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 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Exact Sciences
EXAS
$10.4B
| $202M | 0.03% |
5,123,390
-133,113
| -3% | -$5.24M |
|
477
Planet Fitness
PLNT
$8.52B
| $201M | 0.03% |
2,958,625
-36,419
| -1% | -$2.48M |
|
478
Silgan Holdings
SLGN
$4.71B
| $201M | 0.03% |
4,849,746
+125,121
| +3% | +$5.17M |
|
479
Suncor Energy
SU
$51.3B
| $200M | 0.03% |
5,691,265
+113,110
| +2% | +$3.97M |
|
480
Kanzhun
BZ
$11.2B
| $198M | 0.03% |
7,552,870
-2,313,570
| -23% | -$60.8M |
|
481
American International
AIG
$43.2B
| $197M | 0.03% |
3,861,962
-1,218,232
| -24% | -$62.3M |
|
482
Avery Dennison
AVY
$12.8B
| $197M | 0.03% |
1,217,658
+158,931
| +15% | +$25.7M |
|
483
Evergy
EVRG
$16.5B
| $197M | 0.03% |
3,019,379
-705,306
| -19% | -$46M |
|
484
RPM International
RPM
$16B
| $197M | 0.03% |
2,500,634
+273,205
| +12% | +$21.5M |
|
485
Casella Waste Systems
CWST
$5.81B
| $196M | 0.03% |
2,693,269
+164,539
| +7% | +$12M |
|
|
VG
486
DELISTED
Vonage Holdings Corporation
VG
| $195M | 0.03% |
10,340,109
+471,461
| +5% | +$8.88M |
|
487
Axalta
AXTA
$6.7B
| $194M | 0.03% |
8,779,396
+86,841
| +1% | +$1.92M |
|
488
Natera
NTRA
$23.3B
| $194M | 0.03% |
5,472,779
+466,500
| +9% | +$16.5M |
|
489
Nu Holdings
NU
$74.9B
| $193M | 0.03% |
51,689,338
+50,206,289
| +3,385% | +$188M |
|
490
IDEX
IEX
$12.1B
| $193M | 0.03% |
1,064,267
-19,432
| -2% | -$3.53M |
|
|
B
491
Barrick Mining Corporation
B
$50.3B
| $193M | 0.03% |
10,920,092
+360,761
| +3% | +$6.38M |
|
492
Morningstar
MORN
$10.6B
| $190M | 0.03% |
787,356
+53,747
| +7% | +$13M |
|
493
Lyft
LYFT
$7.87B
| $190M | 0.03% |
14,284,997
-19,855,848
| -58% | -$264M |
|
494
Devon Energy
DVN
$22.5B
| $190M | 0.03% |
3,439,750
+850,825
| +33% | +$46.9M |
|
495
Ross Stores
ROST
$48.8B
| $189M | 0.03% |
2,688,246
-2,495,887
| -48% | -$175M |
|
496
Royal Caribbean
RCL
$92.8B
| $188M | 0.03% |
5,397,100
-1,197,871
| -18% | -$41.8M |
|
497
Edwards Lifesciences
EW
$46B
| $187M | 0.03% |
1,971,336
+671,264
| +52% | +$63.8M |
|
498
Evolent Health
EVH
$1.07B
| $187M | 0.03% |
6,099,249
-39,843
| -0.6% | -$1.22M |
|
499
Marathon Petroleum
MPC
$55.2B
| $183M | 0.03% |
2,230,553
-760,714
| -25% | -$62.5M |
|
500
Ferrari
RACE
$84.4B
| $183M | 0.03% |
997,395
-133,474
| -12% | -$24.5M |
|