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 BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Guidewire Software
GWRE
$21.2B
| $156M | 0.02% |
1,904,297
+126,748
| +7% | +$10.4M |
|
577
Okta
OKTA
$15.9B
| $156M | 0.02% |
1,806,206
+578,281
| +47% | +$49.9M |
|
578
Cenovus Energy
CVE
$30.6B
| $155M | 0.02% |
8,897,123
-720,649
| -7% | -$12.6M |
|
|
SJR
579
DELISTED
Shaw Communications Inc.
SJR
| $155M | 0.02% |
5,188,309
-591,356
| -10% | -$17.7M |
|
580
Masco
MAS
$15.3B
| $155M | 0.02% |
3,114,820
-41,642
| -1% | -$2.07M |
|
581
Portland General Electric
POR
$4.63B
| $155M | 0.02% |
3,163,031
+228,283
| +8% | +$11.2M |
|
582
Fomento Económico Mexicano
FMX
$30.1B
| $154M | 0.02% |
1,619,955
+178,520
| +12% | +$17M |
|
583
Microchip Technology
MCHP
$35B
| $154M | 0.02% |
1,839,264
-1,037,007
| -36% | -$86.9M |
|
584
Universal Health Services
UHS
$11.8B
| $153M | 0.02% |
1,206,558
+39,076
| +3% | +$4.97M |
|
|
WBA
585
DELISTED
Walgreens Boots Alliance
WBA
| $153M | 0.02% |
4,429,803
+104,016
| +2% | +$3.6M |
|
586
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $153M | 0.02% |
1,056,732
+351,977
| +50% | +$50.9M |
|
587
General Mills
GIS
$26.6B
| $153M | 0.02% |
1,785,161
+308,135
| +21% | +$26.3M |
|
588
ON Semiconductor
ON
$19.7B
| $152M | 0.02% |
1,850,863
+523,335
| +39% | +$43.1M |
|
589
Amicus Therapeutics
FOLD
$2.44B
| $152M | 0.02% |
13,733,485
+186,117
| +1% | +$2.06M |
|
590
Suncor Energy
SU
$51.1B
| $152M | 0.02% |
4,887,018
-538,516
| -10% | -$16.7M |
|
591
Essex Property Trust
ESS
$17B
| $151M | 0.02% |
722,289
+29,876
| +4% | +$6.25M |
|
592
Exelixis
EXEL
$10.2B
| $151M | 0.02% |
7,764,447
-4,755,507
| -38% | -$92.3M |
|
593
Allegro MicroSystems
ALGM
$5.65B
| $150M | 0.02% |
3,134,307
+93,540
| +3% | +$4.49M |
|
594
L3Harris
LHX
$51.5B
| $150M | 0.02% |
764,941
-134,174
| -15% | -$26.3M |
|
595
First Industrial Realty Trust
FR
$6.77B
| $149M | 0.02% |
2,799,425
+1,342,783
| +92% | +$71.4M |
|
596
iShares Core S&P Small-Cap ETF
IJR
$84.9B
| $148M | 0.02% |
1,533,893
-395,852
| -21% | -$38.3M |
|
597
MPLX
MPLX
$50.8B
| $148M | 0.02% |
4,298,506
+3,604,755
| +520% | +$124M |
|
598
MKS Inc. Common Stock
MKSI
$7.44B
| $148M | 0.02% |
1,670,174
-242,873
| -13% | -$21.5M |
|
599
National Fuel Gas
NFG
$7.84B
| $148M | 0.02% |
2,556,268
-25,571
| -1% | -$1.48M |
|
|
AMED
600
DELISTED
Amedisys
AMED
| $147M | 0.02% |
1,997,030
+237,160
| +13% | +$17.4M |
|