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 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Royal Caribbean
RCL
$95.7B
| $863M | 0.17% |
7,962,266
+3,136,366
| +65% | +$340M |
|
127
DuPont de Nemours
DD
$32.6B
| $847M | 0.17% |
11,873,650
+675,096
| +6% | +$48.1M |
|
128
Equinix
EQIX
$75.7B
| $846M | 0.17% |
1,467,241
+250,289
| +21% | +$144M |
|
129
KeyCorp
KEY
$20.8B
| $846M | 0.17% |
47,431,906
-2,920,983
| -6% | -$52.1M |
|
130
Prudential Financial
PRU
$37.2B
| $843M | 0.17% |
9,367,925
+1,623,902
| +21% | +$146M |
|
131
Ameriprise Financial
AMP
$46.1B
| $841M | 0.17% |
5,719,068
+546,698
| +11% | +$80.4M |
|
132
iShares S&P 500 Growth ETF
IVW
$63.7B
| $840M | 0.17% |
18,664,176
+56,616
| +0.3% | +$2.55M |
|
133
Illinois Tool Works
ITW
$77.6B
| $838M | 0.17% |
5,354,225
-2,719
| -0.1% | -$425K |
|
134
iShares S&P 500 Value ETF
IVE
$41B
| $830M | 0.17% |
6,963,803
-2,882
| -0% | -$343K |
|
135
Public Storage
PSA
$52.2B
| $825M | 0.16% |
3,362,393
-618,418
| -16% | -$152M |
|
136
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $824M | 0.16% |
21,059,490
+576,765
| +3% | +$22.6M |
|
|
AMJ
137
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $822M | 0.16% |
35,343,258
+8,264,246
| +31% | +$192M |
|
138
Ball Corp
BALL
$13.9B
| $815M | 0.16% |
11,189,663
-2,126,689
| -16% | -$155M |
|
139
Charles Schwab
SCHW
$167B
| $809M | 0.16% |
19,333,328
+820,155
| +4% | +$34.3M |
|
140
Expedia Group
EXPE
$26.6B
| $783M | 0.16% |
5,829,042
+519,527
| +10% | +$69.8M |
|
141
Amphenol
APH
$135B
| $776M | 0.15% |
32,158,928
+5,089,252
| +19% | +$123M |
|
142
Financial Select Sector SPDR Fund
XLF
$53.2B
| $772M | 0.15% |
27,577,978
+10,008,472
| +57% | +$280M |
|
143
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $764M | 0.15% |
13,647,588
+253,775
| +2% | +$14.2M |
|
144
Nike
NKE
$109B
| $756M | 0.15% |
8,052,538
-355,407
| -4% | -$33.4M |
|
145
Invesco QQQ Trust
QQQ
$368B
| $754M | 0.15% |
3,995,709
-2,210,401
| -36% | -$417M |
|
146
Lowe's Companies
LOW
$151B
| $752M | 0.15% |
6,836,351
-2,012,330
| -23% | -$221M |
|
147
Deere & Co
DE
$128B
| $748M | 0.15% |
4,435,775
+907,691
| +26% | +$153M |
|
148
NXP Semiconductors
NXPI
$57.2B
| $746M | 0.15% |
6,835,132
+571,924
| +9% | +$62.4M |
|
149
Marsh & McLennan
MMC
$100B
| $739M | 0.15% |
7,390,166
+935,353
| +14% | +$93.6M |
|
150
Waste Connections
WCN
$46.1B
| $734M | 0.15% |
7,973,302
-500,329
| -6% | -$46M |
|