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 | |
|---|---|---|---|---|---|---|
576
Magna International
MGA
$13B
| $180M | 0.02% |
2,391,133
-757,712
| -24% | -$57M |
|
577
Genuine Parts
GPC
$19.5B
| $178M | 0.02% |
1,468,338
-140,920
| -9% | -$17.1M |
|
578
CommScope
COMM
$3.59B
| $178M | 0.02% |
13,090,250
-1,850,485
| -12% | -$25.1M |
|
579
Arrowhead Research
ARWR
$3.83B
| $177M | 0.02% |
2,839,242
+193,197
| +7% | +$12.1M |
|
|
LSI
580
DELISTED
Life Storage, Inc.
LSI
| $177M | 0.02% |
1,543,625
-1,646,888
| -52% | -$189M |
|
|
NUVA
581
DELISTED
NuVasive, Inc.
NUVA
| $175M | 0.02% |
2,917,794
-102,793
| -3% | -$6.15M |
|
582
Caterpillar
CAT
$196B
| $174M | 0.02% |
906,870
-141,408
| -13% | -$27.1M |
|
583
Regenxbio
RGNX
$500M
| $174M | 0.02% |
4,140,326
+418,481
| +11% | +$17.5M |
|
584
Nutrien
NTR
$27.9B
| $173M | 0.02% |
2,674,683
+36,216
| +1% | +$2.35M |
|
585
Baker Hughes
BKR
$45B
| $173M | 0.02% |
6,999,246
-2,142,024
| -23% | -$53M |
|
586
RLI Corp
RLI
$6.27B
| $173M | 0.02% |
3,448,724
-108,724
| -3% | -$5.45M |
|
587
Darden Restaurants
DRI
$24.7B
| $173M | 0.02% |
1,139,502
-389,366
| -25% | -$59M |
|
588
SPDR S&P Bank ETF
KBE
$1.55B
| $172M | 0.02% |
3,247,343
+2,574,128
| +382% | +$136M |
|
|
NBIS
589
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.8B
| $170M | 0.02% |
2,137,885
-1,353,292
| -39% | -$108M |
|
590
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $170M | 0.02% |
2,037,365
+681,975
| +50% | +$56.7M |
|
591
Vornado Realty Trust
VNO
$7.81B
| $170M | 0.02% |
4,035,254
-844,703
| -17% | -$35.5M |
|
592
Synchrony
SYF
$28B
| $168M | 0.02% |
3,445,271
+254,244
| +8% | +$12.4M |
|
593
Marriott Vacations Worldwide
VAC
$2.71B
| $167M | 0.02% |
1,063,960
+659,431
| +163% | +$104M |
|
|
CONE
594
DELISTED
CyrusOne Inc Common Stock
CONE
| $167M | 0.02% |
2,157,504
+855,238
| +66% | +$66.2M |
|
|
B
595
Barrick Mining Corporation
B
$49.7B
| $167M | 0.02% |
9,249,726
+679,441
| +8% | +$12.3M |
|
596
Gilead Sciences
GILD
$144B
| $166M | 0.02% |
2,374,130
-1,102,936
| -32% | -$77M |
|
597
Aon
AON
$79B
| $166M | 0.02% |
579,557
-84,549
| -13% | -$24.2M |
|
598
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $165M | 0.02% |
3,586,493
+386,529
| +12% | +$17.8M |
|
599
iShares Convertible Bond ETF
ICVT
$2.84B
| $165M | 0.02% |
1,654,686
-10,510
| -0.6% | -$1.05M |
|
600
Ferrari
RACE
$85.4B
| $165M | 0.02% |
788,334
-313,223
| -28% | -$65.5M |
|