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 | |
|---|---|---|---|---|---|---|
551
Knight Transportation
KNX
$6.94B
| $189M | 0.02% |
3,093,319
-101,437
| -3% | -$6.18M |
|
552
3M
MMM
$82.4B
| $188M | 0.02% |
1,267,331
+175,314
| +16% | +$26M |
|
553
Aptiv
APTV
$17.7B
| $188M | 0.02% |
1,140,811
+374,493
| +49% | +$61.8M |
|
554
iShares Gold Trust
IAU
$53.6B
| $188M | 0.02% |
5,405,628
-3,637,439
| -40% | -$127M |
|
555
Magna International
MGA
$12.8B
| $188M | 0.02% |
2,324,355
-66,778
| -3% | -$5.41M |
|
|
CCMP
556
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $187M | 0.02% |
974,365
-96,865
| -9% | -$18.6M |
|
557
VanEck Oil Services ETF
OIH
$852M
| $186M | 0.02% |
1,007,714
+911,438
| +947% | +$168M |
|
|
GTM
558
ZoomInfo Technologies
GTM
$3.55B
| $186M | 0.02% |
2,893,415
-185,600
| -6% | -$11.9M |
|
559
Fiserv
FI
$73.2B
| $185M | 0.02% |
1,784,437
-670,693
| -27% | -$69.6M |
|
560
First Horizon
FHN
$11.6B
| $185M | 0.02% |
11,326,037
-1,518,271
| -12% | -$24.8M |
|
561
Masco
MAS
$15.4B
| $184M | 0.02% |
2,627,117
+252,587
| +11% | +$17.7M |
|
562
Terreno Realty
TRNO
$5.93B
| $184M | 0.02% |
2,160,269
+379,981
| +21% | +$32.4M |
|
|
ZNGA
563
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $184M | 0.02% |
28,782,700
+3,859,882
| +15% | +$24.7M |
|
564
Newmont
NEM
$85.1B
| $184M | 0.02% |
2,962,248
+564,393
| +24% | +$35M |
|
565
Lamb Weston
LW
$7.75B
| $183M | 0.02% |
2,892,567
-55,464
| -2% | -$3.52M |
|
566
LCI Industries
LCII
$2.47B
| $183M | 0.02% |
1,173,764
-187,620
| -14% | -$29.2M |
|
567
Akamai
AKAM
$11.2B
| $182M | 0.02% |
1,558,903
-815,380
| -34% | -$95.4M |
|
568
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $182M | 0.02% |
3,996,629
+410,136
| +11% | +$18.7M |
|
569
ARK Innovation ETF
ARKK
$7.26B
| $182M | 0.02% |
1,924,455
+534,698
| +38% | +$50.6M |
|
570
Occidental Petroleum
OXY
$45B
| $182M | 0.02% |
6,263,472
-687,755
| -10% | -$19.9M |
|
571
Airbnb
ABNB
$75.8B
| $181M | 0.02% |
1,089,149
-593,755
| -35% | -$98.9M |
|
572
W.R. Berkley
WRB
$27.4B
| $181M | 0.02% |
4,948,218
+35,365
| +0.7% | +$1.29M |
|
573
SBA Communications
SBAC
$20.7B
| $179M | 0.02% |
461,113
+64,162
| +16% | +$25M |
|
574
Exelon
EXC
$43.6B
| $178M | 0.02% |
4,310,484
+1,962,368
| +84% | +$80.8M |
|
|
VNE
575
DELISTED
Veoneer, Inc.
VNE
| $177M | 0.02% |
5,001,756
+4,703,345
| +1,576% | +$167M |
|