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 Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Natera
NTRA
$23.3B
| $204M | 0.02% |
5,006,279
-72,812
| -1% | -$2.96M |
|
527
Manulife Financial
MFC
$52.4B
| $203M | 0.02% |
9,509,164
+1,067,522
| +13% | +$22.8M |
|
528
Halozyme
HALO
$8.87B
| $201M | 0.02% |
5,039,771
-86,530
| -2% | -$3.45M |
|
529
Morningstar
MORN
$10.6B
| $200M | 0.02% |
733,609
+157,262
| +27% | +$43M |
|
|
VG
530
DELISTED
Vonage Holdings Corporation
VG
| $200M | 0.02% |
9,868,648
+8,308,939
| +533% | +$169M |
|
531
Alliant Energy
LNT
$16.4B
| $200M | 0.02% |
3,201,808
+886,455
| +38% | +$55.4M |
|
532
Advanced Drainage Systems
WMS
$11B
| $200M | 0.02% |
1,682,896
-47,910
| -3% | -$5.69M |
|
533
Zions Bancorporation
ZION
$8.56B
| $199M | 0.02% |
3,031,786
-227,160
| -7% | -$14.9M |
|
534
Gulfport Energy Corp
GPOR
$3.02B
| $199M | 0.02% |
2,211,642
+7,797
| +0.4% | +$700K |
|
535
AptarGroup
ATR
$8.98B
| $198M | 0.02% |
1,689,041
-179,641
| -10% | -$21.1M |
|
536
Genuine Parts
GPC
$19.4B
| $198M | 0.02% |
1,574,247
+57,399
| +4% | +$7.23M |
|
537
Elastic
ESTC
$9.56B
| $198M | 0.02% |
2,229,581
+217,185
| +11% | +$19.3M |
|
538
Evolent Health
EVH
$1.07B
| $198M | 0.02% |
6,139,092
+38,364
| +0.6% | +$1.24M |
|
|
AIRC
539
DELISTED
Apartment Income REIT Corp.
AIRC
| $198M | 0.02% |
3,697,228
-79,981
| -2% | -$4.28M |
|
|
WBA
540
DELISTED
Walgreens Boots Alliance
WBA
| $197M | 0.02% |
4,406,468
+1,444,758
| +49% | +$64.7M |
|
541
Energy Transfer Partners
ET
$59.8B
| $197M | 0.02% |
17,580,750
+12,288,025
| +232% | +$138M |
|
542
Power Integrations
POWI
$2.5B
| $194M | 0.02% |
2,097,544
-10,518
| -0.5% | -$975K |
|
543
Illumina
ILMN
$14.7B
| $193M | 0.02% |
569,107
+197,722
| +53% | +$67.2M |
|
544
RLI Corp
RLI
$6.08B
| $190M | 0.02% |
3,434,040
-8,692
| -0.3% | -$481K |
|
545
Dominion Energy
D
$50.7B
| $189M | 0.02% |
2,225,112
+611,542
| +38% | +$52M |
|
546
Consolidated Edison
ED
$35B
| $187M | 0.02% |
1,974,851
+831,247
| +73% | +$78.7M |
|
547
Aptiv
APTV
$17.8B
| $187M | 0.02% |
1,561,051
+420,240
| +37% | +$50.3M |
|
548
Alcon
ALC
$38.5B
| $187M | 0.02% |
2,354,292
+993,359
| +73% | +$78.8M |
|
549
Cousins Properties
CUZ
$4.91B
| $186M | 0.02% |
4,622,746
-1,072,799
| -19% | -$43.2M |
|
550
Kinsale Capital Group
KNSL
$9.92B
| $186M | 0.02% |
815,379
-109,192
| -12% | -$24.9M |
|