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 |
Vanguard Short-Term Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
176
Block, Inc.
XYZ
$45.7B
| $1B | 0.12% |
4,183,312
+488,673
| +13% | +$117M |
|
177
Ameriprise Financial
AMP
$46.1B
| $996M | 0.12% |
3,772,293
-249,793
| -6% | -$66M |
|
178
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$952M
| $981M | 0.12% |
10,204,783
-1,996,945
| -16% | -$192M |
|
179
Cencora
COR
$56.7B
| $977M | 0.12% |
8,180,177
+270,326
| +3% | +$32.3M |
|
180
Eastman Chemical
EMN
$7.93B
| $973M | 0.12% |
9,659,483
-1,646,787
| -15% | -$166M |
|
181
MongoDB
MDB
$26.4B
| $973M | 0.12% |
2,063,124
+58,396
| +3% | +$27.5M |
|
182
IBM
IBM
$232B
| $966M | 0.12% |
7,272,086
-487,940
| -6% | -$64.8M |
|
183
CMS Energy
CMS
$21.4B
| $943M | 0.12% |
15,787,330
-1,683,380
| -10% | -$101M |
|
184
Marriott International Class A Common Stock
MAR
$71.9B
| $940M | 0.12% |
6,345,004
+549,603
| +9% | +$81.4M |
|
185
Vanguard Mid-Cap ETF
VO
$87.3B
| $935M | 0.12% |
3,947,924
+427,948
| +12% | +$101M |
|
186
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $922M | 0.11% |
11,786,841
+4,871,983
| +70% | +$381M |
|
187
Fidelity National Information Services
FIS
$35.9B
| $908M | 0.11% |
7,462,127
-1,835,249
| -20% | -$223M |
|
188
Loews
L
$20B
| $905M | 0.11% |
16,782,995
-306,832
| -2% | -$16.5M |
|
189
Rockwell Automation
ROK
$38.2B
| $901M | 0.11% |
3,063,293
-244,993
| -7% | -$72M |
|
190
Yum! Brands
YUM
$40.1B
| $890M | 0.11% |
7,277,476
-3,603,016
| -33% | -$441M |
|
|
191
Technology Select Sector SPDR Fund
XLK
$84.1B
| $877M | 0.11% |
5,874,497
+5,361,893
| +1,046% | +$801M |
|
192
Constellation Brands
STZ
$26.2B
| $863M | 0.11% |
4,098,399
-118,593
| -3% | -$25M |
|
193
Sun Communities
SUI
$16.2B
| $863M | 0.11% |
4,660,987
+439,179
| +10% | +$81.3M |
|
194
iShares TIPS Bond ETF
TIP
$13.6B
| $845M | 0.1% |
6,618,483
+5,441,458
| +462% | +$695M |
|
195
Sherwin-Williams
SHW
$92.9B
| $830M | 0.1% |
2,966,908
-262,192
| -8% | -$73.3M |
|
196
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $829M | 0.1% |
5,399,345
+2,855,948
| +112% | +$439M |
|
197
Workday
WDAY
$61.7B
| $829M | 0.1% |
3,316,948
-910,602
| -22% | -$228M |
|
198
Kimco Realty
KIM
$15.4B
| $829M | 0.1% |
39,934,558
+12,315,875
| +45% | +$256M |
|
199
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $825M | 0.1% |
13,846,814
+3,937,544
| +40% | +$235M |
|
200
Marsh & McLennan
MMC
$100B
| $819M | 0.1% |
5,410,172
-1,132,824
| -17% | -$172M |
|