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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Rockwell Automation
ROK
$38.8B
| $320M | 0.03% |
1,097,788
-14,619
| -1% | -$4.26M |
|
477
Carter's
CRI
$1.05B
| $319M | 0.03% |
3,770,855
+641,529
| +21% | +$54.3M |
|
478
Neurocrine Biosciences
NBIX
$14.1B
| $317M | 0.03% |
2,295,108
+559,565
| +32% | +$77.2M |
|
479
Coterra Energy
CTRA
$18.5B
| $316M | 0.03% |
11,328,260
-669,842
| -6% | -$18.7M |
|
480
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $316M | 0.03% |
6,319,111
+1,069,035
| +20% | +$53.4M |
|
481
Nucor
NUE
$32.8B
| $316M | 0.03% |
1,594,809
+379,066
| +31% | +$75M |
|
482
Kraft Heinz
KHC
$31.3B
| $315M | 0.03% |
8,549,093
+1,775,536
| +26% | +$65.5M |
|
483
Entergy
ETR
$39.3B
| $315M | 0.03% |
5,963,108
-61,430
| -1% | -$3.25M |
|
484
Mettler-Toledo International
MTD
$26.2B
| $314M | 0.03% |
236,036
+11,453
| +5% | +$15.2M |
|
485
Ball Corp
BALL
$13.6B
| $312M | 0.03% |
4,631,874
+290,808
| +7% | +$19.6M |
|
486
Valero Energy
VLO
$49B
| $310M | 0.03% |
1,817,978
+13,560
| +0.8% | +$2.31M |
|
487
iShares Expanded Tech-Software Sector ETF
IGV
$10.4B
| $310M | 0.03% |
3,634,358
+79,493
| +2% | +$6.78M |
|
488
TE Connectivity
TEL
$62.5B
| $307M | 0.03% |
2,115,649
+1,170,592
| +124% | +$170M |
|
489
Schwab US Dividend Equity ETF
SCHD
$71.3B
| $306M | 0.03% |
11,385,204
+479,997
| +4% | +$12.9M |
|
490
Illinois Tool Works
ITW
$76.8B
| $305M | 0.03% |
1,136,164
+301,380
| +36% | +$80.9M |
|
491
IAC Inc
IAC
$2.85B
| $304M | 0.03% |
6,957,784
+82,525
| +1% | +$3.61M |
|
|
AIRC
492
DELISTED
Apartment Income REIT Corp.
AIRC
| $302M | 0.03% |
9,306,579
+248,549
| +3% | +$8.07M |
|
493
US Foods
USFD
$17.6B
| $301M | 0.03% |
5,578,631
+227,541
| +4% | +$12.3M |
|
494
Radian Group
RDN
$4.72B
| $300M | 0.03% |
8,957,868
-385,533
| -4% | -$12.9M |
|
495
VanEck Oil Services ETF
OIH
$847M
| $299M | 0.03% |
890,451
-135,721
| -13% | -$45.6M |
|
496
Boston Properties
BXP
$11.5B
| $299M | 0.03% |
4,573,713
-1,295,905
| -22% | -$84.6M |
|
497
GitLab
GTLB
$8B
| $299M | 0.03% |
5,120,615
+4,583,383
| +853% | +$267M |
|
498
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $299M | 0.03% |
6,345,530
+374,611
| +6% | +$17.6M |
|
499
Lennar Class A
LEN
$35.3B
| $298M | 0.03% |
1,792,826
-91,391
| -5% | -$15.2M |
|
500
Northern Trust
NTRS
$24.5B
| $298M | 0.03% |
3,353,933
+18,857
| +0.6% | +$1.68M |
|