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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Unilever
UL
$150B
| $49.8M | 0.01% |
1,085,933
+424,825
| +64% | +$19.5M |
|
952
Fate Therapeutics
FATE
$111M
| $49.5M | 0.01% |
1,997,407
+135,701
| +7% | +$3.36M |
|
953
Floor & Decor
FND
$8.98B
| $49.3M | 0.01% |
782,817
-31,909
| -4% | -$2.01M |
|
954
TransUnion
TRU
$17.5B
| $49.2M | 0.01% |
615,240
+190,552
| +45% | +$15.2M |
|
955
Clearwater Analytics
CWAN
$5.33B
| $49.2M | 0.01% |
4,086,124
+540,858
| +15% | +$6.51M |
|
|
SIX
956
DELISTED
Six Flags Entertainment Corp.
SIX
| $49.1M | 0.01% |
2,263,578
+127,587
| +6% | +$2.77M |
|
957
Tyson Foods
TSN
$19.1B
| $49.1M | 0.01% |
570,336
-6,490
| -1% | -$559K |
|
958
iShares US Real Estate ETF
IYR
$3.64B
| $49.1M | 0.01% |
533,278
+233,391
| +78% | +$21.5M |
|
959
Old National Bancorp
ONB
$8.67B
| $48.8M | 0.01% |
3,301,175
+439,733
| +15% | +$6.5M |
|
960
Apellis Pharmaceuticals
APLS
$2.91B
| $48.6M | 0.01% |
1,073,965
-192,273
| -15% | -$8.69M |
|
|
JNPR
961
DELISTED
Juniper Networks
JNPR
| $48.6M | 0.01% |
1,703,913
-216,852
| -11% | -$6.18M |
|
962
J.M. Smucker
SJM
$11.6B
| $48.4M | 0.01% |
378,236
-32,337
| -8% | -$4.14M |
|
963
Sanofi
SNY
$116B
| $48.4M | 0.01% |
967,527
+915,072
| +1,744% | +$45.8M |
|
964
Nuveen ESG Large-Cap Value ETF
NULV
$1.81B
| $48.3M | 0.01% |
1,446,671
+110,898
| +8% | +$3.7M |
|
965
Electronic Arts
EA
$43.3B
| $48.3M | 0.01% |
396,835
-124,742
| -24% | -$15.2M |
|
966
SPDR Blackstone Senior Loan ETF
SRLN
$6.85B
| $48.1M | 0.01% |
1,154,471
-339,298
| -23% | -$14.1M |
|
967
iShares Biotechnology ETF
IBB
$5.74B
| $48M | 0.01% |
408,073
-218,793
| -35% | -$25.7M |
|
968
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.7B
| $47.9M | 0.01% |
651,396
+238,579
| +58% | +$17.6M |
|
969
Omnicom Group
OMC
$14.5B
| $47.5M | 0.01% |
747,238
-53,988
| -7% | -$3.43M |
|
970
Shoals Technologies Group
SHLS
$1.22B
| $47.4M | 0.01% |
2,877,260
+1,870,061
| +186% | +$30.8M |
|
971
Alliance Resource Partners
ARLP
$3.04B
| $47.4M | 0.01% |
2,598,948
-14,922
| -0.6% | -$272K |
|
972
iShares Silver Trust
SLV
$20.8B
| $47.4M | 0.01% |
2,541,693
+2,336,187
| +1,137% | +$43.5M |
|
973
LXP Industrial Trust
LXP
$2.73B
| $47.4M | 0.01% |
4,410,278
-3,970,705
| -47% | -$42.6M |
|
974
International Flavors & Fragrances
IFF
$16.3B
| $47.3M | 0.01% |
397,181
+87,449
| +28% | +$10.4M |
|
975
Essent Group
ESNT
$6.43B
| $47.2M | 0.01% |
1,213,647
+251,117
| +26% | +$9.77M |
|