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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $159M | 0.02% |
772,640
+226,320
| +41% | +$46.7M |
|
|
NUVA
627
DELISTED
NuVasive, Inc.
NUVA
| $159M | 0.02% |
3,026,320
+108,526
| +4% | +$5.7M |
|
628
Gulfport Energy Corp
GPOR
$3.02B
| $159M | 0.02% |
2,203,845
+3,406
| +0.2% | +$245K |
|
629
Woodward
WWD
$14.3B
| $158M | 0.02% |
1,445,893
+18,752
| +1% | +$2.05M |
|
630
Wendy's
WEN
$1.87B
| $158M | 0.02% |
6,627,725
+351,482
| +6% | +$8.38M |
|
631
Arvinas
ARVN
$575M
| $156M | 0.02% |
1,903,035
+46,895
| +3% | +$3.85M |
|
632
iShares Global Tech ETF
IXN
$5.89B
| $155M | 0.02% |
2,414,932
+81,502
| +3% | +$5.25M |
|
633
Kilroy Realty
KRC
$4.98B
| $155M | 0.02% |
2,338,265
+112,235
| +5% | +$7.46M |
|
|
WBA
634
DELISTED
Walgreens Boots Alliance
WBA
| $154M | 0.02% |
2,961,710
-192,789
| -6% | -$10.1M |
|
635
Marriott Vacations Worldwide
VAC
$2.64B
| $154M | 0.02% |
913,550
-150,410
| -14% | -$25.4M |
|
|
DRE
636
DELISTED
Duke Realty Corp.
DRE
| $154M | 0.02% |
2,349,851
+189,302
| +9% | +$12.4M |
|
|
BDN
637
Brandywine Realty Trust
BDN
$761M
| $154M | 0.02% |
11,485,981
-776,775
| -6% | -$10.4M |
|
638
Franco-Nevada
FNV
$38.3B
| $153M | 0.02% |
1,105,531
+98,809
| +10% | +$13.7M |
|
639
Envista
NVST
$3.45B
| $152M | 0.02% |
3,374,316
+173,921
| +5% | +$7.84M |
|
640
Ecolab
ECL
$76.3B
| $152M | 0.02% |
647,124
-143,018
| -18% | -$33.6M |
|
641
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $151M | 0.02% |
2,422,305
+1,995,520
| +468% | +$125M |
|
642
CyberArk
CYBR
$23.6B
| $151M | 0.02% |
873,975
-518,790
| -37% | -$89.9M |
|
643
iShares China Large-Cap ETF
FXI
$6.79B
| $151M | 0.02% |
4,127,217
-1,066,178
| -21% | -$39M |
|
644
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $151M | 0.02% |
514,282
-207,906
| -29% | -$60.9M |
|
645
Teladoc Health
TDOC
$1.32B
| $150M | 0.02% |
1,636,444
+22,430
| +1% | +$2.06M |
|
646
Bilibili
BILI
$10.2B
| $150M | 0.02% |
3,237,682
-1,253,589
| -28% | -$58.2M |
|
647
Simpson Manufacturing
SSD
$7.97B
| $149M | 0.02% |
1,069,787
+15,570
| +1% | +$2.17M |
|
|
OCDX
648
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
| $148M | 0.02% |
6,941,490
+1,352,366
| +24% | +$28.9M |
|
|
SGI
649
Somnigroup International Inc.
SGI
$17.9B
| $148M | 0.02% |
3,156,905
+2,742,974
| +663% | +$129M |
|
650
PagSeguro Digital
PAGS
$2.7B
| $148M | 0.02% |
5,662,342
-3,034,746
| -35% | -$79.6M |
|