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 Short Treasury Bond ETF
SHV
|
+$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.22B |
| 4 |
Chevron
CVX
|
+$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.64B |
| 2 |
Occidental Petroleum
OXY
|
+$1.2B |
| 3 |
Merck
MRK
|
+$954M |
| 4 |
Visa
V
|
+$838M |
| 5 |
AT&T
T
|
+$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
HEICO Corp Class A
HEI.A
$34.7B
| $119M | 0.02% |
1,149,076
-136,276
| -11% | -$14.1M |
|
577
iShares Biotechnology ETF
IBB
$5.74B
| $119M | 0.02% |
1,108,069
+604,388
| +120% | +$64.8M |
|
578
Canadian Natural Resources
CNQ
$65.7B
| $119M | 0.02% |
9,047,108
+4,371,134
| +93% | +$57.4M |
|
579
Zoetis
ZTS
$64.7B
| $119M | 0.02% |
1,053,879
+482,065
| +84% | +$54.4M |
|
|
WORK
580
DELISTED
Slack Technologies, Inc.
WORK
| $119M | 0.02% |
+3,277,445
| New | +$119M |
|
581
Brookfield
BN
$107B
| $118M | 0.02% |
4,628,893
+1,464,511
| +46% | +$37.4M |
|
582
3M
MMM
$83.4B
| $118M | 0.02% |
822,390
-1,475,738
| -64% | -$212M |
|
583
MKS Inc
MKSI
$8.64B
| $117M | 0.02% |
1,489,079
+274,145
| +23% | +$21.5M |
|
584
Park Hotels & Resorts
PK
$2.39B
| $117M | 0.02% |
4,268,756
-2,499,424
| -37% | -$68.4M |
|
585
Steris
STE
$24.5B
| $116M | 0.02% |
792,562
+493,578
| +165% | +$72.3M |
|
586
Tesla
TSLA
$1.42T
| $116M | 0.02% |
7,802,115
-6,413,400
| -45% | -$95.3M |
|
587
Nutrien
NTR
$27.5B
| $116M | 0.02% |
2,154,170
+48,697
| +2% | +$2.61M |
|
588
Allegion
ALLE
$15.4B
| $115M | 0.02% |
1,054,661
+203,119
| +24% | +$22.1M |
|
589
Liberty Broadband Class C
LBRDK
$8.67B
| $115M | 0.02% |
1,116,232
+144,977
| +15% | +$14.9M |
|
590
First Hawaiian
FHB
$3.2B
| $115M | 0.02% |
4,464,547
+156,743
| +4% | +$4.02M |
|
|
AMED
591
DELISTED
Amedisys
AMED
| $114M | 0.02% |
953,202
+45,383
| +5% | +$5.43M |
|
592
eBay
EBAY
$41.6B
| $114M | 0.02% |
2,901,873
-376,233
| -11% | -$14.8M |
|
593
NVR
NVR
$22.4B
| $114M | 0.02% |
34,183
+26,297
| +333% | +$87.7M |
|
594
United Airlines
UAL
$34.4B
| $114M | 0.02% |
1,314,898
-128,024
| -9% | -$11.1M |
|
595
Newmont
NEM
$89.8B
| $113M | 0.02% |
2,978,378
+949,342
| +47% | +$36.2M |
|
|
B
596
Barrick Mining
B
$56.3B
| $113M | 0.02% |
7,207,088
+1,533,878
| +27% | +$24.1M |
|
597
LCI Industries
LCII
$2.36B
| $113M | 0.02% |
1,250,493
-5,470
| -0.4% | -$493K |
|
598
Ford
F
$46.2B
| $112M | 0.02% |
10,943,864
-8,270,388
| -43% | -$84.4M |
|
|
ADSW
599
DELISTED
Advanced Disposal Services Inc
ADSW
| $112M | 0.02% |
3,474,710
-2,599,812
| -43% | -$83.5M |
|
600
Ally Financial
ALLY
$13.6B
| $111M | 0.02% |
3,670,983
-3,265,032
| -47% | -$99.1M |
|