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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Rexford Industrial Realty
REXR
$10.1B
| $230M | 0.02% |
4,567,550
+1,658,656
| +57% | +$83.4M |
|
577
Occidental Petroleum
OXY
$45.6B
| $227M | 0.02% |
3,487,054
+2,407,173
| +223% | +$156M |
|
578
Rayonier
RYN
$4.04B
| $226M | 0.02% |
7,135,211
-1,947,529
| -21% | -$61.6M |
|
579
Acadia Healthcare
ACHC
$1.94B
| $226M | 0.02% |
2,848,093
-310,816
| -10% | -$24.6M |
|
580
Globe Life
GL
$11.3B
| $226M | 0.02% |
1,938,426
-2,397,391
| -55% | -$279M |
|
581
Lamb Weston
LW
$7.79B
| $225M | 0.02% |
2,109,763
+439,094
| +26% | +$46.8M |
|
582
Thomson Reuters
TRI
$76.8B
| $224M | 0.02% |
1,436,748
+59,316
| +4% | +$9.24M |
|
583
WESCO International
WCC
$10.5B
| $223M | 0.02% |
1,299,794
+11,016
| +0.9% | +$1.89M |
|
584
Aptiv
APTV
$17.8B
| $222M | 0.02% |
2,793,116
+460,611
| +20% | +$36.7M |
|
585
Expeditors International
EXPD
$16.5B
| $221M | 0.02% |
1,817,536
+242,810
| +15% | +$29.5M |
|
586
iShares Biotechnology ETF
IBB
$5.64B
| $221M | 0.02% |
1,608,725
-418,820
| -21% | -$57.5M |
|
587
Cummins
CMI
$55.8B
| $221M | 0.02% |
748,613
+241,863
| +48% | +$71.3M |
|
588
Universal Health Services
UHS
$11.8B
| $220M | 0.02% |
1,208,469
+158,590
| +15% | +$28.9M |
|
589
BJs Wholesale Club
BJ
$12.8B
| $219M | 0.02% |
2,899,092
-90,843
| -3% | -$6.87M |
|
590
Sempra
SRE
$53.5B
| $219M | 0.02% |
3,045,891
+632,654
| +26% | +$45.4M |
|
591
Consolidated Edison
ED
$35B
| $218M | 0.02% |
2,397,833
+560,929
| +31% | +$50.9M |
|
592
Fair Isaac
FICO
$36.7B
| $218M | 0.02% |
174,229
+50,708
| +41% | +$63.4M |
|
593
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $217M | 0.02% |
2,280,927
+848,282
| +59% | +$80.8M |
|
594
Vertiv
VRT
$52.2B
| $214M | 0.02% |
2,616,173
+1,487,497
| +132% | +$121M |
|
595
iShares Global Tech ETF
IXN
$5.89B
| $213M | 0.02% |
2,851,576
-28,253
| -1% | -$2.11M |
|
596
Kite Realty
KRG
$4.97B
| $213M | 0.02% |
9,824,200
+2,003,586
| +26% | +$43.4M |
|
597
BioMarin Pharmaceuticals
BMRN
$10.5B
| $212M | 0.02% |
2,422,002
-25,790
| -1% | -$2.25M |
|
598
Credo Technology Group
CRDO
$28.4B
| $208M | 0.02% |
9,830,416
-1,187,475
| -11% | -$25.2M |
|
599
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
| $207M | 0.02% |
371,678
+881
| +0.2% | +$490K |
|
600
Warner Bros
WBD
$31B
| $206M | 0.02% |
23,635,227
+7,153,261
| +43% | +$62.4M |
|