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 | |
|---|---|---|---|---|---|---|
751
iShares Residential and Multisector Real Estate ETF
REZ
$792M
| $86.7M | 0.01% |
1,083,304
+1,078,486
| +22,385% | +$86.3M |
|
752
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $86.6M | 0.01% |
1,235,528
-878,295
| -42% | -$61.6M |
|
753
Colgate-Palmolive
CL
$65.6B
| $86.6M | 0.01% |
1,080,111
-15,055
| -1% | -$1.21M |
|
754
Unifirst Corp
UNF
$3.12B
| $86.5M | 0.01% |
502,594
+2,318
| +0.5% | +$399K |
|
755
Restaurant Brands International
QSR
$20.9B
| $86.2M | 0.01% |
1,718,666
+77,106
| +5% | +$3.87M |
|
756
CF Industries
CF
$13.8B
| $85.9M | 0.01% |
1,002,337
+49,720
| +5% | +$4.26M |
|
757
Commerce Bancshares
CBSH
$7.89B
| $85.4M | 0.01% |
1,505,269
+6,307
| +0.4% | +$358K |
|
758
Paycom
PAYC
$12.2B
| $85.2M | 0.01% |
304,013
-70,228
| -19% | -$19.7M |
|
759
Extra Space Storage
EXR
$29.6B
| $84.6M | 0.01% |
497,024
-214,885
| -30% | -$36.6M |
|
760
QuidelOrtho
QDEL
$1.95B
| $84.4M | 0.01% |
868,201
+779,472
| +878% | +$75.7M |
|
761
Guidewire Software
GWRE
$20.7B
| $84.4M | 0.01% |
1,188,506
-171,693
| -13% | -$12.2M |
|
762
TE Connectivity
TEL
$63.9B
| $84.1M | 0.01% |
743,610
-228,560
| -24% | -$25.9M |
|
763
Roper Technologies
ROP
$54.3B
| $83.3M | 0.01% |
211,049
-46,376
| -18% | -$18.3M |
|
764
iShares Russell 2000 Growth ETF
IWO
$13B
| $83.2M | 0.01% |
403,057
+3,001
| +0.8% | +$619K |
|
765
Cullen/Frost Bankers
CFR
$8.18B
| $83.1M | 0.01% |
713,376
+3,383
| +0.5% | +$394K |
|
766
Icon
ICLR
$13.5B
| $82.8M | 0.01% |
382,078
+32,400
| +9% | +$7.02M |
|
767
Relay Therapeutics
RLAY
$803M
| $82.8M | 0.01% |
4,942,262
+1,667,873
| +51% | +$27.9M |
|
768
First Industrial Realty Trust
FR
$6.85B
| $82.5M | 0.01% |
1,738,417
-17,021
| -1% | -$808K |
|
769
Universal Display
OLED
$6.75B
| $82.3M | 0.01% |
814,080
-24,523
| -3% | -$2.48M |
|
770
Allegro MicroSystems
ALGM
$5.82B
| $82.1M | 0.01% |
3,968,824
+75,022
| +2% | +$1.55M |
|
771
American Water Works
AWK
$26.4B
| $81.9M | 0.01% |
550,344
+38,924
| +8% | +$5.79M |
|
772
iShares Russell 1000 ETF
IWB
$44.8B
| $81.8M | 0.01% |
393,808
+93,669
| +31% | +$19.5M |
|
773
Badger Meter
BMI
$5.22B
| $81.7M | 0.01% |
1,010,400
+78,363
| +8% | +$6.34M |
|
774
DigitalOcean
DOCN
$3.33B
| $81.6M | 0.01% |
1,973,305
-239,220
| -11% | -$9.89M |
|
775
Chart Industries
GTLS
$8.97B
| $81.6M | 0.01% |
487,435
+401,800
| +469% | +$67.3M |
|