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 |
AT&T
T
|
$596M |
| 2 |
Boston Scientific
BSX
|
$577M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$538M |
| 4 |
McDonald's
MCD
|
$474M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$454M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$1.03B |
| 2 |
Apple
AAPL
|
$881M |
| 3 |
Broadcom
AVGO
|
$630M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$496M |
| 5 |
Lam Research
LRCX
|
$468M |
Sector Composition
| 1 | Financials | 13.81% |
| 2 | Technology | 11.27% |
| 3 | Healthcare | 11.12% |
| 4 | Consumer Discretionary | 8.85% |
| 5 | Industrials | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
VanEck Gold Miners ETF
GDX
$19.9B
| $87.7M | 0.02% |
3,166,245
+445,650
| +16% | +$12.3M |
|
552
Invesco Senior Loan ETF
BKLN
$6.98B
| $87.6M | 0.02% |
3,812,914
+3,342,418
| +710% | +$76.8M |
|
553
TechnipFMC
FTI
$16B
| $87.3M | 0.02% |
4,397,634
+639,681
| +17% | +$12.7M |
|
554
VanEck Semiconductor ETF
SMH
$27.3B
| $87M | 0.02% |
3,028,602
+2,135,360
| +239% | +$61.3M |
|
555
SiriusXM
SIRI
$8.1B
| $86.8M | 0.02% |
2,196,278
+838,105
| +62% | +$33.1M |
|
556
Zimmer Biomet
ZBH
$20.9B
| $86.6M | 0.02% |
741,009
-4,654
| -0.6% | -$544K |
|
557
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $86.6M | 0.02% |
1,068,281
+477,532
| +81% | +$38.7M |
|
558
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $86.3M | 0.02% |
629,226
-101,230
| -14% | -$13.9M |
|
559
Archer Daniels Midland
ADM
$30.2B
| $85M | 0.02% |
1,982,087
+472,057
| +31% | +$20.2M |
|
560
Conagra Brands
CAG
$9.23B
| $85M | 0.02% |
2,283,261
-1,333,873
| -37% | -$49.6M |
|
|
NTT
561
DELISTED
Nippon Telegraph & Telephone
NTT
| $84.8M | 0.02% |
1,800,584
-187,552
| -9% | -$8.83M |
|
562
Hanesbrands
HBI
$2.27B
| $83.7M | 0.02% |
3,330,004
-86,499
| -3% | -$2.17M |
|
563
DTE Energy
DTE
$28.4B
| $83.5M | 0.02% |
989,410
+17,724
| +2% | +$1.5M |
|
564
Bread Financial
BFH
$3.09B
| $82.9M | 0.02% |
530,141
-336,392
| -39% | -$52.6M |
|
565
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $82.5M | 0.02% |
1,110,989
-91,360
| -8% | -$6.79M |
|
566
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $82.5M | 0.02% |
1,667,229
+273,167
| +20% | +$13.5M |
|
567
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $82.4M | 0.02% |
460,036
+382,314
| +492% | +$68.5M |
|
568
Energy Transfer Partners
ET
$59.7B
| $82.1M | 0.02% |
5,711,780
+131,899
| +2% | +$1.9M |
|
569
Fluor
FLR
$6.72B
| $81.9M | 0.02% |
1,662,391
-3,479,147
| -68% | -$171M |
|
570
Sanofi
SNY
$113B
| $81.9M | 0.02% |
1,956,354
-264,177
| -12% | -$11.1M |
|
571
Gildan
GIL
$8.27B
| $81.7M | 0.02% |
2,786,061
+154,616
| +6% | +$4.53M |
|
572
Whirlpool
WHR
$5.28B
| $81.3M | 0.02% |
488,118
+141,569
| +41% | +$23.6M |
|
573
Tractor Supply
TSCO
$32.1B
| $81.3M | 0.02% |
4,455,900
-595,315
| -12% | -$10.9M |
|
|
CLGX
574
DELISTED
Corelogic, Inc.
CLGX
| $80.6M | 0.02% |
2,095,274
+55,065
| +3% | +$2.12M |
|
575
Boeing
BA
$174B
| $79.4M | 0.02% |
611,717
-619,725
| -50% | -$80.5M |
|