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 | |
|---|---|---|---|---|---|---|
576
GE Aerospace
GE
$296B
| $191M | 0.02% |
2,849,452
-936,109
| -25% | -$62.8M |
|
577
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
| $191M | 0.02% |
2,572,700
+1,219,812
| +90% | +$90.5M |
|
578
iShares China Large-Cap ETF
FXI
$6.65B
| $191M | 0.02% |
4,118,052
+3,694,735
| +873% | +$171M |
|
579
Voya Financial
VOYA
$7.38B
| $190M | 0.02% |
3,085,286
-192,885
| -6% | -$11.9M |
|
580
Lemonade
LMND
$3.71B
| $189M | 0.02% |
1,730,544
+435,500
| +34% | +$47.6M |
|
|
IAA
581
DELISTED
IAA, Inc. Common Stock
IAA
| $189M | 0.02% |
3,466,986
-49,421
| -1% | -$2.7M |
|
582
Veeva Systems
VEEV
$44.7B
| $188M | 0.02% |
605,821
-465,359
| -43% | -$145M |
|
|
WBA
583
DELISTED
Walgreens Boots Alliance
WBA
| $188M | 0.02% |
3,576,152
-174,006
| -5% | -$9.15M |
|
584
Douglas Emmett
DEI
$2.83B
| $188M | 0.02% |
5,578,940
+1,054,833
| +23% | +$35.5M |
|
|
ABMD
585
DELISTED
Abiomed Inc
ABMD
| $187M | 0.02% |
600,642
+30,972
| +5% | +$9.67M |
|
586
Newmont
NEM
$83.7B
| $187M | 0.02% |
2,954,154
-442,011
| -13% | -$28M |
|
587
Sabre
SABR
$675M
| $187M | 0.02% |
14,964,865
+3,514,740
| +31% | +$43.9M |
|
588
SBA Communications
SBAC
$21.2B
| $186M | 0.02% |
583,803
+66,150
| +13% | +$21.1M |
|
589
RLI Corp
RLI
$6.16B
| $186M | 0.02% |
3,557,448
-230,598
| -6% | -$12.1M |
|
590
Airbnb
ABNB
$75.8B
| $186M | 0.02% |
1,212,761
+426,645
| +54% | +$65.3M |
|
591
LCI Industries
LCII
$2.57B
| $185M | 0.02% |
1,410,298
+129,208
| +10% | +$17M |
|
|
DISH
592
DELISTED
DISH Network Corp.
DISH
| $185M | 0.02% |
4,433,141
-3,080,100
| -41% | -$129M |
|
593
Saia
SAIA
$8.34B
| $185M | 0.02% |
881,258
+4,198
| +0.5% | +$879K |
|
594
ICU Medical
ICUI
$3.24B
| $184M | 0.02% |
895,270
-13,868
| -2% | -$2.85M |
|
595
Henry Schein
HSIC
$8.42B
| $184M | 0.02% |
2,482,228
-50,701
| -2% | -$3.76M |
|
|
OTLY
596
Oatly Group
OTLY
$524M
| $184M | 0.02% |
+376,195
| New | +$184M |
|
597
Idexx Laboratories
IDXX
$51.4B
| $183M | 0.02% |
289,613
-76,887
| -21% | -$48.6M |
|
598
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $182M | 0.02% |
2,878,809
-287,575
| -9% | -$18.2M |
|
599
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $181M | 0.02% |
2,054,354
-474,549
| -19% | -$41.8M |
|
600
Masco
MAS
$15.9B
| $180M | 0.02% |
3,056,505
-58,756
| -2% | -$3.46M |
|