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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Hayward Holdings
HAYW
$3.46B
| $119M | 0.01% |
9,295,480
+395,539
| +4% | +$5.08M |
|
702
Celanese
CE
$5.1B
| $119M | 0.01% |
1,029,709
-159,193
| -13% | -$18.4M |
|
703
VanEck Semiconductor ETF
SMH
$28.8B
| $119M | 0.01% |
781,438
-69,324
| -8% | -$10.6M |
|
|
RVNC
704
DELISTED
Revance Therapeutics, Inc.
RVNC
| $119M | 0.01% |
4,693,888
-470,269
| -9% | -$11.9M |
|
|
CNH
705
CNH Industrial
CNH
$14B
| $119M | 0.01% |
8,241,450
-708,298
| -8% | -$10.2M |
|
706
Helen of Troy
HELE
$563M
| $119M | 0.01% |
1,097,888
-400,676
| -27% | -$43.3M |
|
707
Okta
OKTA
$16.2B
| $118M | 0.01% |
1,708,435
-97,771
| -5% | -$6.78M |
|
708
CGI
GIB
$20.9B
| $118M | 0.01% |
1,121,388
+139,979
| +14% | +$14.8M |
|
709
Prudential Financial
PRU
$37.5B
| $118M | 0.01% |
1,337,775
-1,059,107
| -44% | -$93.4M |
|
710
Global Payments
GPN
$21B
| $118M | 0.01% |
1,196,356
-42,997
| -3% | -$4.24M |
|
711
Petrobras
PBR
$81.4B
| $118M | 0.01% |
8,517,081
+6,787,345
| +392% | +$93.9M |
|
712
Cenovus Energy
CVE
$30.4B
| $118M | 0.01% |
6,932,235
-1,964,888
| -22% | -$33.4M |
|
|
SRCL
713
DELISTED
Stericycle Inc
SRCL
| $118M | 0.01% |
2,531,753
-276,449
| -10% | -$12.8M |
|
714
Quaker Houghton
KWR
$2.48B
| $117M | 0.01% |
601,202
-21,124
| -3% | -$4.12M |
|
715
United Rentals
URI
$61.6B
| $116M | 0.01% |
260,765
+81,517
| +45% | +$36.3M |
|
716
Corteva
CTVA
$49.3B
| $115M | 0.01% |
2,013,869
+384,974
| +24% | +$22.1M |
|
717
AutoNation
AN
$8.52B
| $115M | 0.01% |
696,532
-119,126
| -15% | -$19.6M |
|
718
Universal Display
OLED
$6.56B
| $115M | 0.01% |
795,206
-47,437
| -6% | -$6.84M |
|
719
SPDR Gold Trust
GLD
$115B
| $115M | 0.01% |
642,538
-333,300
| -34% | -$59.4M |
|
720
Zoom
ZM
$25.4B
| $114M | 0.01% |
1,685,996
-3,050,294
| -64% | -$207M |
|
721
Pembina Pipeline
PBA
$22.6B
| $114M | 0.01% |
3,625,607
+220,478
| +6% | +$6.93M |
|
722
Fortis
FTS
$24.7B
| $114M | 0.01% |
2,641,222
-5,429
| -0.2% | -$234K |
|
723
Steris
STE
$24.8B
| $113M | 0.01% |
504,255
+7,273
| +1% | +$1.64M |
|
724
Global X US Infrastructure Development ETF
PAVE
$9.47B
| $113M | 0.01% |
3,599,916
+3,410,033
| +1,796% | +$107M |
|
725
Globus Medical
GMED
$8.02B
| $113M | 0.01% |
1,900,095
+62,670
| +3% | +$3.73M |
|