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 Developed Asia Pacific-ex Japan ETF
BBAX
|
$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.66B |
| 4 |
Deere & Co
DE
|
$1.52B |
| 5 |
Amazon
AMZN
|
$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.6B |
| 2 |
TSMC
TSM
|
$1.44B |
| 3 |
Tesla
TSLA
|
$1.37B |
| 4 |
Salesforce
CRM
|
$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Align Technology
ALGN
$10.1B
| $895M | 0.12% |
1,653,635
+480,802
| +41% | +$260M |
|
177
Loews
L
$20B
| $884M | 0.12% |
17,245,493
-3,358,048
| -16% | -$172M |
|
178
Cencora
COR
$56.7B
| $873M | 0.12% |
7,396,982
-55,583
| -0.7% | -$6.56M |
|
179
iShares Core MSCI EAFE ETF
IEFA
$150B
| $867M | 0.12% |
12,038,725
+127,257
| +1% | +$9.17M |
|
180
Vanguard Total Bond Market
BND
$135B
| $866M | 0.12% |
10,223,616
+5,034,490
| +97% | +$427M |
|
181
New Oriental
EDU
$7.98B
| $845M | 0.11% |
6,038,496
+167,415
| +3% | +$23.4M |
|
182
Public Storage
PSA
$52.2B
| $845M | 0.11% |
3,423,612
-188,819
| -5% | -$46.6M |
|
183
Marsh & McLennan
MMC
$100B
| $842M | 0.11% |
6,912,835
+301,503
| +5% | +$36.7M |
|
184
Rockwell Automation
ROK
$38.2B
| $840M | 0.11% |
3,165,639
+713,005
| +29% | +$189M |
|
185
Cisco
CSCO
$264B
| $839M | 0.11% |
16,215,981
-5,014,543
| -24% | -$259M |
|
|
XYZ
186
Block, Inc.
XYZ
$45.7B
| $834M | 0.11% |
3,674,749
-1,301,925
| -26% | -$296M |
|
187
AvalonBay Communities
AVB
$27.8B
| $834M | 0.11% |
4,521,782
-1,584,281
| -26% | -$292M |
|
188
iShares US Treasury Bond ETF
GOVT
$28B
| $834M | 0.11% |
31,834,237
+545,049
| +2% | +$14.3M |
|
189
Monster Beverage
MNST
$61B
| $826M | 0.11% |
18,129,194
+4,354,720
| +32% | +$198M |
|
190
Seagate
STX
$40B
| $825M | 0.11% |
10,754,083
+5,748,186
| +115% | +$441M |
|
|
191
Salesforce
CRM
$239B
| $796M | 0.11% |
3,757,333
-5,922,097
| -61% | -$1.25B |
|
192
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
| $793M | 0.11% |
28,127,038
+4,039,270
| +17% | +$114M |
|
193
Corpay
CPAY
$22.4B
| $793M | 0.11% |
2,951,397
-345,081
| -10% | -$92.7M |
|
194
Automatic Data Processing
ADP
$120B
| $793M | 0.11% |
4,205,303
-1,213,500
| -22% | -$229M |
|
195
State Street
STT
$32B
| $792M | 0.11% |
9,426,380
+4,895,354
| +108% | +$411M |
|
196
Wayfair
W
$11.6B
| $788M | 0.11% |
2,503,086
+133,292
| +6% | +$42M |
|
197
Vanguard Mid-Cap ETF
VO
$87.3B
| $770M | 0.1% |
3,476,619
-55,186
| -2% | -$12.2M |
|
198
Northern Trust
NTRS
$24.3B
| $764M | 0.1% |
7,271,599
+265,560
| +4% | +$27.9M |
|
199
ITT
ITT
$13.3B
| $762M | 0.1% |
8,378,787
+231,649
| +3% | +$21.1M |
|
200
T-Mobile US
TMUS
$284B
| $762M | 0.1% |
8,370,813
+2,968,348
| +55% | +$270M |
|