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 |
Salesforce
CRM
|
+$1.16B |
| 2 |
Broadcom
AVGO
|
+$1.02B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$971M |
| 4 |
Verizon
VZ
|
+$910M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$878M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.31B |
| 3 |
TWX
Time Warner Inc
TWX
|
+$764M |
| 4 |
IBM
IBM
|
+$705M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$625M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Technology | 13.42% |
| 3 | Healthcare | 10.29% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Avery Dennison
AVY
$12.9B
| $119M | 0.02% |
1,162,189
-81,305
| -7% | -$8.3M |
|
552
Exelixis
EXEL
$10.2B
| $117M | 0.02% |
5,450,230
+414,736
| +8% | +$8.93M |
|
|
INST
553
DELISTED
Instructure, Inc.
INST
| $117M | 0.02% |
2,751,955
+2,111
| +0.1% | +$89.8K |
|
554
Sunstone Hotel Investors
SHO
$1.76B
| $117M | 0.02% |
7,020,894
+456,892
| +7% | +$7.59M |
|
555
Starwood Property Trust
STWD
$7.6B
| $117M | 0.02% |
5,372,010
+1,449,265
| +37% | +$31.5M |
|
556
VanEck Semiconductor ETF
SMH
$28.3B
| $117M | 0.02% |
2,271,824
+2,255,446
| +13,771% | +$116M |
|
557
Allstate
ALL
$52.7B
| $116M | 0.02% |
1,275,370
+27,767
| +2% | +$2.53M |
|
558
Edwards Lifesciences
EW
$45.8B
| $115M | 0.02% |
2,365,188
+649,779
| +38% | +$31.5M |
|
559
Urban Outfitters
URBN
$6.31B
| $115M | 0.02% |
2,571,028
+2,105,982
| +453% | +$93.8M |
|
560
Solid Biosciences
SLDB
$411M
| $114M | 0.02% |
213,087
-9,687
| -4% | -$5.18M |
|
561
CoStar Group
CSGP
$36.2B
| $114M | 0.02% |
2,755,540
+2,644,840
| +2,389% | +$109M |
|
562
BioMarin Pharmaceuticals
BMRN
$10.5B
| $114M | 0.02% |
1,206,440
+151,058
| +14% | +$14.2M |
|
563
Schwab US REIT ETF
SCHH
$8.34B
| $114M | 0.02% |
5,438,370
+153,740
| +3% | +$3.21M |
|
564
FedEx
FDX
$53.3B
| $114M | 0.02% |
500,259
-113,717
| -19% | -$25.8M |
|
565
Emcor
EME
$28.3B
| $113M | 0.02% |
1,486,874
-4,214
| -0.3% | -$321K |
|
566
Columbia Sportswear
COLM
$3.01B
| $113M | 0.02% |
1,234,706
-155,346
| -11% | -$14.2M |
|
567
CSX Corp
CSX
$59.6B
| $113M | 0.02% |
5,308,761
+2,471,271
| +87% | +$52.5M |
|
568
Berkshire Hathaway Class A
BRK.A
$1.06T
| $113M | 0.02% |
400
-14
| -3% | -$3.95M |
|
569
Motorola Solutions
MSI
$80.4B
| $113M | 0.02% |
968,499
+542,010
| +127% | +$63.1M |
|
570
Bankunited
BKU
$2.91B
| $112M | 0.02% |
2,753,852
-618,378
| -18% | -$25.3M |
|
571
First Hawaiian
FHB
$3.21B
| $112M | 0.02% |
3,847,457
+15,680
| +0.4% | +$455K |
|
572
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| $112M | 0.02% |
6,308,414
+3,103,616
| +97% | +$54.9M |
|
573
Associated Banc-Corp
ASB
$4.37B
| $112M | 0.02% |
4,085,338
-681,709
| -14% | -$18.6M |
|
574
IPG Photonics
IPGP
$3.44B
| $111M | 0.02% |
503,864
-4,984
| -1% | -$1.1M |
|
575
SiriusXM
SIRI
$7.99B
| $111M | 0.02% |
1,636,771
+231,709
| +16% | +$15.7M |
|