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 | |
|---|---|---|---|---|---|---|
201
Old Dominion Freight Line
ODFL
$31.7B
| $699M | 0.1% |
5,458,646
+127,340
| +2% | +$16.3M |
|
202
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
| $694M | 0.1% |
+14,376,628
| New | +$694M |
|
203
Weyerhaeuser
WY
$18.9B
| $693M | 0.1% |
20,914,121
+262,363
| +1% | +$8.69M |
|
204
Toronto Dominion Bank
TD
$127B
| $690M | 0.1% |
10,514,813
-640,141
| -6% | -$42M |
|
205
Realty Income
O
$54.2B
| $678M | 0.09% |
9,927,830
+4,389,435
| +79% | +$300M |
|
206
Uber
UBER
$190B
| $676M | 0.09% |
33,043,996
+9,482,621
| +40% | +$194M |
|
207
Schwab US TIPS ETF
SCHP
$14B
| $668M | 0.09% |
23,960,350
+5,179,264
| +28% | +$145M |
|
208
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $664M | 0.09% |
13,838,760
-964,436
| -7% | -$46.3M |
|
209
ASML
ASML
$307B
| $660M | 0.09% |
1,387,938
-43,191
| -3% | -$20.6M |
|
210
Northern Trust
NTRS
$24.3B
| $658M | 0.09% |
6,815,490
-322,744
| -5% | -$31.1M |
|
211
Cisco
CSCO
$264B
| $643M | 0.09% |
15,084,109
+1,186,682
| +9% | +$50.6M |
|
212
Corpay
CPAY
$22.4B
| $643M | 0.09% |
3,059,551
-1,056,478
| -26% | -$222M |
|
213
iShares MSCI Canada ETF
EWC
$3.24B
| $639M | 0.09% |
18,974,376
-275,203
| -1% | -$9.27M |
|
214
Republic Services
RSG
$71.7B
| $627M | 0.09% |
4,790,696
+262,762
| +6% | +$34.4M |
|
215
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $625M | 0.09% |
13,898,474
-3,171,953
| -19% | -$143M |
|
216
Boston Properties
BXP
$12.2B
| $618M | 0.09% |
6,948,185
-841,442
| -11% | -$74.9M |
|
217
Monster Beverage
MNST
$61B
| $615M | 0.09% |
13,276,458
-774,006
| -6% | -$35.9M |
|
218
SolarEdge
SEDG
$2.04B
| $612M | 0.09% |
2,234,432
-268,840
| -11% | -$73.6M |
|
219
Ametek
AME
$43.3B
| $611M | 0.09% |
5,564,173
-31,586
| -0.6% | -$3.47M |
|
220
Zoom
ZM
$25B
| $607M | 0.08% |
5,621,300
+4,468,112
| +387% | +$482M |
|
221
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.01B
| $606M | 0.08% |
+13,222,888
| New | +$606M |
|
222
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $605M | 0.08% |
4,504,600
-42,464
| -0.9% | -$5.7M |
|
223
Camden Property Trust
CPT
$11.9B
| $596M | 0.08% |
4,430,064
+762,939
| +21% | +$103M |
|
224
Starbucks
SBUX
$97.1B
| $591M | 0.08% |
7,737,836
+2,012,536
| +35% | +$154M |
|
225
Intercontinental Exchange
ICE
$99.8B
| $589M | 0.08% |
6,265,671
+1,018,126
| +19% | +$95.7M |
|