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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Nexstar Media Group
NXST
$5.98B
| $130M | 0.02% |
858,513
-68,248
| -7% | -$10.4M |
|
702
Newmont
NEM
$86.2B
| $130M | 0.02% |
2,397,855
-556,299
| -19% | -$30.2M |
|
703
HealthEquity
HQY
$7.88B
| $129M | 0.02% |
1,998,337
+27,078
| +1% | +$1.75M |
|
704
Viatris
VTRS
$11.9B
| $129M | 0.02% |
9,542,488
+1,435,313
| +18% | +$19.4M |
|
705
Bankunited
BKU
$2.9B
| $129M | 0.02% |
3,085,591
-269,952
| -8% | -$11.3M |
|
706
Shift4
FOUR
$5.87B
| $129M | 0.02% |
1,664,078
+768,653
| +86% | +$59.6M |
|
707
Coherent
COHR
$16.1B
| $129M | 0.02% |
2,165,215
-92,642
| -4% | -$5.5M |
|
708
Advanced Drainage Systems
WMS
$11B
| $127M | 0.02% |
1,176,895
-117,737
| -9% | -$12.7M |
|
709
Progyny
PGNY
$1.95B
| $127M | 0.02% |
2,269,561
+91,317
| +4% | +$5.11M |
|
710
Casey's General Stores
CASY
$20B
| $127M | 0.02% |
674,115
-9,620
| -1% | -$1.81M |
|
|
AIMC
711
DELISTED
Altra Industrial Motion Corp.
AIMC
| $127M | 0.02% |
2,293,982
-61,942
| -3% | -$3.43M |
|
712
Willis Towers Watson
WTW
$32.2B
| $126M | 0.02% |
544,146
+311,974
| +134% | +$72.5M |
|
713
MGIC Investment
MTG
$6.54B
| $126M | 0.02% |
8,437,763
+647,298
| +8% | +$9.68M |
|
714
Lemonade
LMND
$3.63B
| $126M | 0.02% |
1,883,582
+153,038
| +9% | +$10.3M |
|
715
First Financial Bankshares
FFIN
$5.13B
| $126M | 0.02% |
2,740,738
+18,637
| +0.7% | +$856K |
|
|
COUP
716
DELISTED
Coupa Software Incorporated
COUP
| $126M | 0.02% |
574,536
-511,689
| -47% | -$112M |
|
717
Edwards Lifesciences
EW
$46B
| $126M | 0.02% |
1,111,671
-41,284
| -4% | -$4.67M |
|
|
STMP
718
DELISTED
Stamps.com, Inc.
STMP
| $126M | 0.02% |
381,583
+302,765
| +384% | +$99.8M |
|
719
nCino
NCNO
$3.47B
| $126M | 0.02% |
1,771,163
-169,948
| -9% | -$12.1M |
|
720
Cushman & Wakefield
CWK
$3.7B
| $126M | 0.02% |
6,748,311
-384,219
| -5% | -$7.15M |
|
721
Zoom
ZM
$25.1B
| $124M | 0.02% |
476,067
-39,210
| -8% | -$10.3M |
|
722
Toll Brothers
TOL
$13.8B
| $124M | 0.02% |
2,249,863
+108,026
| +5% | +$5.97M |
|
723
Crown Castle
CCI
$40.9B
| $124M | 0.02% |
716,433
-358,988
| -33% | -$62.2M |
|
724
Morningstar
MORN
$10.6B
| $124M | 0.02% |
478,474
-75,122
| -14% | -$19.5M |
|
725
Fortinet
FTNT
$60.9B
| $124M | 0.02% |
2,120,865
-63,325
| -3% | -$3.7M |
|