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 | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Vanguard Small-Cap ETF
VB
$67.3B
| $155M | 0.02% |
688,519
+84,512
| +14% | +$19M |
|
652
Synchrony
SYF
$28B
| $155M | 0.02% |
3,191,027
+608,612
| +24% | +$29.5M |
|
653
HP
HPQ
$27.4B
| $155M | 0.02% |
5,119,011
+469,134
| +10% | +$14.2M |
|
654
Plains All American Pipeline
PAA
$12.1B
| $153M | 0.02% |
13,489,856
+2,332,642
| +21% | +$26.5M |
|
655
ON Semiconductor
ON
$20B
| $153M | 0.02% |
4,001,810
+600,805
| +18% | +$23M |
|
|
AIMC
656
DELISTED
Altra Industrial Motion Corp.
AIMC
| $153M | 0.02% |
2,355,924
-298,577
| -11% | -$19.4M |
|
657
iShares Gold Trust
IAU
$53.2B
| $153M | 0.02% |
4,533,968
-1,419,044
| -24% | -$47.8M |
|
658
Wendy's
WEN
$1.92B
| $153M | 0.02% |
6,519,810
-755,915
| -10% | -$17.7M |
|
659
Gulfport Energy Corp
GPOR
$2.99B
| $153M | 0.02% |
+2,357,553
| New | +$153M |
|
660
EQT Corp
EQT
$31.7B
| $152M | 0.02% |
6,832,959
+285,871
| +4% | +$6.36M |
|
661
Ford
F
$46.5B
| $151M | 0.02% |
10,184,827
+3,924,016
| +63% | +$58.3M |
|
662
Moelis & Co
MC
$5.37B
| $151M | 0.02% |
2,658,685
-110,999
| -4% | -$6.31M |
|
663
Advanced Drainage Systems
WMS
$11.5B
| $151M | 0.02% |
1,294,632
-795,401
| -38% | -$92.7M |
|
664
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.83B
| $151M | 0.02% |
1,560,690
-1,250,176
| -44% | -$121M |
|
665
iShares TIPS Bond ETF
TIP
$13.6B
| $151M | 0.02% |
1,177,025
-336,494
| -22% | -$43.1M |
|
666
Carrier Global
CARR
$55.8B
| $151M | 0.02% |
3,099,176
-393,207
| -11% | -$19.1M |
|
667
Expedia Group
EXPE
$26.9B
| $150M | 0.02% |
913,951
-273,053
| -23% | -$44.7M |
|
|
RVNC
668
DELISTED
Revance Therapeutics, Inc.
RVNC
| $149M | 0.02% |
5,043,571
+609,745
| +14% | +$18.1M |
|
669
Chemed
CHE
$6.76B
| $149M | 0.02% |
313,500
-10,260
| -3% | -$4.87M |
|
670
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $149M | 0.02% |
2,267,219
+1,889,800
| +501% | +$124M |
|
|
MANT
671
DELISTED
Mantech International Corp
MANT
| $148M | 0.02% |
1,711,971
+390,227
| +30% | +$33.8M |
|
672
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $148M | 0.02% |
3,199,964
+1,659,044
| +108% | +$76.8M |
|
673
Cheniere Energy
LNG
$51.3B
| $148M | 0.02% |
1,707,358
-143,159
| -8% | -$12.4M |
|
674
Wintrust Financial
WTFC
$9.29B
| $148M | 0.02% |
1,957,730
-150,384
| -7% | -$11.4M |
|
675
Alcon
ALC
$39.5B
| $148M | 0.02% |
2,104,921
+216,213
| +11% | +$15.2M |
|