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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Cushman & Wakefield
CWK
$3.84B
| $109M | 0.01% |
5,323,490
-681,752
| -11% | -$14M |
|
752
LCI Industries
LCII
$2.51B
| $109M | 0.01% |
1,049,130
-124,634
| -11% | -$12.9M |
|
753
Valvoline
VVV
$5.14B
| $109M | 0.01% |
3,449,486
+74,297
| +2% | +$2.34M |
|
754
First Industrial Realty Trust
FR
$6.95B
| $109M | 0.01% |
1,755,438
-221,542
| -11% | -$13.7M |
|
755
GoDaddy
GDDY
$20.6B
| $108M | 0.01% |
1,291,216
+1,206,794
| +1,429% | +$101M |
|
756
Quaker Houghton
KWR
$2.47B
| $108M | 0.01% |
622,305
+70,185
| +13% | +$12.1M |
|
757
Allstate
ALL
$53.1B
| $107M | 0.01% |
773,501
-109,958
| -12% | -$15.2M |
|
|
BPMC
758
DELISTED
Blueprint Medicines
BPMC
| $107M | 0.01% |
1,675,124
+30,963
| +2% | +$1.98M |
|
759
Archer Daniels Midland
ADM
$29.5B
| $106M | 0.01% |
1,171,394
+510,795
| +77% | +$46.1M |
|
760
Rush Enterprises Class A
RUSHA
$4.45B
| $105M | 0.01% |
3,085,487
-133,884
| -4% | -$4.54M |
|
|
CNH
761
CNH Industrial
CNH
$14B
| $104M | 0.01% |
6,579,684
-3,701,305
| -36% | -$58.7M |
|
762
Twist Bioscience
TWST
$1.54B
| $104M | 0.01% |
2,106,437
+293,789
| +16% | +$14.5M |
|
763
Hayward Holdings
HAYW
$3.47B
| $104M | 0.01% |
6,245,809
+707,727
| +13% | +$11.8M |
|
764
Ciena
CIEN
$18.8B
| $103M | 0.01% |
1,693,655
+233,622
| +16% | +$14.2M |
|
765
Apollo Global Management
APO
$78.5B
| $103M | 0.01% |
1,654,897
+1,349,079
| +441% | +$83.6M |
|
766
iShares Russell 2000 Growth ETF
IWO
$12.7B
| $102M | 0.01% |
400,056
-114,226
| -22% | -$29.2M |
|
767
Brady Corp
BRC
$3.74B
| $102M | 0.01% |
2,208,810
-185,959
| -8% | -$8.6M |
|
|
DCP
768
DELISTED
DCP Midstream, LP
DCP
| $102M | 0.01% |
3,031,239
+337,227
| +13% | +$11.3M |
|
769
Occidental Petroleum
OXY
$45.2B
| $101M | 0.01% |
1,781,394
-4,482,078
| -72% | -$254M |
|
770
Hewlett Packard
HPE
$32.7B
| $101M | 0.01% |
6,044,485
-1,397,751
| -19% | -$23.4M |
|
771
First Hawaiian
FHB
$3.19B
| $101M | 0.01% |
3,621,175
-1,094,194
| -23% | -$30.5M |
|
772
Progyny
PGNY
$1.99B
| $101M | 0.01% |
1,959,861
+83,711
| +4% | +$4.3M |
|
773
Lamb Weston
LW
$7.98B
| $101M | 0.01% |
1,679,222
-1,213,345
| -42% | -$72.7M |
|
774
Banco Santander Chile
BSAC
$12.5B
| $100M | 0.01% |
4,443,746
+731,054
| +20% | +$16.5M |
|
775
Tri Pointe Homes
TPH
$3.17B
| $100M | 0.01% |
4,998,938
-214,799
| -4% | -$4.31M |
|