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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Global X Uranium ETF
URA
$4.28B
| $181M | 0.02% |
6,545,323
+6,376,198
| +3,770% | +$177M |
|
602
Lamb Weston
LW
$8.02B
| $181M | 0.02% |
1,670,669
+911,539
| +120% | +$98.5M |
|
603
Sempra
SRE
$51.8B
| $180M | 0.02% |
2,413,237
+45,029
| +2% | +$3.37M |
|
604
Ryanair
RYAAY
$31.7B
| $179M | 0.02% |
3,352,633
+753,100
| +29% | +$40.2M |
|
605
Kite Realty
KRG
$5.02B
| $179M | 0.02% |
7,820,614
-4,737,080
| -38% | -$108M |
|
606
Unity
U
$19.2B
| $178M | 0.02% |
4,350,867
+4,283,838
| +6,391% | +$175M |
|
607
Vanguard Small-Cap ETF
VB
$66.8B
| $178M | 0.02% |
832,289
+272,635
| +49% | +$58.2M |
|
608
NNN REIT
NNN
$8.12B
| $177M | 0.02% |
4,105,944
+459,436
| +13% | +$19.8M |
|
609
Ameren
AEE
$27B
| $177M | 0.02% |
2,446,259
-2,274,299
| -48% | -$165M |
|
610
Watsco
WSO
$16.6B
| $176M | 0.02% |
409,750
+297,328
| +264% | +$127M |
|
611
Agnico Eagle Mines
AEM
$77.5B
| $175M | 0.02% |
3,186,559
+174,607
| +6% | +$9.58M |
|
612
Leidos
LDOS
$22.9B
| $175M | 0.02% |
1,614,448
-79,700
| -5% | -$8.63M |
|
613
iShares MSCI Mexico ETF
EWW
$1.85B
| $175M | 0.02% |
2,575,389
+1,519,394
| +144% | +$103M |
|
614
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.2B
| $175M | 0.02% |
3,745,449
+3,266,182
| +681% | +$152M |
|
615
WillScot Mobile Mini Holdings
WSC
$4.22B
| $175M | 0.02% |
3,923,813
-78,753
| -2% | -$3.5M |
|
616
RBC Bearings
RBC
$12.1B
| $174M | 0.02% |
612,212
-100,750
| -14% | -$28.7M |
|
617
Grupo Aeroportuario del Sureste
ASR
$10.2B
| $173M | 0.02% |
589,363
-25,013
| -4% | -$7.36M |
|
618
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $173M | 0.02% |
3,370,008
+2,582,748
| +328% | +$132M |
|
619
Remitly
RELY
$4.11B
| $173M | 0.02% |
8,891,302
-797,458
| -8% | -$15.5M |
|
620
Constellation Energy
CEG
$93.4B
| $172M | 0.02% |
1,472,349
+3,601
| +0.2% | +$421K |
|
621
Jazz Pharmaceuticals
JAZZ
$7.88B
| $172M | 0.02% |
1,397,284
-28,757
| -2% | -$3.54M |
|
622
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $172M | 0.02% |
3,189,377
+441,291
| +16% | +$23.8M |
|
623
Dick's Sporting Goods
DKS
$17.9B
| $171M | 0.02% |
1,161,925
+161,217
| +16% | +$23.7M |
|
624
Twist Bioscience
TWST
$1.58B
| $170M | 0.02% |
4,616,073
-451,574
| -9% | -$16.6M |
|
625
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $169M | 0.02% |
3,343,933
+127,728
| +4% | +$6.45M |
|