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 | |
|---|---|---|---|---|---|---|
601
NNN REIT
NNN
$8.06B
| $147M | 0.02% |
3,326,512
-232,983
| -7% | -$10.3M |
|
602
iShares Select Dividend ETF
DVY
$20.7B
| $147M | 0.02% |
1,252,379
-327,494
| -21% | -$38.4M |
|
603
Agnico Eagle Mines
AEM
$76.8B
| $147M | 0.02% |
2,875,760
+419,355
| +17% | +$21.4M |
|
604
Voya Financial
VOYA
$7.3B
| $147M | 0.02% |
2,050,436
-35,376
| -2% | -$2.53M |
|
605
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $146M | 0.02% |
1,932,275
+725,272
| +60% | +$54.8M |
|
606
Novo Nordisk
NVO
$242B
| $146M | 0.02% |
1,834,510
-160,970
| -8% | -$12.8M |
|
607
iRhythm Technologies
IRTC
$5.85B
| $145M | 0.02% |
1,173,027
+40,312
| +4% | +$5M |
|
608
HealthEquity
HQY
$7.88B
| $145M | 0.02% |
2,474,430
+331,735
| +15% | +$19.5M |
|
609
Archer Daniels Midland
ADM
$29.5B
| $145M | 0.02% |
1,822,499
+236,224
| +15% | +$18.8M |
|
610
iShares Global Tech ETF
IXN
$5.89B
| $143M | 0.02% |
2,639,050
-119,150
| -4% | -$6.48M |
|
611
Ford
F
$45.5B
| $143M | 0.02% |
11,372,816
+571,923
| +5% | +$7.21M |
|
612
Helen of Troy
HELE
$550M
| $143M | 0.02% |
1,498,564
+328,791
| +28% | +$31.3M |
|
613
RenaissanceRe
RNR
$11.2B
| $142M | 0.02% |
710,859
+3,400
| +0.5% | +$681K |
|
614
Ryman Hospitality Properties
RHP
$6.34B
| $142M | 0.02% |
1,578,645
+4,345
| +0.3% | +$390K |
|
615
KBR
KBR
$6.42B
| $142M | 0.02% |
2,572,110
+116,016
| +5% | +$6.39M |
|
616
Matador Resources
MTDR
$6.16B
| $141M | 0.02% |
2,966,469
-123,602
| -4% | -$5.89M |
|
617
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.45B
| $141M | 0.02% |
1,541,585
-34,426
| -2% | -$3.14M |
|
618
Avery Dennison
AVY
$12.8B
| $140M | 0.02% |
782,743
-155,347
| -17% | -$27.8M |
|
619
iShares China Large-Cap ETF
FXI
$6.79B
| $140M | 0.02% |
4,728,760
+1,704,281
| +56% | +$50.3M |
|
620
Landstar System
LSTR
$4.5B
| $140M | 0.02% |
778,972
+5,821
| +0.8% | +$1.04M |
|
621
Wintrust Financial
WTFC
$9.17B
| $140M | 0.02% |
1,913,872
+75,040
| +4% | +$5.47M |
|
622
iShares Semiconductor ETF
SOXX
$13.9B
| $140M | 0.02% |
941,724
+118,101
| +14% | +$17.5M |
|
623
RBC Bearings
RBC
$11.9B
| $139M | 0.02% |
598,311
+16,665
| +3% | +$3.88M |
|
624
XP
XP
$9.83B
| $139M | 0.02% |
11,721,813
-991,926
| -8% | -$11.8M |
|
|
AUY
625
DELISTED
Yamana Gold, Inc.
AUY
| $139M | 0.02% |
23,704,094
-6,543,610
| -22% | -$38.3M |
|