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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Coty
COTY
$3.51B
| $125M | 0.02% |
11,884,425
+1,379,478
| +13% | +$14.5M |
|
552
Dow Inc
DOW
$16.9B
| $125M | 0.02% |
2,614,372
-1,580,858
| -38% | -$75.3M |
|
553
EQT Corp
EQT
$31.9B
| $124M | 0.02% |
11,684,757
+1,608,463
| +16% | +$17.1M |
|
|
LPT
554
DELISTED
Liberty Property Trust
LPT
| $124M | 0.02% |
2,419,452
-2,723,863
| -53% | -$140M |
|
555
Corning
GLW
$64.2B
| $124M | 0.02% |
4,345,255
-4,963,079
| -53% | -$142M |
|
556
LCI Industries
LCII
$2.47B
| $124M | 0.02% |
1,347,045
+96,552
| +8% | +$8.87M |
|
557
MSC Industrial Direct
MSM
$5.1B
| $124M | 0.02% |
1,703,284
-376,409
| -18% | -$27.3M |
|
558
Newmont
NEM
$86.2B
| $122M | 0.02% |
3,228,369
+249,991
| +8% | +$9.48M |
|
|
PLAN
559
DELISTED
Anaplan, Inc.
PLAN
| $122M | 0.02% |
2,604,528
+36,395
| +1% | +$1.71M |
|
560
TE Connectivity
TEL
$62.2B
| $122M | 0.02% |
1,312,672
+984,164
| +300% | +$91.7M |
|
561
FTI Consulting
FCN
$5.23B
| $122M | 0.02% |
1,152,700
+664,238
| +136% | +$70.4M |
|
562
Cousins Properties
CUZ
$4.91B
| $122M | 0.02% |
3,247,236
-840,012
| -21% | -$31.6M |
|
563
VanEck Gold Miners ETF
GDX
$20.6B
| $121M | 0.02% |
4,529,282
-4,111,854
| -48% | -$110M |
|
|
MMP
564
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $121M | 0.02% |
1,824,430
-1,079,067
| -37% | -$71.5M |
|
565
NVR
NVR
$23B
| $121M | 0.02% |
32,516
-1,667
| -5% | -$6.2M |
|
566
Western Alliance Bancorporation
WAL
$9.8B
| $120M | 0.02% |
2,610,486
+370,101
| +17% | +$17.1M |
|
567
Willis Towers Watson
WTW
$32.2B
| $120M | 0.02% |
622,061
+153,081
| +33% | +$29.5M |
|
568
WillScot Mobile Mini Holdings
WSC
$4.17B
| $120M | 0.02% |
7,704,461
+512,160
| +7% | +$7.98M |
|
|
AZPN
569
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $120M | 0.02% |
975,216
-27,988
| -3% | -$3.44M |
|
570
Canadian Imperial Bank of Commerce
CM
$73.3B
| $119M | 0.02% |
2,891,132
-391,516
| -12% | -$16.2M |
|
|
IPHI
571
DELISTED
INPHI CORPORATION
IPHI
| $119M | 0.02% |
1,952,074
-858,662
| -31% | -$52.4M |
|
572
Healthcare Realty
HR
$6.44B
| $118M | 0.02% |
4,030,331
-860,242
| -18% | -$25.3M |
|
573
Park Hotels & Resorts
PK
$2.36B
| $118M | 0.02% |
4,730,009
+461,253
| +11% | +$11.5M |
|
574
Coca-Cola Europacific Partners
CCEP
$40.3B
| $118M | 0.02% |
2,131,135
+498,419
| +31% | +$27.5M |
|
575
PACCAR
PCAR
$51.8B
| $118M | 0.02% |
2,522,072
-1,532,823
| -38% | -$71.5M |
|