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
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Guidewire Software
GWRE
$20.7B
| $125M | 0.01% |
532,696
-936,248
| -64% | -$220M |
|
777
iShares Core MSCI Pacific ETF
IPAC
$1.9B
| $125M | 0.01% |
1,823,056
+692,573
| +61% | +$47.6M |
|
778
KeyCorp
KEY
$20.9B
| $125M | 0.01% |
7,182,671
+3,967,544
| +123% | +$69.1M |
|
779
Wyndham Hotels & Resorts
WH
$6.35B
| $125M | 0.01% |
1,539,476
+46,966
| +3% | +$3.81M |
|
780
Hayward Holdings
HAYW
$3.23B
| $125M | 0.01% |
9,056,232
+1,330,482
| +17% | +$18.4M |
|
781
iShares US Transportation ETF
IYT
$617M
| $125M | 0.01% |
1,816,730
+1,704,613
| +1,520% | +$117M |
|
782
Globant
GLOB
$2.51B
| $124M | 0.01% |
1,366,691
-403,854
| -23% | -$36.7M |
|
783
Thor Industries
THO
$5.43B
| $124M | 0.01% |
1,395,129
-231,927
| -14% | -$20.6M |
|
784
Ryman Hospitality Properties
RHP
$6.02B
| $124M | 0.01% |
1,253,417
-279
| -0% | -$27.5K |
|
785
Zscaler
ZS
$46.6B
| $123M | 0.01% |
390,363
-241,600
| -38% | -$75.8M |
|
786
Rockwell Automation
ROK
$39.1B
| $122M | 0.01% |
368,670
-26,025
| -7% | -$8.65M |
|
787
CF Industries
CF
$13.8B
| $122M | 0.01% |
1,323,879
-539,381
| -29% | -$49.6M |
|
788
PPL Corp
PPL
$26.4B
| $122M | 0.01% |
3,589,892
-1,189,263
| -25% | -$40.3M |
|
789
Rocket Companies
RKT
$43.2B
| $121M | 0.01% |
8,568,101
-2,211,524
| -21% | -$31.4M |
|
790
Emcor
EME
$28.3B
| $121M | 0.01% |
227,103
-32,612
| -13% | -$17.4M |
|
791
Gentex
GNTX
$6.29B
| $121M | 0.01% |
5,519,366
-2,154,335
| -28% | -$47.4M |
|
792
Global E Online
GLBE
$6.25B
| $121M | 0.01% |
3,617,284
+770,028
| +27% | +$25.8M |
|
793
Sanofi
SNY
$116B
| $120M | 0.01% |
2,481,931
+119,100
| +5% | +$5.75M |
|
794
Schwab US Dividend Equity ETF
SCHD
$71.4B
| $120M | 0.01% |
4,520,994
-1,045,708
| -19% | -$27.7M |
|
795
Fortis
FTS
$24.8B
| $119M | 0.01% |
2,502,238
-5,903
| -0.2% | -$282K |
|
796
Alcoa
AA
$8.4B
| $119M | 0.01% |
4,035,495
+525,420
| +15% | +$15.5M |
|
797
DuPont de Nemours
DD
$32.7B
| $119M | 0.01% |
1,736,013
-66,620
| -4% | -$4.57M |
|
798
Ultragenyx Pharmaceutical
RARE
$2.71B
| $119M | 0.01% |
3,260,868
+2,951,397
| +954% | +$107M |
|
799
Prudential Financial
PRU
$36.5B
| $118M | 0.01% |
1,100,405
-41,900
| -4% | -$4.5M |
|
800
Life Time Group Holdings
LTH
$6.12B
| $118M | 0.01% |
3,881,566
+1,525,398
| +65% | +$46.3M |
|