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 | |
|---|---|---|---|---|---|---|
651
Wabtec
WAB
$32.4B
| $178M | 0.02% |
1,221,727
+827,599
| +210% | +$121M |
|
652
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $177M | 0.02% |
1,623,303
-1,684,827
| -51% | -$184M |
|
653
DTE Energy
DTE
$28.2B
| $177M | 0.01% |
1,575,713
+313,900
| +25% | +$35.2M |
|
654
Freshpet
FRPT
$2.61B
| $175M | 0.01% |
1,512,115
-390,712
| -21% | -$45.3M |
|
655
iShares Short Treasury Bond ETF
SHV
$20.7B
| $175M | 0.01% |
1,580,747
-931,337
| -37% | -$103M |
|
656
Celanese
CE
$4.84B
| $173M | 0.01% |
1,007,922
+139,746
| +16% | +$24M |
|
657
iShares Core Dividend Growth ETF
DGRO
$34B
| $173M | 0.01% |
2,976,616
-212,761
| -7% | -$12.4M |
|
658
Builders FirstSource
BLDR
$15.5B
| $173M | 0.01% |
827,699
+68,763
| +9% | +$14.3M |
|
|
B
659
Barrick Mining Corporation
B
$50.3B
| $172M | 0.01% |
10,351,235
-615,778
| -6% | -$10.2M |
|
660
GE HealthCare
GEHC
$34.7B
| $172M | 0.01% |
1,891,998
+999,464
| +112% | +$90.9M |
|
661
iShares US Treasury Bond ETF
GOVT
$28.2B
| $167M | 0.01% |
7,339,473
-1,599,897
| -18% | -$36.4M |
|
662
MACOM Technology Solutions
MTSI
$9.81B
| $167M | 0.01% |
1,746,351
-231,514
| -12% | -$22.1M |
|
663
Citizens Financial Group
CFG
$22.3B
| $167M | 0.01% |
4,601,302
-168,864
| -4% | -$6.13M |
|
664
General Motors
GM
$54.6B
| $167M | 0.01% |
3,677,828
-506,624
| -12% | -$23M |
|
665
Ribbon Communications
RBBN
$699M
| $167M | 0.01% |
52,037,797
+441,865
| +0.9% | +$1.41M |
|
666
Devon Energy
DVN
$22.5B
| $166M | 0.01% |
3,304,613
+264,987
| +9% | +$13.3M |
|
667
Lamar Advertising Co
LAMR
$12.8B
| $165M | 0.01% |
1,381,154
-54,399
| -4% | -$6.5M |
|
668
Graphic Packaging
GPK
$6.14B
| $165M | 0.01% |
5,651,093
+2,161,975
| +62% | +$63.1M |
|
669
Molina Healthcare
MOH
$9.71B
| $164M | 0.01% |
400,327
+103,457
| +35% | +$42.5M |
|
670
iShares MSCI KLD 400 Social ETF
DSI
$4.85B
| $164M | 0.01% |
1,631,136
-43,642
| -3% | -$4.4M |
|
671
BCE
BCE
$22.5B
| $164M | 0.01% |
4,832,401
+119,777
| +3% | +$4.07M |
|
672
Texas Roadhouse
TXRH
$11B
| $163M | 0.01% |
1,055,194
-480,005
| -31% | -$74.1M |
|
673
WillScot Mobile Mini Holdings
WSC
$4.17B
| $163M | 0.01% |
3,502,252
-421,561
| -11% | -$19.6M |
|
674
Toast
TOST
$23.3B
| $163M | 0.01% |
6,523,321
+1,739,956
| +36% | +$43.4M |
|
675
Hewlett Packard
HPE
$32.2B
| $162M | 0.01% |
9,158,457
+3,715,254
| +68% | +$65.9M |
|