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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Vanguard High Dividend Yield ETF
VYM
$64.7B
| $178M | 0.02% |
1,679,482
+12,315
| +0.7% | +$1.31M |
|
577
KLA
KLAC
$123B
| $178M | 0.02% |
367,082
+21,723
| +6% | +$10.5M |
|
578
Evolent Health
EVH
$1.07B
| $178M | 0.02% |
5,869,493
+308,943
| +6% | +$9.36M |
|
579
Energizer
ENR
$1.94B
| $176M | 0.02% |
5,246,987
+291,655
| +6% | +$9.79M |
|
580
Qorvo
QRVO
$8.26B
| $175M | 0.02% |
1,719,002
+447,781
| +35% | +$45.7M |
|
581
Factset
FDS
$13.7B
| $175M | 0.02% |
436,481
-73,460
| -14% | -$29.4M |
|
582
FIVE9
FIVN
$1.95B
| $174M | 0.02% |
2,106,780
+425,220
| +25% | +$35.1M |
|
583
iShares Global Tech ETF
IXN
$5.89B
| $172M | 0.02% |
2,762,921
+123,871
| +5% | +$7.7M |
|
584
DocuSign
DOCU
$15.9B
| $170M | 0.02% |
3,335,141
+279,611
| +9% | +$14.3M |
|
585
Baidu
BIDU
$37B
| $170M | 0.02% |
1,238,704
+726,961
| +142% | +$99.5M |
|
586
American Electric Power
AEP
$57.9B
| $169M | 0.02% |
2,009,064
-702,140
| -26% | -$59.1M |
|
587
Vanguard Consumer Discretionary ETF
VCR
$6.44B
| $169M | 0.02% |
596,225
+94,908
| +19% | +$26.9M |
|
588
Amicus Therapeutics
FOLD
$2.45B
| $169M | 0.02% |
13,442,391
-291,094
| -2% | -$3.66M |
|
589
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
| $167M | 0.02% |
3,211,335
+432,409
| +16% | +$22.5M |
|
590
Vale
VALE
$44.8B
| $166M | 0.02% |
12,405,505
+3,676,802
| +42% | +$49.3M |
|
591
Toll Brothers
TOL
$13.8B
| $166M | 0.02% |
2,105,281
+511,721
| +32% | +$40.5M |
|
592
General Motors
GM
$54.6B
| $166M | 0.02% |
4,315,382
+940,171
| +28% | +$36.3M |
|
593
Universal Health Services
UHS
$11.8B
| $166M | 0.02% |
1,052,767
-153,791
| -13% | -$24.3M |
|
594
National Fuel Gas
NFG
$7.87B
| $166M | 0.02% |
3,227,805
+671,537
| +26% | +$34.5M |
|
595
Newell Brands
NWL
$2.54B
| $165M | 0.02% |
18,976,904
-2,811,995
| -13% | -$24.5M |
|
596
RB Global
RBA
$21.6B
| $163M | 0.02% |
2,717,012
-106,000
| -4% | -$6.36M |
|
597
Apellis Pharmaceuticals
APLS
$3.29B
| $163M | 0.02% |
1,786,982
+138,530
| +8% | +$12.6M |
|
598
Wolfspeed
WOLF
$230M
| $162M | 0.02% |
2,914,012
-2,218,025
| -43% | -$123M |
|
599
JD.com
JD
$47.2B
| $161M | 0.02% |
4,703,826
-738,626
| -14% | -$25.2M |
|
600
HealthEquity
HQY
$7.88B
| $159M | 0.02% |
2,514,019
+39,589
| +2% | +$2.5M |
|