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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Northrop Grumman
NOC
|
+$504M |
| 4 |
Truist Financial
TFC
|
+$493M |
| 5 |
Analog Devices
ADI
|
+$490M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.87B |
| 2 |
Tesla
TSLA
|
+$1.01B |
| 3 |
Verizon
VZ
|
+$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$798M |
| 5 |
TSMC
TSM
|
+$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Freeport-McMoran
FCX
$64.4B
| $78M | 0.01% |
5,092,626
+4,008,685
| +370% | +$61.4M |
|
727
Vipshop
VIPS
$8.85B
| $77.3M | 0.01% |
5,013,390
-1,078,208
| -18% | -$16.6M |
|
|
MMP
728
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $77M | 0.01% |
2,206,378
-288,610
| -12% | -$10.1M |
|
|
MNTA
729
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $76.7M | 0.01% |
1,461,262
+1,226,776
| +523% | +$64.4M |
|
730
Verisk Analytics
VRSK
$36.7B
| $76.6M | 0.01% |
415,677
+95,708
| +30% | +$17.6M |
|
731
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $76.5M | 0.01% |
1,713,987
+1,541,127
| +892% | +$68.8M |
|
732
Grocery Outlet
GO
$1.72B
| $76.2M | 0.01% |
1,941,180
+429,930
| +28% | +$16.9M |
|
733
Kilroy Realty
KRC
$4.98B
| $76.2M | 0.01% |
1,471,661
+105,231
| +8% | +$5.45M |
|
734
iShares Global Tech ETF
IXN
$5.89B
| $76.1M | 0.01% |
1,741,872
+700,608
| +67% | +$30.6M |
|
735
XPO
XPO
$15.3B
| $76.1M | 0.01% |
2,559,459
+8,879
| +0.3% | +$264K |
|
736
American Water Works
AWK
$27B
| $76M | 0.01% |
529,119
+96,861
| +22% | +$13.9M |
|
|
LSI
737
DELISTED
Life Storage, Inc.
LSI
| $75.7M | 0.01% |
1,068,000
+767,481
| +255% | +$54.4M |
|
738
GE Aerospace
GE
$301B
| $75.7M | 0.01% |
2,481,399
+503,978
| +25% | +$15.4M |
|
739
Wheaton Precious Metals
WPM
$47.9B
| $75.3M | 0.01% |
1,535,083
+203,511
| +15% | +$9.98M |
|
740
Douglas Dynamics
PLOW
$751M
| $74.9M | 0.01% |
2,177,486
+46,243
| +2% | +$1.59M |
|
741
Neurocrine Biosciences
NBIX
$14B
| $74.8M | 0.01% |
765,478
+43,721
| +6% | +$4.27M |
|
742
nLIGHT
LASR
$1.44B
| $74.6M | 0.01% |
3,173,831
+33,809
| +1% | +$795K |
|
743
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $74.4M | 0.01% |
2,107,585
+1,733,429
| +463% | +$61.2M |
|
744
Datadog
DDOG
$48.5B
| $74.1M | 0.01% |
815,164
+211,115
| +35% | +$19.2M |
|
|
LSXMA
745
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $74M | 0.01% |
3,042,624
+1,787,703
| +142% | +$43.5M |
|
746
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $74M | 0.01% |
769,324
+1,086
| +0.1% | +$104K |
|
747
Aptiv
APTV
$17.8B
| $73.7M | 0.01% |
802,043
+260,465
| +48% | +$23.9M |
|
748
Invesco KBW Bank ETF
KBWB
$4.93B
| $73.6M | 0.01% |
1,989,784
+1,229,026
| +162% | +$45.5M |
|
749
Fortis
FTS
$24.7B
| $73.6M | 0.01% |
1,802,319
+44,351
| +3% | +$1.81M |
|
|
AAN.A
750
DELISTED
AARON'S INC CL-A
AAN.A
| $73.2M | 0.01% |
1,277,879
+474,230
| +59% | +$27.2M |
|