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 |
Vanguard Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABMD
701
DELISTED
Abiomed Inc
ABMD
| $126M | 0.02% |
381,092
-100,997
| -21% | -$33.5M |
|
702
Vanguard S&P 500 Value ETF
VOOV
$5.71B
| $126M | 0.02% |
837,634
+649,447
| +345% | +$97.9M |
|
703
Sun Life Financial
SLF
$33.3B
| $126M | 0.02% |
2,258,452
+177,711
| +9% | +$9.92M |
|
704
Ambev
ABEV
$35.6B
| $125M | 0.02% |
38,775,676
+4,573,534
| +13% | +$14.8M |
|
705
Corteva
CTVA
$49.1B
| $125M | 0.02% |
2,167,768
-145,583
| -6% | -$8.37M |
|
706
NorthWestern Energy
NWE
$3.48B
| $124M | 0.02% |
2,057,918
-353,609
| -15% | -$21.4M |
|
707
CONMED
CNMD
$1.65B
| $124M | 0.02% |
836,181
+4,397
| +0.5% | +$653K |
|
708
Dow Inc
DOW
$17.5B
| $124M | 0.01% |
1,945,358
+255,613
| +15% | +$16.3M |
|
709
Veeva Systems
VEEV
$46B
| $124M | 0.01% |
583,258
+51,155
| +10% | +$10.9M |
|
710
Oneok
OKE
$45.8B
| $123M | 0.01% |
1,748,011
+7,214
| +0.4% | +$510K |
|
|
DISH
711
DELISTED
DISH Network Corp.
DISH
| $123M | 0.01% |
3,900,725
-358,528
| -8% | -$11.3M |
|
712
Cintas
CTAS
$82.1B
| $123M | 0.01% |
1,158,968
+206,696
| +22% | +$22M |
|
713
British American Tobacco
BTI
$124B
| $123M | 0.01% |
2,912,004
+2,877,653
| +8,377% | +$121M |
|
714
BioMarin Pharmaceuticals
BMRN
$10.5B
| $123M | 0.01% |
1,590,809
+296,868
| +23% | +$22.9M |
|
715
Howmet Aerospace
HWM
$74.2B
| $122M | 0.01% |
3,400,152
+2,335,681
| +219% | +$83.9M |
|
716
Apple Hospitality REIT
APLE
$2.98B
| $122M | 0.01% |
6,792,786
+465,035
| +7% | +$8.36M |
|
717
SPDR S&P Bank ETF
KBE
$1.56B
| $122M | 0.01% |
2,323,581
-193,233
| -8% | -$10.1M |
|
718
Roper Technologies
ROP
$55.4B
| $122M | 0.01% |
257,425
+66,338
| +35% | +$31.3M |
|
719
Iron Mountain
IRM
$29.1B
| $121M | 0.01% |
2,183,560
-301,368
| -12% | -$16.7M |
|
720
iShares Core Dividend Growth ETF
DGRO
$34.3B
| $121M | 0.01% |
2,260,024
+308,791
| +16% | +$16.5M |
|
721
ICICI Bank
IBN
$113B
| $121M | 0.01% |
6,368,609
+2,429,810
| +62% | +$46M |
|
722
LyondellBasell Industries
LYB
$17.8B
| $120M | 0.01% |
1,171,799
+171,087
| +17% | +$17.6M |
|
723
iShares MSCI China ETF
MCHI
$8.2B
| $120M | 0.01% |
2,276,723
+218,364
| +11% | +$11.5M |
|
724
West Pharmaceutical
WST
$18.6B
| $120M | 0.01% |
291,775
+15,102
| +5% | +$6.2M |
|
725
Maravai LifeSciences
MRVI
$389M
| $120M | 0.01% |
3,394,600
-116,607
| -3% | -$4.11M |
|