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
|
$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.18B |
| 4 |
Linde
LIN
|
$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$862M |
| 4 |
Apple
AAPL
|
$795M |
| 5 |
Walt Disney
DIS
|
$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
PPG Industries
PPG
$24.8B
| $600M | 0.14% |
5,867,038
+1,177,280
| +25% | +$120M |
|
152
Dover
DOV
$24.4B
| $596M | 0.14% |
8,402,112
-425,303
| -5% | -$30.2M |
|
153
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $592M | 0.14% |
14,333,680
+7,159,531
| +100% | +$296M |
|
154
Ventas
VTR
$30.9B
| $585M | 0.14% |
9,991,515
+2,777,488
| +39% | +$163M |
|
155
Credicorp
BAP
$20.7B
| $581M | 0.13% |
2,619,139
+109,755
| +4% | +$24.3M |
|
156
Prudential Financial
PRU
$37.2B
| $579M | 0.13% |
7,094,339
-816,999
| -10% | -$66.6M |
|
157
Royal Caribbean
RCL
$95.7B
| $568M | 0.13% |
5,810,845
+3,498,099
| +151% | +$342M |
|
158
Oracle
ORCL
$654B
| $568M | 0.13% |
12,569,273
-1,418,104
| -10% | -$64M |
|
159
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $565M | 0.13% |
11,992,466
+3,827,925
| +47% | +$180M |
|
160
American International
AIG
$43.9B
| $558M | 0.13% |
14,158,871
-11,422,577
| -45% | -$450M |
|
161
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $558M | 0.13% |
16,813,305
+2,669,967
| +19% | +$88.6M |
|
162
Eaton
ETN
$136B
| $557M | 0.13% |
8,116,282
-5,936,333
| -42% | -$408M |
|
163
Simon Property Group
SPG
$59.5B
| $557M | 0.13% |
3,317,175
-142,896
| -4% | -$24M |
|
164
Lincoln National
LNC
$7.98B
| $552M | 0.13% |
10,765,890
-1,153,621
| -10% | -$59.2M |
|
165
Abbott
ABT
$231B
| $551M | 0.13% |
7,620,987
-958,513
| -11% | -$69.3M |
|
166
Ameriprise Financial
AMP
$46.1B
| $548M | 0.13% |
5,253,921
+2,676,908
| +104% | +$279M |
|
|
FRC
167
DELISTED
First Republic Bank
FRC
| $535M | 0.12% |
6,151,550
-346,681
| -5% | -$30.1M |
|
168
Lowe's Companies
LOW
$151B
| $532M | 0.12% |
5,760,577
+134,368
| +2% | +$12.4M |
|
169
Amphenol
APH
$135B
| $531M | 0.12% |
26,232,192
-4,114,160
| -14% | -$83.3M |
|
170
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $531M | 0.12% |
5,421,888
+4,700,605
| +652% | +$460M |
|
171
Citizens Financial Group
CFG
$22.3B
| $529M | 0.12% |
17,810,113
+823,364
| +5% | +$24.5M |
|
172
Mid-America Apartment Communities
MAA
$17B
| $529M | 0.12% |
5,531,174
+466,738
| +9% | +$44.7M |
|
173
Global Payments
GPN
$21.3B
| $528M | 0.12% |
5,123,562
+603,032
| +13% | +$62.2M |
|
174
Sempra
SRE
$52.9B
| $517M | 0.12% |
9,564,594
-874,634
| -8% | -$47.3M |
|
175
AbbVie
ABBV
$375B
| $516M | 0.12% |
5,599,891
-1,530,738
| -21% | -$141M |
|