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 | |
|---|---|---|---|---|---|---|
451
BJs Wholesale Club
BJ
$12.8B
| $281M | 0.03% |
4,194,517
-766,689
| -15% | -$51.3M |
|
452
Garmin
GRMN
$45.9B
| $281M | 0.03% |
2,062,504
+68,549
| +3% | +$9.33M |
|
453
Applied Industrial Technologies
AIT
$9.88B
| $280M | 0.03% |
2,729,428
-286,689
| -10% | -$29.4M |
|
454
Gen Digital
GEN
$18.1B
| $279M | 0.03% |
10,750,096
+12,529
| +0.1% | +$326K |
|
|
FOCS
455
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $278M | 0.03% |
4,661,043
-371,144
| -7% | -$22.2M |
|
456
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $276M | 0.03% |
3,473,486
+565,948
| +19% | +$45M |
|
457
Planet Fitness
PLNT
$8.61B
| $275M | 0.03% |
3,037,003
-184,186
| -6% | -$16.7M |
|
458
Ferrari
RACE
$85.4B
| $274M | 0.03% |
1,059,847
+271,513
| +34% | +$70.3M |
|
459
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $274M | 0.03% |
2,955,585
+357,256
| +14% | +$33.1M |
|
460
Moderna
MRNA
$9.52B
| $271M | 0.03% |
1,068,669
-209,082
| -16% | -$53.1M |
|
461
Evergy
EVRG
$16.4B
| $271M | 0.03% |
3,947,741
-331,265
| -8% | -$22.7M |
|
462
EastGroup Properties
EGP
$8.8B
| $269M | 0.03% |
1,182,611
-789,572
| -40% | -$180M |
|
463
Chord Energy
CHRD
$5.88B
| $264M | 0.03% |
2,093,579
-128,424
| -6% | -$16.2M |
|
464
SPDR Gold Trust
GLD
$115B
| $263M | 0.03% |
1,537,588
-340,901
| -18% | -$58.3M |
|
465
Axalta
AXTA
$6.8B
| $260M | 0.03% |
7,862,760
+407,499
| +5% | +$13.5M |
|
466
MarketAxess Holdings
MKTX
$7.03B
| $259M | 0.03% |
628,749
-207,924
| -25% | -$85.5M |
|
|
TWTR
467
DELISTED
Twitter, Inc.
TWTR
| $255M | 0.03% |
5,898,665
+182,598
| +3% | +$7.89M |
|
468
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $255M | 0.03% |
2,209,885
-361,392
| -14% | -$41.6M |
|
469
Neurocrine Biosciences
NBIX
$14.3B
| $254M | 0.03% |
2,981,099
+291,601
| +11% | +$24.8M |
|
470
Universal Health Services
UHS
$11.9B
| $253M | 0.03% |
1,947,621
+135,767
| +7% | +$17.6M |
|
471
Tractor Supply
TSCO
$31.3B
| $249M | 0.03% |
5,224,045
-4,684,100
| -47% | -$224M |
|
472
Elastic
ESTC
$9.69B
| $248M | 0.03% |
2,012,396
-762,185
| -27% | -$93.8M |
|
473
BILL Holdings
BILL
$5.17B
| $247M | 0.03% |
992,581
+279,902
| +39% | +$69.7M |
|
474
CarMax
KMX
$9.21B
| $246M | 0.03% |
1,888,116
-385,327
| -17% | -$50.2M |
|
475
iRhythm Technologies
IRTC
$5.99B
| $245M | 0.03% |
2,079,429
+287,654
| +16% | +$33.9M |
|