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 | |
|---|---|---|---|---|---|---|
526
Hologic
HOLX
$14.8B
| $202M | 0.02% |
2,642,975
+410,249
| +18% | +$31.4M |
|
527
Kite Realty
KRG
$5.02B
| $201M | 0.02% |
9,208,625
+5,635,996
| +158% | +$123M |
|
528
Atlassian
TEAM
$47.8B
| $200M | 0.02% |
524,742
+286,570
| +120% | +$109M |
|
529
Nutrien
NTR
$27.9B
| $199M | 0.02% |
2,645,370
-29,313
| -1% | -$2.2M |
|
530
Marathon Petroleum
MPC
$55.1B
| $199M | 0.02% |
3,102,322
-123,265
| -4% | -$7.89M |
|
531
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.24B
| $198M | 0.02% |
3,836,945
+227,073
| +6% | +$11.7M |
|
|
JBGS
532
JBG SMITH
JBGS
$1.42B
| $198M | 0.02% |
6,898,081
+1,481,278
| +27% | +$42.5M |
|
533
Stryker
SYK
$150B
| $198M | 0.02% |
740,411
+199,704
| +37% | +$53.4M |
|
534
Copa Holdings
CPA
$4.73B
| $198M | 0.02% |
+2,393,844
| New | +$198M |
|
535
Arrowhead Research
ARWR
$3.76B
| $198M | 0.02% |
2,979,064
+139,822
| +5% | +$9.27M |
|
536
Morningstar
MORN
$10.9B
| $197M | 0.02% |
576,347
+97,873
| +20% | +$33.5M |
|
537
Power Integrations
POWI
$2.52B
| $196M | 0.02% |
2,108,062
+197,909
| +10% | +$18.4M |
|
538
Alcoa
AA
$8.1B
| $195M | 0.02% |
3,267,444
+493,888
| +18% | +$29.4M |
|
539
Ulta Beauty
ULTA
$23.3B
| $195M | 0.02% |
471,799
-66,665
| -12% | -$27.5M |
|
540
KE Holdings
BEKE
$23.5B
| $194M | 0.02% |
9,638,581
-2,199,175
| -19% | -$44.2M |
|
541
Lincoln National
LNC
$7.9B
| $194M | 0.02% |
2,837,104
+123,856
| +5% | +$8.45M |
|
542
RLI Corp
RLI
$6.27B
| $193M | 0.02% |
3,442,732
-5,992
| -0.2% | -$336K |
|
543
Murphy USA
MUSA
$7.55B
| $193M | 0.02% |
967,283
-243,298
| -20% | -$48.5M |
|
|
BHVN
544
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $192M | 0.02% |
1,395,125
-64,614
| -4% | -$8.9M |
|
545
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $192M | 0.02% |
2,067,128
+29,763
| +1% | +$2.77M |
|
|
GRP.U
546
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $192M | 0.02% |
2,304,995
+830,170
| +56% | +$69.2M |
|
|
SJR
547
DELISTED
Shaw Communications Inc.
SJR
| $192M | 0.02% |
6,324,158
+1,129,037
| +22% | +$34.3M |
|
548
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $191M | 0.02% |
4,850,911
+94,403
| +2% | +$3.72M |
|
|
PLAN
549
DELISTED
Anaplan, Inc.
PLAN
| $190M | 0.02% |
4,137,218
+537,853
| +15% | +$24.7M |
|
550
Avery Dennison
AVY
$13B
| $190M | 0.02% |
875,298
+367,771
| +72% | +$79.6M |
|