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 | |
|---|---|---|---|---|---|---|
726
Iron Mountain
IRM
$29.5B
| $93.4M | 0.01% |
1,917,283
-266,277
| -12% | -$13M |
|
727
Hayward Holdings
HAYW
$3.23B
| $93M | 0.01% |
6,464,895
+219,086
| +4% | +$3.15M |
|
728
Apollo Global Management
APO
$82.8B
| $92.8M | 0.01% |
1,914,616
+259,719
| +16% | +$12.6M |
|
|
GTM
729
ZoomInfo Technologies
GTM
$3.77B
| $92.8M | 0.01% |
2,791,779
+383,746
| +16% | +$12.8M |
|
|
DCP
730
DELISTED
DCP Midstream, LP
DCP
| $92.6M | 0.01% |
3,131,935
+100,696
| +3% | +$2.98M |
|
|
RVNC
731
DELISTED
Revance Therapeutics, Inc.
RVNC
| $92.4M | 0.01% |
6,687,925
-129,280
| -2% | -$1.79M |
|
732
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| $92.2M | 0.01% |
998,163
-58,311
| -6% | -$5.39M |
|
733
Cushman & Wakefield
CWK
$3.85B
| $91.8M | 0.01% |
6,025,144
+701,654
| +13% | +$10.7M |
|
734
Healthcare Realty
HR
$6.36B
| $91.6M | 0.01% |
3,280,982
+1,827,794
| +126% | +$51M |
|
735
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
| $91.3M | 0.01% |
794,740
+143,685
| +22% | +$16.5M |
|
736
Arvinas
ARVN
$552M
| $90.9M | 0.01% |
2,160,597
+280,691
| +15% | +$11.8M |
|
737
Ryman Hospitality Properties
RHP
$6.02B
| $90.6M | 0.01% |
1,191,170
-6,609
| -0.6% | -$502K |
|
738
Aptiv
APTV
$18.6B
| $90.4M | 0.01% |
1,014,814
-546,237
| -35% | -$48.7M |
|
739
Marriott Vacations Worldwide
VAC
$2.64B
| $90M | 0.01% |
774,636
-118,258
| -13% | -$13.7M |
|
740
LyondellBasell Industries
LYB
$16.7B
| $89.4M | 0.01% |
1,022,218
-149,581
| -13% | -$13.1M |
|
741
Vale
VALE
$46.4B
| $89M | 0.01% |
6,084,669
+1,154,572
| +23% | +$16.9M |
|
742
Apple Hospitality REIT
APLE
$2.96B
| $88.7M | 0.01% |
6,047,834
-744,952
| -11% | -$10.9M |
|
743
Teledyne Technologies
TDY
$26.5B
| $88.5M | 0.01% |
236,024
+180,884
| +328% | +$67.9M |
|
744
MarketAxess Holdings
MKTX
$6.66B
| $88.3M | 0.01% |
344,767
-311,451
| -47% | -$79.7M |
|
745
EXL Service
EXLS
$7B
| $88.1M | 0.01% |
2,991,015
+115,365
| +4% | +$3.4M |
|
746
PG&E
PCG
$32.8B
| $87.7M | 0.01% |
8,787,417
+2,252,715
| +34% | +$22.5M |
|
747
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $87.5M | 0.01% |
964,912
+497,494
| +106% | +$45.1M |
|
748
Certara
CERT
$1.84B
| $87.1M | 0.01% |
4,060,100
+149,104
| +4% | +$3.2M |
|
|
BPMC
749
DELISTED
Blueprint Medicines
BPMC
| $87.1M | 0.01% |
1,724,490
+49,366
| +3% | +$2.49M |
|
750
IQVIA
IQV
$31.8B
| $87.1M | 0.01% |
401,185
+137,156
| +52% | +$29.8M |
|