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 | |
|---|---|---|---|---|---|---|
851
First Industrial Realty Trust
FR
$6.77B
| $97M | 0.01% |
1,857,833
+72,633
| +4% | +$3.79M |
|
852
Grupo Aeroportuario del Sureste
ASR
$10.2B
| $96.3M | 0.01% |
520,814
-8,415
| -2% | -$1.56M |
|
853
Tenet Healthcare
THC
$17B
| $96.1M | 0.01% |
1,433,969
+174,996
| +14% | +$11.7M |
|
854
Columbia Sportswear
COLM
$3.01B
| $96M | 0.01% |
975,562
-158,955
| -14% | -$15.6M |
|
|
HR
855
DELISTED
Healthcare Realty Trust Incorporated
HR
| $95.8M | 0.01% |
3,172,019
-1,157,144
| -27% | -$34.9M |
|
856
Badger Meter
BMI
$5.27B
| $95.8M | 0.01% |
975,967
+2,017
| +0.2% | +$198K |
|
857
Invesco
IVZ
$9.84B
| $95.5M | 0.01% |
3,574,255
+514,273
| +17% | +$13.7M |
|
858
iShares MSCI EAFE Growth ETF
EFG
$13.4B
| $95.3M | 0.01% |
888,623
-55,998
| -6% | -$6.01M |
|
859
Oneok
OKE
$45.6B
| $95.3M | 0.01% |
1,712,321
+114,320
| +7% | +$6.36M |
|
860
Exelon
EXC
$43.6B
| $95.1M | 0.01% |
3,009,616
+109,179
| +4% | +$3.45M |
|
861
Allegro MicroSystems
ALGM
$5.65B
| $94.9M | 0.01% |
3,424,393
+620,572
| +22% | +$17.2M |
|
862
iShares Select Dividend ETF
DVY
$20.5B
| $94.4M | 0.01% |
809,428
+114,260
| +16% | +$13.3M |
|
|
AGTI
863
DELISTED
Agiliti, Inc.
AGTI
| $94.3M | 0.01% |
+4,310,664
| New | +$94.3M |
|
864
Arrow Electronics
ARW
$6.51B
| $93.8M | 0.01% |
823,925
-340,039
| -29% | -$38.7M |
|
865
Agnico Eagle Mines
AEM
$77.1B
| $93.6M | 0.01% |
1,548,748
+48,178
| +3% | +$2.91M |
|
866
iRhythm Technologies
IRTC
$5.89B
| $93.5M | 0.01% |
1,409,277
+269,403
| +24% | +$17.9M |
|
867
Premier
PINC
$2.23B
| $93.4M | 0.01% |
2,683,423
-728,740
| -21% | -$25.4M |
|
868
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $93.3M | 0.01% |
826,011
-59,718
| -7% | -$6.75M |
|
869
First Financial Bancorp
FFBC
$2.44B
| $93.3M | 0.01% |
3,946,425
-277,204
| -7% | -$6.55M |
|
|
AIV
870
Aimco
AIV
$1.09B
| $93.2M | 0.01% |
13,884,312
+12,514,818
| +914% | +$84M |
|
|
CONE
871
DELISTED
CyrusOne Inc Common Stock
CONE
| $93.1M | 0.01% |
1,302,266
-620,813
| -32% | -$44.4M |
|
872
CRISPR Therapeutics
CRSP
$4.79B
| $92.8M | 0.01% |
573,341
+22,931
| +4% | +$3.71M |
|
873
WIX.com
WIX
$9.11B
| $92.4M | 0.01% |
318,414
-14,135
| -4% | -$4.1M |
|
874
Consolidated Edison
ED
$34.9B
| $92.4M | 0.01% |
1,288,216
-200,157
| -13% | -$14.4M |
|
875
Pembina Pipeline
PBA
$22.4B
| $92.1M | 0.01% |
2,899,421
-74,307
| -2% | -$2.36M |
|