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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
iShares MSCI Europe Financials ETF
EUFN
$4.41B
| $162M | 0.02% |
8,583,611
+434,569
| +5% | +$8.22M |
|
602
Lockheed Martin
LMT
$108B
| $161M | 0.02% |
363,952
-22,155
| -6% | -$9.78M |
|
|
OCDX
603
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
| $159M | 0.02% |
8,543,032
+1,601,542
| +23% | +$29.9M |
|
604
Murphy USA
MUSA
$7.26B
| $159M | 0.02% |
793,332
-173,951
| -18% | -$34.8M |
|
605
Emerson Electric
EMR
$75.2B
| $158M | 0.02% |
1,609,138
+320,111
| +25% | +$31.4M |
|
606
Teck Resources
TECK
$19.8B
| $158M | 0.02% |
3,904,320
+732,615
| +23% | +$29.6M |
|
607
Chemed
CHE
$6.57B
| $158M | 0.02% |
311,055
-3,858
| -1% | -$1.95M |
|
608
Utilities Select Sector SPDR Fund
XLU
$21B
| $157M | 0.02% |
2,113,823
-3,870,668
| -65% | -$288M |
|
609
Roblox
RBLX
$92.1B
| $157M | 0.02% |
3,396,685
-418,777
| -11% | -$19.4M |
|
610
Regenxbio
RGNX
$483M
| $157M | 0.02% |
4,724,693
-280,080
| -6% | -$9.3M |
|
611
Macerich
MAC
$4.53B
| $157M | 0.02% |
10,020,806
+1,461,983
| +17% | +$22.9M |
|
612
Terreno Realty
TRNO
$5.92B
| $157M | 0.02% |
2,115,380
-44,889
| -2% | -$3.32M |
|
613
D.R. Horton
DHI
$52.5B
| $155M | 0.02% |
2,084,914
-1,593,253
| -43% | -$119M |
|
614
Vanguard High Dividend Yield ETF
VYM
$64.7B
| $155M | 0.02% |
1,381,960
-630,113
| -31% | -$70.7M |
|
615
iShares Russell 2000 Value ETF
IWN
$11.8B
| $155M | 0.02% |
957,795
+89,571
| +10% | +$14.5M |
|
|
PBCT
616
DELISTED
People's United Financial Inc
PBCT
| $154M | 0.02% |
7,727,629
+618,282
| +9% | +$12.4M |
|
617
KLA
KLAC
$123B
| $154M | 0.02% |
421,947
+49,874
| +13% | +$18.3M |
|
618
Ribbon Communications
RBBN
$699M
| $154M | 0.02% |
49,953,259
+3,861
| +0% | +$11.9K |
|
619
Atlassian
TEAM
$45.7B
| $154M | 0.02% |
524,661
-81
| -0% | -$23.8K |
|
620
Agnico Eagle Mines
AEM
$76.8B
| $154M | 0.02% |
2,509,956
+1,022,204
| +69% | +$62.6M |
|
621
BILL Holdings
BILL
$5.38B
| $153M | 0.02% |
675,597
-316,984
| -32% | -$71.9M |
|
622
Devon Energy
DVN
$22.5B
| $153M | 0.02% |
2,588,925
+677,896
| +35% | +$40.1M |
|
623
Knight Transportation
KNX
$6.76B
| $153M | 0.02% |
3,033,243
-60,076
| -2% | -$3.03M |
|
624
Edwards Lifesciences
EW
$46B
| $153M | 0.02% |
1,300,072
+199,094
| +18% | +$23.4M |
|
625
Masco
MAS
$15.3B
| $153M | 0.02% |
2,992,748
+365,631
| +14% | +$18.6M |
|