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 |
iShares S&P 500 Growth ETF
IVW
|
+$1.67B |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$1.66B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.14B |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$966M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$877M |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.11B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 3 |
Microsoft
MSFT
|
+$933M |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$921M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$787M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Healthcare | 11.55% |
| 3 | Financials | 11.4% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Industrials | 6.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
CyberArk
CYBR
$23.7B
| $103M | 0.02% |
1,201,514
+279,327
| +30% | +$23.9M |
|
|
FOCS
527
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $102M | 0.02% |
4,445,131
+1,221,202
| +38% | +$28.1M |
|
528
Graphic Packaging
GPK
$6.08B
| $102M | 0.02% |
8,373,677
+866,127
| +12% | +$10.6M |
|
|
WMGI
529
DELISTED
Wright Medical Group Inc
WMGI
| $102M | 0.02% |
3,563,646
+867,046
| +32% | +$24.8M |
|
530
Rexford Industrial Realty
REXR
$10.1B
| $101M | 0.02% |
2,455,952
-136,124
| -5% | -$5.58M |
|
531
BorgWarner
BWA
$9.45B
| $101M | 0.02% |
4,693,302
-174,595
| -4% | -$3.75M |
|
532
Emerson Electric
EMR
$74.3B
| $100M | 0.02% |
2,106,569
+552,202
| +36% | +$26.3M |
|
533
Bank of Montreal
BMO
$90.6B
| $100M | 0.02% |
1,994,787
-20,363
| -1% | -$1.02M |
|
534
Caterpillar
CAT
$196B
| $100M | 0.02% |
862,171
-338,842
| -28% | -$39.3M |
|
535
Murphy USA
MUSA
$7.55B
| $99.8M | 0.02% |
1,183,088
+118,131
| +11% | +$9.97M |
|
|
AZPN
536
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $99.7M | 0.02% |
1,048,923
+70,909
| +7% | +$6.74M |
|
537
Commerce Bancshares
CBSH
$8.04B
| $99.3M | 0.02% |
2,516,000
-50,117
| -2% | -$1.98M |
|
538
Genuine Parts
GPC
$19.3B
| $98.3M | 0.02% |
1,459,358
-239,779
| -14% | -$16.1M |
|
539
Logitech
LOGI
$15.9B
| $98M | 0.02% |
2,283,781
+687,226
| +43% | +$29.5M |
|
540
Cadence Design Systems
CDNS
$98.6B
| $98M | 0.02% |
1,483,717
+1,171,234
| +375% | +$77.3M |
|
541
Skyworks Solutions
SWKS
$11.1B
| $97.9M | 0.02% |
1,095,372
+951,361
| +661% | +$85M |
|
542
Globant
GLOB
$2.64B
| $97.7M | 0.02% |
1,112,270
+340,161
| +44% | +$29.9M |
|
543
Banco Santander Chile
BSAC
$12.1B
| $97M | 0.02% |
6,409,446
+234,919
| +4% | +$3.55M |
|
544
Bank of America Series L
BAC.PRL
$3.91B
| $96.3M | 0.02% |
76,072
-4,808
| -6% | -$6.09M |
|
545
Kohl's
KSS
$1.86B
| $95.4M | 0.02% |
6,538,676
-895,920
| -12% | -$13.1M |
|
546
Nexstar Media Group
NXST
$6.14B
| $95.4M | 0.02% |
1,652,357
-25,250
| -2% | -$1.46M |
|
547
Stellantis
STLA
$25.8B
| $94.3M | 0.02% |
13,118,380
+4,694,280
| +56% | +$33.8M |
|
548
HCA Healthcare
HCA
$96.7B
| $94.3M | 0.02% |
1,049,190
-385,118
| -27% | -$34.6M |
|
|
GAP
549
The Gap, Inc.
GAP
$8.94B
| $93.5M | 0.02% |
13,285,946
+5,463,511
| +70% | +$38.5M |
|
550
Western Alliance Bancorporation
WAL
$9.75B
| $93.3M | 0.02% |
3,049,582
+517,948
| +20% | +$15.9M |
|