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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Universal Display
OLED
$6.52B
| $193M | 0.02% |
1,143,928
-99,536
| -8% | -$16.8M |
|
627
National Fuel Gas
NFG
$7.87B
| $191M | 0.02% |
3,547,770
+193,358
| +6% | +$10.4M |
|
628
Corteva
CTVA
$48.7B
| $190M | 0.02% |
3,291,287
+867,978
| +36% | +$50.1M |
|
629
PayPal
PYPL
$62.7B
| $190M | 0.02% |
2,831,246
-441,148
| -13% | -$29.6M |
|
630
CoStar Group
CSGP
$36.6B
| $189M | 0.02% |
1,960,841
+1,320,895
| +206% | +$128M |
|
631
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $187M | 0.02% |
3,727,251
+2,063,446
| +124% | +$104M |
|
632
iShares Russell 3000 ETF
IWV
$16.8B
| $187M | 0.02% |
624,033
-322,483
| -34% | -$96.8M |
|
633
Dollar General
DG
$23.4B
| $187M | 0.02% |
1,195,841
+122,685
| +11% | +$19.1M |
|
634
Vanguard Small-Cap ETF
VB
$66.7B
| $187M | 0.02% |
816,000
-16,289
| -2% | -$3.72M |
|
635
iShares Select Dividend ETF
DVY
$20.7B
| $186M | 0.02% |
1,507,293
-285,657
| -16% | -$35.2M |
|
636
Amicus Therapeutics
FOLD
$2.45B
| $185M | 0.02% |
15,691,157
-2,157,374
| -12% | -$25.4M |
|
637
General Mills
GIS
$26.7B
| $184M | 0.02% |
2,632,783
+888,345
| +51% | +$62.2M |
|
638
Equity Lifestyle Properties
ELS
$11.7B
| $184M | 0.02% |
2,852,322
+260,074
| +10% | +$16.7M |
|
639
L3Harris
LHX
$51.6B
| $184M | 0.02% |
861,788
+380,755
| +79% | +$81.1M |
|
640
Verisk Analytics
VRSK
$36.7B
| $183M | 0.02% |
775,930
-74,264
| -9% | -$17.5M |
|
641
W.P. Carey
WPC
$14.8B
| $182M | 0.02% |
3,232,125
-783,275
| -20% | -$44.2M |
|
|
ABFL
642
Abacus FCF Leaders ETF
ABFL
$743M
| $182M | 0.02% |
3,000,378
+659,065
| +28% | +$40M |
|
643
Dick's Sporting Goods
DKS
$20.4B
| $182M | 0.02% |
807,670
-354,255
| -30% | -$79.7M |
|
644
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $181M | 0.02% |
5,627,657
+4,516,110
| +406% | +$146M |
|
645
EastGroup Properties
EGP
$8.72B
| $181M | 0.02% |
1,008,151
+19,478
| +2% | +$3.5M |
|
646
Steel Dynamics
STLD
$19.5B
| $181M | 0.02% |
1,221,253
+277,166
| +29% | +$41.1M |
|
647
Tradeweb Markets
TW
$25.3B
| $181M | 0.02% |
1,734,461
-30,622
| -2% | -$3.19M |
|
648
CyberArk
CYBR
$23.6B
| $180M | 0.02% |
678,164
+231,114
| +52% | +$61.4M |
|
649
Jazz Pharmaceuticals
JAZZ
$7.7B
| $180M | 0.02% |
1,494,538
+97,254
| +7% | +$11.7M |
|
650
Fortinet
FTNT
$60.9B
| $178M | 0.02% |
2,609,022
+603,193
| +30% | +$41.2M |
|