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
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sysco
SYY
$39.5B
| $1.24B | 0.15% |
15,888,966
+1,008,363
| +7% | +$78.4M |
|
152
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $1.23B | 0.15% |
23,423,522
-958,009
| -4% | -$50.1M |
|
153
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.21B | 0.14% |
9,266,078
-4,708,592
| -34% | -$615M |
|
154
T-Mobile US
TMUS
$284B
| $1.19B | 0.14% |
8,245,225
-125,588
| -2% | -$18.2M |
|
155
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.19B | 0.14% |
13,832,528
+10,815,722
| +359% | +$932M |
|
156
Vanguard Real Estate ETF
VNQ
$34.3B
| $1.19B | 0.14% |
11,647,341
+513,388
| +5% | +$52.3M |
|
157
Leidos
LDOS
$22.9B
| $1.18B | 0.14% |
11,717,365
-2,255,831
| -16% | -$228M |
|
158
AvalonBay Communities
AVB
$27.4B
| $1.18B | 0.14% |
5,645,711
+1,123,929
| +25% | +$235M |
|
159
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$943M
| $1.17B | 0.14% |
12,201,728
+177,762
| +1% | +$17M |
|
160
Infosys
INFY
$68.8B
| $1.16B | 0.14% |
54,816,282
+737,732
| +1% | +$15.6M |
|
161
Hartford Financial Services
HIG
$37.9B
| $1.16B | 0.14% |
18,660,685
-1,115,348
| -6% | -$69.1M |
|
162
Amphenol
APH
$138B
| $1.15B | 0.14% |
33,701,408
+5,098,364
| +18% | +$174M |
|
163
Applied Materials
AMAT
$126B
| $1.13B | 0.13% |
7,914,375
-809,326
| -9% | -$115M |
|
|
AMJ
164
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $1.11B | 0.13% |
56,285,443
+628,380
| +1% | +$12.3M |
|
165
Becton Dickinson
BDX
$54.8B
| $1.1B | 0.13% |
4,625,916
+757,116
| +20% | +$180M |
|
166
Seagate
STX
$39.1B
| $1.1B | 0.13% |
12,481,591
+1,727,508
| +16% | +$152M |
|
167
IBM
IBM
$230B
| $1.09B | 0.13% |
7,760,026
-161,052
| -2% | -$22.6M |
|
168
Ventas
VTR
$30.8B
| $1.08B | 0.13% |
18,882,136
-153,356
| -0.8% | -$8.76M |
|
169
HCA Healthcare
HCA
$96.3B
| $1.07B | 0.13% |
5,199,690
+422,082
| +9% | +$87.3M |
|
170
Oracle
ORCL
$626B
| $1.06B | 0.13% |
13,555,229
+8,048,765
| +146% | +$627M |
|
171
Equinix
EQIX
$75.2B
| $1.05B | 0.12% |
1,302,909
-248,090
| -16% | -$199M |
|
172
HubSpot
HUBS
$24.5B
| $1.05B | 0.12% |
1,793,353
+211,825
| +13% | +$123M |
|
173
Public Storage
PSA
$51.3B
| $1.04B | 0.12% |
3,450,170
+26,558
| +0.8% | +$7.99M |
|
174
CMS Energy
CMS
$21.4B
| $1.03B | 0.12% |
17,470,710
-3,954,096
| -18% | -$234M |
|
175
Shopify
SHOP
$189B
| $1.03B | 0.12% |
7,041,240
+506,210
| +8% | +$74M |
|