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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Cheniere Energy
LNG
$52B
| $146M | 0.02% |
1,492,051
-215,307
| -13% | -$21M |
|
652
Novanta
NOVT
$4.12B
| $145M | 0.02% |
938,493
-64,179
| -6% | -$9.92M |
|
653
Chemed
CHE
$6.59B
| $144M | 0.02% |
309,666
-3,834
| -1% | -$1.78M |
|
654
Boston Beer
SAM
$2.38B
| $144M | 0.02% |
281,758
-109,794
| -28% | -$56M |
|
655
Atara Biotherapeutics
ATRA
$82.8M
| $143M | 0.02% |
320,633
+20,051
| +7% | +$8.97M |
|
656
MPLX
MPLX
$51B
| $143M | 0.02% |
5,033,776
-240,686
| -5% | -$6.85M |
|
657
Portland General Electric
POR
$4.65B
| $143M | 0.02% |
3,039,121
-406,098
| -12% | -$19.1M |
|
658
Landstar System
LSTR
$4.48B
| $143M | 0.02% |
903,559
-26,596
| -3% | -$4.2M |
|
659
Stryker
SYK
$146B
| $143M | 0.02% |
540,707
-236,839
| -30% | -$62.5M |
|
660
Energy Transfer Partners
ET
$59.7B
| $142M | 0.02% |
14,786,684
-25,000,716
| -63% | -$240M |
|
|
RVNC
661
DELISTED
Revance Therapeutics, Inc.
RVNC
| $142M | 0.02% |
5,082,305
+38,734
| +0.8% | +$1.08M |
|
662
Texas Roadhouse
TXRH
$11B
| $141M | 0.02% |
1,549,009
-184,656
| -11% | -$16.9M |
|
663
Otis Worldwide
OTIS
$34.5B
| $141M | 0.02% |
1,718,999
-73,831
| -4% | -$6.07M |
|
664
Lazard
LAZ
$5.23B
| $141M | 0.02% |
3,087,304
-683,268
| -18% | -$31.3M |
|
|
CHNG
665
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $141M | 0.02% |
6,748,100
-3,223,563
| -32% | -$67.5M |
|
666
First Hawaiian
FHB
$3.22B
| $141M | 0.02% |
4,802,858
-127,359
| -3% | -$3.74M |
|
667
Manulife Financial
MFC
$52.4B
| $141M | 0.02% |
7,303,439
+554,414
| +8% | +$10.7M |
|
668
Outset Medical
OM
$242M
| $140M | 0.02% |
189,374
+45,866
| +32% | +$34M |
|
669
Sarepta Therapeutics
SRPT
$1.84B
| $140M | 0.02% |
1,513,403
+207,061
| +16% | +$19.1M |
|
670
Canadian Natural Resources
CNQ
$64.7B
| $139M | 0.02% |
7,778,844
-132,152
| -2% | -$2.36M |
|
671
iShares US Real Estate ETF
IYR
$3.61B
| $138M | 0.02% |
1,351,697
+1,063,113
| +368% | +$109M |
|
672
Lockheed Martin
LMT
$108B
| $138M | 0.02% |
400,967
+86,690
| +28% | +$29.9M |
|
673
SL Green Realty
SLG
$4.27B
| $138M | 0.02% |
1,949,749
+432,828
| +29% | +$30.7M |
|
674
Las Vegas Sands
LVS
$37.4B
| $138M | 0.02% |
3,771,313
-7,753,056
| -67% | -$284M |
|
675
Toast
TOST
$23.2B
| $138M | 0.02% |
+2,760,295
| New | +$138M |
|