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 | |
|---|---|---|---|---|---|---|
676
Casey's General Stores
CASY
$20.3B
| $110M | 0.02% |
594,294
-69,635
| -10% | -$12.9M |
|
677
Autodesk
ADSK
$68.7B
| $109M | 0.02% |
634,130
-74,505
| -11% | -$12.8M |
|
678
Ambev
ABEV
$35.9B
| $109M | 0.02% |
43,437,001
+4,661,325
| +12% | +$11.7M |
|
679
Clorox
CLX
$14.9B
| $109M | 0.02% |
770,458
+170,386
| +28% | +$24M |
|
680
Lamb Weston
LW
$7.76B
| $108M | 0.02% |
1,517,999
-161,223
| -10% | -$11.5M |
|
681
Quaker Houghton
KWR
$2.42B
| $108M | 0.02% |
721,157
+98,852
| +16% | +$14.8M |
|
682
Nucor
NUE
$30.6B
| $108M | 0.02% |
1,031,799
+51,480
| +5% | +$5.38M |
|
|
SHLX
683
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $107M | 0.02% |
7,640,165
-1,253,629
| -14% | -$17.6M |
|
684
Ecolab
ECL
$75.3B
| $107M | 0.01% |
697,164
-121,838
| -15% | -$18.7M |
|
685
HP
HPQ
$26.3B
| $106M | 0.01% |
3,236,122
-577,237
| -15% | -$18.9M |
|
686
StepStone Group
STEP
$5.09B
| $106M | 0.01% |
4,071,554
+211,752
| +5% | +$5.51M |
|
687
Coherent
COHR
$17B
| $106M | 0.01% |
2,079,877
+19,323
| +0.9% | +$985K |
|
688
Schlumberger
SLB
$51.4B
| $106M | 0.01% |
2,951,925
+303,695
| +11% | +$10.9M |
|
689
First Financial Bankshares
FFIN
$4.96B
| $105M | 0.01% |
2,684,486
+95,969
| +4% | +$3.77M |
|
690
Arrowhead Research
ARWR
$4.24B
| $105M | 0.01% |
2,990,815
+69,862
| +2% | +$2.46M |
|
691
CyberArk
CYBR
$24.7B
| $105M | 0.01% |
820,627
-39,707
| -5% | -$5.08M |
|
692
Regenxbio
RGNX
$449M
| $105M | 0.01% |
4,244,896
-479,797
| -10% | -$11.9M |
|
693
Cintas
CTAS
$80.6B
| $104M | 0.01% |
1,113,084
-45,884
| -4% | -$4.28M |
|
694
KLA
KLAC
$138B
| $104M | 0.01% |
324,560
-97,387
| -23% | -$31.1M |
|
695
Kilroy Realty
KRC
$5.23B
| $103M | 0.01% |
1,972,155
-3,003,595
| -60% | -$157M |
|
696
Rush Enterprises Class A
RUSHA
$4.44B
| $102M | 0.01% |
3,167,382
+81,895
| +3% | +$2.63M |
|
697
Lamar Advertising Co
LAMR
$12.5B
| $102M | 0.01% |
1,154,284
+378,374
| +49% | +$33.3M |
|
698
Veeva Systems
VEEV
$45.5B
| $101M | 0.01% |
512,223
-71,035
| -12% | -$14.1M |
|
699
Vodafone
VOD
$27.4B
| $101M | 0.01% |
6,486,246
+1,255,489
| +24% | +$19.6M |
|
700
Grocery Outlet
GO
$1.62B
| $101M | 0.01% |
2,362,610
+50,070
| +2% | +$2.13M |
|