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 | |
|---|---|---|---|---|---|---|
201
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $793M | 0.1% |
9,858,469
+9,813,317
| +21,734% | +$789M |
|
202
M&T Bank
MTB
$31.2B
| $790M | 0.1% |
4,658,352
-206,863
| -4% | -$35.1M |
|
203
Weyerhaeuser
WY
$18.2B
| $783M | 0.09% |
20,651,758
+1,162,355
| +6% | +$44.1M |
|
204
Equifax
EFX
$31.1B
| $783M | 0.09% |
3,300,354
+188,179
| +6% | +$44.6M |
|
205
EPAM Systems
EPAM
$9.19B
| $782M | 0.09% |
2,636,565
+1,305
| +0% | +$387K |
|
206
Elevance Health
ELV
$71B
| $779M | 0.09% |
1,585,718
+37,428
| +2% | +$18.4M |
|
207
Cisco
CSCO
$266B
| $775M | 0.09% |
13,897,427
+3,280,821
| +31% | +$183M |
|
208
iShares MSCI Canada ETF
EWC
$3.23B
| $774M | 0.09% |
19,249,579
-287,726
| -1% | -$11.6M |
|
209
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$946M
| $768M | 0.09% |
7,216,054
-2,363,115
| -25% | -$251M |
|
210
Yum China
YUMC
$16.2B
| $763M | 0.09% |
18,362,050
-372,452
| -2% | -$15.5M |
|
211
Sherwin-Williams
SHW
$90.1B
| $762M | 0.09% |
3,051,928
-252,957
| -8% | -$63.1M |
|
212
Martin Marietta Materials
MLM
$37B
| $761M | 0.09% |
1,978,299
+739,005
| +60% | +$284M |
|
213
MongoDB
MDB
$26.9B
| $752M | 0.09% |
1,695,495
-141,287
| -8% | -$62.7M |
|
214
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.23B
| $749M | 0.09% |
18,207,625
+11,599,518
| +176% | +$477M |
|
215
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.28B
| $748M | 0.09% |
14,803,196
+2,061,668
| +16% | +$104M |
|
216
Ametek
AME
$43.3B
| $745M | 0.09% |
5,595,759
+437,235
| +8% | +$58.2M |
|
217
Host Hotels & Resorts
HST
$12B
| $735M | 0.09% |
37,806,998
-12,706,348
| -25% | -$247M |
|
218
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
| $732M | 0.09% |
3,955,724
-361,272
| -8% | -$66.8M |
|
219
Quanta Services
PWR
$55.7B
| $728M | 0.09% |
5,530,170
+1,370,362
| +33% | +$180M |
|
220
Danaher
DHR
$139B
| $725M | 0.09% |
2,787,492
+882,793
| +46% | +$230M |
|
221
Teradyne
TER
$18.3B
| $724M | 0.09% |
6,120,173
+104,949
| +2% | +$12.4M |
|
222
Exelon
EXC
$43.5B
| $723M | 0.09% |
15,172,330
+10,861,846
| +252% | +$517M |
|
223
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $717M | 0.09% |
4,547,064
-2,015,768
| -31% | -$318M |
|
224
Kimco Realty
KIM
$15.1B
| $713M | 0.09% |
28,854,598
-8,895,288
| -24% | -$220M |
|
225
Tapestry
TPR
$21.9B
| $707M | 0.09% |
19,019,143
+365,348
| +2% | +$13.6M |
|