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 | |
|---|---|---|---|---|---|---|
801
Rubrik
RBRK
$15.8B
| $118M | 0.01% |
1,313,033
-33,020
| -2% | -$2.96M |
|
802
Wintrust Financial
WTFC
$9.04B
| $117M | 0.01% |
946,194
-91,766
| -9% | -$11.4M |
|
803
Lemonade
LMND
$4.5B
| $117M | 0.01% |
2,674,149
+522,783
| +24% | +$22.9M |
|
804
Petrobras
PBR
$81.3B
| $117M | 0.01% |
9,333,230
+1,577,123
| +20% | +$19.7M |
|
805
Expeditors International
EXPD
$16.3B
| $117M | 0.01% |
1,020,889
-1,691
| -0.2% | -$193K |
|
806
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $117M | 0.01% |
4,654,817
-34,601
| -0.7% | -$866K |
|
807
Shell
SHEL
$205B
| $116M | 0.01% |
1,650,964
-127,763
| -7% | -$9M |
|
808
First Solar
FSLR
$22.8B
| $116M | 0.01% |
699,022
-613,161
| -47% | -$102M |
|
809
Super Micro Computer
SMCI
$27.2B
| $116M | 0.01% |
2,359,335
+131,796
| +6% | +$6.46M |
|
810
Cushman & Wakefield
CWK
$3.85B
| $115M | 0.01% |
10,413,355
-536,391
| -5% | -$5.94M |
|
811
IonQ
IONQ
$22.7B
| $115M | 0.01% |
2,674,348
+2,310,058
| +634% | +$99.3M |
|
812
Cactus
WHD
$2.71B
| $115M | 0.01% |
2,624,019
-256,945
| -9% | -$11.2M |
|
813
Nasdaq
NDAQ
$51.4B
| $114M | 0.01% |
1,279,199
+213,604
| +20% | +$19.1M |
|
814
Plains All American Pipeline
PAA
$12B
| $114M | 0.01% |
6,231,899
+146,105
| +2% | +$2.68M |
|
815
Rollins
ROL
$26.9B
| $114M | 0.01% |
2,021,052
-289,364
| -13% | -$16.3M |
|
816
Gen Digital
GEN
$17.9B
| $114M | 0.01% |
3,868,461
-583,679
| -13% | -$17.2M |
|
817
Warby Parker
WRBY
$3.47B
| $114M | 0.01% |
5,182,573
+4,706,148
| +988% | +$103M |
|
|
BAI
818
iShares A.I. Innovation and Tech Active ETF
BAI
$2.86B
| $114M | 0.01% |
3,938,293
+3,938,184
| +3,613,013% | +$114M |
|
819
VeriSign
VRSN
$26.4B
| $114M | 0.01% |
393,415
-17,990
| -4% | -$5.2M |
|
820
Toro Company
TTC
$7.66B
| $114M | 0.01% |
1,607,235
-162,350
| -9% | -$11.5M |
|
821
Domino's
DPZ
$14.6B
| $113M | 0.01% |
251,720
-81,062
| -24% | -$36.5M |
|
822
iShares TIPS Bond ETF
TIP
$14B
| $113M | 0.01% |
1,030,196
+90,809
| +10% | +$9.99M |
|
823
RBC Bearings
RBC
$12B
| $113M | 0.01% |
294,442
-32,284
| -10% | -$12.4M |
|
824
HealthEquity
HQY
$8.08B
| $113M | 0.01% |
1,080,794
+176,435
| +20% | +$18.5M |
|
825
American Water Works
AWK
$26.4B
| $113M | 0.01% |
809,127
-190,383
| -19% | -$26.5M |
|