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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Sun Life Financial
SLF
$33B
| $122M | 0.01% |
2,614,012
-127,687
| -5% | -$5.96M |
|
677
FIVE9
FIVN
$1.95B
| $122M | 0.01% |
1,681,560
-415,113
| -20% | -$30M |
|
678
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $121M | 0.01% |
1,581,384
-10,077,647
| -86% | -$768M |
|
679
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $120M | 0.01% |
2,496,069
+242,485
| +11% | +$11.7M |
|
680
Novanta
NOVT
$4.14B
| $119M | 0.01% |
748,046
-26,413
| -3% | -$4.2M |
|
681
Oneok
OKE
$46.2B
| $119M | 0.01% |
1,866,077
+319,597
| +21% | +$20.3M |
|
682
Thomson Reuters
TRI
$76.8B
| $116M | 0.01% |
859,648
+194,134
| +29% | +$26.2M |
|
683
Fortinet
FTNT
$60.9B
| $116M | 0.01% |
1,742,605
-455,782
| -21% | -$30.3M |
|
684
Aramark
ARMK
$10B
| $114M | 0.01% |
4,425,364
-6,721,928
| -60% | -$174M |
|
685
DuPont de Nemours
DD
$31.9B
| $114M | 0.01% |
1,592,633
-436,692
| -22% | -$31.3M |
|
686
Envista
NVST
$3.45B
| $114M | 0.01% |
2,791,946
+173,467
| +7% | +$7.09M |
|
|
PYCR
687
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $114M | 0.01% |
4,303,220
-56,003
| -1% | -$1.49M |
|
688
Western Midstream Partners
WES
$14.6B
| $114M | 0.01% |
4,322,969
-269,867
| -6% | -$7.12M |
|
689
Hexcel
HXL
$4.93B
| $113M | 0.01% |
1,656,900
+121,372
| +8% | +$8.28M |
|
690
Saia
SAIA
$8.19B
| $113M | 0.01% |
414,801
+21,968
| +6% | +$5.98M |
|
691
Fortis
FTS
$24.7B
| $113M | 0.01% |
2,646,651
+3,332
| +0.1% | +$142K |
|
692
Utilities Select Sector SPDR Fund
XLU
$21B
| $112M | 0.01% |
1,656,115
-174,817
| -10% | -$11.8M |
|
693
VanEck Semiconductor ETF
SMH
$28.4B
| $112M | 0.01% |
850,762
+321,324
| +61% | +$42.3M |
|
694
PPL Corp
PPL
$26.5B
| $112M | 0.01% |
4,021,428
-250,276
| -6% | -$6.96M |
|
695
Casey's General Stores
CASY
$20B
| $111M | 0.01% |
514,521
+49,159
| +11% | +$10.6M |
|
696
Gulfport Energy Corp
GPOR
$3.02B
| $111M | 0.01% |
1,385,388
-152,833
| -10% | -$12.2M |
|
697
Pembina Pipeline
PBA
$22.5B
| $110M | 0.01% |
3,405,129
+37,274
| +1% | +$1.21M |
|
698
Match Group
MTCH
$9.12B
| $110M | 0.01% |
2,869,331
+829,601
| +41% | +$31.8M |
|
699
iShares MSCI Europe Financials ETF
EUFN
$4.41B
| $110M | 0.01% |
5,870,707
+1,630,224
| +38% | +$30.5M |
|
700
AutoNation
AN
$8.42B
| $110M | 0.01% |
815,658
+36,235
| +5% | +$4.87M |
|