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 | |
|---|---|---|---|---|---|---|
676
Peloton Interactive
PTON
$3.24B
| $148M | 0.02% |
1,191,247
-343
| -0% | -$42.5K |
|
677
NorthWestern Energy
NWE
$3.48B
| $147M | 0.02% |
2,442,816
-29,780
| -1% | -$1.79M |
|
678
Landstar System
LSTR
$4.54B
| $147M | 0.02% |
930,155
-42,600
| -4% | -$6.73M |
|
679
Otis Worldwide
OTIS
$34.5B
| $147M | 0.02% |
1,792,830
-924,835
| -34% | -$75.6M |
|
|
CNH
680
CNH Industrial
CNH
$14.2B
| $146M | 0.02% |
10,059,087
+2,015,393
| +25% | +$29.3M |
|
681
Envista
NVST
$3.46B
| $146M | 0.02% |
3,383,328
+153,445
| +5% | +$6.63M |
|
682
Fomento Económico Mexicano
FMX
$30.2B
| $146M | 0.02% |
1,725,909
-58,381
| -3% | -$4.93M |
|
683
Intellia Therapeutics
NTLA
$1.28B
| $145M | 0.02% |
896,577
-5,357
| -0.6% | -$867K |
|
684
Expeditors International
EXPD
$16.4B
| $145M | 0.02% |
1,145,876
-91,736
| -7% | -$11.6M |
|
685
Regenxbio
RGNX
$500M
| $145M | 0.02% |
3,721,845
+220,966
| +6% | +$8.58M |
|
686
VanEck Gold Miners ETF
GDX
$20.1B
| $144M | 0.02% |
4,250,565
-4,711,253
| -53% | -$160M |
|
687
Enterprise Products Partners
EPD
$68.3B
| $144M | 0.02% |
5,983,775
+2,011,426
| +51% | +$48.5M |
|
688
Macerich
MAC
$4.57B
| $144M | 0.02% |
7,899,069
+1,999,557
| +34% | +$36.5M |
|
689
Ecolab
ECL
$76.8B
| $144M | 0.02% |
698,909
-131,611
| -16% | -$27.1M |
|
690
Quaker Houghton
KWR
$2.45B
| $144M | 0.02% |
606,551
-15,762
| -3% | -$3.74M |
|
691
Bankunited
BKU
$2.89B
| $143M | 0.02% |
3,355,543
-221,418
| -6% | -$9.45M |
|
692
Franco-Nevada
FNV
$37.8B
| $143M | 0.02% |
986,698
-31,496
| -3% | -$4.57M |
|
693
Arista Networks
ANET
$178B
| $143M | 0.02% |
6,306,976
-1,193,904
| -16% | -$27M |
|
694
Morningstar
MORN
$10.9B
| $142M | 0.02% |
553,596
-43,571
| -7% | -$11.2M |
|
695
Dow Inc
DOW
$17.1B
| $142M | 0.02% |
2,244,111
+100,799
| +5% | +$6.38M |
|
696
Neurocrine Biosciences
NBIX
$14.3B
| $141M | 0.02% |
1,447,174
-88,637
| -6% | -$8.63M |
|
697
Canadian Natural Resources
CNQ
$64.3B
| $141M | 0.02% |
7,910,996
+615,481
| +8% | +$10.9M |
|
|
AZEK
698
DELISTED
The AZEK Co
AZEK
| $140M | 0.02% |
3,301,664
+1,225,729
| +59% | +$52M |
|
699
Frontier Group Holdings
ULCC
$1.16B
| $140M | 0.02% |
+8,210,785
| New | +$140M |
|
700
Bandwidth Inc
BAND
$470M
| $140M | 0.02% |
1,013,290
+25,539
| +3% | +$3.52M |
|