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 | |
|---|---|---|---|---|---|---|
576
L3Harris
LHX
$53.1B
| $147M | 0.02% |
606,230
+26,167
| +5% | +$6.32M |
|
577
Portland General Electric
POR
$4.69B
| $145M | 0.02% |
3,001,288
-123,954
| -4% | -$5.99M |
|
|
PYCR
578
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $144M | 0.02% |
5,557,642
+530,939
| +11% | +$13.8M |
|
|
NUVA
579
DELISTED
NuVasive, Inc.
NUVA
| $144M | 0.02% |
2,938,295
-137,709
| -4% | -$6.77M |
|
|
ENV
580
DELISTED
ENVESTNET, INC.
ENV
| $144M | 0.02% |
2,723,567
-147,018
| -5% | -$7.76M |
|
581
Alliant Energy
LNT
$16.5B
| $143M | 0.02% |
2,445,856
-755,952
| -24% | -$44.3M |
|
582
FIVE9
FIVN
$2.05B
| $142M | 0.02% |
1,563,517
+387,103
| +33% | +$35.3M |
|
583
GE Aerospace
GE
$319B
| $142M | 0.02% |
3,582,137
+565,878
| +19% | +$22.4M |
|
584
ICICI Bank
IBN
$114B
| $142M | 0.02% |
7,998,277
+1,629,668
| +26% | +$28.9M |
|
585
iShares Gold Trust
IAU
$54.9B
| $141M | 0.02% |
4,119,601
-2,140,925
| -34% | -$73.5M |
|
|
IAA
586
DELISTED
IAA, Inc. Common Stock
IAA
| $141M | 0.02% |
4,311,784
+59,821
| +1% | +$1.96M |
|
587
Brunswick
BC
$4.14B
| $141M | 0.02% |
2,153,146
+19,446
| +0.9% | +$1.27M |
|
588
Dick's Sporting Goods
DKS
$19.9B
| $140M | 0.02% |
1,859,704
+234,817
| +14% | +$17.7M |
|
|
GRP.U
589
Granite Real Estate Investment Trust
GRP.U
$3.45B
| $140M | 0.02% |
2,284,936
-38,846
| -2% | -$2.37M |
|
590
Lockheed Martin
LMT
$110B
| $139M | 0.02% |
324,242
-39,710
| -11% | -$17.1M |
|
591
Datadog
DDOG
$48.4B
| $139M | 0.02% |
1,457,324
+253,588
| +21% | +$24.2M |
|
592
Stryker
SYK
$144B
| $138M | 0.02% |
694,509
-85,158
| -11% | -$16.9M |
|
593
Western Midstream Partners
WES
$14.6B
| $138M | 0.02% |
5,676,110
+83,919
| +2% | +$2.04M |
|
594
Knight Transportation
KNX
$6.5B
| $137M | 0.02% |
2,951,102
-82,141
| -3% | -$3.8M |
|
595
Lincoln National
LNC
$7.82B
| $136M | 0.02% |
2,917,930
-483,274
| -14% | -$22.6M |
|
596
Advanced Drainage Systems
WMS
$11.1B
| $136M | 0.02% |
1,513,823
-169,073
| -10% | -$15.2M |
|
597
Murphy USA
MUSA
$7.39B
| $136M | 0.02% |
584,787
-208,545
| -26% | -$48.6M |
|
598
Match Group
MTCH
$9.27B
| $135M | 0.02% |
1,941,675
-1,379,690
| -42% | -$96.1M |
|
599
iShares Select Dividend ETF
DVY
$20.5B
| $135M | 0.02% |
1,147,429
+76,452
| +7% | +$9M |
|
600
Landstar System
LSTR
$4.32B
| $135M | 0.02% |
926,628
-23,639
| -2% | -$3.44M |
|