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 | |
|---|---|---|---|---|---|---|
151
CBRE Group
CBRE
$48.1B
| $733M | 0.15% |
13,834,439
+449,172
| +3% | +$23.8M |
|
152
Intercontinental Exchange
ICE
$99.9B
| $712M | 0.14% |
7,712,764
-522,942
| -6% | -$48.3M |
|
153
MetLife
MET
$54.4B
| $704M | 0.14% |
14,921,472
-1,660,206
| -10% | -$78.3M |
|
154
Vanguard Real Estate ETF
VNQ
$34.3B
| $703M | 0.14% |
7,539,240
-5,369,380
| -42% | -$501M |
|
155
Starbucks
SBUX
$98.9B
| $702M | 0.14% |
7,944,829
-197,538
| -2% | -$17.5M |
|
156
American Express
AXP
$230B
| $701M | 0.14% |
5,930,775
-1,633,410
| -22% | -$193M |
|
157
Credicorp
BAP
$20.6B
| $699M | 0.14% |
3,354,871
+268,853
| +9% | +$56M |
|
158
Truist Financial
TFC
$60.7B
| $693M | 0.14% |
12,982,992
-15,354
| -0.1% | -$819K |
|
159
Qualcomm
QCOM
$172B
| $686M | 0.14% |
8,994,412
-1,148,550
| -11% | -$87.6M |
|
160
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $684M | 0.14% |
17,695,685
-201,000
| -1% | -$7.77M |
|
161
Federal Realty Investment Trust
FRT
$8.71B
| $683M | 0.14% |
5,016,639
+2,382
| +0% | +$324K |
|
162
Sherwin-Williams
SHW
$91.2B
| $670M | 0.13% |
3,658,119
-127,881
| -3% | -$23.4M |
|
163
Hilton Worldwide
HLT
$65.4B
| $670M | 0.13% |
7,193,629
-853,706
| -11% | -$79.5M |
|
164
Martin Marietta Materials
MLM
$37.3B
| $666M | 0.13% |
2,429,813
-7,262
| -0.3% | -$1.99M |
|
165
Intuit
INTU
$186B
| $656M | 0.13% |
2,467,664
-344,640
| -12% | -$91.7M |
|
166
Arthur J. Gallagher & Co
AJG
$77B
| $652M | 0.13% |
7,279,245
-1,153,126
| -14% | -$103M |
|
167
PPG Industries
PPG
$24.7B
| $650M | 0.13% |
5,488,486
+414,448
| +8% | +$49.1M |
|
168
Northern Trust
NTRS
$24.7B
| $645M | 0.13% |
6,909,107
-57,767
| -0.8% | -$5.39M |
|
169
iShares MSCI India ETF
INDA
$9.28B
| $642M | 0.13% |
19,132,065
+4,361,038
| +30% | +$146M |
|
170
TJX Companies
TJX
$157B
| $639M | 0.13% |
11,455,498
+3,317,223
| +41% | +$185M |
|
171
EOG Resources
EOG
$66.4B
| $625M | 0.12% |
8,422,278
-3,226,739
| -28% | -$239M |
|
172
Vornado Realty Trust
VNO
$7.66B
| $617M | 0.12% |
9,692,253
-481,338
| -5% | -$30.6M |
|
173
lululemon athletica
LULU
$24.7B
| $616M | 0.12% |
3,201,289
-227,207
| -7% | -$43.7M |
|
174
Trane Technologies
TT
$91.9B
| $610M | 0.12% |
4,952,260
+340,498
| +7% | +$42M |
|
175
Walmart
WMT
$805B
| $609M | 0.12% |
15,389,238
-612,741
| -4% | -$24.2M |
|