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 International Research Enhanced Equity ETF
JIRE
|
$4.15B |
| 2 |
Microsoft
MSFT
|
$2.17B |
| 3 |
UnitedHealth
UNH
|
$1.8B |
| 4 |
Amazon
AMZN
|
$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$627M |
| 5 |
CERN
Cerner Corp
CERN
|
$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $979M | 0.14% |
12,744,871
-20,551,758
| -62% | -$1.58B |
|
152
FedEx
FDX
$53.2B
| $973M | 0.14% |
4,293,895
+1,268,912
| +42% | +$288M |
|
|
SIVB
153
DELISTED
SVB Financial Group
SIVB
| $960M | 0.13% |
2,431,504
+66,796
| +3% | +$26.4M |
|
154
Ingersoll Rand
IR
$31.5B
| $943M | 0.13% |
22,418,017
-468,202
| -2% | -$19.7M |
|
155
Dollar General
DG
$23.9B
| $942M | 0.13% |
3,836,072
+1,995,101
| +108% | +$490M |
|
156
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $934M | 0.13% |
10,698,231
-2,178,595
| -17% | -$190M |
|
157
ServiceNow
NOW
$186B
| $924M | 0.13% |
1,943,127
+263,574
| +16% | +$125M |
|
158
Leidos
LDOS
$22.9B
| $924M | 0.13% |
9,173,938
-606,312
| -6% | -$61.1M |
|
159
Constellation Brands
STZ
$25.7B
| $921M | 0.13% |
3,953,067
-508,589
| -11% | -$119M |
|
160
Diamondback Energy
FANG
$41.3B
| $915M | 0.13% |
7,554,646
-1,258,096
| -14% | -$152M |
|
161
Exelon
EXC
$43.8B
| $915M | 0.13% |
20,182,166
+5,009,836
| +33% | +$227M |
|
162
Equinix
EQIX
$75.2B
| $912M | 0.13% |
1,388,763
+43,278
| +3% | +$28.4M |
|
163
Eastman Chemical
EMN
$7.88B
| $898M | 0.13% |
10,002,253
+156,797
| +2% | +$14.1M |
|
164
Danaher
DHR
$143B
| $897M | 0.13% |
3,992,355
+1,204,863
| +43% | +$271M |
|
165
Yum China
YUMC
$16.4B
| $885M | 0.12% |
18,243,712
-118,338
| -0.6% | -$5.74M |
|
166
Loews
L
$20.2B
| $885M | 0.12% |
14,928,098
-462,046
| -3% | -$27.4M |
|
167
Invesco QQQ Trust
QQQ
$368B
| $885M | 0.12% |
3,155,905
-2,084,879
| -40% | -$584M |
|
168
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $877M | 0.12% |
17,870,396
-222,968
| -1% | -$10.9M |
|
169
Honeywell
HON
$137B
| $876M | 0.12% |
5,041,065
-151,093
| -3% | -$26.3M |
|
170
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $876M | 0.12% |
35,617,006
-1,501,908
| -4% | -$36.9M |
|
171
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $873M | 0.12% |
15,741,877
-265,050
| -2% | -$14.7M |
|
172
Sun Communities
SUI
$16.1B
| $868M | 0.12% |
5,448,522
+694,563
| +15% | +$111M |
|
173
M&T Bank
MTB
$31.6B
| $855M | 0.12% |
5,364,209
+705,857
| +15% | +$113M |
|
174
Humana
HUM
$37.5B
| $851M | 0.12% |
1,817,338
+398,710
| +28% | +$187M |
|
175
Marsh & McLennan
MMC
$101B
| $845M | 0.12% |
5,441,174
+94,062
| +2% | +$14.6M |
|