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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Waste Management
WM
$87.7B
| $152M | 0.02% |
958,343
-4,678
| -0.5% | -$741K |
|
627
Autodesk
ADSK
$69B
| $152M | 0.02% |
708,635
-45,350
| -6% | -$9.72M |
|
|
BDN
628
Brandywine Realty Trust
BDN
$761M
| $151M | 0.02% |
10,712,890
-773,091
| -7% | -$10.9M |
|
629
Douglas Emmett
DEI
$2.75B
| $151M | 0.02% |
4,527,864
-350,654
| -7% | -$11.7M |
|
|
XYZ
630
Block, Inc.
XYZ
$45B
| $151M | 0.02% |
1,114,568
-2,358,532
| -68% | -$320M |
|
631
Evercore
EVR
$12.8B
| $151M | 0.02% |
1,356,790
+144,760
| +12% | +$16.1M |
|
632
Envista
NVST
$3.45B
| $151M | 0.02% |
3,091,383
-282,933
| -8% | -$13.8M |
|
633
Alcoa
AA
$8.01B
| $150M | 0.02% |
1,669,466
-1,597,978
| -49% | -$144M |
|
634
Littelfuse
LFUS
$6.54B
| $150M | 0.02% |
601,485
-401,589
| -40% | -$100M |
|
635
Matador Resources
MTDR
$6.16B
| $149M | 0.02% |
2,820,665
+1,608,468
| +133% | +$85.2M |
|
636
Coherent
COHR
$16.1B
| $149M | 0.02% |
2,060,554
-7,840
| -0.4% | -$568K |
|
637
Simpson Manufacturing
SSD
$7.97B
| $149M | 0.02% |
1,365,092
+295,305
| +28% | +$32.2M |
|
638
iShares Global Tech ETF
IXN
$5.89B
| $148M | 0.02% |
2,552,071
+137,139
| +6% | +$7.96M |
|
639
Amicus Therapeutics
FOLD
$2.45B
| $147M | 0.02% |
15,551,816
+207,988
| +1% | +$1.97M |
|
640
Wendy's
WEN
$1.87B
| $147M | 0.02% |
6,681,390
+53,665
| +0.8% | +$1.18M |
|
641
Wintrust Financial
WTFC
$9.17B
| $147M | 0.02% |
1,578,324
+18,762
| +1% | +$1.74M |
|
642
Extra Space Storage
EXR
$30.8B
| $146M | 0.02% |
711,909
+102,149
| +17% | +$21M |
|
|
PYCR
643
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $146M | 0.02% |
5,026,703
+236,318
| +5% | +$6.88M |
|
644
Nucor
NUE
$32.6B
| $146M | 0.02% |
980,319
+123,407
| +14% | +$18.3M |
|
645
CyberArk
CYBR
$23.6B
| $145M | 0.02% |
860,334
-13,641
| -2% | -$2.3M |
|
646
Ecolab
ECL
$76.3B
| $145M | 0.02% |
819,002
+171,878
| +27% | +$30.3M |
|
647
Woodward
WWD
$14.3B
| $144M | 0.02% |
1,155,680
-290,213
| -20% | -$36.3M |
|
648
L3Harris
LHX
$51.6B
| $144M | 0.02% |
580,063
+363,367
| +168% | +$90.3M |
|
|
GTM
649
ZoomInfo Technologies
GTM
$3.63B
| $144M | 0.02% |
2,408,033
-485,382
| -17% | -$29M |
|
650
KE Holdings
BEKE
$23.5B
| $144M | 0.02% |
11,629,195
+1,990,614
| +21% | +$24.6M |
|