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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Crown Castle
CCI
$40.9B
| $194M | 0.02% |
1,685,511
-262,770
| -13% | -$30.3M |
|
577
Essex Property Trust
ESS
$17.1B
| $194M | 0.02% |
780,777
+32,630
| +4% | +$8.09M |
|
578
Apollo Global Management
APO
$76.9B
| $193M | 0.02% |
2,073,150
+331,005
| +19% | +$30.8M |
|
579
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $191M | 0.02% |
3,020,292
+1,760,218
| +140% | +$111M |
|
580
Suncor Energy
SU
$49.7B
| $191M | 0.02% |
5,961,235
+612,887
| +11% | +$19.6M |
|
581
Encompass Health
EHC
$12.7B
| $189M | 0.02% |
2,839,009
-130,257
| -4% | -$8.69M |
|
582
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| $188M | 0.02% |
370,797
+136,765
| +58% | +$69.4M |
|
583
3M
MMM
$82B
| $188M | 0.02% |
2,057,873
+271,916
| +15% | +$24.9M |
|
584
Texas Roadhouse
TXRH
$11.1B
| $188M | 0.02% |
1,535,199
-76,344
| -5% | -$9.33M |
|
585
Warner Bros
WBD
$30.4B
| $188M | 0.02% |
16,481,966
+4,128,714
| +33% | +$47M |
|
586
American Electric Power
AEP
$57.5B
| $186M | 0.02% |
2,291,944
-239,728
| -9% | -$19.5M |
|
587
SPDR S&P Homebuilders ETF
XHB
$1.92B
| $186M | 0.02% |
1,943,012
+832,666
| +75% | +$79.7M |
|
588
Planet Fitness
PLNT
$8.75B
| $186M | 0.02% |
2,544,638
-5,681
| -0.2% | -$415K |
|
589
Exelixis
EXEL
$10.1B
| $186M | 0.02% |
7,741,589
+93,368
| +1% | +$2.24M |
|
590
BCE
BCE
$22.7B
| $186M | 0.02% |
4,712,624
+309,236
| +7% | +$12.2M |
|
591
Enterprise Products Partners
EPD
$68.1B
| $186M | 0.02% |
7,041,949
-572,098
| -8% | -$15.1M |
|
592
JPMorgan US Tech Leaders ETF
JTEK
$2.43B
| $185M | 0.02% |
+3,149,069
| New | +$185M |
|
593
Dell
DELL
$82B
| $184M | 0.02% |
2,411,749
+1,255,525
| +109% | +$96M |
|
594
Cameco
CCJ
$33.7B
| $184M | 0.02% |
4,274,516
-694,913
| -14% | -$30M |
|
595
Albertsons Companies
ACI
$10.8B
| $184M | 0.02% |
8,004,849
+3,519,436
| +78% | +$80.9M |
|
596
MACOM Technology Solutions
MTSI
$9.7B
| $184M | 0.02% |
1,977,865
-43,757
| -2% | -$4.07M |
|
597
Equity Lifestyle Properties
ELS
$11.9B
| $183M | 0.02% |
2,592,248
-803,686
| -24% | -$56.7M |
|
598
Okta
OKTA
$16.3B
| $182M | 0.02% |
2,012,865
-109,640
| -5% | -$9.93M |
|
599
Schwab US Aggregate Bond ETF
SCHZ
$8.99B
| $182M | 0.02% |
7,811,282
+2,972,244
| +61% | +$69.3M |
|
600
EastGroup Properties
EGP
$8.91B
| $181M | 0.02% |
988,673
-138,009
| -12% | -$25.3M |
|