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 | |
|---|---|---|---|---|---|---|
526
Amicus Therapeutics
FOLD
$2.57B
| $170M | 0.02% |
15,864,107
+312,291
| +2% | +$3.35M |
|
527
Encompass Health
EHC
$12.5B
| $170M | 0.02% |
3,804,831
-130,842
| -3% | -$5.83M |
|
528
Rogers Corp
ROG
$1.48B
| $169M | 0.02% |
645,155
+389,436
| +152% | +$102M |
|
529
General Mills
GIS
$26.9B
| $168M | 0.02% |
2,232,053
-291,396
| -12% | -$22M |
|
530
Monolithic Power Systems
MPWR
$43.9B
| $168M | 0.02% |
438,457
+9,168
| +2% | +$3.52M |
|
531
British American Tobacco
BTI
$119B
| $168M | 0.02% |
3,920,556
+1,008,552
| +35% | +$43.3M |
|
532
Arch Capital
ACGL
$33B
| $166M | 0.02% |
3,648,532
-98,586
| -3% | -$4.48M |
|
533
PayPal
PYPL
$65.2B
| $166M | 0.02% |
2,374,343
-1,397,720
| -37% | -$97.6M |
|
534
Littelfuse
LFUS
$6.51B
| $165M | 0.02% |
650,114
+48,629
| +8% | +$12.4M |
|
535
AptarGroup
ATR
$8.86B
| $164M | 0.02% |
1,589,094
-99,947
| -6% | -$10.3M |
|
536
Shell
SHEL
$205B
| $164M | 0.02% |
3,127,358
-101,462
| -3% | -$5.31M |
|
537
Moderna
MRNA
$9.82B
| $163M | 0.02% |
1,138,357
+75,202
| +7% | +$10.7M |
|
538
Copa Holdings
CPA
$4.93B
| $162M | 0.02% |
2,562,709
+75,280
| +3% | +$4.77M |
|
539
RenaissanceRe
RNR
$11.4B
| $162M | 0.02% |
1,038,205
+7,462
| +0.7% | +$1.17M |
|
|
WBA
540
DELISTED
Walgreens Boots Alliance
WBA
| $162M | 0.02% |
4,279,752
-126,716
| -3% | -$4.8M |
|
541
3M
MMM
$83.4B
| $162M | 0.02% |
1,494,209
+173,681
| +13% | +$18.8M |
|
542
RBC Bearings
RBC
$12B
| $161M | 0.02% |
868,372
-11,001
| -1% | -$2.03M |
|
543
Manulife Financial
MFC
$53.5B
| $161M | 0.02% |
9,266,876
-242,288
| -3% | -$4.2M |
|
544
General Motors
GM
$56.2B
| $160M | 0.02% |
5,045,273
-1,007,625
| -17% | -$32M |
|
545
Texas Roadhouse
TXRH
$10.5B
| $160M | 0.02% |
2,186,824
+778,961
| +55% | +$57M |
|
546
Kinsale Capital Group
KNSL
$9.99B
| $160M | 0.02% |
695,620
-119,759
| -15% | -$27.5M |
|
547
Celanese
CE
$4.85B
| $159M | 0.02% |
1,351,908
-728,341
| -35% | -$85.7M |
|
548
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
| $159M | 0.02% |
5,557,640
+262,714
| +5% | +$7.5M |
|
549
EastGroup Properties
EGP
$8.85B
| $158M | 0.02% |
1,022,408
-39,771
| -4% | -$6.14M |
|
550
Energizer
ENR
$1.97B
| $158M | 0.02% |
5,562,801
-40,285
| -0.7% | -$1.14M |
|