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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Liberty Broadband Class C
LBRDK
$8.67B
| $111M | 0.01% |
1,375,568
-60,632
| -4% | -$4.89M |
|
777
Shoals Technologies Group
SHLS
$1.15B
| $110M | 0.01% |
7,104,050
+735,973
| +12% | +$11.4M |
|
778
StepStone Group
STEP
$4.81B
| $110M | 0.01% |
3,465,147
-7,876
| -0.2% | -$251K |
|
779
Chord Energy
CHRD
$6.1B
| $110M | 0.01% |
662,347
-147,177
| -18% | -$24.5M |
|
780
Cushman & Wakefield
CWK
$3.7B
| $110M | 0.01% |
10,140,785
+1,060,108
| +12% | +$11.4M |
|
781
Globus Medical
GMED
$7.89B
| $107M | 0.01% |
2,014,631
-117,237
| -5% | -$6.25M |
|
782
Molina Healthcare
MOH
$9.71B
| $107M | 0.01% |
296,870
-31,526
| -10% | -$11.4M |
|
|
NARI
783
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $107M | 0.01% |
1,645,135
+290,759
| +21% | +$18.9M |
|
784
JPMorgan Active Bond ETF
JBND
$3.08B
| $106M | 0.01% |
+2,000,000
| New | +$106M |
|
785
Zillow
Z
$20.8B
| $106M | 0.01% |
1,830,182
+1,572,359
| +610% | +$91M |
|
786
Commerce Bancshares
CBSH
$8B
| $106M | 0.01% |
2,079,980
+198,168
| +11% | +$10.1M |
|
787
Zoom
ZM
$25.1B
| $105M | 0.01% |
1,462,998
+54,838
| +4% | +$3.94M |
|
788
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $105M | 0.01% |
3,623,717
+671,950
| +23% | +$19.5M |
|
789
Murphy USA
MUSA
$7.26B
| $105M | 0.01% |
294,839
-25,097
| -8% | -$8.95M |
|
790
Cullen/Frost Bankers
CFR
$8.11B
| $105M | 0.01% |
967,609
+29,221
| +3% | +$3.17M |
|
791
Nexstar Media Group
NXST
$5.98B
| $105M | 0.01% |
668,234
+60,603
| +10% | +$9.5M |
|
792
Terreno Realty
TRNO
$5.92B
| $104M | 0.01% |
1,659,597
-169,148
| -9% | -$10.6M |
|
793
Boyd Gaming
BYD
$6.84B
| $104M | 0.01% |
1,660,553
+68,747
| +4% | +$4.3M |
|
794
iShares Russell 2000 Value ETF
IWN
$11.8B
| $104M | 0.01% |
668,880
+207,612
| +45% | +$32.2M |
|
795
Clorox
CLX
$15.1B
| $104M | 0.01% |
727,268
+186,619
| +35% | +$26.6M |
|
796
Ford
F
$45.5B
| $104M | 0.01% |
8,496,858
-2,330,642
| -22% | -$28.4M |
|
797
Wolfspeed
WOLF
$230M
| $104M | 0.01% |
2,379,240
-326,271
| -12% | -$14.2M |
|
|
LSXMA
798
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $104M | 0.01% |
3,601,484
+2,770,875
| +334% | +$79.6M |
|
799
Badger Meter
BMI
$5.23B
| $103M | 0.01% |
668,839
-63,069
| -9% | -$9.74M |
|
800
First Interstate BancSystem
FIBK
$3.37B
| $103M | 0.01% |
3,356,151
+100,253
| +3% | +$3.08M |
|