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 Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
iShares MSCI KLD 400 Social ETF
DSI
$4.85B
| $122M | 0.01% |
1,496,193
-19,911
| -1% | -$1.62M |
|
677
Hewlett Packard
HPE
$32.2B
| $122M | 0.01% |
7,007,653
+1,083,436
| +18% | +$18.8M |
|
678
DocuSign
DOCU
$15.9B
| $122M | 0.01% |
2,895,079
-440,062
| -13% | -$18.5M |
|
679
Toll Brothers
TOL
$13.8B
| $121M | 0.01% |
1,638,511
-466,770
| -22% | -$34.5M |
|
680
Halozyme
HALO
$8.87B
| $121M | 0.01% |
3,163,265
-331,830
| -9% | -$12.7M |
|
681
Lamar Advertising Co
LAMR
$12.8B
| $120M | 0.01% |
1,441,668
+39,292
| +3% | +$3.28M |
|
682
Global Payments
GPN
$20.6B
| $120M | 0.01% |
1,041,192
-155,164
| -13% | -$17.9M |
|
683
Cactus
WHD
$2.84B
| $119M | 0.01% |
2,378,095
+108,905
| +5% | +$5.47M |
|
684
Novanta
NOVT
$4.14B
| $119M | 0.01% |
832,203
+92,243
| +12% | +$13.2M |
|
685
Tapestry
TPR
$21.9B
| $119M | 0.01% |
4,149,401
-9,924,847
| -71% | -$285M |
|
686
Halliburton
HAL
$19.3B
| $119M | 0.01% |
2,944,948
-173,266
| -6% | -$7.02M |
|
687
Wendy's
WEN
$1.87B
| $119M | 0.01% |
5,842,638
-91,111
| -2% | -$1.86M |
|
688
Revolution Medicines
RVMD
$7.56B
| $118M | 0.01% |
4,279,919
+312,166
| +8% | +$8.64M |
|
689
Helen of Troy
HELE
$550M
| $118M | 0.01% |
1,014,898
-82,990
| -8% | -$9.67M |
|
690
TE Connectivity
TEL
$62.2B
| $118M | 0.01% |
957,084
+422,177
| +79% | +$52.2M |
|
691
Shoals Technologies Group
SHLS
$1.15B
| $116M | 0.01% |
6,368,077
+1,402,419
| +28% | +$25.6M |
|
692
FIVE9
FIVN
$1.95B
| $116M | 0.01% |
1,806,935
-299,845
| -14% | -$19.3M |
|
693
iRhythm Technologies
IRTC
$5.85B
| $116M | 0.01% |
1,232,564
-4,844
| -0.4% | -$457K |
|
694
Devon Energy
DVN
$22.5B
| $116M | 0.01% |
2,430,237
-153,241
| -6% | -$7.31M |
|
695
Pinterest
PINS
$24B
| $116M | 0.01% |
4,287,518
+436,704
| +11% | +$11.8M |
|
696
Hayward Holdings
HAYW
$3.4B
| $114M | 0.01% |
8,099,723
-1,195,757
| -13% | -$16.9M |
|
697
Paychex
PAYX
$47.9B
| $114M | 0.01% |
990,021
+276,446
| +39% | +$31.9M |
|
698
Pembina Pipeline
PBA
$22.5B
| $113M | 0.01% |
3,772,829
+147,222
| +4% | +$4.43M |
|
699
iShares Short Treasury Bond ETF
SHV
$20.7B
| $113M | 0.01% |
1,021,757
+309,933
| +44% | +$34.2M |
|
700
C.H. Robinson
CHRW
$15.1B
| $112M | 0.01% |
1,301,097
-152,779
| -11% | -$13.2M |
|