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 Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Automatic Data Processing
ADP
$122B
| $945M | 0.11% |
4,152,634
+1,480,348
| +55% | +$337M |
|
177
Workday
WDAY
$61.7B
| $941M | 0.11% |
3,931,594
-303,253
| -7% | -$72.6M |
|
178
Amphenol
APH
$138B
| $941M | 0.11% |
24,969,588
-580,244
| -2% | -$21.9M |
|
179
ServiceNow
NOW
$186B
| $935M | 0.11% |
1,679,553
+338,839
| +25% | +$189M |
|
180
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $919M | 0.11% |
37,118,914
-33,942,428
| -48% | -$841M |
|
181
Vanguard S&P 500 Growth ETF
VOOG
$19.4B
| $916M | 0.11% |
3,323,909
+1,113,767
| +50% | +$307M |
|
182
iShares Core MSCI Europe ETF
IEUR
$6.82B
| $912M | 0.11% |
17,070,427
+2,194,657
| +15% | +$117M |
|
183
Marsh & McLennan
MMC
$101B
| $911M | 0.11% |
5,347,112
+345,047
| +7% | +$58.8M |
|
184
iShares Russell 2000 ETF
IWM
$67.4B
| $904M | 0.11% |
4,404,343
+637,575
| +17% | +$131M |
|
185
MetLife
MET
$54.4B
| $902M | 0.11% |
12,841,173
+958,010
| +8% | +$67.3M |
|
186
Alexandria Real Estate Equities
ARE
$14.2B
| $889M | 0.11% |
4,417,362
+1,391,740
| +46% | +$280M |
|
187
Toronto Dominion Bank
TD
$128B
| $886M | 0.11% |
11,154,954
+346,074
| +3% | +$27.5M |
|
188
iShares Core MSCI EAFE ETF
IEFA
$149B
| $875M | 0.11% |
12,581,152
-957,262
| -7% | -$66.5M |
|
189
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
| $866M | 0.1% |
32,525,752
+27,694,888
| +573% | +$737M |
|
190
Williams Companies
WMB
$70.3B
| $859M | 0.1% |
25,719,275
+3,659,602
| +17% | +$122M |
|
191
Uber
UBER
$192B
| $841M | 0.1% |
23,561,375
+9,573,894
| +68% | +$342M |
|
192
Sun Communities
SUI
$16.1B
| $833M | 0.1% |
4,753,959
-130,520
| -3% | -$22.9M |
|
193
Northern Trust
NTRS
$24.7B
| $831M | 0.1% |
7,138,234
+51,625
| +0.7% | +$6.01M |
|
194
Palo Alto Networks
PANW
$129B
| $831M | 0.1% |
8,009,298
+1,121,058
| +16% | +$116M |
|
195
Shopify
SHOP
$189B
| $830M | 0.1% |
12,278,570
+1,363,530
| +12% | +$92.2M |
|
196
SolarEdge
SEDG
$2.03B
| $807M | 0.1% |
2,503,272
+16,101
| +0.6% | +$5.19M |
|
197
iShares Short Treasury Bond ETF
SHV
$20.7B
| $807M | 0.1% |
7,317,238
+3,793,861
| +108% | +$418M |
|
198
iShares Core US Aggregate Bond ETF
AGG
$131B
| $800M | 0.1% |
7,465,635
-3,941,714
| -35% | -$422M |
|
199
Old Dominion Freight Line
ODFL
$31.3B
| $796M | 0.1% |
5,331,306
-55,648
| -1% | -$8.31M |
|
200
iShares MSCI Emerging Markets ETF
EEM
$19B
| $796M | 0.1% |
17,626,652
+6,033,825
| +52% | +$272M |
|