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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
First Industrial Realty Trust
FR
$6.77B
| $131M | 0.02% |
1,976,980
+130,776
| +7% | +$8.66M |
|
702
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $131M | 0.02% |
1,844,509
+1,080,931
| +142% | +$76.6M |
|
703
Allegro MicroSystems
ALGM
$5.65B
| $130M | 0.02% |
3,594,298
+289,609
| +9% | +$10.5M |
|
704
Iron Mountain
IRM
$28.8B
| $130M | 0.02% |
2,484,928
+102,022
| +4% | +$5.34M |
|
705
West Pharmaceutical
WST
$18.4B
| $130M | 0.02% |
276,673
+42,773
| +18% | +$20.1M |
|
706
iShares MSCI China ETF
MCHI
$8.07B
| $129M | 0.01% |
2,058,359
+1,258,924
| +157% | +$79M |
|
707
Boyd Gaming
BYD
$6.84B
| $129M | 0.01% |
1,970,107
-393,625
| -17% | -$25.8M |
|
|
AZEK
708
DELISTED
The AZEK Co
AZEK
| $129M | 0.01% |
2,792,620
-553,115
| -17% | -$25.6M |
|
709
Brady Corp
BRC
$3.69B
| $129M | 0.01% |
2,394,769
+53,367
| +2% | +$2.88M |
|
710
Trimble
TRMB
$19.1B
| $129M | 0.01% |
1,478,373
+14,481
| +1% | +$1.26M |
|
711
First Hawaiian
FHB
$3.19B
| $129M | 0.01% |
4,715,369
-87,489
| -2% | -$2.39M |
|
712
Bankunited
BKU
$2.9B
| $128M | 0.01% |
3,017,672
-67,919
| -2% | -$2.87M |
|
713
Semtech
SMTC
$5.36B
| $127M | 0.01% |
1,433,072
-12,254
| -0.8% | -$1.09M |
|
714
Quaker Houghton
KWR
$2.42B
| $127M | 0.01% |
552,120
-21,448
| -4% | -$4.95M |
|
715
iShares MSCI Brazil ETF
EWZ
$5.5B
| $127M | 0.01% |
4,534,272
+1,949,065
| +75% | +$54.7M |
|
716
Dominion Energy
D
$50.7B
| $127M | 0.01% |
1,613,570
-8,554
| -0.5% | -$672K |
|
|
PBCT
717
DELISTED
People's United Financial Inc
PBCT
| $127M | 0.01% |
7,109,347
-371,944
| -5% | -$6.63M |
|
718
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $126M | 0.01% |
1,104,151
+167,264
| +18% | +$19.2M |
|
719
Vanguard Value ETF
VTV
$144B
| $126M | 0.01% |
859,378
+86,668
| +11% | +$12.7M |
|
720
Driven Brands
DRVN
$3B
| $126M | 0.01% |
3,756,939
+61,651
| +2% | +$2.07M |
|
721
Expeditors International
EXPD
$16.5B
| $126M | 0.01% |
939,465
-73,178
| -7% | -$9.83M |
|
722
Valvoline
VVV
$5B
| $126M | 0.01% |
3,375,189
-5,257,077
| -61% | -$196M |
|
|
AIMC
723
DELISTED
Altra Industrial Motion Corp.
AIMC
| $126M | 0.01% |
2,437,549
+143,567
| +6% | +$7.4M |
|
724
Nexstar Media Group
NXST
$5.98B
| $126M | 0.01% |
831,940
-26,573
| -3% | -$4.01M |
|
725
Zoom
ZM
$25.1B
| $125M | 0.01% |
679,871
+203,804
| +43% | +$37.5M |
|