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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
iShares MSCI Chile ETF
ECH
$713M
| $26.1M | ﹤0.01% |
925,527
-20,334
| -2% | -$574K |
|
1427
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| $26M | ﹤0.01% |
328,083
+321,140
| +4,625% | +$25.5M |
|
|
BDN
1428
Brandywine Realty Trust
BDN
$789M
| $26M | ﹤0.01% |
4,815,599
-7,769,102
| -62% | -$42M |
|
1429
Olin
OLN
$3.02B
| $26M | ﹤0.01% |
481,501
+31,363
| +7% | +$1.69M |
|
1430
Andersons Inc
ANDE
$1.38B
| $25.9M | ﹤0.01% |
450,439
-5,112
| -1% | -$294K |
|
1431
iShares MSCI Europe Financials ETF
EUFN
$4.47B
| $25.8M | ﹤0.01% |
1,232,190
+1,140,980
| +1,251% | +$23.9M |
|
1432
Roku
ROKU
$13.9B
| $25.8M | ﹤0.01% |
281,501
+110,962
| +65% | +$10.2M |
|
1433
Saic
SAIC
$4.9B
| $25.8M | ﹤0.01% |
207,278
+34,846
| +20% | +$4.33M |
|
1434
Caesars Entertainment
CZR
$5.22B
| $25.8M | ﹤0.01% |
549,514
-34,278
| -6% | -$1.61M |
|
1435
Clearway Energy Class C
CWEN
$3.39B
| $25.7M | ﹤0.01% |
936,656
+48,289
| +5% | +$1.32M |
|
1436
Unum
UNM
$12.8B
| $25.7M | ﹤0.01% |
568,059
-21,770
| -4% | -$984K |
|
1437
First Financial Bankshares
FFIN
$5.12B
| $25.6M | ﹤0.01% |
846,024
-238,098
| -22% | -$7.21M |
|
1438
Griffon
GFF
$3.61B
| $25.6M | ﹤0.01% |
420,354
+340,431
| +426% | +$20.7M |
|
1439
RELX
RELX
$84.9B
| $25.6M | ﹤0.01% |
645,293
-22,523
| -3% | -$893K |
|
1440
Sony
SONY
$175B
| $25.6M | ﹤0.01% |
1,350,595
+62,435
| +5% | +$1.18M |
|
1441
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $25.5M | ﹤0.01% |
406,507
+317,236
| +355% | +$19.9M |
|
1442
Vaxcyte
PCVX
$4.18B
| $25.5M | ﹤0.01% |
405,334
-232,387
| -36% | -$14.6M |
|
1443
Donnelley Financial Solutions
DFIN
$1.5B
| $25.4M | ﹤0.01% |
407,801
+46,907
| +13% | +$2.93M |
|
1444
Allison Transmission
ALSN
$7.39B
| $25.3M | ﹤0.01% |
435,602
-62,620
| -13% | -$3.64M |
|
1445
Ingredion
INGR
$8.09B
| $25.3M | ﹤0.01% |
233,183
+32,403
| +16% | +$3.52M |
|
1446
KB Home
KBH
$4.48B
| $25.3M | ﹤0.01% |
404,687
+2,981
| +0.7% | +$186K |
|
1447
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.88B
| $25.2M | ﹤0.01% |
272,924
+50,005
| +22% | +$4.62M |
|
1448
iShares International Select Dividend ETF
IDV
$5.88B
| $25.2M | ﹤0.01% |
901,089
+598,564
| +198% | +$16.8M |
|
1449
Sunrun
RUN
$3.71B
| $25.2M | ﹤0.01% |
1,284,729
+753,007
| +142% | +$14.8M |
|
1450
Central Garden & Pet Class A
CENTA
$2.03B
| $25.2M | ﹤0.01% |
715,576
-344,009
| -32% | -$12.1M |
|