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
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
MongoDB
MDB
$26.4B
| $287M | 0.06% |
1,268,064
+116,979
| +10% | +$26.5M |
|
327
Estee Lauder
EL
$32.1B
| $287M | 0.06% |
1,519,691
-591,007
| -28% | -$112M |
|
328
BILL Holdings
BILL
$5.24B
| $281M | 0.05% |
3,119,032
+422,463
| +16% | +$38.1M |
|
329
VanEck Gold Miners ETF
GDX
$19.9B
| $277M | 0.05% |
7,547,662
-6,811,013
| -47% | -$250M |
|
330
Newell Brands
NWL
$2.68B
| $276M | 0.05% |
17,393,399
+737,510
| +4% | +$11.7M |
|
331
Kimberly-Clark
KMB
$43.1B
| $276M | 0.05% |
1,951,308
+593,867
| +44% | +$83.9M |
|
332
Cadence Design Systems
CDNS
$95.6B
| $275M | 0.05% |
2,868,910
+1,385,193
| +93% | +$133M |
|
333
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $272M | 0.05% |
4,642,583
-2,039,342
| -31% | -$120M |
|
334
Old Dominion Freight Line
ODFL
$31.7B
| $271M | 0.05% |
3,198,152
-114,452
| -3% | -$9.7M |
|
335
ResMed
RMD
$40.6B
| $270M | 0.05% |
1,407,876
+176,596
| +14% | +$33.9M |
|
336
New York Times
NYT
$9.6B
| $269M | 0.05% |
6,409,357
-48,476
| -0.8% | -$2.04M |
|
337
Otis Worldwide
OTIS
$34.1B
| $267M | 0.05% |
+4,700,675
| New | +$267M |
|
338
American Electric Power
AEP
$57.8B
| $267M | 0.05% |
3,355,566
-1,390,479
| -29% | -$111M |
|
339
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $267M | 0.05% |
1,428,145
-21,161
| -1% | -$3.96M |
|
|
DISH
340
DELISTED
DISH Network Corp.
DISH
| $265M | 0.05% |
7,692,267
-2,702,982
| -26% | -$93.3M |
|
341
HubSpot
HUBS
$25.7B
| $265M | 0.05% |
1,182,173
+510,151
| +76% | +$114M |
|
342
Centene
CNC
$14.2B
| $263M | 0.05% |
4,144,366
-1,820,810
| -31% | -$116M |
|
343
Newmont
NEM
$83.7B
| $262M | 0.05% |
4,248,736
-192,493
| -4% | -$11.9M |
|
344
Okta
OKTA
$16.1B
| $262M | 0.05% |
1,306,822
+177,673
| +16% | +$35.6M |
|
|
HZNP
345
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $261M | 0.05% |
4,699,798
+565,700
| +14% | +$31.4M |
|
346
TC Energy
TRP
$53.9B
| $261M | 0.05% |
6,091,263
-2,959,331
| -33% | -$127M |
|
347
JPMorgan Chase
JPM
$809B
| $260M | 0.05% |
2,761,663
-67,281
| -2% | -$6.33M |
|
348
EOG Resources
EOG
$64.4B
| $259M | 0.05% |
5,112,942
+678,439
| +15% | +$34.4M |
|
349
Take-Two Interactive
TTWO
$44.2B
| $257M | 0.05% |
1,842,141
-1,028,041
| -36% | -$143M |
|
350
Elevance Health
ELV
$70.6B
| $257M | 0.05% |
976,326
-256,658
| -21% | -$67.5M |
|