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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Gates Industrial
GTES
$6.71B
| $58.5M | 0.01% |
4,416,173
+625,116
| +16% | +$8.28M |
|
752
Nektar Therapeutics
NKTR
$898M
| $58M | 0.01% |
117,621
+10,491
| +10% | +$5.17M |
|
753
CF Industries
CF
$14B
| $57.6M | 0.01% |
1,324,380
-607,496
| -31% | -$26.4M |
|
|
AM
754
DELISTED
ANTERO MIDSTREAM PARTNERS LP
AM
| $57.2M | 0.01% |
2,673,936
+1,383,000
| +107% | +$29.6M |
|
|
SWP
755
DELISTED
Stanley Black & Decker, Inc. Corporate Units
SWP
| $56.8M | 0.01% |
625,119
+38,185
| +7% | +$3.47M |
|
|
AUD
756
DELISTED
Audacy, Inc.
AUD
| $56.6M | 0.01% |
9,912,182
+538,451
| +6% | +$3.07M |
|
757
Tyson Foods
TSN
$20B
| $56.4M | 0.01% |
1,056,509
+116,146
| +12% | +$6.2M |
|
758
Agree Realty
ADC
$8.16B
| $56.3M | 0.01% |
953,001
+522,756
| +122% | +$30.9M |
|
759
AES
AES
$9.15B
| $56.3M | 0.01% |
3,896,115
+1,707,521
| +78% | +$24.7M |
|
|
TFCF
760
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $56.2M | 0.01% |
1,177,028
-409,156
| -26% | -$19.5M |
|
761
iShares Short Treasury Bond ETF
SHV
$20.7B
| $56.2M | 0.01% |
509,522
+138,923
| +37% | +$15.3M |
|
762
Emerson Electric
EMR
$77.4B
| $56.1M | 0.01% |
938,113
-282,790
| -23% | -$16.9M |
|
763
Starwood Property Trust
STWD
$7.56B
| $55.9M | 0.01% |
2,836,655
-130,512
| -4% | -$2.57M |
|
764
FibroGen
FGEN
$50.3M
| $55.4M | 0.01% |
47,920
+1,581
| +3% | +$1.83M |
|
765
Petrobras Class A
PBR.A
$75.1B
| $55.4M | 0.01% |
4,780,389
-1,623,269
| -25% | -$18.8M |
|
|
SYNH
766
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $55.3M | 0.01% |
1,404,427
+84,552
| +6% | +$3.33M |
|
767
Vail Resorts
MTN
$5.48B
| $55.2M | 0.01% |
261,622
-39,223
| -13% | -$8.27M |
|
768
Weibo
WB
$2.92B
| $55.1M | 0.01% |
943,591
-556,030
| -37% | -$32.5M |
|
769
Manulife Financial
MFC
$54B
| $55M | 0.01% |
3,873,859
-1,962,522
| -34% | -$27.8M |
|
770
Fortinet
FTNT
$62B
| $54.7M | 0.01% |
3,880,410
-2,132,685
| -35% | -$30M |
|
|
AIMC
771
DELISTED
Altra Industrial Motion Corp.
AIMC
| $54.6M | 0.01% |
2,169,804
+140,714
| +7% | +$3.54M |
|
772
General Mills
GIS
$27.1B
| $54.5M | 0.01% |
1,399,248
-154,432
| -10% | -$6.01M |
|
773
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $54.5M | 0.01% |
233,628
-251,237
| -52% | -$58.6M |
|
774
ICICI Bank
IBN
$114B
| $54.3M | 0.01% |
5,276,273
+2,979,829
| +130% | +$30.7M |
|
775
Agnico Eagle Mines
AEM
$77.2B
| $54.2M | 0.01% |
1,341,166
-2,327,306
| -63% | -$94M |
|