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 | |
|---|---|---|---|---|---|---|
776
Exelixis
EXEL
$10.5B
| $126M | 0.01% |
5,323,859
-2,417,730
| -31% | -$57.4M |
|
777
Deckers Outdoor
DECK
$17.5B
| $126M | 0.01% |
804,906
+110,934
| +16% | +$17.4M |
|
778
Hayward Holdings
HAYW
$3.48B
| $126M | 0.01% |
8,221,066
-121,303
| -1% | -$1.86M |
|
779
Qorvo
QRVO
$8.12B
| $126M | 0.01% |
1,094,854
+1,042
| +0.1% | +$120K |
|
780
Veralto
VLTO
$27.1B
| $125M | 0.01% |
1,415,268
+220,874
| +18% | +$19.6M |
|
781
HealthEquity
HQY
$7.96B
| $125M | 0.01% |
1,536,458
-555,490
| -27% | -$45.3M |
|
782
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $125M | 0.01% |
1,241,790
+438,997
| +55% | +$44.2M |
|
783
Williams-Sonoma
WSM
$24.8B
| $125M | 0.01% |
787,654
+324,482
| +70% | +$51.5M |
|
784
Snap
SNAP
$12.3B
| $124M | 0.01% |
10,842,752
+3,321,851
| +44% | +$38.1M |
|
|
BPMC
785
DELISTED
Blueprint Medicines
BPMC
| $124M | 0.01% |
1,311,372
-208,336
| -14% | -$19.8M |
|
786
DT Midstream
DTM
$10.9B
| $124M | 0.01% |
2,032,849
+168,003
| +9% | +$10.3M |
|
787
Coinbase
COIN
$83.2B
| $124M | 0.01% |
468,459
-17,029
| -4% | -$4.51M |
|
788
Twist Bioscience
TWST
$1.55B
| $124M | 0.01% |
3,613,903
-1,002,170
| -22% | -$34.4M |
|
789
PPL Corp
PPL
$26.6B
| $124M | 0.01% |
4,490,555
+1,034,538
| +30% | +$28.5M |
|
790
Toro Company
TTC
$7.82B
| $124M | 0.01% |
1,348,292
-21,534
| -2% | -$1.97M |
|
791
Vale
VALE
$45.4B
| $123M | 0.01% |
10,115,083
-3,321,539
| -25% | -$40.5M |
|
792
Thor Industries
THO
$5.83B
| $123M | 0.01% |
1,049,431
+62,033
| +6% | +$7.28M |
|
793
Deutsche Bank
DB
$71.4B
| $123M | 0.01% |
7,802,699
+2,738,931
| +54% | +$43.2M |
|
794
Fabrinet
FN
$12.9B
| $123M | 0.01% |
648,885
+169,659
| +35% | +$32.1M |
|
795
Schwab US Large-Cap Growth ETF
SCHG
$49.3B
| $122M | 0.01% |
5,282,960
+607,588
| +13% | +$14.1M |
|
796
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $122M | 0.01% |
1,308,948
+634,032
| +94% | +$59.3M |
|
797
Rocket Companies
RKT
$44.4B
| $122M | 0.01% |
8,400,761
+1,380,592
| +20% | +$20.1M |
|
|
ITCI
798
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $122M | 0.01% |
1,755,948
-316,667
| -15% | -$21.9M |
|
799
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
| $121M | 0.01% |
3,720,699
+3,665,282
| +6,614% | +$119M |
|
800
Nordson
NDSN
$12.8B
| $120M | 0.01% |
438,286
+118,506
| +37% | +$32.5M |
|