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 | |
|---|---|---|---|---|---|---|
726
Digital Turbine
APPS
$480M
| $124M | 0.02% |
1,800,641
+371,817
| +26% | +$25.6M |
|
727
Invesco KBW Bank ETF
KBWB
$4.93B
| $124M | 0.02% |
1,841,789
-241,274
| -12% | -$16.2M |
|
728
Hershey
HSY
$37.6B
| $123M | 0.02% |
727,767
-385,281
| -35% | -$65.2M |
|
729
Spirit AeroSystems
SPR
$4.76B
| $123M | 0.02% |
2,778,267
+604,337
| +28% | +$26.7M |
|
|
MANT
730
DELISTED
Mantech International Corp
MANT
| $123M | 0.02% |
1,616,927
-95,044
| -6% | -$7.22M |
|
|
AMED
731
DELISTED
Amedisys
AMED
| $123M | 0.02% |
821,659
-443,421
| -35% | -$66.1M |
|
|
AZEK
732
DELISTED
The AZEK Co
AZEK
| $122M | 0.02% |
3,345,735
+44,071
| +1% | +$1.61M |
|
733
eBay
EBAY
$41.7B
| $122M | 0.02% |
1,744,134
-1,884,924
| -52% | -$131M |
|
734
Tri Pointe Homes
TPH
$3.07B
| $121M | 0.01% |
5,745,690
-767,670
| -12% | -$16.1M |
|
735
Expeditors International
EXPD
$16.5B
| $121M | 0.01% |
1,012,643
-133,233
| -12% | -$15.9M |
|
736
Fox Factory Holding Corp
FOXF
$1.17B
| $120M | 0.01% |
833,147
-44,975
| -5% | -$6.5M |
|
737
Trimble
TRMB
$19.1B
| $120M | 0.01% |
1,463,892
-85,509
| -6% | -$7.03M |
|
738
Affiliated Managers Group
AMG
$6.6B
| $120M | 0.01% |
796,725
+37,917
| +5% | +$5.73M |
|
739
Arch Capital
ACGL
$33.8B
| $120M | 0.01% |
3,141,915
+299,372
| +11% | +$11.4M |
|
740
Thor Industries
THO
$5.66B
| $119M | 0.01% |
972,830
-55,040
| -5% | -$6.76M |
|
741
iShares International Select Dividend ETF
IDV
$5.83B
| $119M | 0.01% |
3,903,120
+2,441,852
| +167% | +$74.3M |
|
742
Brady Corp
BRC
$3.69B
| $119M | 0.01% |
2,341,402
-99,747
| -4% | -$5.06M |
|
743
Dominion Energy
D
$50.7B
| $118M | 0.01% |
1,622,124
+163,612
| +11% | +$11.9M |
|
744
StepStone Group
STEP
$4.81B
| $117M | 0.01% |
2,745,389
-385,835
| -12% | -$16.5M |
|
745
Southern Company
SO
$101B
| $117M | 0.01% |
1,888,712
-33,243
| -2% | -$2.06M |
|
746
Emerson Electric
EMR
$75.2B
| $117M | 0.01% |
1,242,236
-129,223
| -9% | -$12.2M |
|
747
Global E Online
GLBE
$6.22B
| $117M | 0.01% |
1,628,625
+937,106
| +136% | +$67.3M |
|
748
CONMED
CNMD
$1.63B
| $117M | 0.01% |
891,307
+67,234
| +8% | +$8.8M |
|
749
Sonos
SONO
$1.77B
| $116M | 0.01% |
3,584,454
+806,405
| +29% | +$26.1M |
|
750
Ryanair
RYAAY
$31.2B
| $116M | 0.01% |
2,631,808
+194,443
| +8% | +$8.56M |
|