.6% | -$859K |
|
493
CubeSmart
CUBE
$9.38B
| $151M | 0.03% |
5,586,675
+449,506
| +9% | +$12.1M |
|
|
ETRN
494
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $150M | 0.03% |
18,068,573
+1,652,030
| +10% | +$13.7M |
|
495
Zoetis
ZTS
$67.3B
| $150M | 0.03% |
1,092,868
-13,083
| -1% | -$1.79M |
|
496
SBA Communications
SBAC
$20.6B
| $149M | 0.03% |
499,997
-144,781
| -22% | -$43.1M |
|
|
FOCS
497
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $147M | 0.03% |
4,453,370
+8,239
| +0.2% | +$272K |
|
498
Host Hotels & Resorts
HST
$12B
| $147M | 0.03% |
13,623,796
+5,585,723
| +69% | +$60.3M |
|
499
Plains All American Pipeline
PAA
$12.1B
| $147M | 0.03% |
16,577,148
+4,506,297
| +37% | +$39.8M |
|
500
BorgWarner
BWA
$9.45B
| $146M | 0.03% |
4,712,204
+18,902
| +0.4% | +$587K |
|