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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.7B |
| 3 |
Apple
AAPL
|
+$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DRE
751
DELISTED
Duke Realty Corp.
DRE
| $123M | 0.01% |
2,589,709
+405,012
| +19% | +$19.2M |
|
752
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $123M | 0.01% |
2,009,029
+1,722,874
| +602% | +$105M |
|
753
Kanzhun
BZ
$11.1B
| $122M | 0.01% |
+3,078,864
| New | +$122M |
|
754
Aptiv
APTV
$17.8B
| $122M | 0.01% |
773,908
+171,507
| +28% | +$27M |
|
755
nLIGHT
LASR
$1.44B
| $122M | 0.01% |
3,355,354
-104,419
| -3% | -$3.79M |
|
756
SL Green Realty
SLG
$4.24B
| $121M | 0.01% |
1,516,921
+1,016,653
| +203% | +$81.3M |
|
757
Dollar Tree
DLTR
$19.5B
| $121M | 0.01% |
1,216,032
-135,612
| -10% | -$13.5M |
|
758
UiPath
PATH
$6.31B
| $121M | 0.01% |
+1,781,021
| New | +$121M |
|
759
Tradeweb Markets
TW
$25.4B
| $121M | 0.01% |
1,428,087
-128,506
| -8% | -$10.9M |
|
|
MDLA
760
DELISTED
Medallia, Inc.
MDLA
| $120M | 0.01% |
3,565,400
-472,501
| -12% | -$15.9M |
|
761
Suncor Energy
SU
$50.1B
| $120M | 0.01% |
5,016,702
-213,254
| -4% | -$5.11M |
|
762
XPeng
XPEV
$19.8B
| $120M | 0.01% |
2,703,978
+1,759,071
| +186% | +$78.1M |
|
763
Leslie's
LESL
$62M
| $120M | 0.01% |
4,348,304
-40,716
| -0.9% | -$1.12M |
|
764
Edwards Lifesciences
EW
$46.9B
| $119M | 0.01% |
1,152,955
-664,028
| -37% | -$68.8M |
|
765
Hewlett Packard
HPE
$31.5B
| $119M | 0.01% |
8,180,744
+3,261,032
| +66% | +$47.5M |
|
|
ZNGA
766
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $119M | 0.01% |
11,208,142
+10,380,728
| +1,255% | +$110M |
|
767
Pebblebrook Hotel Trust
PEB
$1.36B
| $119M | 0.01% |
5,056,491
+1,256,523
| +33% | +$29.6M |
|
768
Lockheed Martin
LMT
$107B
| $119M | 0.01% |
314,277
-81,053
| -21% | -$30.7M |
|
769
VanEck Semiconductor ETF
SMH
$28.1B
| $118M | 0.01% |
903,642
-1,232,802
| -58% | -$162M |
|
770
Affiliated Managers Group
AMG
$6.59B
| $117M | 0.01% |
758,808
+516,751
| +213% | +$79.7M |
|
771
Atara Biotherapeutics
ATRA
$83.6M
| $117M | 0.01% |
300,582
+32,247
| +12% | +$12.5M |
|
|
LSXMA
772
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $117M | 0.01% |
3,410,180
+534,681
| +19% | +$18.3M |
|
773
nCino
NCNO
$3.52B
| $116M | 0.01% |
1,941,111
+1,392,308
| +254% | +$83.4M |
|
774
Southern Company
SO
$101B
| $116M | 0.01% |
1,921,955
-834,000
| -30% | -$50.5M |
|
775
Omnicom Group
OMC
$15.1B
| $116M | 0.01% |
1,452,373
-171,937
| -11% | -$13.8M |
|