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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Northrop Grumman
NOC
|
+$504M |
| 4 |
Truist Financial
TFC
|
+$493M |
| 5 |
Analog Devices
ADI
|
+$490M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.87B |
| 2 |
Tesla
TSLA
|
+$1.01B |
| 3 |
Verizon
VZ
|
+$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$798M |
| 5 |
TSMC
TSM
|
+$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Alcon
ALC
$38.5B
| $84.5M | 0.01% |
1,485,900
+654,924
| +79% | +$37.3M |
|
702
iShares MSCI KLD 400 Social ETF
DSI
$4.85B
| $84.2M | 0.01% |
1,325,918
+51,676
| +4% | +$3.28M |
|
703
iShares MSCI China ETF
MCHI
$8.07B
| $83.4M | 0.01% |
1,151,698
+124,577
| +12% | +$9.02M |
|
704
Tyler Technologies
TYL
$23.6B
| $83.1M | 0.01% |
239,919
-101,497
| -30% | -$35.2M |
|
705
MGM Resorts International
MGM
$9.79B
| $82.7M | 0.01% |
3,805,937
+3,464,425
| +1,014% | +$75.2M |
|
706
Lemonade
LMND
$3.63B
| $82.1M | 0.01% |
+1,654,371
| New | +$82.1M |
|
707
L3Harris
LHX
$51.6B
| $82M | 0.01% |
466,523
+134,451
| +40% | +$23.6M |
|
708
Vale
VALE
$44.8B
| $81.7M | 0.01% |
7,847,836
+399,618
| +5% | +$4.16M |
|
709
KB Home
KBH
$4.46B
| $81.6M | 0.01% |
2,166,106
+1,381,606
| +176% | +$52.1M |
|
710
Nutrien
NTR
$27.9B
| $81.5M | 0.01% |
2,118,447
-216,994
| -9% | -$8.35M |
|
711
Toll Brothers
TOL
$13.8B
| $81.4M | 0.01% |
1,727,260
+1,106,636
| +178% | +$52.1M |
|
712
Waste Management
WM
$87.7B
| $80.8M | 0.01% |
712,810
-109,016
| -13% | -$12.4M |
|
713
Bankunited
BKU
$2.9B
| $80.8M | 0.01% |
3,737,039
+127,268
| +4% | +$2.75M |
|
|
BDN
714
Brandywine Realty Trust
BDN
$761M
| $80.7M | 0.01% |
7,864,989
+3,885,873
| +98% | +$39.9M |
|
715
FibroGen
FGEN
$46.5M
| $80.3M | 0.01% |
77,201
+6,121
| +9% | +$6.37M |
|
716
Lamb Weston
LW
$7.79B
| $80M | 0.01% |
1,225,694
-237,388
| -16% | -$15.5M |
|
717
Personalis
PSNL
$478M
| $80M | 0.01% |
3,616,272
+1,987,582
| +122% | +$44M |
|
|
ATVI
718
DELISTED
Activision Blizzard Inc.
ATVI
| $79.9M | 0.01% |
988,565
+117,568
| +13% | +$9.5M |
|
719
Seagate
STX
$41.1B
| $79.8M | 0.01% |
1,593,554
+1,060,846
| +199% | +$53.1M |
|
720
Sun Life Financial
SLF
$33B
| $79.6M | 0.01% |
1,959,277
-22,601
| -1% | -$918K |
|
721
KE Holdings
BEKE
$23.5B
| $79.4M | 0.01% |
+1,209,678
| New | +$79.4M |
|
722
First Industrial Realty Trust
FR
$6.77B
| $79.2M | 0.01% |
1,966,485
+767,501
| +64% | +$30.9M |
|
723
Iron Mountain
IRM
$28.8B
| $78.6M | 0.01% |
2,936,152
+196,000
| +7% | +$5.24M |
|
724
First Hawaiian
FHB
$3.19B
| $78.5M | 0.01% |
5,406,310
-84,940
| -2% | -$1.23M |
|
725
Acushnet Holdings
GOLF
$4.37B
| $78.4M | 0.01% |
2,362,344
-83,657
| -3% | -$2.77M |
|