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 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Trade Desk
TTD
$25.5B
| $527M | 0.11% |
28,122,140
+5,844,710
| +26% | +$110M |
|
202
Keysight
KEYS
$28.9B
| $515M | 0.1% |
5,292,338
+538,135
| +11% | +$52.3M |
|
203
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $512M | 0.1% |
10,445,686
+1,238,492
| +13% | +$60.7M |
|
204
Simon Property Group
SPG
$59.5B
| $510M | 0.1% |
3,275,152
+277,882
| +9% | +$43.3M |
|
205
SPDR S&P Biotech ETF
XBI
$5.39B
| $505M | 0.1% |
6,621,352
+2,648,125
| +67% | +$202M |
|
206
Huntington Bancshares
HBAN
$25.7B
| $503M | 0.1% |
35,218,415
+409,622
| +1% | +$5.85M |
|
207
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $498M | 0.1% |
4,162,274
+8,326
| +0.2% | +$996K |
|
208
Ambev
ABEV
$34.8B
| $496M | 0.1% |
107,377,539
-1,528,944
| -1% | -$7.06M |
|
209
Illumina
ILMN
$15.7B
| $488M | 0.1% |
1,647,794
-831,372
| -34% | -$246M |
|
210
AT&T
T
$212B
| $487M | 0.1% |
17,034,816
+1,098,718
| +7% | +$31.4M |
|
211
Intel
INTC
$107B
| $485M | 0.1% |
9,418,488
-1,153,660
| -11% | -$59.4M |
|
212
iShares Russell 1000 Growth ETF
IWF
$117B
| $485M | 0.1% |
3,037,307
+183,632
| +6% | +$29.3M |
|
213
TC Energy
TRP
$53.9B
| $484M | 0.1% |
9,350,205
-2,223,167
| -19% | -$115M |
|
214
Brixmor Property Group
BRX
$8.63B
| $484M | 0.1% |
23,846,682
-651,737
| -3% | -$13.2M |
|
215
Toronto Dominion Bank
TD
$127B
| $482M | 0.1% |
8,278,921
+1,191,994
| +17% | +$69.4M |
|
216
Adobe
ADBE
$148B
| $481M | 0.1% |
1,740,615
+97,228
| +6% | +$26.9M |
|
217
Elevance Health
ELV
$70.6B
| $480M | 0.1% |
1,998,387
-605,780
| -23% | -$145M |
|
218
Sempra
SRE
$52.9B
| $478M | 0.1% |
6,472,122
-2,128,058
| -25% | -$157M |
|
219
Fortune Brands Innovations
FBIN
$7.3B
| $477M | 0.1% |
10,211,167
+256,882
| +3% | +$12M |
|
220
Infosys
INFY
$67.9B
| $477M | 0.09% |
41,928,748
-2,843,680
| -6% | -$32.3M |
|
221
VF Corp
VFC
$5.86B
| $476M | 0.09% |
5,351,570
+1,816,168
| +51% | +$162M |
|
|
BPL
222
DELISTED
Buckeye Partners, L.P.
BPL
| $476M | 0.09% |
11,585,946
+7,370,684
| +175% | +$303M |
|
223
Take-Two Interactive
TTWO
$44.2B
| $474M | 0.09% |
3,784,468
-314,830
| -8% | -$39.5M |
|
224
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.89B
| $474M | 0.09% |
7,149,137
+2,123,593
| +42% | +$141M |
|
|
XLNX
225
DELISTED
Xilinx Inc
XLNX
| $474M | 0.09% |
4,943,302
-416,563
| -8% | -$39.9M |
|