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 Short Treasury Bond ETF
SHV
|
$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.22B |
| 4 |
Chevron
CVX
|
$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.64B |
| 2 |
Occidental Petroleum
OXY
|
$1.2B |
| 3 |
Merck
MRK
|
$954M |
| 4 |
Visa
V
|
$838M |
| 5 |
AT&T
T
|
$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
PVH
PVH
$4.22B
| $530M | 0.1% |
5,681,044
+383,485
| +7% | +$35.8M |
|
202
Schwab US TIPS ETF
SCHP
$14B
| $530M | 0.1% |
18,825,970
-1,306,922
| -6% | -$36.8M |
|
203
iShares MSCI India ETF
INDA
$9.26B
| $524M | 0.1% |
14,771,027
-291,426
| -2% | -$10.3M |
|
204
American International
AIG
$43.9B
| $520M | 0.1% |
9,807,283
-734,253
| -7% | -$39M |
|
205
Trade Desk
TTD
$25.5B
| $516M | 0.1% |
22,277,430
+9,373,710
| +73% | +$217M |
|
206
Ambev
ABEV
$34.8B
| $513M | 0.1% |
108,906,483
+1,213,342
| +1% | +$5.71M |
|
207
Exelon
EXC
$43.9B
| $512M | 0.1% |
15,079,539
+3,552,995
| +31% | +$121M |
|
208
Boston Properties
BXP
$12.2B
| $509M | 0.1% |
3,972,074
-375,267
| -9% | -$48M |
|
209
WEC Energy
WEC
$34.7B
| $503M | 0.1% |
6,056,068
-203,366
| -3% | -$16.9M |
|
|
CXO
210
DELISTED
CONCHO RESOURCES INC.
CXO
| $503M | 0.1% |
4,940,038
+282,071
| +6% | +$28.7M |
|
211
Intel
INTC
$107B
| $502M | 0.1% |
10,572,148
+1,476,880
| +16% | +$70.1M |
|
212
Vanguard FTSE Europe ETF
VGK
$26.9B
| $500M | 0.1% |
9,173,360
+1,766,989
| +24% | +$96.4M |
|
|
WBA
213
DELISTED
Walgreens Boots Alliance
WBA
| $499M | 0.1% |
9,148,728
-265,277
| -3% | -$14.5M |
|
214
Adobe
ADBE
$148B
| $482M | 0.09% |
1,643,387
-460,207
| -22% | -$135M |
|
215
Roper Technologies
ROP
$55.8B
| $481M | 0.09% |
1,325,385
+39,516
| +3% | +$14.3M |
|
216
Essex Property Trust
ESS
$17.3B
| $481M | 0.09% |
1,666,522
+235,323
| +16% | +$67.9M |
|
217
Simon Property Group
SPG
$59.5B
| $479M | 0.09% |
2,997,270
-313,543
| -9% | -$50.1M |
|
218
Financial Select Sector SPDR Fund
XLF
$53.2B
| $478M | 0.09% |
17,569,506
+5,452,187
| +45% | +$148M |
|
219
Oracle
ORCL
$654B
| $477M | 0.09% |
8,406,038
-8,544,257
| -50% | -$485M |
|
220
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $476M | 0.09% |
4,153,948
-148,654
| -3% | -$17M |
|
221
Fortune Brands Innovations
FBIN
$7.3B
| $476M | 0.09% |
9,954,285
+827,124
| +9% | +$39.6M |
|
222
Infosys
INFY
$67.9B
| $475M | 0.09% |
44,772,428
+4,692,169
| +12% | +$49.8M |
|
223
Fifth Third Bancorp
FITB
$30.2B
| $475M | 0.09% |
17,423,254
+832,897
| +5% | +$22.7M |
|
224
Energy Transfer Partners
ET
$59.7B
| $475M | 0.09% |
33,895,179
-4,868,508
| -13% | -$68.3M |
|
225
Huntington Bancshares
HBAN
$25.7B
| $475M | 0.09% |
34,808,793
-2,609,986
| -7% | -$35.6M |
|