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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Aflac
AFL
$58.4B
| $42.9M | 0.01% |
965,145
+200,759
| +26% | +$8.93M |
|
1027
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
| $42.8M | 0.01% |
604,655
-2,968,605
| -83% | -$210M |
|
1028
LPL Financial
LPLA
$28.1B
| $42.7M | 0.01% |
409,881
+59,773
| +17% | +$6.23M |
|
1029
Hewlett Packard
HPE
$32.6B
| $42.5M | 0.01% |
3,588,249
+1,919,634
| +115% | +$22.7M |
|
|
HPP
1030
Hudson Pacific Properties
HPP
$1.11B
| $42.4M | 0.01% |
1,765,800
-121,755
| -6% | -$2.92M |
|
1031
RLJ Lodging Trust
RLJ
$1.15B
| $42.3M | 0.01% |
2,991,030
+1,631,752
| +120% | +$23.1M |
|
|
CTXS
1032
DELISTED
Citrix Systems Inc
CTXS
| $42.1M | 0.01% |
323,818
-32,005
| -9% | -$4.16M |
|
1033
Church & Dwight Co
CHD
$22.6B
| $42.1M | 0.01% |
482,569
+94,617
| +24% | +$8.25M |
|
1034
iShares US Technology ETF
IYW
$24B
| $41.9M | 0.01% |
492,848
+352
| +0.1% | +$29.9K |
|
1035
CNO Financial Group
CNO
$3.8B
| $41.6M | 0.01% |
1,869,765
-170,552
| -8% | -$3.79M |
|
1036
Revvity
RVTY
$9.62B
| $41.5M | 0.01% |
289,405
+159,729
| +123% | +$22.9M |
|
1037
Bath & Body Works
BBWI
$5.61B
| $41.5M | 0.01% |
1,379,716
+1,129,168
| +451% | +$33.9M |
|
1038
Dell
DELL
$84.1B
| $41.4M | 0.01% |
1,114,277
-297,430
| -21% | -$11M |
|
1039
Sabre
SABR
$738M
| $41.4M | 0.01% |
3,442,230
+2,111,675
| +159% | +$25.4M |
|
|
YSG
1040
Yatsen Holding
YSG
$955M
| $41.3M | 0.01% |
+485,738
| New | +$41.3M |
|
1041
Editas Medicine
EDIT
$242M
| $41.1M | 0.01% |
586,683
+124,898
| +27% | +$8.76M |
|
1042
SPDR S&P Retail ETF
XRT
$436M
| $41M | 0.01% |
637,658
+511,301
| +405% | +$32.9M |
|
1043
Kinross Gold
KGC
$28.4B
| $41M | 0.01% |
5,581,836
+1,537,185
| +38% | +$11.3M |
|
1044
STAG Industrial
STAG
$6.77B
| $40.9M | 0.01% |
1,305,793
+16,557
| +1% | +$519K |
|
1045
Cinemark Holdings
CNK
$3.25B
| $40.4M | 0.01% |
2,318,072
+676,905
| +41% | +$11.8M |
|
1046
Algonquin Power & Utilities
AQN
$4.3B
| $40.2M | 0.01% |
2,445,179
+79,502
| +3% | +$1.31M |
|
1047
Clorox
CLX
$15.1B
| $40.2M | 0.01% |
199,201
-7,995
| -4% | -$1.61M |
|
|
ONC
1048
BeOne Medicines Ltd. American Depositary Shares
ONC
$35.7B
| $39.9M | 0.01% |
154,298
+100,395
| +186% | +$25.9M |
|
1049
Vanguard Growth ETF
VUG
$190B
| $39.8M | 0.01% |
157,211
-25,171
| -14% | -$6.38M |
|
1050
Commercial Metals
CMC
$6.47B
| $39.5M | 0.01% |
1,924,038
-60,397
| -3% | -$1.24M |
|