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 | |
|---|---|---|---|---|---|---|
976
Akamai
AKAM
$10.9B
| $47.2M | 0.01% |
516,828
-133,296
| -21% | -$12.2M |
|
977
Blackstone Mortgage Trust
BXMT
$3.33B
| $47.1M | 0.01% |
1,700,529
+208,024
| +14% | +$5.76M |
|
978
iShares Select U.S. REIT ETF
ICF
$1.9B
| $47M | 0.01% |
774,214
+181,369
| +31% | +$11M |
|
979
Coherus Oncology
CHRS
$187M
| $47M | 0.01% |
6,486,231
-89,312
| -1% | -$647K |
|
980
SAP
SAP
$311B
| $46.9M | 0.01% |
516,872
+403,622
| +356% | +$36.6M |
|
981
Masimo
MASI
$7.63B
| $46.9M | 0.01% |
358,649
+1,458
| +0.4% | +$191K |
|
982
Gartner
IT
$19.4B
| $46.8M | 0.01% |
193,572
-52,742
| -21% | -$12.8M |
|
983
Baidu
BIDU
$46.5B
| $46.8M | 0.01% |
314,693
-917,497
| -74% | -$136M |
|
|
HR
984
DELISTED
Healthcare Realty Trust Incorporated
HR
| $46.8M | 0.01% |
1,719,855
+96,814
| +6% | +$2.63M |
|
985
Graco
GGG
$14B
| $46.7M | 0.01% |
786,047
+85,730
| +12% | +$5.09M |
|
986
Alcoa
AA
$8.4B
| $46.7M | 0.01% |
1,024,436
-645,030
| -39% | -$29.4M |
|
987
SPDR S&P Metals & Mining ETF
XME
$2.55B
| $46.5M | 0.01% |
1,072,458
+21,541
| +2% | +$935K |
|
988
SITE Centers
SITC
$455M
| $46.5M | 0.01% |
4,424,142
+828,897
| +23% | +$8.71M |
|
989
Remitly
RELY
$3.53B
| $46.4M | 0.01% |
6,058,159
+826,748
| +16% | +$6.33M |
|
990
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $46.3M | 0.01% |
607,560
-57,231
| -9% | -$4.36M |
|
991
Waters Corp
WAT
$17.9B
| $46M | 0.01% |
139,008
-41,051
| -23% | -$13.6M |
|
992
10x Genomics
TXG
$1.62B
| $45.7M | 0.01% |
1,009,922
+926,161
| +1,106% | +$41.9M |
|
993
VanEck Junior Gold Miners ETF
GDXJ
$7.7B
| $45.7M | 0.01% |
1,427,956
+287,694
| +25% | +$9.21M |
|
994
Coca-Cola Europacific Partners
CCEP
$40.8B
| $45.4M | 0.01% |
880,564
-330,946
| -27% | -$17.1M |
|
995
STAG Industrial
STAG
$6.53B
| $45.3M | 0.01% |
1,465,815
-233,166
| -14% | -$7.2M |
|
996
Open Text
OTEX
$9.4B
| $45M | 0.01% |
1,190,510
-107,259
| -8% | -$4.06M |
|
|
AUY
997
DELISTED
Yamana Gold, Inc.
AUY
| $45M | 0.01% |
9,674,294
+8,795,162
| +1,000% | +$40.9M |
|
998
Genesis Energy
GEL
$2.03B
| $45M | 0.01% |
5,606,656
+40,060
| +0.7% | +$321K |
|
999
Algonquin Power & Utilities
AQN
$4.21B
| $44.8M | 0.01% |
3,336,426
+201,669
| +6% | +$2.71M |
|
1000
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$156M
| $44.7M | 0.01% |
748,968
+614,495
| +457% | +$36.7M |
|