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 | |
|---|---|---|---|---|---|---|
751
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
| $134M | 0.01% |
1,159,688
-206,599
| -15% | -$23.8M |
|
752
VeriSign
VRSN
$26.9B
| $133M | 0.01% |
704,144
+85,353
| +14% | +$16.2M |
|
753
ESAB
ESAB
$6.86B
| $133M | 0.01% |
1,206,041
+1,096,146
| +997% | +$121M |
|
754
Inspire Medical Systems
INSP
$2.44B
| $133M | 0.01% |
618,150
-13,731
| -2% | -$2.95M |
|
755
Clorox
CLX
$15.2B
| $132M | 0.01% |
864,051
+136,783
| +19% | +$20.9M |
|
756
Halozyme
HALO
$8.98B
| $132M | 0.01% |
3,240,497
+146,565
| +5% | +$5.96M |
|
757
Nutrien
NTR
$27.8B
| $132M | 0.01% |
2,426,330
-19,220
| -0.8% | -$1.04M |
|
758
McCormick & Company Non-Voting
MKC
$18.8B
| $132M | 0.01% |
1,712,735
+817,319
| +91% | +$62.8M |
|
759
Core & Main
CNM
$9.44B
| $131M | 0.01% |
2,294,204
-141,719
| -6% | -$8.11M |
|
760
Brunswick
BC
$4.34B
| $131M | 0.01% |
1,352,589
-74,650
| -5% | -$7.21M |
|
|
ANSS
761
DELISTED
Ansys
ANSS
| $131M | 0.01% |
375,940
+53,685
| +17% | +$18.6M |
|
762
Etsy
ETSY
$5.91B
| $130M | 0.01% |
1,898,851
+1,393,526
| +276% | +$95.8M |
|
763
Apellis Pharmaceuticals
APLS
$3.19B
| $130M | 0.01% |
2,214,309
-359,824
| -14% | -$21.2M |
|
764
Axon Enterprise
AXON
$58.6B
| $130M | 0.01% |
414,120
+167,217
| +68% | +$52.3M |
|
765
RLI Corp
RLI
$6.11B
| $129M | 0.01% |
1,738,552
-445,850
| -20% | -$33.1M |
|
766
JD.com
JD
$48.6B
| $129M | 0.01% |
4,700,874
+749,474
| +19% | +$20.5M |
|
767
Plains All American Pipeline
PAA
$12.2B
| $129M | 0.01% |
7,318,614
+628,346
| +9% | +$11M |
|
768
Palantir
PLTR
$391B
| $128M | 0.01% |
5,550,388
+3,897,430
| +236% | +$89.7M |
|
769
CGI
GIB
$20.9B
| $127M | 0.01% |
1,152,995
+76,448
| +7% | +$8.45M |
|
770
Power Integrations
POWI
$2.54B
| $127M | 0.01% |
1,779,694
-665,554
| -27% | -$47.6M |
|
771
Pinterest
PINS
$23.7B
| $127M | 0.01% |
3,671,794
-736,130
| -17% | -$25.5M |
|
772
Cactus
WHD
$2.86B
| $127M | 0.01% |
2,538,973
+604,782
| +31% | +$30.3M |
|
773
Novanta
NOVT
$4.24B
| $127M | 0.01% |
726,853
-95,140
| -12% | -$16.6M |
|
|
PRMW
774
DELISTED
Primo Water Corporation
PRMW
| $127M | 0.01% |
6,975,527
-392,532
| -5% | -$7.15M |
|
775
Cushman & Wakefield
CWK
$3.83B
| $127M | 0.01% |
12,098,857
+1,958,072
| +19% | +$20.5M |
|