JP Morgan Chase 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 | +$9.74B | |
| 2 | +$8.51B | |
| 3 | +$6.03B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| 1 | +$8.63B | |
| 2 | +$3.02B | |
| 3 | +$2.14B | |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.12% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FOLD
901
DELISTED
Amicus Therapeutics
FOLD
| $97.4M | 0.01% |
6,749,190
+3,031,827
|
|
||
902
Steris
STE
$20.9B
| $97.3M | 0.01% |
443,516
+132,952
|
|
||
|
ROCY
903
JPMorgan Equity Premium Yield ETF
ROCY
$221M
| $96.7M | 0.01% |
+2,000,000
|
|
||
904
Allegion
ALLE
$11.2B
| $96.6M | 0.01% |
676,003
-103,473
|
|
||
905
USA Compression Partners
USAC
$3.99B
| $96.6M | 0.01% |
3,538,152
-1,060,921
|
|
||
906
Vanguard S&P 500 Value ETF
VOOV
$6.45B
| $96.5M | 0.01% |
481,608
-102,118
|
|
||
907
Wintrust Financial
WTFC
$10.1B
| $96.5M | 0.01% |
722,655
-40,438
|
|
||
908
HealthEquity
HQY
$7.36B
| $96.4M | 0.01% |
1,183,411
+18,100
|
|
||
909
JPMorgan US Quality Factor ETF
JQUA
$8.13B
| $96.3M | 0.01% |
1,607,772
-325,552
|
|
||
910
Healthcare Realty
HR
$6.9B
| $96.1M | 0.01% |
5,715,357
+110,284
|
|
||
911
Camden Property Trust
CPT
$10.6B
| $95.9M | 0.01% |
980,207
-152,460
|
|
||
912
Pool Corp
POOL
$6.61B
| $95.8M | 0.01% |
477,781
+3,686
|
|
||
913
Frontline
FRO
$7.72B
| $95.7M | 0.01% |
2,866,187
+2,442,166
|
|
||
914
Xylem
XYL
$26B
| $95.6M | 0.01% |
822,935
+137,726
|
|
||
915
Bunge Global
BG
$23.9B
| $95.5M | 0.01% |
756,271
+101,239
|
|
||
916
Estee Lauder
EL
$32.2B
| $95.4M | 0.01% |
1,403,573
-451,759
|
|
||
917
Simpson Manufacturing
SSD
$7.81B
| $95M | 0.01% |
568,213
-181,435
|
|
||
|
ROCQ
918
JPMorgan Nasdaq Equity Premium Yield ETF
ROCQ
$312M
| $94.8M | 0.01% |
+2,000,000
|
|
||
919
Celanese
CE
$5.83B
| $94.8M | 0.01% |
1,474,722
+1,198,591
|
|
||
920
Applied Optoelectronics
AAOI
$12.7B
| $94.7M | 0.01% |
1,111,132
+1,055,667
|
|
||
921
Akamai
AKAM
$21.7B
| $94.6M | 0.01% |
858,644
+120,336
|
|
||
922
NNN REIT
NNN
$8.47B
| $94.6M | 0.01% |
2,257,657
-1,104,551
|
|
||
923
Reinsurance Group of America
RGA
$13.2B
| $94.6M | 0.01% |
472,186
+66,583
|
|
||
924
RB Global
RBA
$19.8B
| $94.3M | 0.01% |
998,969
+9,677
|
|
||
925
Avantis US Small Cap Value ETF
AVUV
$27B
| $94M | 0.01% |
867,864
+19,248
|
|