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 | |
|---|---|---|---|---|---|---|
526
Western Alliance Bancorporation
WAL
$9.86B
| $210M | 0.03% |
1,934,058
-280,175
| -13% | -$30.5M |
|
|
SYNH
527
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $210M | 0.03% |
2,403,697
-97,594
| -4% | -$8.54M |
|
528
Illumina
ILMN
$15.1B
| $209M | 0.03% |
530,733
-454
| -0.1% | -$179K |
|
529
First Horizon
FHN
$11.3B
| $209M | 0.03% |
12,844,308
-335,246
| -3% | -$5.46M |
|
530
Saia
SAIA
$8.31B
| $209M | 0.03% |
878,892
-2,366
| -0.3% | -$563K |
|
531
Toro Company
TTC
$7.96B
| $207M | 0.03% |
2,121,524
-380,872
| -15% | -$37.1M |
|
532
Kroger
KR
$45B
| $206M | 0.03% |
5,091,319
-654,934
| -11% | -$26.5M |
|
533
Occidental Petroleum
OXY
$44.7B
| $206M | 0.03% |
6,951,227
+71,765
| +1% | +$2.12M |
|
534
Teladoc Health
TDOC
$1.39B
| $205M | 0.03% |
1,614,014
-106,074
| -6% | -$13.5M |
|
535
VanEck Semiconductor ETF
SMH
$28.2B
| $204M | 0.03% |
1,594,706
+691,064
| +76% | +$88.5M |
|
536
Zions Bancorporation
ZION
$8.42B
| $204M | 0.03% |
3,300,975
-52,494
| -2% | -$3.25M |
|
|
BHVN
537
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $203M | 0.03% |
1,459,739
-292,129
| -17% | -$40.6M |
|
538
Murphy USA
MUSA
$7.56B
| $202M | 0.03% |
1,210,581
-349,155
| -22% | -$58.4M |
|
539
ICU Medical
ICUI
$3.22B
| $202M | 0.03% |
866,701
-28,569
| -3% | -$6.67M |
|
540
iShares China Large-Cap ETF
FXI
$6.83B
| $202M | 0.03% |
5,193,395
+1,075,343
| +26% | +$41.9M |
|
541
UiPath
PATH
$6.31B
| $202M | 0.03% |
3,840,249
+2,059,228
| +116% | +$108M |
|
542
Marathon Petroleum
MPC
$55.1B
| $199M | 0.02% |
3,225,587
-2,554,385
| -44% | -$158M |
|
543
Vale
VALE
$44.6B
| $197M | 0.02% |
14,137,401
+6,432,053
| +83% | +$89.7M |
|
544
SPDR Euro Stoxx 50 ETF
FEZ
$4.56B
| $196M | 0.02% |
4,334,457
-3,281,106
| -43% | -$149M |
|
545
ResMed
RMD
$40.9B
| $196M | 0.02% |
743,660
-249,229
| -25% | -$65.7M |
|
546
Agios Pharmaceuticals
AGIO
$2.12B
| $196M | 0.02% |
4,242,985
-919,326
| -18% | -$42.4M |
|
547
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $195M | 0.02% |
1,887,425
+935,622
| +98% | +$96.7M |
|
548
Maravai LifeSciences
MRVI
$353M
| $195M | 0.02% |
3,966,555
-915,396
| -19% | -$44.9M |
|
549
Ulta Beauty
ULTA
$23.3B
| $194M | 0.02% |
538,464
-80,598
| -13% | -$29.1M |
|
550
Voya Financial
VOYA
$7.3B
| $194M | 0.02% |
3,164,429
+79,143
| +3% | +$4.86M |
|