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 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Power Integrations
POWI
$2.41B
| $157M | 0.02% |
2,097,256
-288
| -0% | -$21.6K |
|
552
iShares Russell 2000 Value ETF
IWN
$11.9B
| $156M | 0.02% |
1,148,282
+190,487
| +20% | +$25.9M |
|
|
SAIL
553
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $156M | 0.02% |
2,493,912
+2,266,170
| +995% | +$142M |
|
|
SYNH
554
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $156M | 0.02% |
2,179,864
-57,904
| -3% | -$4.15M |
|
|
ACC
555
DELISTED
American Campus Communities, Inc.
ACC
| $155M | 0.02% |
2,409,503
-4,669,013
| -66% | -$301M |
|
556
Zions Bancorporation
ZION
$8.67B
| $155M | 0.02% |
3,047,881
+16,095
| +0.5% | +$819K |
|
|
XYZ
557
Block Inc
XYZ
$47B
| $154M | 0.02% |
2,506,798
+1,392,230
| +125% | +$85.6M |
|
558
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
| $154M | 0.02% |
6,075,694
+6,073,466
| +272,597% | +$154M |
|
559
Kohl's
KSS
$1.93B
| $154M | 0.02% |
4,308,374
-2,395,076
| -36% | -$85.5M |
|
560
BellRing Brands
BRBR
$4.54B
| $153M | 0.02% |
6,148,421
+283,041
| +5% | +$7.04M |
|
561
Matador Resources
MTDR
$5.66B
| $153M | 0.02% |
3,280,313
+459,648
| +16% | +$21.4M |
|
562
Vanguard High Dividend Yield ETF
VYM
$65B
| $152M | 0.02% |
1,498,778
+116,818
| +8% | +$11.9M |
|
|
JBGS
563
JBG SMITH
JBGS
$1.47B
| $152M | 0.02% |
6,442,638
+438,357
| +7% | +$10.4M |
|
564
Ribbon Communications
RBBN
$685M
| $152M | 0.02% |
49,953,259
| – | – |
|
565
Idexx Laboratories
IDXX
$52.5B
| $152M | 0.02% |
432,862
+50,869
| +13% | +$17.8M |
|
566
HealthEquity
HQY
$8.08B
| $151M | 0.02% |
2,457,011
-212,694
| -8% | -$13.1M |
|
567
DTE Energy
DTE
$28.2B
| $150M | 0.02% |
1,186,319
-842,572
| -42% | -$107M |
|
568
Okta
OKTA
$16.5B
| $150M | 0.02% |
1,662,671
+255,597
| +18% | +$23.1M |
|
569
iRhythm Technologies
IRTC
$5.62B
| $150M | 0.02% |
1,384,190
-235,184
| -15% | -$25.4M |
|
570
Tractor Supply
TSCO
$31.6B
| $149M | 0.02% |
3,852,780
-1,602,425
| -29% | -$62.1M |
|
571
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $149M | 0.02% |
759,845
-7,906
| -1% | -$1.55M |
|
572
Yum! Brands
YUM
$40.4B
| $149M | 0.02% |
1,311,239
-1,144,058
| -47% | -$130M |
|
573
Gulfport Energy Corp
GPOR
$2.94B
| $147M | 0.02% |
1,853,894
-357,748
| -16% | -$28.4M |
|
574
Masco
MAS
$15.1B
| $147M | 0.02% |
2,901,757
-90,991
| -3% | -$4.6M |
|
|
575
iShares Short Treasury Bond ETF
SHV
$20.8B
| $147M | 0.02% |
1,331,297
-5,985,941
| -82% | -$659M |
|