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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Macerich
MAC
$4.53B
| $148M | 0.02% |
8,558,823
-502,898
| -6% | -$8.69M |
|
652
Maravai LifeSciences
MRVI
$376M
| $147M | 0.02% |
3,511,207
-455,348
| -11% | -$19.1M |
|
653
Oshkosh
OSK
$8.75B
| $147M | 0.02% |
1,300,177
+4,574
| +0.4% | +$516K |
|
654
Tri Pointe Homes
TPH
$3.07B
| $145M | 0.02% |
5,213,737
-531,953
| -9% | -$14.8M |
|
655
Hayward Holdings
HAYW
$3.4B
| $145M | 0.02% |
5,538,082
+473,216
| +9% | +$12.4M |
|
656
Toast
TOST
$23.3B
| $145M | 0.02% |
4,166,389
+1,406,094
| +51% | +$48.8M |
|
657
iShares Russell 2000 Value ETF
IWN
$11.8B
| $144M | 0.02% |
868,224
+20,826
| +2% | +$3.46M |
|
658
Electronic Arts
EA
$42.6B
| $144M | 0.02% |
1,091,902
-249,350
| -19% | -$32.9M |
|
659
iShares MSCI Germany ETF
EWG
$2.38B
| $143M | 0.02% |
4,364,804
+853,316
| +24% | +$28M |
|
660
Edwards Lifesciences
EW
$46B
| $143M | 0.02% |
1,100,978
-10,693
| -1% | -$1.39M |
|
661
iShares MSCI China A ETF
CNYA
$212M
| $143M | 0.02% |
3,271,145
+2,624,686
| +406% | +$114M |
|
|
HES
662
DELISTED
Hess
HES
| $142M | 0.02% |
1,924,170
+496,074
| +35% | +$36.7M |
|
663
Alliant Energy
LNT
$16.4B
| $142M | 0.02% |
2,315,353
+1,350,224
| +140% | +$83M |
|
664
Wintrust Financial
WTFC
$9.17B
| $142M | 0.02% |
1,559,562
-344,944
| -18% | -$31.3M |
|
665
Cheniere Energy
LNG
$52.1B
| $142M | 0.02% |
1,395,324
-96,727
| -6% | -$9.81M |
|
666
Coherent
COHR
$16.1B
| $141M | 0.02% |
2,068,394
-96,821
| -4% | -$6.62M |
|
667
Twist Bioscience
TWST
$1.46B
| $140M | 0.02% |
1,812,648
+407
| +0% | +$31.5K |
|
668
Southern Company
SO
$101B
| $140M | 0.02% |
2,037,257
+148,545
| +8% | +$10.2M |
|
669
Global X US Infrastructure Development ETF
PAVE
$9.36B
| $140M | 0.02% |
4,851,655
+1,001,971
| +26% | +$28.8M |
|
670
nCino
NCNO
$3.47B
| $139M | 0.02% |
2,540,199
+769,036
| +43% | +$42.2M |
|
671
RenaissanceRe
RNR
$11.2B
| $139M | 0.02% |
822,053
+44,007
| +6% | +$7.45M |
|
672
Paycom
PAYC
$12.4B
| $139M | 0.02% |
333,805
+121,404
| +57% | +$50.4M |
|
673
Texas Roadhouse
TXRH
$11B
| $138M | 0.02% |
1,548,835
-174
| -0% | -$15.5K |
|
674
Extra Space Storage
EXR
$30.8B
| $138M | 0.02% |
609,760
+9,309
| +2% | +$2.11M |
|
|
DISH
675
DELISTED
DISH Network Corp.
DISH
| $138M | 0.02% |
4,259,253
-151,432
| -3% | -$4.91M |
|