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
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Timken Company
TKR
$5.42B
| $211M | 0.03% |
2,616,792
+288,614
| +12% | +$23.3M |
|
552
Crown Castle
CCI
$41.9B
| $210M | 0.03% |
1,075,421
+247,766
| +30% | +$48.3M |
|
553
Baker Hughes
BKR
$44.9B
| $209M | 0.02% |
9,141,270
+385,412
| +4% | +$8.81M |
|
554
Evergy
EVRG
$16.5B
| $209M | 0.02% |
3,450,929
+2,482,801
| +256% | +$150M |
|
555
Autodesk
ADSK
$69.5B
| $208M | 0.02% |
713,267
+86,869
| +14% | +$25.4M |
|
556
Murphy USA
MUSA
$7.47B
| $208M | 0.02% |
1,559,736
+307,858
| +25% | +$41.1M |
|
557
Silgan Holdings
SLGN
$4.83B
| $207M | 0.02% |
4,994,837
-25,624
| -0.5% | -$1.06M |
|
558
iShares ESG Optimized MSCI USA ETF
SUSA
$3.59B
| $206M | 0.02% |
2,152,247
+455,256
| +27% | +$43.5M |
|
559
Western Alliance Bancorporation
WAL
$10B
| $206M | 0.02% |
2,214,233
+45,876
| +2% | +$4.26M |
|
|
NUVA
560
DELISTED
NuVasive, Inc.
NUVA
| $205M | 0.02% |
3,020,587
+1,210,305
| +67% | +$82M |
|
561
Maravai LifeSciences
MRVI
$363M
| $204M | 0.02% |
4,881,951
+498,314
| +11% | +$20.8M |
|
562
Genuine Parts
GPC
$19.4B
| $204M | 0.02% |
1,609,258
-103,817
| -6% | -$13.1M |
|
563
Corning
GLW
$61B
| $203M | 0.02% |
4,970,117
+3,548,969
| +250% | +$145M |
|
564
Stryker
SYK
$150B
| $202M | 0.02% |
777,546
+117,419
| +18% | +$30.5M |
|
565
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $202M | 0.02% |
3,847,898
+3,236,316
| +529% | +$170M |
|
|
AVLR
566
DELISTED
Avalara, Inc.
AVLR
| $201M | 0.02% |
1,243,869
-246,755
| -17% | -$39.9M |
|
567
CDW
CDW
$22.2B
| $200M | 0.02% |
1,144,667
-393,688
| -26% | -$68.8M |
|
568
Zoom
ZM
$25B
| $199M | 0.02% |
515,277
+49,535
| +11% | +$19.2M |
|
569
Power Integrations
POWI
$2.52B
| $198M | 0.02% |
2,408,827
+60,501
| +3% | +$4.96M |
|
|
JBGS
570
JBG SMITH
JBGS
$1.4B
| $198M | 0.02% |
6,268,518
+1,197,398
| +24% | +$37.7M |
|
571
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.21B
| $196M | 0.02% |
3,825,519
+3,325,519
| +665% | +$170M |
|
|
NVRO
572
DELISTED
NEVRO CORP.
NVRO
| $194M | 0.02% |
1,171,934
-42,216
| -3% | -$7M |
|
573
Hershey
HSY
$37.6B
| $194M | 0.02% |
1,113,048
+656,943
| +144% | +$114M |
|
574
Kraft Heinz
KHC
$32.3B
| $193M | 0.02% |
4,742,789
-569,584
| -11% | -$23.2M |
|
575
Monolithic Power Systems
MPWR
$41.5B
| $192M | 0.02% |
512,852
+1,076
| +0.2% | +$402K |
|