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 | |
|---|---|---|---|---|---|---|
176
Alibaba
BABA
$323B
| $831M | 0.12% |
7,314,058
+2,485,507
| +51% | +$283M |
|
177
Automatic Data Processing
ADP
$120B
| $823M | 0.11% |
3,920,579
-232,055
| -6% | -$48.7M |
|
178
Public Storage
PSA
$52.2B
| $807M | 0.11% |
2,581,780
-199,883
| -7% | -$62.5M |
|
179
Travelers Companies
TRV
$62B
| $805M | 0.11% |
4,758,188
+1,154,892
| +32% | +$195M |
|
180
Amphenol
APH
$135B
| $797M | 0.11% |
24,746,536
-223,052
| -0.9% | -$7.18M |
|
181
Adobe
ADBE
$148B
| $793M | 0.11% |
2,166,092
+659,714
| +44% | +$241M |
|
182
Teradyne
TER
$19.1B
| $789M | 0.11% |
8,807,605
+2,687,432
| +44% | +$241M |
|
183
MetLife
MET
$52.9B
| $785M | 0.11% |
12,507,683
-333,490
| -3% | -$20.9M |
|
184
Estee Lauder
EL
$32.1B
| $784M | 0.11% |
3,078,050
-1,432,437
| -32% | -$365M |
|
185
Hilton Worldwide
HLT
$64B
| $780M | 0.11% |
6,995,917
+115,283
| +2% | +$12.8M |
|
186
EPAM Systems
EPAM
$9.44B
| $777M | 0.11% |
2,636,773
+208
| +0% | +$61.3K |
|
187
DexCom
DXCM
$31.6B
| $774M | 0.11% |
10,383,449
-978,243
| -9% | -$72.9M |
|
188
Best Buy
BBY
$16.1B
| $770M | 0.11% |
11,812,452
-770,638
| -6% | -$50.2M |
|
189
JPMorgan Realty Income ETF
JPRE
$457M
| $769M | 0.11% |
+15,864,191
| New | +$769M |
|
190
iShares Core MSCI EAFE ETF
IEFA
$150B
| $764M | 0.11% |
12,978,739
+397,587
| +3% | +$23.4M |
|
191
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $750M | 0.1% |
3,447,911
+124,002
| +4% | +$27M |
|
192
Vanguard Mid-Cap ETF
VO
$87.3B
| $748M | 0.1% |
3,799,699
-635,044
| -14% | -$125M |
|
193
HCA Healthcare
HCA
$98.5B
| $744M | 0.1% |
4,428,831
-480,733
| -10% | -$80.8M |
|
194
Martin Marietta Materials
MLM
$37.5B
| $743M | 0.1% |
2,483,093
+504,794
| +26% | +$151M |
|
195
Walt Disney
DIS
$212B
| $732M | 0.1% |
7,753,285
-942,988
| -11% | -$89M |
|
196
AvalonBay Communities
AVB
$27.8B
| $729M | 0.1% |
3,752,518
-358,744
| -9% | -$69.7M |
|
197
Ameriprise Financial
AMP
$46.1B
| $729M | 0.1% |
3,066,150
-584,395
| -16% | -$139M |
|
198
Ameren
AEE
$27.2B
| $725M | 0.1% |
8,018,951
+3,363,979
| +72% | +$304M |
|
199
Quanta Services
PWR
$55.5B
| $722M | 0.1% |
5,757,212
+227,042
| +4% | +$28.5M |
|
200
Sherwin-Williams
SHW
$92.9B
| $708M | 0.1% |
3,160,008
+108,080
| +4% | +$24.2M |
|