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 | |
|---|---|---|---|---|---|---|
501
Scotiabank
BNS
$79.4B
| $298M | 0.03% |
5,756,104
+15,568
| +0.3% | +$806K |
|
502
Icon
ICLR
$12.9B
| $296M | 0.03% |
881,368
-82,737
| -9% | -$27.8M |
|
503
Sun Communities
SUI
$16.1B
| $295M | 0.02% |
2,296,914
-390,541
| -15% | -$50.2M |
|
504
Floor & Decor
FND
$9.16B
| $295M | 0.02% |
2,273,192
-188,527
| -8% | -$24.4M |
|
505
Masco
MAS
$15.3B
| $294M | 0.02% |
3,723,894
-725,450
| -16% | -$57.2M |
|
506
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $290M | 0.02% |
2,600,302
+657,290
| +34% | +$73.3M |
|
507
Post Holdings
POST
$5.69B
| $286M | 0.02% |
2,693,503
-40,333
| -1% | -$4.29M |
|
508
Darden Restaurants
DRI
$24.7B
| $286M | 0.02% |
1,710,046
+354,208
| +26% | +$59.2M |
|
509
GoDaddy
GDDY
$20.1B
| $285M | 0.02% |
2,404,100
-8,162
| -0.3% | -$969K |
|
510
Bank of Montreal
BMO
$90.5B
| $285M | 0.02% |
2,917,993
+124,158
| +4% | +$12.1M |
|
511
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $284M | 0.02% |
6,221,118
-4,146,442
| -40% | -$189M |
|
512
Oneok
OKE
$46.2B
| $281M | 0.02% |
3,511,096
-29,091
| -0.8% | -$2.33M |
|
513
Performance Food Group
PFGC
$16.3B
| $281M | 0.02% |
3,770,958
-282,175
| -7% | -$21.1M |
|
514
Canadian Imperial Bank of Commerce
CM
$73.3B
| $281M | 0.02% |
5,545,743
-210,787
| -4% | -$10.7M |
|
515
Acuity Brands
AYI
$10.1B
| $281M | 0.02% |
1,046,562
-37,416
| -3% | -$10.1M |
|
516
Genuine Parts
GPC
$19.4B
| $280M | 0.02% |
1,809,870
+360,299
| +25% | +$55.8M |
|
517
Robinhood
HOOD
$104B
| $279M | 0.02% |
13,846,960
+9,597,151
| +226% | +$193M |
|
518
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.58B
| $277M | 0.02% |
7,935,239
+4,136,859
| +109% | +$144M |
|
519
MPLX
MPLX
$50.8B
| $276M | 0.02% |
6,644,099
-511,146
| -7% | -$21.2M |
|
520
Teradyne
TER
$18.7B
| $276M | 0.02% |
2,441,885
-2,962,347
| -55% | -$334M |
|
521
Applied Industrial Technologies
AIT
$9.95B
| $274M | 0.02% |
1,385,755
-46,657
| -3% | -$9.22M |
|
522
Camden Property Trust
CPT
$11.6B
| $273M | 0.02% |
2,771,849
-368,422
| -12% | -$36.3M |
|
523
IDEX
IEX
$12.1B
| $272M | 0.02% |
1,114,457
+89,916
| +9% | +$21.9M |
|
524
Crown Castle
CCI
$40.9B
| $272M | 0.02% |
2,569,014
+883,503
| +52% | +$93.5M |
|
525
AstraZeneca
AZN
$251B
| $270M | 0.02% |
3,983,851
+441,441
| +12% | +$29.9M |
|