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 | |
|---|---|---|---|---|---|---|
176
Yum China
YUMC
$16.3B
| $608M | 0.12% |
13,378,384
+409,765
| +3% | +$18.6M |
|
|
TIF
177
DELISTED
Tiffany & Co.
TIF
| $602M | 0.12% |
6,500,420
+450,570
| +7% | +$41.7M |
|
178
Veeva Systems
VEEV
$46.3B
| $594M | 0.12% |
3,887,573
+183,401
| +5% | +$28M |
|
179
Global Payments
GPN
$21.2B
| $588M | 0.12% |
3,698,291
+726,888
| +24% | +$116M |
|
180
Leidos
LDOS
$22.9B
| $588M | 0.12% |
6,845,825
+2,732,645
| +66% | +$235M |
|
181
Shopify
SHOP
$190B
| $581M | 0.12% |
18,653,350
-426,110
| -2% | -$13.3M |
|
182
WEC Energy
WEC
$34.6B
| $580M | 0.12% |
6,096,373
+40,305
| +0.7% | +$3.83M |
|
183
Electronic Arts
EA
$42B
| $577M | 0.11% |
5,896,768
-779,436
| -12% | -$76.2M |
|
184
Vertex Pharmaceuticals
VRTX
$101B
| $572M | 0.11% |
3,373,814
-959,889
| -22% | -$163M |
|
185
Delta Air Lines
DAL
$40.4B
| $570M | 0.11% |
9,889,469
+171,433
| +2% | +$9.87M |
|
186
Abbott
ABT
$230B
| $568M | 0.11% |
6,794,368
-1,574,761
| -19% | -$132M |
|
187
iShares Core MSCI Europe ETF
IEUR
$6.9B
| $567M | 0.11% |
12,402,433
+438,076
| +4% | +$20M |
|
188
Williams Companies
WMB
$69.4B
| $557M | 0.11% |
23,154,983
+121,659
| +0.5% | +$2.93M |
|
189
Best Buy
BBY
$16.4B
| $551M | 0.11% |
7,981,764
+180,066
| +2% | +$12.4M |
|
190
Essex Property Trust
ESS
$17.1B
| $549M | 0.11% |
1,679,643
+13,121
| +0.8% | +$4.29M |
|
191
Mid-America Apartment Communities
MAA
$16.9B
| $547M | 0.11% |
4,210,555
-491,663
| -10% | -$63.9M |
|
192
American International
AIG
$43.6B
| $546M | 0.11% |
9,809,482
+2,199
| +0% | +$122K |
|
193
CoStar Group
CSGP
$37.3B
| $543M | 0.11% |
9,152,350
+867,880
| +10% | +$51.5M |
|
194
Crown Holdings
CCK
$10.9B
| $543M | 0.11% |
8,213,567
+1,047,181
| +15% | +$69.2M |
|
195
DexCom
DXCM
$30.6B
| $538M | 0.11% |
14,425,508
-2,773,704
| -16% | -$103M |
|
|
FRC
196
DELISTED
First Republic Bank
FRC
| $538M | 0.11% |
5,560,103
-358,378
| -6% | -$34.7M |
|
197
Boston Properties
BXP
$12B
| $536M | 0.11% |
4,136,107
+164,033
| +4% | +$21.3M |
|
198
Schwab US TIPS ETF
SCHP
$14B
| $536M | 0.11% |
18,872,196
+46,226
| +0.2% | +$1.31M |
|
199
Citizens Financial Group
CFG
$22.3B
| $531M | 0.11% |
15,013,351
-439,216
| -3% | -$15.5M |
|
200
Yum! Brands
YUM
$41.1B
| $530M | 0.11% |
4,672,467
-502,737
| -10% | -$57M |
|