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 |
Apple
AAPL
|
+$963M |
| 2 |
Walt Disney
DIS
|
+$757M |
| 3 |
Nike
NKE
|
+$728M |
| 4 |
Philip Morris
PM
|
+$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
+$732M |
| 3 |
Broadcom
AVGO
|
+$673M |
| 4 |
Gilead Sciences
GILD
|
+$587M |
| 5 |
MetLife
MET
|
+$579M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
RenaissanceRe
RNR
$11.2B
| $66.5M | 0.02% |
459,902
+312,987
| +213% | +$45.3M |
|
727
Blackbaud
BLKB
$3.33B
| $66.5M | 0.02% |
867,118
+54,237
| +7% | +$4.16M |
|
|
WMGI
728
DELISTED
Wright Medical Group Inc
WMGI
| $66.4M | 0.02% |
2,134,116
-228,581
| -10% | -$7.11M |
|
729
Unisys
UIS
$276M
| $66.3M | 0.02% |
4,753,446
+1,279,885
| +37% | +$17.9M |
|
730
Generac Holdings
GNRC
$10.9B
| $66.3M | 0.02% |
1,778,396
+80,095
| +5% | +$2.99M |
|
731
Utilities Select Sector SPDR Fund
XLU
$21B
| $66.2M | 0.02% |
1,289,547
-7,370,341
| -85% | -$378M |
|
732
Nektar Therapeutics
NKTR
$916M
| $65.9M | 0.02% |
187,161
+108,256
| +137% | +$38.1M |
|
733
Welltower
WELL
$112B
| $65.5M | 0.02% |
924,764
-1,967,405
| -68% | -$139M |
|
|
HPP
734
Hudson Pacific Properties
HPP
$1.1B
| $65.5M | 0.02% |
1,889,683
+455,235
| +32% | +$15.8M |
|
|
BEAV
735
DELISTED
B/E Aerospace Inc
BEAV
| $65.4M | 0.01% |
1,019,839
+190,991
| +23% | +$12.2M |
|
|
PACW
736
DELISTED
PacWest Bancorp
PACW
| $65.2M | 0.01% |
1,223,952
-129,882
| -10% | -$6.92M |
|
737
Atlassian
TEAM
$45.7B
| $65.2M | 0.01% |
2,176,071
-337,486
| -13% | -$10.1M |
|
|
CTB
738
DELISTED
Cooper Tire & Rubber Co.
CTB
| $65M | 0.01% |
1,466,033
-515,916
| -26% | -$22.9M |
|
|
DB.RT
739
DELISTED
Deutsche Bank Aktiengesellschaft
DB.RT
| $64.9M | 0.01% |
+27,493,766
| New | +$64.9M |
|
740
Berkshire Hathaway Class A
BRK.A
$1.06T
| $64.7M | 0.01% |
259
-106
| -29% | -$26.5M |
|
741
ICICI Bank
IBN
$113B
| $64.5M | 0.01% |
8,254,439
+769,987
| +10% | +$6.02M |
|
742
Vodafone
VOD
$28.1B
| $64.5M | 0.01% |
2,441,195
-592,952
| -20% | -$15.7M |
|
|
ANDX
743
DELISTED
Andeavor Logistics LP
ANDX
| $64.2M | 0.01% |
1,177,740
+81,256
| +7% | +$4.43M |
|
744
Aflac
AFL
$57.3B
| $64.1M | 0.01% |
1,769,820
-658,114
| -27% | -$23.8M |
|
745
iShares MSCI ACWI ETF
ACWI
$22.3B
| $63.7M | 0.01% |
1,007,124
+14,505
| +1% | +$918K |
|
|
KS
746
DELISTED
KapStone Paper and Pack Corp.
KS
| $63.5M | 0.01% |
2,750,403
-1,708,219
| -38% | -$39.5M |
|
747
Franco-Nevada
FNV
$38.3B
| $63.3M | 0.01% |
966,552
-125,862
| -12% | -$8.24M |
|
748
Valvoline
VVV
$5B
| $63.3M | 0.01% |
2,576,593
+1,023,423
| +66% | +$25.1M |
|
|
USG
749
DELISTED
Usg
USG
| $63.2M | 0.01% |
1,986,738
+1,798,074
| +953% | +$57.2M |
|
750
Royal Bank of Canada
RY
$203B
| $63.1M | 0.01% |
866,008
-113,986
| -12% | -$8.31M |
|