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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Equity Lifestyle Properties
ELS
$11.9B
| $294M | 0.04% |
3,764,566
+290,768
| +8% | +$22.7M |
|
427
CubeSmart
CUBE
$9.29B
| $293M | 0.04% |
6,051,132
-1,428,462
| -19% | -$69.2M |
|
428
Cadence Design Systems
CDNS
$98.6B
| $292M | 0.04% |
1,927,917
-555,603
| -22% | -$84.1M |
|
429
CarMax
KMX
$9.21B
| $291M | 0.04% |
2,273,443
-819,477
| -26% | -$105M |
|
430
Raymond James Financial
RJF
$33B
| $290M | 0.04% |
3,139,780
-269,782
| -8% | -$24.9M |
|
431
Brunswick
BC
$4.27B
| $290M | 0.04% |
3,039,961
-455,433
| -13% | -$43.4M |
|
432
Helen of Troy
HELE
$550M
| $288M | 0.04% |
1,283,208
-161,458
| -11% | -$36.3M |
|
433
Unity
U
$19.2B
| $288M | 0.04% |
2,283,441
+2,252,536
| +7,289% | +$284M |
|
434
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $288M | 0.04% |
2,571,277
+1,632,211
| +174% | +$183M |
|
|
ACC
435
DELISTED
American Campus Communities, Inc.
ACC
| $288M | 0.04% |
5,941,780
+2,328,882
| +64% | +$113M |
|
436
Hubbell
HUBB
$23.2B
| $287M | 0.04% |
1,589,865
-187,824
| -11% | -$33.9M |
|
437
Wayfair
W
$11.2B
| $286M | 0.04% |
1,118,458
-1,595,798
| -59% | -$408M |
|
438
Broadcom
AVGO
$1.58T
| $286M | 0.04% |
5,892,410
-3,559,890
| -38% | -$173M |
|
439
Acuity Brands
AYI
$10.1B
| $286M | 0.04% |
1,647,467
-178,511
| -10% | -$30.9M |
|
440
Confluent
CFLT
$6.88B
| $285M | 0.04% |
4,785,802
+3,422,255
| +251% | +$204M |
|
441
Invesco Senior Loan ETF
BKLN
$6.88B
| $285M | 0.04% |
12,876,845
-339,294
| -3% | -$7.5M |
|
442
LKQ Corp
LKQ
$8.31B
| $284M | 0.04% |
5,645,340
+29,633
| +0.5% | +$1.49M |
|
443
Mine Safety
MSA
$6.61B
| $283M | 0.03% |
1,939,578
-94,839
| -5% | -$13.8M |
|
444
Airbnb
ABNB
$75.8B
| $282M | 0.03% |
1,682,904
+470,143
| +39% | +$78.9M |
|
445
National Fuel Gas
NFG
$7.77B
| $281M | 0.03% |
5,341,674
-33,940
| -0.6% | -$1.78M |
|
446
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
| $280M | 0.03% |
2,817,466
-773,608
| -22% | -$76.8M |
|
447
Scotiabank
BNS
$79.3B
| $279M | 0.03% |
4,540,971
-332,944
| -7% | -$20.5M |
|
448
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $279M | 0.03% |
4,369,702
+1,490,893
| +52% | +$95.2M |
|
|
MDLA
449
DELISTED
Medallia, Inc.
MDLA
| $279M | 0.03% |
8,234,998
+4,669,598
| +131% | +$158M |
|
450
D.R. Horton
DHI
$53B
| $278M | 0.03% |
3,310,328
-8,435
| -0.3% | -$708K |
|