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 | |
|---|---|---|---|---|---|---|
826
Fortinet
FTNT
$61.2B
| $104M | 0.01% |
2,184,190
-110,605
| -5% | -$5.27M |
|
827
PACCAR
PCAR
$51.6B
| $104M | 0.01% |
1,748,627
+5,660
| +0.3% | +$337K |
|
828
Personalis
PSNL
$472M
| $104M | 0.01% |
4,094,296
+459,007
| +13% | +$11.6M |
|
829
DiamondRock Hospitality
DRH
$1.73B
| $103M | 0.01% |
10,617,064
+124,146
| +1% | +$1.2M |
|
830
Spirit AeroSystems
SPR
$4.82B
| $103M | 0.01% |
2,173,930
+536,855
| +33% | +$25.3M |
|
831
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
| $103M | 0.01% |
1,314,940
-306,130
| -19% | -$23.9M |
|
832
Howmet Aerospace
HWM
$72.3B
| $102M | 0.01% |
2,966,766
+1,235,032
| +71% | +$42.6M |
|
833
General Mills
GIS
$26.9B
| $102M | 0.01% |
1,676,131
-466,124
| -22% | -$28.4M |
|
834
Sarepta Therapeutics
SRPT
$1.85B
| $102M | 0.01% |
1,306,342
+552,744
| +73% | +$43M |
|
835
Vertiv
VRT
$48B
| $101M | 0.01% |
3,683,563
+200,556
| +6% | +$5.48M |
|
836
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $99.7M | 0.01% |
951,803
+188,908
| +25% | +$19.8M |
|
837
iShares MSCI Mexico ETF
EWW
$1.85B
| $99.5M | 0.01% |
2,073,521
+727,769
| +54% | +$34.9M |
|
838
JPMorgan Core Plus Bond ETF
JCPB
$7.58B
| $99.2M | 0.01% |
1,811,179
+1,320,657
| +269% | +$72.3M |
|
839
iShares Russell 1000 ETF
IWB
$44.1B
| $99.1M | 0.01% |
409,495
+64,429
| +19% | +$15.6M |
|
840
Bloom Energy
BE
$12.9B
| $99.1M | 0.01% |
3,687,794
+326,091
| +10% | +$8.76M |
|
841
Ryman Hospitality Properties
RHP
$6.23B
| $99M | 0.01% |
1,254,045
-68,707
| -5% | -$5.43M |
|
842
Lloyds Banking Group
LYG
$65.9B
| $98.9M | 0.01% |
38,797,162
-2,494,215
| -6% | -$6.36M |
|
843
AstraZeneca
AZN
$252B
| $98.8M | 0.01% |
1,649,614
-391,536
| -19% | -$23.5M |
|
|
MIC
844
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $98.8M | 0.01% |
2,580,440
+870,075
| +51% | +$33.3M |
|
845
AutoNation
AN
$8.57B
| $98.3M | 0.01% |
1,037,152
-4,887
| -0.5% | -$463K |
|
846
BridgeBio Pharma
BBIO
$10.4B
| $98.3M | 0.01% |
1,612,955
+152,406
| +10% | +$9.29M |
|
|
GRP.U
847
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $98M | 0.01% |
1,476,762
+375,973
| +34% | +$25M |
|
848
Sonos
SONO
$1.81B
| $97.9M | 0.01% |
2,778,049
+684,689
| +33% | +$24.1M |
|
849
Bio-Techne
TECH
$8.42B
| $97.9M | 0.01% |
869,288
+33,296
| +4% | +$3.75M |
|
850
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $97.7M | 0.01% |
1,782,641
-199,844
| -10% | -$11M |
|