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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Leslie's
LESL
$62M
| $108M | 0.01% |
5,246,100
+897,796
| +21% | +$18.4M |
|
777
Carrier Global
CARR
$53.2B
| $107M | 0.01% |
2,073,337
-1,025,839
| -33% | -$53.1M |
|
778
Vulcan Materials
VMC
$38.9B
| $107M | 0.01% |
632,860
+30,313
| +5% | +$5.13M |
|
779
Certara
CERT
$1.65B
| $107M | 0.01% |
3,230,842
+226,724
| +8% | +$7.5M |
|
780
Driven Brands
DRVN
$3B
| $107M | 0.01% |
3,695,288
-25,673
| -0.7% | -$742K |
|
781
Commerce Bancshares
CBSH
$8B
| $107M | 0.01% |
1,860,575
+28,433
| +2% | +$1.63M |
|
782
Organon & Co
OGN
$2.67B
| $106M | 0.01% |
3,242,577
-544,161
| -14% | -$17.8M |
|
783
Western Midstream Partners
WES
$14.6B
| $106M | 0.01% |
5,071,103
-1,317,916
| -21% | -$27.6M |
|
784
iShares Select Dividend ETF
DVY
$20.7B
| $106M | 0.01% |
923,468
+114,040
| +14% | +$13.1M |
|
785
HEICO Class A
HEI.A
$35B
| $106M | 0.01% |
893,573
-132,159
| -13% | -$15.7M |
|
786
Allegro MicroSystems
ALGM
$5.65B
| $106M | 0.01% |
3,304,689
-119,704
| -3% | -$3.83M |
|
787
Plains All American Pipeline
PAA
$12.2B
| $105M | 0.01% |
10,370,613
-3,119,243
| -23% | -$31.7M |
|
788
Paycom
PAYC
$12.4B
| $105M | 0.01% |
212,401
-225,245
| -51% | -$112M |
|
789
HP
HPQ
$26.5B
| $105M | 0.01% |
3,848,259
-1,270,752
| -25% | -$34.8M |
|
790
Bio-Techne
TECH
$7.93B
| $105M | 0.01% |
868,736
-552
| -0.1% | -$66.9K |
|
791
Avery Dennison
AVY
$12.8B
| $105M | 0.01% |
507,527
+156,228
| +44% | +$32.4M |
|
792
Ambarella
AMBA
$3.56B
| $105M | 0.01% |
675,024
-39,502
| -6% | -$6.15M |
|
793
Pinnacle Financial Partners
PNFP
$7.58B
| $105M | 0.01% |
1,116,557
+260,419
| +30% | +$24.5M |
|
794
Sun Life Financial
SLF
$33B
| $105M | 0.01% |
2,040,576
+17,860
| +0.9% | +$919K |
|
795
iRhythm Technologies
IRTC
$5.85B
| $105M | 0.01% |
1,791,775
+382,498
| +27% | +$22.4M |
|
796
Vanguard Value ETF
VTV
$144B
| $105M | 0.01% |
772,710
-34,018
| -4% | -$4.6M |
|
|
GRP.U
797
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $104M | 0.01% |
1,474,825
-1,937
| -0.1% | -$137K |
|
798
Pebblebrook Hotel Trust
PEB
$1.36B
| $104M | 0.01% |
4,643,748
-412,743
| -8% | -$9.25M |
|
799
Iron Mountain
IRM
$28.8B
| $104M | 0.01% |
2,382,906
-150,410
| -6% | -$6.54M |
|
|
DRE
800
DELISTED
Duke Realty Corp.
DRE
| $103M | 0.01% |
2,160,549
-429,160
| -17% | -$20.5M |
|