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 Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
SBA Communications
SBAC
$20.8B
| $167M | 0.02% |
592,497
-7,015
| -1% | -$1.98M |
|
552
Portland General Electric
POR
$4.63B
| $167M | 0.02% |
3,897,873
+74,204
| +2% | +$3.17M |
|
553
ICU Medical
ICUI
$3.3B
| $166M | 0.02% |
771,746
+89,837
| +13% | +$19.3M |
|
554
Lithia Motors
LAD
$8.64B
| $165M | 0.02% |
564,854
-157,230
| -22% | -$46M |
|
555
Emerson Electric
EMR
$75.2B
| $165M | 0.02% |
2,054,939
-1,127,543
| -35% | -$90.6M |
|
|
GRUB
556
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $164M | 0.02% |
1,103,974
-125,811
| -10% | -$18.7M |
|
|
NBIS
557
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.3B
| $163M | 0.02% |
2,344,404
-12,089
| -0.5% | -$841K |
|
558
Masco
MAS
$15.3B
| $163M | 0.02% |
2,968,764
-404,658
| -12% | -$22.2M |
|
559
Voya Financial
VOYA
$7.3B
| $163M | 0.02% |
2,764,130
+744,058
| +37% | +$43.8M |
|
560
SLM Corp
SLM
$6.01B
| $162M | 0.02% |
13,106,977
+10,227,408
| +355% | +$127M |
|
561
Itron
ITRI
$5.41B
| $162M | 0.02% |
1,690,335
+814,324
| +93% | +$78.1M |
|
562
Kraft Heinz
KHC
$31.5B
| $162M | 0.02% |
4,671,679
+2,972,342
| +175% | +$103M |
|
563
BILL Holdings
BILL
$5.38B
| $161M | 0.02% |
1,181,865
-963,318
| -45% | -$131M |
|
564
Guidewire Software
GWRE
$21.3B
| $161M | 0.02% |
1,252,331
+56,207
| +5% | +$7.24M |
|
565
Nexstar Media Group
NXST
$5.98B
| $161M | 0.02% |
1,472,656
+11,669
| +0.8% | +$1.27M |
|
566
Atlassian
TEAM
$45.7B
| $160M | 0.02% |
686,250
-1,239,020
| -64% | -$290M |
|
|
WORK
567
DELISTED
Slack Technologies, Inc.
WORK
| $160M | 0.02% |
3,794,956
-5,318,107
| -58% | -$225M |
|
568
Bank of Montreal
BMO
$90.5B
| $160M | 0.02% |
2,108,232
-116,935
| -5% | -$8.89M |
|
569
Edwards Lifesciences
EW
$46B
| $160M | 0.02% |
1,756,544
+38,508
| +2% | +$3.51M |
|
570
Darden Restaurants
DRI
$24.7B
| $160M | 0.02% |
1,343,097
-111,254
| -8% | -$13.3M |
|
571
Quaker Houghton
KWR
$2.42B
| $160M | 0.02% |
629,782
-54,075
| -8% | -$13.7M |
|
|
GAP
572
The Gap, Inc.
GAP
$8.93B
| $159M | 0.02% |
7,897,691
-220,428
| -3% | -$4.45M |
|
573
TD Synnex
SNX
$12.5B
| $159M | 0.02% |
1,951,630
-1,182,928
| -38% | -$96.3M |
|
574
LCI Industries
LCII
$2.47B
| $159M | 0.02% |
1,225,276
+19,845
| +2% | +$2.57M |
|
575
Dollar Tree
DLTR
$20.2B
| $158M | 0.02% |
1,461,425
-25,308
| -2% | -$2.73M |
|