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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Energizer
ENR
$1.93B
| $172M | 0.02% |
4,955,332
-51,009
| -1% | -$1.77M |
|
552
Encompass Health
EHC
$12.5B
| $170M | 0.02% |
3,144,147
+133,885
| +4% | +$7.24M |
|
553
Nucor
NUE
$32.5B
| $169M | 0.02% |
1,094,543
+21,096
| +2% | +$3.26M |
|
554
Nutrien
NTR
$27.7B
| $169M | 0.02% |
2,288,987
-82,666
| -3% | -$6.1M |
|
555
Regency Centers
REG
$13.1B
| $168M | 0.02% |
2,749,976
+5,642
| +0.2% | +$345K |
|
556
Veeva Systems
VEEV
$45.1B
| $167M | 0.02% |
909,928
+104,943
| +13% | +$19.3M |
|
557
Remitly
RELY
$4.04B
| $167M | 0.02% |
9,853,618
+1,282,499
| +15% | +$21.7M |
|
558
W.R. Berkley
WRB
$27.2B
| $167M | 0.02% |
4,016,666
-564,450
| -12% | -$23.4M |
|
|
RVNC
559
DELISTED
Revance Therapeutics, Inc.
RVNC
| $166M | 0.02% |
5,164,157
+149,735
| +3% | +$4.82M |
|
560
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $166M | 0.02% |
2,278,154
+592,907
| +35% | +$43.1M |
|
561
Trip.com Group
TCOM
$47.3B
| $166M | 0.02% |
4,394,051
+1,924,125
| +78% | +$72.5M |
|
562
Genpact
G
$7.48B
| $165M | 0.02% |
3,579,057
+84,020
| +2% | +$3.88M |
|
563
HEICO Class A
HEI.A
$34.8B
| $164M | 0.02% |
1,205,738
+6,533
| +0.5% | +$888K |
|
564
Royal Caribbean
RCL
$92B
| $163M | 0.02% |
2,499,584
-2,094,674
| -46% | -$137M |
|
565
iShares MSCI Brazil ETF
EWZ
$5.52B
| $162M | 0.02% |
5,904,336
-1,597,136
| -21% | -$43.7M |
|
566
AptarGroup
ATR
$8.92B
| $160M | 0.02% |
1,356,927
-69,560
| -5% | -$8.22M |
|
567
iShares MSCI Mexico ETF
EWW
$1.87B
| $160M | 0.02% |
2,679,341
-931,403
| -26% | -$55.4M |
|
568
Tradeweb Markets
TW
$25.1B
| $159M | 0.02% |
2,018,243
+79,336
| +4% | +$6.27M |
|
569
RB Global
RBA
$21.6B
| $159M | 0.02% |
2,823,012
+1,211,834
| +75% | +$68.2M |
|
570
Illinois Tool Works
ITW
$77B
| $158M | 0.02% |
648,755
-676,123
| -51% | -$165M |
|
571
GE Aerospace
GE
$299B
| $157M | 0.02% |
2,063,833
-1,139,063
| -36% | -$86.9M |
|
572
TotalEnergies
TTE
$135B
| $157M | 0.02% |
2,664,650
-55,520
| -2% | -$3.28M |
|
573
Roper Technologies
ROP
$55.2B
| $157M | 0.02% |
356,795
+22,019
| +7% | +$9.7M |
|
574
RLI Corp
RLI
$6.06B
| $156M | 0.02% |
2,353,122
+143,090
| +6% | +$9.51M |
|
575
Brunswick
BC
$4.17B
| $156M | 0.02% |
1,906,649
-92,066
| -5% | -$7.55M |
|