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 |
Apple
AAPL
|
+$963M |
| 2 |
Walt Disney
DIS
|
+$757M |
| 3 |
Nike
NKE
|
+$728M |
| 4 |
Philip Morris
PM
|
+$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
+$732M |
| 3 |
Broadcom
AVGO
|
+$673M |
| 4 |
Gilead Sciences
GILD
|
+$587M |
| 5 |
MetLife
MET
|
+$579M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Baxter International
BAX
$12.3B
| $84.3M | 0.02% |
1,624,696
-705,006
| -30% | -$36.6M |
|
627
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $83.8M | 0.02% |
1,010,150
-20,273
| -2% | -$1.68M |
|
628
Starwood Property Trust
STWD
$7.6B
| $83.6M | 0.02% |
3,701,972
+1,248,070
| +51% | +$28.2M |
|
629
SPDR S&P Bank ETF
KBE
$1.55B
| $83.2M | 0.02% |
1,935,794
+888,582
| +85% | +$38.2M |
|
630
Globant
GLOB
$2.52B
| $83.1M | 0.02% |
2,282,616
+41,721
| +2% | +$1.52M |
|
631
Invesco Senior Loan ETF
BKLN
$6.87B
| $83.1M | 0.02% |
3,571,915
-8,370,420
| -70% | -$195M |
|
632
iShares MSCI World ETF
URTH
$5.67B
| $82.9M | 0.02% |
1,064,691
+36,459
| +4% | +$2.84M |
|
|
FCB
633
DELISTED
FCB Financial Holdings, Inc.
FCB
| $82.9M | 0.02% |
1,672,170
+425,549
| +34% | +$21.1M |
|
|
BRSL
634
Brightstar Lottery PLC
BRSL
$3.13B
| $82.8M | 0.02% |
3,493,191
-72,844
| -2% | -$1.73M |
|
|
ONCE
635
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $82.6M | 0.02% |
1,549,093
+112,596
| +8% | +$6.01M |
|
636
SiriusXM
SIRI
$8.02B
| $82.4M | 0.02% |
1,600,119
-281,936
| -15% | -$14.5M |
|
637
LCI Industries
LCII
$2.47B
| $82.3M | 0.02% |
825,041
+78,602
| +11% | +$7.84M |
|
|
EQM
638
DELISTED
EQM Midstream Partners, LP
EQM
| $82.3M | 0.02% |
1,069,702
+107,382
| +11% | +$8.26M |
|
639
Barclays
BCS
$71.8B
| $82.2M | 0.02% |
7,692,236
+1,507,203
| +24% | +$16.1M |
|
640
SK Telecom
SKM
$8.33B
| $81.9M | 0.02% |
1,974,577
+430
| +0% | +$17.8K |
|
641
Nu Skin
NUS
$570M
| $81.9M | 0.02% |
1,474,087
-154,868
| -10% | -$8.6M |
|
642
DexCom
DXCM
$29.8B
| $80.9M | 0.02% |
3,818,812
+3,742,456
| +4,901% | +$79.3M |
|
643
Vanguard Total International Bond ETF
BNDX
$68.5B
| $80.7M | 0.02% |
1,491,315
-237,620
| -14% | -$12.9M |
|
644
Arch Capital
ACGL
$33.8B
| $80.6M | 0.02% |
2,552,499
+2,269,668
| +802% | +$71.7M |
|
|
LVLT
645
DELISTED
Level 3 Communications Inc
LVLT
| $80.6M | 0.02% |
1,409,023
+441,170
| +46% | +$25.2M |
|
646
Scotiabank
BNS
$79.4B
| $80.1M | 0.02% |
1,368,272
+48,026
| +4% | +$2.81M |
|
647
International Flavors & Fragrances
IFF
$16.5B
| $79.7M | 0.02% |
601,062
+32,839
| +6% | +$4.35M |
|
648
Devon Energy
DVN
$22.5B
| $79.3M | 0.02% |
1,901,394
+879,174
| +86% | +$36.7M |
|
649
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $79.2M | 0.02% |
2,605,181
+1,186,068
| +84% | +$36.1M |
|
650
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $79.1M | 0.02% |
1,216,170
+367,096
| +43% | +$23.9M |
|