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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
National Vision
EYE
$1.77B
| $397M | 0.05% |
8,280,398
+321,102
| +4% | +$15.4M |
|
377
Globant
GLOB
$2.51B
| $397M | 0.05% |
1,264,452
-36,807
| -3% | -$11.6M |
|
378
Agilent Technologies
A
$35.3B
| $397M | 0.05% |
2,485,087
+114,753
| +5% | +$18.3M |
|
|
ACC
379
DELISTED
American Campus Communities, Inc.
ACC
| $396M | 0.05% |
6,909,844
+968,064
| +16% | +$55.5M |
|
380
Roblox
RBLX
$91.5B
| $394M | 0.05% |
3,815,462
+2,038,438
| +115% | +$210M |
|
381
Post Holdings
POST
$5.7B
| $393M | 0.05% |
5,329,944
-81,841
| -2% | -$6.04M |
|
382
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $389M | 0.04% |
8,149,042
-411,041
| -5% | -$19.6M |
|
383
iShares Short Treasury Bond ETF
SHV
$20.7B
| $389M | 0.04% |
3,523,377
+73,814
| +2% | +$8.15M |
|
384
UBS Group
UBS
$127B
| $387M | 0.04% |
21,641,368
-6,179,369
| -22% | -$110M |
|
385
Cadence Design Systems
CDNS
$91.3B
| $370M | 0.04% |
1,986,424
+58,507
| +3% | +$10.9M |
|
386
Exact Sciences
EXAS
$10.3B
| $367M | 0.04% |
4,719,396
+353,329
| +8% | +$27.5M |
|
387
Vulcan Materials
VMC
$38.7B
| $367M | 0.04% |
1,767,213
+1,134,353
| +179% | +$235M |
|
388
Kinder Morgan
KMI
$60.4B
| $365M | 0.04% |
22,983,284
+1,556,000
| +7% | +$24.7M |
|
389
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $363M | 0.04% |
7,052,767
+1,071,231
| +18% | +$55.1M |
|
390
Kohl's
KSS
$1.77B
| $356M | 0.04% |
7,212,369
+432,904
| +6% | +$21.4M |
|
391
Healthpeak Properties
DOC
$12.5B
| $354M | 0.04% |
9,813,633
-302,654
| -3% | -$10.9M |
|
392
Regency Centers
REG
$13.1B
| $352M | 0.04% |
4,666,241
-9,931
| -0.2% | -$748K |
|
393
Scotiabank
BNS
$79.3B
| $350M | 0.04% |
4,880,171
+339,200
| +7% | +$24.3M |
|
394
Rexford Industrial Realty
REXR
$10.1B
| $350M | 0.04% |
4,309,572
+118,844
| +3% | +$9.64M |
|
395
FirstEnergy
FE
$24.9B
| $347M | 0.04% |
8,331,830
+7,162,825
| +613% | +$298M |
|
396
Twilio
TWLO
$16.1B
| $343M | 0.04% |
1,303,977
+170,210
| +15% | +$44.8M |
|
397
Enbridge
ENB
$106B
| $342M | 0.04% |
8,763,846
+509,015
| +6% | +$19.9M |
|
398
JPMorgan Ultra-Short Income ETF
JPST
$33.5B
| $340M | 0.04% |
6,742,283
-333,918
| -5% | -$16.9M |
|
399
Credicorp
BAP
$20.9B
| $340M | 0.04% |
2,785,126
-17,600
| -0.6% | -$2.15M |
|
400
Carvana
CVNA
$50.6B
| $340M | 0.04% |
1,466,529
-75,655
| -5% | -$17.5M |
|