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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
A.O. Smith
AOS
$10.2B
| $22.9M | ﹤0.01% |
330,812
+30,407
| +10% | +$2.1M |
|
1352
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.6M
| $22.8M | ﹤0.01% |
496,850
+482
| +0.1% | +$22.1K |
|
1353
CVB Financial
CVBF
$2.77B
| $22.8M | ﹤0.01% |
1,367,012
+167,980
| +14% | +$2.8M |
|
1354
Bruker
BRKR
$4.69B
| $22.7M | ﹤0.01% |
288,496
+23,547
| +9% | +$1.86M |
|
1355
Dynatrace
DT
$14.8B
| $22.7M | ﹤0.01% |
537,454
-815,480
| -60% | -$34.5M |
|
1356
Incyte
INCY
$16.2B
| $22.7M | ﹤0.01% |
313,819
+20,534
| +7% | +$1.48M |
|
1357
iShares MSCI Indonesia ETF
EIDO
$337M
| $22.7M | ﹤0.01% |
963,732
+165,718
| +21% | +$3.9M |
|
1358
Ares Capital
ARCC
$15.7B
| $22.7M | ﹤0.01% |
1,240,389
+176,300
| +17% | +$3.22M |
|
1359
Chewy
CHWY
$14.4B
| $22.7M | ﹤0.01% |
606,006
-1,218,967
| -67% | -$45.6M |
|
1360
Huntington Ingalls Industries
HII
$10.8B
| $22.6M | ﹤0.01% |
109,244
+11,981
| +12% | +$2.48M |
|
1361
MYR Group
MYRG
$2.73B
| $22.5M | ﹤0.01% |
178,732
+13,796
| +8% | +$1.74M |
|
1362
nVent Electric
NVT
$15.3B
| $22.5M | ﹤0.01% |
524,042
+83,198
| +19% | +$3.57M |
|
1363
Southwest Gas
SWX
$5.65B
| $22.5M | ﹤0.01% |
359,813
+64,848
| +22% | +$4.05M |
|
1364
Wyndham Hotels & Resorts
WH
$6.55B
| $22.4M | ﹤0.01% |
330,662
-36
| -0% | -$2.44K |
|
|
XHR
1365
Xenia Hotels & Resorts
XHR
$1.41B
| $22.4M | ﹤0.01% |
1,711,929
-195,325
| -10% | -$2.56M |
|
1366
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $22.4M | ﹤0.01% |
225,741
+57,379
| +34% | +$5.69M |
|
1367
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$409M
| $22.3M | ﹤0.01% |
419,687
+2,169
| +0.5% | +$115K |
|
1368
GFL Environmental
GFL
$17.1B
| $22.3M | ﹤0.01% |
646,716
+84,237
| +15% | +$2.9M |
|
1369
Atara Biotherapeutics
ATRA
$85.1M
| $22.2M | ﹤0.01% |
306,231
+6,254
| +2% | +$453K |
|
1370
Terex
TEX
$3.46B
| $22.1M | ﹤0.01% |
457,276
-117,418
| -20% | -$5.68M |
|
1371
TIM SA
TIMB
$10.3B
| $22.1M | ﹤0.01% |
1,789,784
+387,590
| +28% | +$4.79M |
|
1372
Zillow
Z
$21.3B
| $22.1M | ﹤0.01% |
497,435
-790,592
| -61% | -$35.2M |
|
1373
Beam Therapeutics
BEAM
$2.08B
| $22.1M | ﹤0.01% |
722,135
-19,280
| -3% | -$590K |
|
1374
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $22M | ﹤0.01% |
329,987
+76,252
| +30% | +$5.09M |
|
1375
Interactive Brokers
IBKR
$28.4B
| $22M | ﹤0.01% |
1,066,040
+291,268
| +38% | +$6.01M |
|