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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Envista
NVST
$3.48B
| $116M | 0.02% |
3,005,482
-85,901
| -3% | -$3.31M |
|
652
iShares Global Tech ETF
IXN
$6.18B
| $116M | 0.02% |
2,529,337
-22,734
| -0.9% | -$1.04M |
|
653
iShares Core Dividend Growth ETF
DGRO
$34.2B
| $115M | 0.02% |
2,421,388
+161,364
| +7% | +$7.69M |
|
654
Expeditors International
EXPD
$16.3B
| $115M | 0.02% |
1,180,808
+858,185
| +266% | +$83.6M |
|
655
Howmet Aerospace
HWM
$76.7B
| $115M | 0.02% |
3,651,300
+251,148
| +7% | +$7.9M |
|
656
Terreno Realty
TRNO
$6.04B
| $115M | 0.02% |
2,058,188
-57,192
| -3% | -$3.19M |
|
657
Vanguard Value ETF
VTV
$147B
| $115M | 0.02% |
869,234
-40,980
| -5% | -$5.4M |
|
658
Roblox
RBLX
$93.7B
| $115M | 0.02% |
3,486,229
+89,544
| +3% | +$2.94M |
|
659
Pembina Pipeline
PBA
$23.2B
| $114M | 0.02% |
3,238,608
-149,921
| -4% | -$5.3M |
|
660
Twilio
TWLO
$16.3B
| $114M | 0.02% |
1,364,922
-89,450
| -6% | -$7.5M |
|
661
Steris
STE
$24.5B
| $113M | 0.02% |
548,957
-27,431
| -5% | -$5.65M |
|
662
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.29B
| $113M | 0.02% |
3,304,862
+3,080,402
| +1,372% | +$105M |
|
|
PRMW
663
DELISTED
Primo Water Corporation
PRMW
| $113M | 0.02% |
8,415,913
-713,839
| -8% | -$9.55M |
|
664
NorthWestern Energy
NWE
$3.44B
| $113M | 0.02% |
1,910,595
-147,323
| -7% | -$8.68M |
|
665
Cummins
CMI
$58.4B
| $113M | 0.02% |
581,632
+117,924
| +25% | +$22.8M |
|
666
Darden Restaurants
DRI
$21.5B
| $112M | 0.02% |
994,362
-36,819
| -4% | -$4.16M |
|
667
PPL Corp
PPL
$26.4B
| $112M | 0.02% |
4,140,133
+114,524
| +3% | +$3.11M |
|
668
ARK Innovation ETF
ARKK
$9.75B
| $112M | 0.02% |
2,810,550
+326,496
| +13% | +$13M |
|
669
Twist Bioscience
TWST
$1.68B
| $112M | 0.02% |
3,203,983
+1,097,546
| +52% | +$38.4M |
|
670
RB Global
RBA
$22.1B
| $112M | 0.02% |
1,717,684
-179,675
| -9% | -$11.7M |
|
671
iShares MSCI KLD 400 Social ETF
DSI
$4.95B
| $111M | 0.02% |
1,548,138
-49,088
| -3% | -$3.53M |
|
672
Novanta
NOVT
$4.13B
| $111M | 0.02% |
914,905
-2,325
| -0.3% | -$282K |
|
673
Conagra Brands
CAG
$8.87B
| $110M | 0.02% |
3,218,325
-84,575
| -3% | -$2.9M |
|
|
WRK
674
DELISTED
WestRock Company
WRK
| $110M | 0.02% |
2,765,572
+12,082
| +0.4% | +$481K |
|
675
Carrier Global
CARR
$51.4B
| $110M | 0.02% |
3,084,474
+543,258
| +21% | +$19.4M |
|