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
|
+$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.7B |
| 3 |
Apple
AAPL
|
+$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
First Hawaiian
FHB
$3.21B
| $140M | 0.02% |
4,930,217
+669,290
| +16% | +$19M |
|
702
Tri Pointe Homes
TPH
$3.23B
| $140M | 0.02% |
6,513,360
+693,019
| +12% | +$14.9M |
|
703
United Airlines
UAL
$34.9B
| $139M | 0.02% |
2,665,728
+34,083
| +1% | +$1.78M |
|
704
BILL Holdings
BILL
$5.1B
| $139M | 0.02% |
758,772
+299,616
| +65% | +$54.9M |
|
705
iShares MSCI Europe Financials ETF
EUFN
$4.39B
| $139M | 0.02% |
7,092,135
+7,091,605
| +1,338,039% | +$139M |
|
706
Graco
GGG
$14.2B
| $139M | 0.02% |
1,830,889
-78,802
| -4% | -$5.97M |
|
|
BPMC
707
DELISTED
Blueprint Medicines
BPMC
| $138M | 0.02% |
1,569,896
+32,553
| +2% | +$2.86M |
|
708
iShares MSCI Taiwan ETF
EWT
$6.33B
| $137M | 0.02% |
2,143,551
+604,195
| +39% | +$38.6M |
|
709
Nexstar Media Group
NXST
$6.33B
| $137M | 0.02% |
926,761
-130,300
| -12% | -$19.3M |
|
710
Casella Waste Systems
CWST
$5.92B
| $137M | 0.02% |
2,158,969
-41,677
| -2% | -$2.64M |
|
711
Western Midstream Partners
WES
$14.5B
| $137M | 0.02% |
6,389,019
+685,009
| +12% | +$14.7M |
|
712
Brady Corp
BRC
$3.79B
| $137M | 0.02% |
2,441,149
-76,027
| -3% | -$4.26M |
|
713
Fox Factory Holding Corp
FOXF
$1.24B
| $137M | 0.02% |
878,122
-134,728
| -13% | -$21M |
|
714
Fate Therapeutics
FATE
$111M
| $136M | 0.02% |
1,571,563
+873,863
| +125% | +$75.8M |
|
715
Novanta
NOVT
$4.16B
| $135M | 0.02% |
1,002,672
-4,686
| -0.5% | -$631K |
|
716
SPDR S&P Metals & Mining ETF
XME
$2.35B
| $135M | 0.02% |
3,137,512
+2,957,251
| +1,641% | +$127M |
|
717
Allstate
ALL
$52.8B
| $134M | 0.02% |
1,029,996
-643,480
| -38% | -$83.9M |
|
718
BlackLine
BL
$3.37B
| $134M | 0.02% |
1,206,496
+7,862
| +0.7% | +$875K |
|
719
Invesco KBW Bank ETF
KBWB
$4.87B
| $134M | 0.02% |
2,083,063
+1,925,193
| +1,219% | +$124M |
|
720
Arvinas
ARVN
$583M
| $134M | 0.02% |
1,741,916
+10,931
| +0.6% | +$842K |
|
721
First Financial Bankshares
FFIN
$5.22B
| $134M | 0.02% |
2,722,101
-48,127
| -2% | -$2.36M |
|
722
Casey's General Stores
CASY
$19.4B
| $133M | 0.02% |
683,735
-14,579
| -2% | -$2.84M |
|
723
Manulife Financial
MFC
$52.2B
| $133M | 0.02% |
6,749,025
+44,954
| +0.7% | +$886K |
|
724
Genesis Energy
GEL
$2.03B
| $132M | 0.02% |
11,407,163
+244,321
| +2% | +$2.84M |
|
725
LyondellBasell Industries
LYB
$17.6B
| $132M | 0.02% |
1,285,044
+133,614
| +12% | +$13.7M |
|