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 | |
|---|---|---|---|---|---|---|
876
BCE
BCE
$22.5B
| $91.9M | 0.01% |
1,863,446
+28,609
| +2% | +$1.41M |
|
877
KKR & Co
KKR
$124B
| $91.6M | 0.01% |
1,546,232
-238,737
| -13% | -$14.1M |
|
878
Ciena
CIEN
$18.4B
| $91.5M | 0.01% |
1,607,870
+20,670
| +1% | +$1.18M |
|
|
BDN
879
Brandywine Realty Trust
BDN
$761M
| $91.2M | 0.01% |
6,651,111
-582,670
| -8% | -$7.99M |
|
880
KLA
KLAC
$123B
| $90.9M | 0.01% |
280,504
-121,296
| -30% | -$39.3M |
|
881
Ionis Pharmaceuticals
IONS
$10.2B
| $90.8M | 0.01% |
2,275,706
+312,483
| +16% | +$12.5M |
|
882
Travel + Leisure Co
TNL
$4B
| $90.5M | 0.01% |
1,522,234
+106,547
| +8% | +$6.33M |
|
883
Cummins
CMI
$55.8B
| $90.4M | 0.01% |
370,969
-162,325
| -30% | -$39.6M |
|
884
International Paper
IP
$24.5B
| $90.4M | 0.01% |
1,557,252
-100,491
| -6% | -$5.83M |
|
885
Rogers Communications
RCI
$19.1B
| $89.8M | 0.01% |
1,689,248
-116,242
| -6% | -$6.18M |
|
886
iShares MSCI Germany ETF
EWG
$2.38B
| $89.2M | 0.01% |
2,578,426
-542,955
| -17% | -$18.8M |
|
887
SiteOne Landscape Supply
SITE
$6.39B
| $88.8M | 0.01% |
524,810
-399,938
| -43% | -$67.7M |
|
888
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
| $88.7M | 0.01% |
180,684
+12,447
| +7% | +$6.11M |
|
889
Alaska Air
ALK
$7.22B
| $88.3M | 0.01% |
1,464,352
+12,295
| +0.8% | +$742K |
|
890
Gates Industrial
GTES
$6.52B
| $88.3M | 0.01% |
4,885,364
-102,304
| -2% | -$1.85M |
|
891
Unifirst Corp
UNF
$3.17B
| $88.2M | 0.01% |
375,727
-11,581
| -3% | -$2.72M |
|
|
WLL
892
DELISTED
Whiting Petroleum Corporation
WLL
| $88.1M | 0.01% |
1,615,498
-806,473
| -33% | -$44M |
|
893
Gaotu Techedu
GOTU
$865M
| $88M | 0.01% |
5,960,461
+1,837,301
| +45% | +$27.1M |
|
894
Douglas Dynamics
PLOW
$751M
| $87.4M | 0.01% |
2,147,383
-65,089
| -3% | -$2.65M |
|
895
HUTCHMED
HCM
$2.7B
| $87.3M | 0.01% |
2,222,937
-1,129
| -0.1% | -$44.3K |
|
896
Fastenal
FAST
$55.1B
| $87.2M | 0.01% |
3,354,200
-265,024
| -7% | -$6.89M |
|
897
JFrog
FROG
$5.8B
| $86.6M | 0.01% |
1,902,758
+513,496
| +37% | +$23.4M |
|
898
Skyworks Solutions
SWKS
$10.9B
| $86.6M | 0.01% |
451,541
+62,869
| +16% | +$12.1M |
|
899
Thomson Reuters
TRI
$76.8B
| $86.5M | 0.01% |
839,999
+42,219
| +5% | +$4.35M |
|
900
Restaurant Brands International
QSR
$20.3B
| $86.2M | 0.01% |
1,337,657
+64,257
| +5% | +$4.14M |
|