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 | |
|---|---|---|---|---|---|---|
726
Boyd Gaming
BYD
$6.9B
| $113M | 0.01% |
1,627,952
+390,176
| +32% | +$27.1M |
|
727
FMC
FMC
$4.77B
| $112M | 0.01% |
1,078,180
+548,254
| +103% | +$57.2M |
|
728
American International
AIG
$43.6B
| $112M | 0.01% |
1,950,527
+538,005
| +38% | +$31M |
|
729
Generac Holdings
GNRC
$11B
| $112M | 0.01% |
752,195
+43,797
| +6% | +$6.53M |
|
730
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $111M | 0.01% |
324,253
+161,318
| +99% | +$55.5M |
|
|
PRMW
731
DELISTED
Primo Water Corporation
PRMW
| $111M | 0.01% |
8,885,512
+278,524
| +3% | +$3.49M |
|
732
Iron Mountain
IRM
$29.2B
| $111M | 0.01% |
1,959,785
+141,684
| +8% | +$8.05M |
|
733
Archer Daniels Midland
ADM
$29.5B
| $111M | 0.01% |
1,473,609
-348,890
| -19% | -$26.4M |
|
734
Hexcel
HXL
$4.98B
| $111M | 0.01% |
1,458,044
-198,856
| -12% | -$15.1M |
|
|
PYCR
735
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $111M | 0.01% |
4,678,207
+374,987
| +9% | +$8.88M |
|
736
AGCO
AGCO
$8.15B
| $110M | 0.01% |
839,375
+84,787
| +11% | +$11.1M |
|
737
NetApp
NTAP
$25B
| $110M | 0.01% |
1,439,044
+55,791
| +4% | +$4.26M |
|
738
WNS Holdings
WNS
$3.25B
| $110M | 0.01% |
1,490,401
+586,694
| +65% | +$43.3M |
|
739
Avery Dennison
AVY
$13.1B
| $109M | 0.01% |
637,114
-145,629
| -19% | -$25M |
|
740
StepStone Group
STEP
$4.99B
| $109M | 0.01% |
4,403,780
+106,388
| +2% | +$2.64M |
|
741
Occidental Petroleum
OXY
$45.3B
| $109M | 0.01% |
1,856,060
-183,159
| -9% | -$10.8M |
|
742
Fidelity National Information Services
FIS
$35.4B
| $109M | 0.01% |
1,994,097
+1,271,771
| +176% | +$69.6M |
|
743
Banco Santander Chile
BSAC
$12.5B
| $109M | 0.01% |
5,780,910
-204,067
| -3% | -$3.85M |
|
744
Rush Enterprises Class A
RUSHA
$4.48B
| $109M | 0.01% |
2,680,107
+261,355
| +11% | +$10.6M |
|
745
Fair Isaac
FICO
$38.3B
| $108M | 0.01% |
133,995
+7,428
| +6% | +$6.01M |
|
746
Badger Meter
BMI
$5.34B
| $108M | 0.01% |
733,360
-45,016
| -6% | -$6.64M |
|
747
Gulfport Energy Corp
GPOR
$3.06B
| $108M | 0.01% |
1,027,595
-357,793
| -26% | -$37.6M |
|
748
PACCAR
PCAR
$53.4B
| $108M | 0.01% |
1,286,875
+148,377
| +13% | +$12.4M |
|
749
Johnson Controls International
JCI
$70.6B
| $108M | 0.01% |
1,579,682
+175,620
| +13% | +$12M |
|
750
Omnicom Group
OMC
$15.1B
| $108M | 0.01% |
1,130,695
+240,570
| +27% | +$22.9M |
|