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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.1B
| $182M | 0.03% |
2,634,809
-438,837
| -14% | -$30.4M |
|
502
Waste Management
WM
$87.2B
| $182M | 0.03% |
1,188,205
+229,862
| +24% | +$35.2M |
|
503
Cenovus Energy
CVE
$30.6B
| $181M | 0.03% |
9,511,875
-1,150,290
| -11% | -$21.9M |
|
504
Expedia Group
EXPE
$27.5B
| $180M | 0.03% |
1,901,762
+87,967
| +5% | +$8.34M |
|
|
FOCS
505
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $180M | 0.03% |
5,287,654
+203,395
| +4% | +$6.93M |
|
506
VanEck Gold Miners ETF
GDX
$21.1B
| $180M | 0.03% |
6,577,362
+1,945,340
| +42% | +$53.3M |
|
|
DFS
507
DELISTED
Discover Financial Services
DFS
| $180M | 0.03% |
1,902,351
-191,973
| -9% | -$18.2M |
|
508
Halozyme
HALO
$9.1B
| $180M | 0.03% |
4,088,642
-951,129
| -19% | -$41.8M |
|
509
XP
XP
$10.4B
| $179M | 0.03% |
9,979,303
+148,155
| +2% | +$2.66M |
|
510
Tower Semiconductor
TSEM
$7.5B
| $179M | 0.02% |
3,865,878
+1,848,839
| +92% | +$85.4M |
|
511
WillScot Mobile Mini Holdings
WSC
$4.11B
| $178M | 0.02% |
5,478,216
-600,071
| -10% | -$19.5M |
|
|
AMED
512
DELISTED
Amedisys
AMED
| $177M | 0.02% |
1,685,940
+301,899
| +22% | +$31.7M |
|
513
iShares MSCI Brazil ETF
EWZ
$5.71B
| $177M | 0.02% |
6,469,868
+5,234,862
| +424% | +$143M |
|
514
Helen of Troy
HELE
$519M
| $177M | 0.02% |
1,090,914
-332,527
| -23% | -$54M |
|
515
Fiserv
FI
$71.6B
| $177M | 0.02% |
1,991,281
+275,602
| +16% | +$24.5M |
|
516
Boeing
BA
$163B
| $177M | 0.02% |
1,295,770
-29,510
| -2% | -$4.03M |
|
517
DuPont de Nemours
DD
$32.7B
| $174M | 0.02% |
3,137,752
-615,159
| -16% | -$34.2M |
|
518
KE Holdings
BEKE
$23.3B
| $174M | 0.02% |
9,706,169
-1,923,026
| -17% | -$34.5M |
|
|
VMW
519
DELISTED
VMware, Inc
VMW
| $174M | 0.02% |
1,525,436
-502
| -0% | -$57.2K |
|
520
iShares MSCI Taiwan ETF
EWT
$6.58B
| $174M | 0.02% |
3,442,057
+506,890
| +17% | +$25.6M |
|
|
SBNY
521
DELISTED
Signature Bank
SBNY
| $173M | 0.02% |
967,325
-765,575
| -44% | -$137M |
|
522
Simpson Manufacturing
SSD
$7.57B
| $173M | 0.02% |
1,720,161
+355,069
| +26% | +$35.7M |
|
523
Timken Company
TKR
$5.4B
| $172M | 0.02% |
3,248,049
-290,741
| -8% | -$15.4M |
|
524
Regency Centers
REG
$12.8B
| $172M | 0.02% |
2,904,914
-294,358
| -9% | -$17.5M |
|
525
RLI Corp
RLI
$5.93B
| $171M | 0.02% |
2,935,208
-498,832
| -15% | -$29.1M |
|