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 | |
|---|---|---|---|---|---|---|
776
Thor Industries
THO
$5.92B
| $116M | 0.01% |
1,027,870
-1,419,598
| -58% | -$160M |
|
777
Viatris
VTRS
$12.2B
| $116M | 0.01% |
8,107,175
+2,161,290
| +36% | +$30.9M |
|
778
Chewy
CHWY
$17.4B
| $116M | 0.01% |
1,452,206
+230,511
| +19% | +$18.4M |
|
779
Cullen/Frost Bankers
CFR
$8.34B
| $115M | 0.01% |
1,030,495
-73,573
| -7% | -$8.24M |
|
|
DCP
780
DELISTED
DCP Midstream, LP
DCP
| $115M | 0.01% |
3,759,215
-204,050
| -5% | -$6.26M |
|
|
PRAH
781
DELISTED
PRA Health Sciences, Inc.
PRAH
| $115M | 0.01% |
697,656
+334,284
| +92% | +$55.2M |
|
782
Driven Brands
DRVN
$3.11B
| $115M | 0.01% |
3,720,961
-55,009
| -1% | -$1.7M |
|
783
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
| $115M | 0.01% |
853,903
+377,959
| +79% | +$50.8M |
|
784
Organon & Co
OGN
$2.72B
| $115M | 0.01% |
+3,786,738
| New | +$115M |
|
|
OCDX
785
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
| $114M | 0.01% |
5,338,175
+67,109
| +1% | +$1.44M |
|
786
CONMED
CNMD
$1.67B
| $113M | 0.01% |
824,073
+437,116
| +113% | +$60.1M |
|
787
Teleflex
TFX
$5.75B
| $113M | 0.01% |
281,684
+221,861
| +371% | +$89.1M |
|
788
West Pharmaceutical
WST
$18.2B
| $113M | 0.01% |
314,869
-4,806
| -2% | -$1.73M |
|
789
Acushnet Holdings
GOLF
$4.54B
| $113M | 0.01% |
2,288,736
-91,534
| -4% | -$4.52M |
|
790
RenaissanceRe
RNR
$11.3B
| $113M | 0.01% |
756,602
+563,488
| +292% | +$83.9M |
|
791
Commerce Bancshares
CBSH
$8.04B
| $112M | 0.01% |
1,832,142
-148,273
| -7% | -$9.1M |
|
792
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $112M | 0.01% |
1,355,390
+12,466
| +0.9% | +$1.03M |
|
793
Ambev
ABEV
$34.6B
| $112M | 0.01% |
32,604,309
-379,130
| -1% | -$1.3M |
|
794
Bank of New York Mellon
BK
$73.4B
| $112M | 0.01% |
2,188,012
-162,101
| -7% | -$8.3M |
|
|
TUYA
795
Tuya Inc
TUYA
$1.56B
| $111M | 0.01% |
4,549,692
+307,377
| +7% | +$7.53M |
|
796
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $111M | 0.01% |
356,496
+19,366
| +6% | +$6.04M |
|
797
Vanguard Value ETF
VTV
$143B
| $111M | 0.01% |
806,728
+57,760
| +8% | +$7.94M |
|
798
Arch Capital
ACGL
$33.9B
| $111M | 0.01% |
2,842,543
+2,389,675
| +528% | +$93.1M |
|
799
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.86B
| $110M | 0.01% |
991,444
+36,911
| +4% | +$4.1M |
|
800
Bath & Body Works
BBWI
$5.87B
| $110M | 0.01% |
1,880,187
-55,218
| -3% | -$3.22M |
|