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 | |
|---|---|---|---|---|---|---|
501
Insulet
PODD
$24.5B
| $142M | 0.03% |
1,492,696
+21,297
| +1% | +$2.03M |
|
502
Copa Holdings
CPA
$4.85B
| $142M | 0.03% |
1,760,157
+58,980
| +3% | +$4.75M |
|
|
VMW
503
DELISTED
VMware, Inc
VMW
| $142M | 0.03% |
784,755
-151,694
| -16% | -$27.4M |
|
504
Suncor Energy
SU
$48.5B
| $141M | 0.03% |
4,356,529
+384,092
| +10% | +$12.5M |
|
505
RBC Bearings
RBC
$12.2B
| $141M | 0.03% |
1,109,485
-14,666
| -1% | -$1.87M |
|
506
Vistra
VST
$63.7B
| $141M | 0.03% |
5,413,924
-646,644
| -11% | -$16.8M |
|
507
Okta
OKTA
$16.1B
| $140M | 0.03% |
1,694,975
-603,814
| -26% | -$50M |
|
508
Mine Safety
MSA
$6.67B
| $140M | 0.03% |
1,353,394
+195,678
| +17% | +$20.2M |
|
|
IPHI
509
DELISTED
INPHI CORPORATION
IPHI
| $140M | 0.03% |
3,198,001
+168,926
| +6% | +$7.39M |
|
510
HCA Healthcare
HCA
$98.5B
| $140M | 0.03% |
1,072,641
-191,075
| -15% | -$24.9M |
|
511
Nordson
NDSN
$12.6B
| $140M | 0.03% |
1,052,764
-10,478
| -1% | -$1.39M |
|
512
iShares MSCI Taiwan ETF
EWT
$6.25B
| $137M | 0.03% |
3,967,665
+3,507,331
| +762% | +$121M |
|
513
Acadia Healthcare
ACHC
$2.19B
| $137M | 0.03% |
4,676,871
+52,097
| +1% | +$1.53M |
|
514
Nexstar Media Group
NXST
$6.31B
| $137M | 0.03% |
1,263,778
-529,580
| -30% | -$57.4M |
|
515
Realty Income
O
$54.2B
| $137M | 0.03% |
1,919,772
-614,026
| -24% | -$43.8M |
|
516
Edgewell Personal Care
EPC
$1.09B
| $137M | 0.03% |
3,116,814
-43,749
| -1% | -$1.92M |
|
517
Elanco Animal Health
ELAN
$9.16B
| $136M | 0.03% |
4,247,257
+3,351,173
| +374% | +$107M |
|
|
ANDX
518
DELISTED
Andeavor Logistics LP
ANDX
| $136M | 0.03% |
3,856,159
-255,412
| -6% | -$9.01M |
|
519
Logitech
LOGI
$15.8B
| $136M | 0.03% |
3,447,855
-29,884
| -0.9% | -$1.18M |
|
520
Alexandria Real Estate Equities
ARE
$14.5B
| $135M | 0.03% |
950,163
-621,669
| -40% | -$88.6M |
|
|
BPL
521
DELISTED
Buckeye Partners, L.P.
BPL
| $134M | 0.03% |
3,942,352
-324,216
| -8% | -$11M |
|
522
Ecolab
ECL
$77.6B
| $134M | 0.03% |
759,318
+325,752
| +75% | +$57.5M |
|
|
VER
523
DELISTED
VEREIT, Inc.
VER
| $133M | 0.03% |
3,181,469
-885,162
| -22% | -$37M |
|
|
WRI
524
DELISTED
Weingarten Realty Investors
WRI
| $133M | 0.03% |
4,525,996
+1,188,319
| +36% | +$34.9M |
|
525
Pebblebrook Hotel Trust
PEB
$1.4B
| $132M | 0.03% |
4,255,033
+2,004,224
| +89% | +$62.3M |
|