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 | |
|---|---|---|---|---|---|---|
726
Evolent Health
EVH
$1.12B
| $132M | 0.02% |
6,253,693
-719,501
| -10% | -$15.2M |
|
727
Emerson Electric
EMR
$74.7B
| $132M | 0.02% |
1,371,459
-449,084
| -25% | -$43.2M |
|
|
ATVI
728
DELISTED
Activision Blizzard Inc.
ATVI
| $131M | 0.02% |
1,372,595
-288,124
| -17% | -$27.5M |
|
729
Itaú Unibanco
ITUB
$76B
| $129M | 0.02% |
28,701,953
-1,311,350
| -4% | -$5.91M |
|
730
Logitech
LOGI
$16B
| $129M | 0.02% |
1,066,053
+362,436
| +52% | +$43.8M |
|
731
Progyny
PGNY
$1.96B
| $129M | 0.02% |
2,178,244
-41,194
| -2% | -$2.43M |
|
732
Amicus Therapeutics
FOLD
$2.46B
| $128M | 0.02% |
13,286,436
+1,406,612
| +12% | +$13.6M |
|
733
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $128M | 0.02% |
2,321,790
-279,446
| -11% | -$15.4M |
|
734
HEICO Class A
HEI.A
$35B
| $127M | 0.02% |
1,025,732
-221,604
| -18% | -$27.5M |
|
735
Hayward Holdings
HAYW
$3.51B
| $127M | 0.02% |
4,891,602
-28,936
| -0.6% | -$753K |
|
736
iShares US Medical Devices ETF
IHI
$4.35B
| $127M | 0.02% |
2,109,696
+1,366,200
| +184% | +$82.2M |
|
737
Trimble
TRMB
$19.3B
| $127M | 0.02% |
1,549,401
+259,355
| +20% | +$21.2M |
|
738
Nucor
NUE
$33.1B
| $125M | 0.02% |
1,306,745
-12,750
| -1% | -$1.22M |
|
739
iShares Global Tech ETF
IXN
$5.79B
| $125M | 0.02% |
2,228,316
-32,358
| -1% | -$1.82M |
|
740
Coinbase
COIN
$81.9B
| $125M | 0.01% |
+494,414
| New | +$125M |
|
741
Simpson Manufacturing
SSD
$8.14B
| $125M | 0.01% |
1,131,627
-7,143
| -0.6% | -$789K |
|
|
CVET
742
DELISTED
Covetrus, Inc. Common Stock
CVET
| $125M | 0.01% |
4,626,262
+738,040
| +19% | +$19.9M |
|
743
Extra Space Storage
EXR
$30.8B
| $125M | 0.01% |
762,405
+83,170
| +12% | +$13.6M |
|
744
Cushman & Wakefield
CWK
$3.79B
| $125M | 0.01% |
7,132,530
-2,031,399
| -22% | -$35.5M |
|
745
Universal Display
OLED
$6.91B
| $124M | 0.01% |
557,235
+25,946
| +5% | +$5.77M |
|
746
Toll Brothers
TOL
$14.3B
| $124M | 0.01% |
2,141,837
+259,612
| +14% | +$15M |
|
747
Aramark
ARMK
$10.1B
| $124M | 0.01% |
4,602,992
+4,269,516
| +1,280% | +$115M |
|
748
TE Connectivity
TEL
$61.4B
| $124M | 0.01% |
914,274
+318,323
| +53% | +$43M |
|
|
SRCL
749
DELISTED
Stericycle Inc
SRCL
| $123M | 0.01% |
1,718,618
-22,924
| -1% | -$1.64M |
|
750
FirstEnergy
FE
$25B
| $123M | 0.01% |
3,296,146
+1,397,263
| +74% | +$52M |
|