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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Brunswick
BC
$4.32B
| $148M | 0.02% |
1,712,668
-193,981
| -10% | -$16.8M |
|
627
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $148M | 0.02% |
2,945,833
+1,538,463
| +109% | +$77.2M |
|
628
Etsy
ETSY
$6.04B
| $147M | 0.02% |
1,743,221
-2,951,058
| -63% | -$250M |
|
629
Exelixis
EXEL
$10.3B
| $147M | 0.02% |
7,695,668
-68,779
| -0.9% | -$1.31M |
|
630
Ecolab
ECL
$77B
| $147M | 0.02% |
785,127
+244,834
| +45% | +$45.7M |
|
631
iShares Core Dividend Growth ETF
DGRO
$34.3B
| $147M | 0.02% |
2,843,741
+1,633,810
| +135% | +$84.2M |
|
632
RLI Corp
RLI
$6.1B
| $146M | 0.02% |
2,141,010
-212,112
| -9% | -$14.5M |
|
633
Portland General Electric
POR
$4.65B
| $146M | 0.02% |
3,116,168
-46,863
| -1% | -$2.19M |
|
634
JB Hunt Transport Services
JBHT
$13.5B
| $146M | 0.02% |
805,106
+686,780
| +580% | +$124M |
|
|
WBA
635
DELISTED
Walgreens Boots Alliance
WBA
| $145M | 0.02% |
5,097,741
+667,938
| +15% | +$19M |
|
636
iShares MSCI Europe Financials ETF
EUFN
$4.44B
| $145M | 0.02% |
7,537,760
+1,667,053
| +28% | +$32M |
|
637
Knight Transportation
KNX
$6.88B
| $144M | 0.02% |
2,592,390
+289,260
| +13% | +$16.1M |
|
638
Ribbon Communications
RBBN
$701M
| $144M | 0.02% |
51,595,932
| – | – |
|
639
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
| $144M | 0.02% |
300,097
+16,699
| +6% | +$8M |
|
640
MACOM Technology Solutions
MTSI
$9.87B
| $144M | 0.02% |
2,191,468
+420,679
| +24% | +$27.6M |
|
641
SPDR S&P Regional Banking ETF
KRE
$4.26B
| $143M | 0.02% |
3,511,408
+2,881,772
| +458% | +$118M |
|
642
Genpact
G
$7.51B
| $143M | 0.02% |
3,809,122
+230,065
| +6% | +$8.64M |
|
643
Chemed
CHE
$6.63B
| $143M | 0.02% |
263,225
+15,850
| +6% | +$8.59M |
|
644
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $142M | 0.02% |
4,838,903
+4,824,055
| +32,490% | +$142M |
|
645
KBR
KBR
$6.43B
| $142M | 0.02% |
2,187,299
-384,811
| -15% | -$25M |
|
646
Wintrust Financial
WTFC
$9.17B
| $142M | 0.02% |
1,955,076
+41,204
| +2% | +$2.99M |
|
647
Nutrien
NTR
$27.9B
| $142M | 0.02% |
2,398,172
+109,185
| +5% | +$6.45M |
|
648
Trip.com Group
TCOM
$48.2B
| $141M | 0.02% |
4,033,415
-360,636
| -8% | -$12.6M |
|
649
Lamar Advertising Co
LAMR
$12.9B
| $139M | 0.02% |
1,402,376
+82,522
| +6% | +$8.19M |
|
650
Ford
F
$46.9B
| $139M | 0.02% |
9,162,625
-2,210,191
| -19% | -$33.4M |
|