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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Cummins
CMI
$56.6B
| $95.1M | 0.01% |
463,708
+87,298
| +23% | +$17.9M |
|
802
National Grid
NGG
$70.5B
| $93.2M | 0.01% |
1,329,176
+975,332
| +276% | +$68.4M |
|
803
iShares US Medical Devices ETF
IHI
$4.31B
| $93.1M | 0.01% |
1,526,683
-985,395
| -39% | -$60.1M |
|
804
Badger Meter
BMI
$5.34B
| $92.9M | 0.01% |
932,037
+3,961
| +0.4% | +$395K |
|
|
SIX
805
DELISTED
Six Flags Entertainment Corp.
SIX
| $92.9M | 0.01% |
2,135,991
+215,993
| +11% | +$9.4M |
|
806
Commerce Bancshares
CBSH
$8.02B
| $92.7M | 0.01% |
1,498,962
-338,319
| -18% | -$20.9M |
|
807
Bunge Global
BG
$16.4B
| $92.6M | 0.01% |
835,989
+65,748
| +9% | +$7.29M |
|
808
Spirit AeroSystems
SPR
$4.61B
| $92.4M | 0.01% |
1,889,731
-818,166
| -30% | -$40M |
|
809
Unifirst Corp
UNF
$3.27B
| $92.2M | 0.01% |
500,276
+37,504
| +8% | +$6.91M |
|
|
JBTM
810
JBT Marel Corporation
JBTM
$7.28B
| $92.2M | 0.01% |
778,170
-110,599
| -12% | -$13.1M |
|
811
iShares Core High Dividend ETF
HDV
$11.7B
| $91.9M | 0.01% |
859,704
+117,634
| +16% | +$12.6M |
|
812
Doximity
DOCS
$13.2B
| $91.8M | 0.01% |
1,763,192
-381
| -0% | -$19.8K |
|
813
Johnson Controls International
JCI
$70.6B
| $91.7M | 0.01% |
1,397,879
-2,199,675
| -61% | -$144M |
|
814
Hertz
HTZ
$1.93B
| $91.2M | 0.01% |
+4,118,708
| New | +$91.2M |
|
815
SPDR S&P Retail ETF
XRT
$445M
| $90.6M | 0.01% |
1,199,355
+935,735
| +355% | +$70.7M |
|
816
United Rentals
URI
$61.7B
| $90.3M | 0.01% |
254,300
+84,548
| +50% | +$30M |
|
817
Lamar Advertising Co
LAMR
$13B
| $90.1M | 0.01% |
775,910
+108,205
| +16% | +$12.6M |
|
818
Affiliated Managers Group
AMG
$6.7B
| $90M | 0.01% |
638,759
-178,145
| -22% | -$25.1M |
|
819
Lithia Motors
LAD
$8.82B
| $89.7M | 0.01% |
298,837
-5,293
| -2% | -$1.59M |
|
820
Hexcel
HXL
$4.98B
| $89.3M | 0.01% |
1,502,305
-546,438
| -27% | -$32.5M |
|
821
Bloom Energy
BE
$15.7B
| $89.3M | 0.01% |
3,696,230
-328,336
| -8% | -$7.93M |
|
822
Oshkosh
OSK
$8.88B
| $89.1M | 0.01% |
885,189
-414,988
| -32% | -$41.8M |
|
823
NIO
NIO
$13.6B
| $89M | 0.01% |
4,227,787
-3,413,051
| -45% | -$71.8M |
|
824
First Financial Bancorp
FFBC
$2.48B
| $88.4M | 0.01% |
3,835,521
-136,585
| -3% | -$3.15M |
|
825
KBR
KBR
$6.38B
| $88.1M | 0.01% |
1,609,975
+741,729
| +85% | +$40.6M |
|