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 | |
|---|---|---|---|---|---|---|
476
NetEase
NTES
$91.1B
| $256M | 0.03% |
3,001,791
-3,191,895
| -52% | -$273M |
|
477
Acadia Healthcare
ACHC
$2.15B
| $256M | 0.03% |
4,014,878
-391,222
| -9% | -$25M |
|
478
Micron Technology
MU
$151B
| $256M | 0.03% |
3,601,798
-3,250,112
| -47% | -$231M |
|
479
Take-Two Interactive
TTWO
$45.7B
| $255M | 0.03% |
1,652,698
-584,485
| -26% | -$90.1M |
|
480
Planet Fitness
PLNT
$8.61B
| $253M | 0.03% |
3,221,189
+81,482
| +3% | +$6.4M |
|
481
Monolithic Power Systems
MPWR
$41.1B
| $252M | 0.03% |
520,081
+7,229
| +1% | +$3.5M |
|
482
AT&T
T
$210B
| $252M | 0.03% |
12,350,285
-1,264,911
| -9% | -$25.8M |
|
483
Universal Health Services
UHS
$11.9B
| $251M | 0.03% |
1,811,854
-56,719
| -3% | -$7.85M |
|
484
Akamai
AKAM
$11.2B
| $248M | 0.03% |
2,374,283
-1,160,775
| -33% | -$121M |
|
485
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $248M | 0.03% |
2,581,683
+429,436
| +20% | +$41.2M |
|
486
Timken Company
TKR
$5.3B
| $247M | 0.03% |
3,773,181
+1,156,389
| +44% | +$75.7M |
|
487
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $245M | 0.03% |
2,598,329
-1,451,885
| -36% | -$137M |
|
488
CSX Corp
CSX
$60B
| $243M | 0.03% |
8,169,649
-546,374
| -6% | -$16.2M |
|
|
SMAR
489
DELISTED
Smartsheet Inc.
SMAR
| $242M | 0.03% |
3,512,518
+315,057
| +10% | +$21.7M |
|
490
Exelixis
EXEL
$10.3B
| $242M | 0.03% |
11,429,075
-2,704,069
| -19% | -$57.2M |
|
491
Douglas Emmett
DEI
$2.7B
| $241M | 0.03% |
7,608,450
+2,029,510
| +36% | +$64.2M |
|
492
Rexford Industrial Realty
REXR
$10.1B
| $238M | 0.03% |
4,190,728
+400,120
| +11% | +$22.7M |
|
493
Q2 Holdings
QTWO
$5.25B
| $237M | 0.03% |
2,951,930
+61,823
| +2% | +$4.95M |
|
494
Zillow
Z
$21.1B
| $237M | 0.03% |
2,683,730
-8,092,696
| -75% | -$713M |
|
495
Encompass Health
EHC
$12.6B
| $234M | 0.03% |
3,915,481
-80,659
| -2% | -$4.82M |
|
496
Duke Energy
DUK
$93.6B
| $233M | 0.03% |
2,390,253
-1,969,235
| -45% | -$192M |
|
497
Zoetis
ZTS
$66.4B
| $233M | 0.03% |
1,200,593
-449,076
| -27% | -$87.2M |
|
498
NNN REIT
NNN
$8.06B
| $233M | 0.03% |
5,389,853
-314,719
| -6% | -$13.6M |
|
|
DADA
499
DELISTED
Dada Nexus
DADA
| $233M | 0.03% |
11,602,339
+3,779,693
| +48% | +$75.7M |
|
500
Canadian Pacific Kansas City
CP
$68.6B
| $232M | 0.03% |
3,568,932
-184,587
| -5% | -$12M |
|