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
|
+$2.82B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.91B |
| 3 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$1.64B |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.1B |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$895M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BWIN
926
Baldwin Insurance Group
BWIN
$2.21B
| $38.6M | 0.01% |
2,232,369
+2,202,288
| +7,321% | +$38M |
|
927
Brown-Forman Class B
BF.B
$13B
| $38.3M | 0.01% |
602,389
-131,156
| -18% | -$8.35M |
|
928
Vanguard Growth ETF
VUG
$189B
| $37.6M | 0.01% |
185,833
+6,060
| +3% | +$1.22M |
|
929
PPL Corp
PPL
$26.6B
| $37.2M | 0.01% |
1,438,825
+4,478
| +0.3% | +$116K |
|
930
Axalta
AXTA
$6.88B
| $36.7M | 0.01% |
1,628,709
+308,574
| +23% | +$6.96M |
|
|
AAN.A
931
DELISTED
AARON'S INC CL-A
AAN.A
| $36.5M | 0.01% |
803,649
+247,357
| +44% | +$11.2M |
|
932
HUTCHMED
HCM
$2.81B
| $36.3M | 0.01% |
1,317,832
+170,565
| +15% | +$4.7M |
|
933
Church & Dwight Co
CHD
$23B
| $36.2M | 0.01% |
468,922
+186,451
| +66% | +$14.4M |
|
934
Cognex
CGNX
$7.55B
| $36.1M | 0.01% |
604,775
+98,120
| +19% | +$5.86M |
|
935
i3 Verticals
IIIV
$744M
| $36.1M | 0.01% |
1,193,303
+409,617
| +52% | +$12.4M |
|
936
iShares US Real Estate ETF
IYR
$3.66B
| $36M | 0.01% |
456,500
-767,746
| -63% | -$60.5M |
|
|
SJR
937
DELISTED
Shaw Communications Inc.
SJR
| $35.6M | 0.01% |
2,174,560
-342,700
| -14% | -$5.61M |
|
|
KL
938
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $35.4M | 0.01% |
858,059
-404,508
| -32% | -$16.7M |
|
939
The RealReal
REAL
$1.08B
| $35.2M | 0.01% |
2,754,191
+629,380
| +30% | +$8.05M |
|
940
Align Technology
ALGN
$9.85B
| $35.2M | 0.01% |
128,252
+11,916
| +10% | +$3.27M |
|
941
Waters Corp
WAT
$18B
| $35M | 0.01% |
194,262
-62,566
| -24% | -$11.3M |
|
942
BlackRock Corporate High Yield Fund
HYT
$1.53B
| $35M | 0.01% |
3,443,465
-1,537
| -0% | -$15.6K |
|
943
Berkshire Hathaway Class A
BRK.A
$1.07T
| $35M | 0.01% |
131
-83
| -39% | -$22.2M |
|
944
PVH
PVH
$3.95B
| $34.9M | 0.01% |
727,376
-976,586
| -57% | -$46.9M |
|
945
Interpublic Group of Companies
IPG
$9.78B
| $34.5M | 0.01% |
2,010,884
-19,522
| -1% | -$335K |
|
946
Arch Capital
ACGL
$34.4B
| $34.5M | 0.01% |
1,204,323
-87,042
| -7% | -$2.49M |
|
947
Sunstone Hotel Investors
SHO
$1.79B
| $34.5M | 0.01% |
4,227,162
-890,475
| -17% | -$7.26M |
|
948
GDS Holdings
GDS
$7.37B
| $34.4M | 0.01% |
431,816
+58,557
| +16% | +$4.66M |
|
949
AES
AES
$9.15B
| $34.3M | 0.01% |
2,366,022
+634,900
| +37% | +$9.2M |
|
950
Teva Pharmaceuticals
TEVA
$22.8B
| $34.3M | 0.01% |
2,779,291
-802,265
| -22% | -$9.89M |
|