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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
National Health Investors
NHI
$3.76B
| $89.3M | 0.02% |
1,083,949
+267,466
| +33% | +$22M |
|
652
Sun Life Financial
SLF
$33.5B
| $89.2M | 0.02% |
1,991,082
-199,415
| -9% | -$8.94M |
|
653
Lamb Weston
LW
$7.96B
| $89.1M | 0.02% |
1,225,219
+252,883
| +26% | +$18.4M |
|
654
Elastic
ESTC
$9.46B
| $88.8M | 0.02% |
1,077,981
-60,510
| -5% | -$4.98M |
|
655
Ecovyst
ECVT
$1.06B
| $88.6M | 0.02% |
5,558,354
-8,805
| -0.2% | -$140K |
|
656
Trex
TREX
$6.68B
| $88.1M | 0.02% |
1,938,522
+186,136
| +11% | +$8.46M |
|
657
Western Midstream Partners
WES
$14.6B
| $87.8M | 0.02% |
3,525,873
-1,890,993
| -35% | -$47.1M |
|
658
Red Rock Resorts
RRR
$3.67B
| $87.6M | 0.02% |
4,313,957
+184,518
| +4% | +$3.75M |
|
659
Ford
F
$46.8B
| $87.5M | 0.02% |
9,550,434
-1,393,430
| -13% | -$12.8M |
|
660
SBA Communications
SBAC
$21.4B
| $87.5M | 0.02% |
362,647
+62,976
| +21% | +$15.2M |
|
661
Baidu
BIDU
$38.4B
| $87.2M | 0.02% |
848,610
-2,256,688
| -73% | -$232M |
|
662
Tri Pointe Homes
TPH
$3.18B
| $87M | 0.02% |
5,781,677
+239,072
| +4% | +$3.6M |
|
663
Sunstone Hotel Investors
SHO
$1.79B
| $86.9M | 0.02% |
6,326,213
+82,887
| +1% | +$1.14M |
|
|
ADSW
664
DELISTED
Advanced Disposal Services, Inc.
ADSW
| $86.7M | 0.02% |
2,662,125
-812,585
| -23% | -$26.5M |
|
665
GSK
GSK
$83.5B
| $86.4M | 0.02% |
1,619,430
+810,783
| +100% | +$43.3M |
|
666
Kilroy Realty
KRC
$5.08B
| $86.4M | 0.02% |
1,108,877
+77,910
| +8% | +$6.07M |
|
667
Pultegroup
PHM
$27.4B
| $86.2M | 0.02% |
2,357,474
-564,785
| -19% | -$20.6M |
|
668
Tesla
TSLA
$1.19T
| $86.2M | 0.02% |
5,364,990
-2,437,125
| -31% | -$39.1M |
|
669
Magna International
MGA
$13.2B
| $85.8M | 0.02% |
1,608,409
-101,427
| -6% | -$5.41M |
|
670
Western Digital
WDC
$33.4B
| $85.7M | 0.02% |
1,901,402
+1,352,120
| +246% | +$61M |
|
671
Carter's
CRI
$1.1B
| $85.1M | 0.02% |
932,807
+124,829
| +15% | +$11.4M |
|
|
SBNY
672
DELISTED
Signature Bank
SBNY
| $85M | 0.02% |
712,924
+96,957
| +16% | +$11.6M |
|
673
Murphy USA
MUSA
$7.59B
| $84.8M | 0.02% |
994,482
+7,145
| +0.7% | +$609K |
|
674
Saia
SAIA
$8.41B
| $84.8M | 0.02% |
904,696
+18,744
| +2% | +$1.76M |
|
|
CADE
675
DELISTED
Cadence Bancorporation
CADE
| $84.2M | 0.02% |
4,799,753
+263,980
| +6% | +$4.63M |
|