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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Valvoline
VVV
$5.15B
| $88.8M | 0.01% |
2,542,840
-340,681
| -12% | -$11.9M |
|
|
GRP.U
777
Granite Real Estate Investment Trust
GRP.U
$3.48B
| $88.6M | 0.01% |
1,430,214
-333,503
| -19% | -$20.7M |
|
|
MMP
778
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $88.6M | 0.01% |
1,632,875
+449,588
| +38% | +$24.4M |
|
779
Moelis & Co
MC
$5.6B
| $88.6M | 0.01% |
2,304,524
-206,816
| -8% | -$7.95M |
|
780
NetApp
NTAP
$24.9B
| $88.3M | 0.01% |
1,383,253
+199,536
| +17% | +$12.7M |
|
781
DT Midstream
DTM
$10.9B
| $88.2M | 0.01% |
1,785,503
+1,428,679
| +400% | +$70.5M |
|
782
Rush Enterprises Class A
RUSHA
$4.49B
| $88M | 0.01% |
2,418,752
+78,509
| +3% | +$2.86M |
|
783
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.28B
| $87.3M | 0.01% |
2,829,281
-1,090,745
| -28% | -$33.6M |
|
|
AMK
784
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $87.2M | 0.01% |
2,772,937
-249,023
| -8% | -$7.83M |
|
785
ServisFirst Bancshares
SFBS
$4.62B
| $86.8M | 0.01% |
1,589,159
+278,471
| +21% | +$15.2M |
|
786
Wheaton Precious Metals
WPM
$48.4B
| $86.8M | 0.01% |
1,801,520
-5,841
| -0.3% | -$281K |
|
787
Floor & Decor
FND
$9.64B
| $86.7M | 0.01% |
882,513
+73,406
| +9% | +$7.21M |
|
788
Woodward
WWD
$14.3B
| $86.5M | 0.01% |
887,894
-128,245
| -13% | -$12.5M |
|
789
Murphy USA
MUSA
$7.5B
| $86.4M | 0.01% |
334,651
+10,944
| +3% | +$2.82M |
|
790
National Grid
NGG
$70.3B
| $85.8M | 0.01% |
1,320,571
-51,005
| -4% | -$3.31M |
|
791
CyberArk
CYBR
$23.7B
| $85.8M | 0.01% |
579,690
-31,868
| -5% | -$4.72M |
|
792
Utz Brands
UTZ
$1.12B
| $85.1M | 0.01% |
5,167,766
+102,534
| +2% | +$1.69M |
|
|
ACCD
793
DELISTED
Accolade, Inc. Common Stock
ACCD
| $84.7M | 0.01% |
5,893,057
+695,910
| +13% | +$10M |
|
794
Acushnet Holdings
GOLF
$4.47B
| $84.7M | 0.01% |
1,661,976
-65,454
| -4% | -$3.33M |
|
795
Johnson Controls International
JCI
$70.8B
| $84.6M | 0.01% |
1,404,062
+565,112
| +67% | +$34M |
|
796
WNS Holdings
WNS
$3.25B
| $84.2M | 0.01% |
903,707
+92,630
| +11% | +$8.63M |
|
797
Healthcare Realty
HR
$6.42B
| $84.1M | 0.01% |
4,352,408
-4,793,508
| -52% | -$92.7M |
|
|
NEWR
798
DELISTED
New Relic, Inc.
NEWR
| $84.1M | 0.01% |
1,116,919
+29,890
| +3% | +$2.25M |
|
799
Omnicom Group
OMC
$15B
| $84M | 0.01% |
890,125
+37,919
| +4% | +$3.58M |
|
800
iShares International Select Dividend ETF
IDV
$5.88B
| $83.9M | 0.01% |
3,051,629
+2,665,576
| +690% | +$73.3M |
|