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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Zillow
Z
$21.6B
| $141M | 0.01% |
2,896,792
+1,066,610
| +58% | +$52M |
|
727
monday.com
MNDY
$9.83B
| $141M | 0.01% |
625,303
+412,937
| +194% | +$93.3M |
|
728
Knight Transportation
KNX
$6.95B
| $141M | 0.01% |
2,565,263
+111,593
| +5% | +$6.14M |
|
729
AptarGroup
ATR
$8.96B
| $141M | 0.01% |
977,601
-230,705
| -19% | -$33.2M |
|
730
Portland General Electric
POR
$4.63B
| $141M | 0.01% |
3,346,953
+33,727
| +1% | +$1.42M |
|
731
Enphase Energy
ENPH
$5.06B
| $140M | 0.01% |
1,157,822
+770,526
| +199% | +$93.2M |
|
732
Liberty Live Group Series C
LLYVK
$9.34B
| $140M | 0.01% |
3,192,911
+137,931
| +5% | +$6.04M |
|
733
Workiva
WK
$4.39B
| $140M | 0.01% |
1,649,142
+218,014
| +15% | +$18.5M |
|
734
iShares MSCI South Korea ETF
EWY
$5.47B
| $140M | 0.01% |
2,079,131
+1,520,139
| +272% | +$102M |
|
735
Cenovus Energy
CVE
$30.4B
| $139M | 0.01% |
6,965,937
-409,413
| -6% | -$8.18M |
|
736
Conagra Brands
CAG
$9.32B
| $139M | 0.01% |
4,692,900
+1,290,587
| +38% | +$38.3M |
|
|
HES
737
DELISTED
Hess
HES
| $139M | 0.01% |
910,321
-86,631
| -9% | -$13.2M |
|
738
Casey's General Stores
CASY
$20.5B
| $138M | 0.01% |
433,929
-69,216
| -14% | -$22M |
|
739
Broadridge
BR
$29.8B
| $137M | 0.01% |
669,482
+301,941
| +82% | +$61.9M |
|
740
Baidu
BIDU
$38.2B
| $136M | 0.01% |
1,295,685
+284,426
| +28% | +$29.9M |
|
741
Aaon
AAON
$6.72B
| $136M | 0.01% |
1,547,063
+35,402
| +2% | +$3.12M |
|
742
Planet Fitness
PLNT
$8.73B
| $136M | 0.01% |
2,171,324
-373,314
| -15% | -$23.4M |
|
743
BILL Holdings
BILL
$5.31B
| $136M | 0.01% |
1,975,223
+778,422
| +65% | +$53.5M |
|
744
Targa Resources
TRGP
$35.4B
| $136M | 0.01% |
1,210,048
+282,068
| +30% | +$31.6M |
|
745
Landstar System
LSTR
$4.57B
| $135M | 0.01% |
702,887
-31,984
| -4% | -$6.17M |
|
|
WBA
746
DELISTED
Walgreens Boots Alliance
WBA
| $135M | 0.01% |
6,229,199
+2,655,888
| +74% | +$57.6M |
|
747
iShares Core High Dividend ETF
HDV
$11.7B
| $135M | 0.01% |
1,222,893
-77,606
| -6% | -$8.55M |
|
748
Progyny
PGNY
$1.98B
| $135M | 0.01% |
3,532,303
+333,546
| +10% | +$12.7M |
|
749
Xylem
XYL
$34.4B
| $134M | 0.01% |
1,040,625
+165,900
| +19% | +$21.4M |
|
750
iShares MSCI United Kingdom ETF
EWU
$2.94B
| $134M | 0.01% |
3,915,575
+2,994,730
| +325% | +$102M |
|