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 |
Vanguard Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
ICL Group
ICL
$7.96B
| $48.7M | 0.01% |
4,035,089
+16,129
| +0.4% | +$195K |
|
1052
Winnebago Industries
WGO
$952M
| $48.7M | 0.01% |
900,886
-199,564
| -18% | -$10.8M |
|
1053
Algonquin Power & Utilities
AQN
$4.29B
| $48.7M | 0.01% |
3,134,757
+181,529
| +6% | +$2.82M |
|
1054
Bank of New York Mellon
BK
$75.1B
| $48.6M | 0.01% |
980,250
-80,962
| -8% | -$4.02M |
|
1055
Kyndryl
KD
$7.48B
| $48.2M | 0.01% |
3,673,297
+259,644
| +8% | +$3.41M |
|
1056
MPLX
MPLX
$51.9B
| $48.1M | 0.01% |
1,449,373
-1,300,175
| -47% | -$43.1M |
|
1057
Repligen
RGEN
$6.51B
| $48.1M | 0.01% |
255,545
-20,678
| -7% | -$3.89M |
|
1058
ABM Industries
ABM
$2.8B
| $48M | 0.01% |
1,043,511
-188,518
| -15% | -$8.68M |
|
1059
Plains All American Pipeline
PAA
$12.2B
| $48M | 0.01% |
4,456,484
-275,480
| -6% | -$2.96M |
|
1060
Quest Diagnostics
DGX
$20.5B
| $47.9M | 0.01% |
350,121
-106,463
| -23% | -$14.6M |
|
1061
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $47.9M | 0.01% |
467,418
-508,585
| -52% | -$52.1M |
|
1062
Moody's
MCO
$92.4B
| $47.9M | 0.01% |
141,844
+6,320
| +5% | +$2.13M |
|
1063
Commercial Metals
CMC
$6.52B
| $47.8M | 0.01% |
1,147,842
+211,006
| +23% | +$8.78M |
|
1064
Blackstone Mortgage Trust
BXMT
$3.36B
| $47.4M | 0.01% |
1,492,505
+303,970
| +26% | +$9.66M |
|
1065
iShares MSCI Thailand ETF
THD
$235M
| $47.4M | 0.01% |
607,256
+354,599
| +140% | +$27.7M |
|
1066
Watts Water Technologies
WTS
$9.44B
| $47.3M | 0.01% |
338,947
+54,877
| +19% | +$7.66M |
|
1067
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.81B
| $47.2M | 0.01% |
1,633,090
-880,160
| -35% | -$25.4M |
|
1068
Nordson
NDSN
$12.6B
| $47.1M | 0.01% |
207,501
-2,010
| -1% | -$456K |
|
1069
Tetra Tech
TTEK
$9.5B
| $47.1M | 0.01% |
1,427,130
+21,965
| +2% | +$725K |
|
1070
Azenta
AZTA
$1.38B
| $47.1M | 0.01% |
567,810
+427,202
| +304% | +$35.4M |
|
1071
National Storage Affiliates Trust
NSA
$2.47B
| $47M | 0.01% |
748,171
-7,047
| -0.9% | -$442K |
|
1072
Old National Bancorp
ONB
$8.95B
| $46.9M | 0.01% |
2,861,442
+1,361,679
| +91% | +$22.3M |
|
1073
SITE Centers
SITC
$466M
| $46.9M | 0.01% |
3,595,245
+462,710
| +15% | +$6.03M |
|
1074
iShares MSCI Brazil ETF
EWZ
$5.56B
| $46.7M | 0.01% |
1,235,006
-3,299,266
| -73% | -$125M |
|
1075
Cameco
CCJ
$34B
| $46.6M | 0.01% |
1,603,062
-196,519
| -11% | -$5.72M |
|