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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NUVA
576
DELISTED
NuVasive, Inc.
NUVA
| $174M | 0.02% |
3,076,004
+49,684
| +2% | +$2.82M |
|
577
VF Corp
VFC
$5.85B
| $174M | 0.02% |
3,064,405
-1,479,353
| -33% | -$84.1M |
|
578
Fiserv
FI
$71.8B
| $174M | 0.02% |
1,715,679
-68,758
| -4% | -$6.97M |
|
|
VMW
579
DELISTED
VMware, Inc
VMW
| $174M | 0.02% |
1,525,938
+1,297,220
| +567% | +$148M |
|
580
Brunswick
BC
$4.23B
| $173M | 0.02% |
2,133,700
-715,633
| -25% | -$57.9M |
|
581
Portland General Electric
POR
$4.63B
| $172M | 0.02% |
3,125,242
+76,834
| +3% | +$4.24M |
|
582
Energizer
ENR
$1.94B
| $172M | 0.02% |
5,603,086
+164,970
| +3% | +$5.07M |
|
583
GE Aerospace
GE
$301B
| $172M | 0.02% |
3,016,259
+186,292
| +7% | +$10.6M |
|
584
General Mills
GIS
$26.7B
| $171M | 0.02% |
2,523,449
+856,183
| +51% | +$58M |
|
585
Ares Management
ARES
$39.3B
| $171M | 0.02% |
2,099,469
+633,684
| +43% | +$51.5M |
|
586
RBC Bearings
RBC
$11.9B
| $170M | 0.02% |
879,373
+23,354
| +3% | +$4.53M |
|
587
Western Alliance Bancorporation
WAL
$9.8B
| $170M | 0.02% |
2,057,849
+418,505
| +26% | +$34.7M |
|
588
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $170M | 0.02% |
767,751
-4,889
| -0.6% | -$1.08M |
|
589
PACCAR
PCAR
$51.8B
| $170M | 0.02% |
2,897,612
+1,537,926
| +113% | +$90.3M |
|
590
Aon
AON
$78.1B
| $170M | 0.02% |
521,257
+221,039
| +74% | +$72M |
|
591
Affirm
AFRM
$27.6B
| $167M | 0.02% |
3,611,462
-1,550,554
| -30% | -$71.8M |
|
592
JD.com
JD
$47.2B
| $166M | 0.02% |
2,873,971
-3,834,040
| -57% | -$222M |
|
593
ARK Innovation ETF
ARKK
$7.12B
| $165M | 0.02% |
2,484,054
+559,599
| +29% | +$37.1M |
|
594
3M
MMM
$81.8B
| $164M | 0.02% |
1,320,528
+53,197
| +4% | +$6.62M |
|
595
RenaissanceRe
RNR
$11.2B
| $163M | 0.02% |
1,030,743
+208,690
| +25% | +$33.1M |
|
596
Baidu
BIDU
$37B
| $163M | 0.02% |
1,232,190
+989,199
| +407% | +$131M |
|
597
Jabil
JBL
$23.2B
| $163M | 0.02% |
2,639,480
+2,300,029
| +678% | +$142M |
|
|
IAA
598
DELISTED
IAA, Inc. Common Stock
IAA
| $163M | 0.02% |
4,251,963
+782,054
| +23% | +$29.9M |
|
599
Dick's Sporting Goods
DKS
$20.4B
| $163M | 0.02% |
1,624,887
+690,777
| +74% | +$69.1M |
|
|
BHVN
600
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $162M | 0.02% |
1,369,533
-25,592
| -2% | -$3.03M |
|