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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
KLA
KLAC
$123B
| $138M | 0.02% |
345,359
+121,987
| +55% | +$48.7M |
|
627
Vale
VALE
$44.8B
| $138M | 0.02% |
8,728,703
+787,877
| +10% | +$12.4M |
|
628
Freshpet
FRPT
$2.61B
| $137M | 0.02% |
2,075,000
+458,570
| +28% | +$30.4M |
|
629
Elastic
ESTC
$9.56B
| $137M | 0.02% |
2,368,305
-40,277
| -2% | -$2.33M |
|
630
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
| $137M | 0.02% |
2,778,926
-2,027,160
| -42% | -$100M |
|
631
Aptiv
APTV
$17.8B
| $137M | 0.02% |
1,218,431
+691,854
| +131% | +$77.6M |
|
|
CNH
632
CNH Industrial
CNH
$14.1B
| $137M | 0.02% |
8,949,748
-711,984
| -7% | -$10.9M |
|
|
FOCS
633
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $137M | 0.02% |
2,634,096
-2,526,474
| -49% | -$131M |
|
634
SITE Centers
SITC
$468M
| $135M | 0.02% |
14,139,865
+1,744,823
| +14% | +$16.7M |
|
635
3M
MMM
$81.8B
| $135M | 0.02% |
1,541,375
+52,536
| +4% | +$4.62M |
|
636
iShares Core International Aggregate Bond Fund
IAGG
$11B
| $135M | 0.02% |
2,764,142
+2,762,420
| +160,419% | +$135M |
|
637
ICICI Bank
IBN
$113B
| $135M | 0.02% |
6,246,346
+2,057,494
| +49% | +$44.4M |
|
638
Azenta
AZTA
$1.34B
| $135M | 0.02% |
3,018,907
+1,615,328
| +115% | +$72.1M |
|
639
Halozyme
HALO
$8.87B
| $135M | 0.02% |
3,522,776
+294,999
| +9% | +$11.3M |
|
640
Verisk Analytics
VRSK
$36.7B
| $134M | 0.02% |
698,950
-2,483,492
| -78% | -$476M |
|
641
Teck Resources
TECK
$19.8B
| $134M | 0.02% |
3,671,902
+34,299
| +0.9% | +$1.25M |
|
642
Terreno Realty
TRNO
$5.92B
| $134M | 0.02% |
2,068,258
+91,891
| +5% | +$5.94M |
|
643
Chemed
CHE
$6.57B
| $133M | 0.02% |
247,375
+2,260
| +0.9% | +$1.22M |
|
644
Driven Brands
DRVN
$3B
| $132M | 0.02% |
4,366,633
+409,247
| +10% | +$12.4M |
|
|
PRMW
645
DELISTED
Primo Water Corporation
PRMW
| $132M | 0.02% |
8,606,988
-386,630
| -4% | -$5.93M |
|
646
Lamar Advertising Co
LAMR
$12.8B
| $132M | 0.02% |
1,319,854
+92,808
| +8% | +$9.27M |
|
647
LCI Industries
LCII
$2.47B
| $131M | 0.02% |
1,194,933
+230,682
| +24% | +$25.3M |
|
648
Ciena
CIEN
$18.4B
| $131M | 0.02% |
2,498,611
+197,704
| +9% | +$10.4M |
|
|
MRO
649
DELISTED
Marathon Oil Corporation
MRO
| $131M | 0.02% |
5,457,542
+3,739,728
| +218% | +$89.6M |
|
650
Universal Display
OLED
$6.52B
| $131M | 0.02% |
842,643
+41,521
| +5% | +$6.44M |
|