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 BetaBuilders Europe ETF
BBEU
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Landstar System
LSTR
$4.57B
| $108M | 0.03% |
1,128,680
+137,207
| +14% | +$13.1M |
|
552
iShares Biotechnology ETF
IBB
$5.73B
| $108M | 0.02% |
1,117,608
+609,822
| +120% | +$58.8M |
|
553
Grupo Aeroportuario del Sureste
ASR
$10.4B
| $108M | 0.02% |
714,559
-9,342
| -1% | -$1.41M |
|
554
Invitation Homes
INVH
$18.6B
| $107M | 0.02% |
5,326,659
+68,793
| +1% | +$1.38M |
|
555
Marvell Technology
MRVL
$57.8B
| $107M | 0.02% |
6,604,085
-4,281,606
| -39% | -$69.3M |
|
|
AMED
556
DELISTED
Amedisys
AMED
| $107M | 0.02% |
910,197
-23,940
| -3% | -$2.8M |
|
557
Hubbell
HUBB
$23.9B
| $107M | 0.02% |
1,072,830
-692
| -0.1% | -$68.7K |
|
558
Verisk Analytics
VRSK
$37.1B
| $107M | 0.02% |
976,964
-18,288
| -2% | -$1.99M |
|
559
Halliburton
HAL
$19.1B
| $106M | 0.02% |
3,986,249
+2,535,006
| +175% | +$67.4M |
|
560
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $106M | 0.02% |
1,047,390
+1,011,562
| +2,823% | +$102M |
|
561
Twilio
TWLO
$15.9B
| $106M | 0.02% |
1,182,936
+555,792
| +89% | +$49.6M |
|
562
Patterson-UTI
PTEN
$2.15B
| $105M | 0.02% |
10,130,302
+1,301,082
| +15% | +$13.5M |
|
563
Brinker International
EAT
$7.01B
| $104M | 0.02% |
2,356,340
-289,537
| -11% | -$12.7M |
|
564
Allison Transmission
ALSN
$7.62B
| $103M | 0.02% |
2,356,013
+85,588
| +4% | +$3.76M |
|
565
Akamai
AKAM
$11.2B
| $103M | 0.02% |
1,687,116
-863,743
| -34% | -$52.8M |
|
566
Guidewire Software
GWRE
$21.2B
| $103M | 0.02% |
1,283,460
-662,656
| -34% | -$53.2M |
|
|
EQM
567
DELISTED
EQM Midstream Partners, LP
EQM
| $102M | 0.02% |
2,359,065
+504,497
| +27% | +$21.8M |
|
|
HZNP
568
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $102M | 0.02% |
5,195,653
+134,760
| +3% | +$2.63M |
|
569
DXC Technology
DXC
$2.56B
| $102M | 0.02% |
1,909,009
-397,682
| -17% | -$21.1M |
|
570
Q2 Holdings
QTWO
$5.15B
| $101M | 0.02% |
2,043,980
-557,484
| -21% | -$27.6M |
|
571
Wyndham Hotels & Resorts
WH
$6.64B
| $101M | 0.02% |
2,228,316
-104,787
| -4% | -$4.75M |
|
|
AZPN
572
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $101M | 0.02% |
1,230,026
+756
| +0.1% | +$62.1K |
|
573
Masco
MAS
$15.7B
| $101M | 0.02% |
3,437,306
-4,794,074
| -58% | -$140M |
|
574
BioMarin Pharmaceuticals
BMRN
$10.6B
| $98.8M | 0.02% |
1,160,432
-247,433
| -18% | -$21.1M |
|
|
IPHI
575
DELISTED
INPHI CORPORATION
IPHI
| $97.4M | 0.02% |
3,029,075
-100,255
| -3% | -$3.22M |
|