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 | |
|---|---|---|---|---|---|---|
801
DT Midstream
DTM
$10.9B
| $102M | 0.01% |
1,864,846
-66,491
| -3% | -$3.65M |
|
802
FMC
FMC
$4.61B
| $102M | 0.01% |
1,623,865
+739,357
| +84% | +$46.6M |
|
803
Hexcel
HXL
$4.93B
| $102M | 0.01% |
1,387,116
-48
| -0% | -$3.54K |
|
804
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $102M | 0.01% |
405,032
+144,583
| +56% | +$36.5M |
|
805
National Grid
NGG
$70.1B
| $102M | 0.01% |
1,569,487
+173,423
| +12% | +$11.3M |
|
806
Lithia Motors
LAD
$8.64B
| $102M | 0.01% |
309,661
-17,296
| -5% | -$5.7M |
|
807
Rocket Companies
RKT
$44B
| $102M | 0.01% |
7,020,169
+6,448,568
| +1,128% | +$93.4M |
|
808
Plains All American Pipeline
PAA
$12.2B
| $101M | 0.01% |
6,690,268
+1,667,677
| +33% | +$25.3M |
|
809
L3Harris
LHX
$51.6B
| $101M | 0.01% |
481,033
-269,207
| -36% | -$56.7M |
|
810
ServisFirst Bancshares
SFBS
$4.6B
| $101M | 0.01% |
1,520,123
-61,336
| -4% | -$4.09M |
|
811
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$698M
| $101M | 0.01% |
2,680,732
+2,475,978
| +1,209% | +$93.5M |
|
812
Advanced Drainage Systems
WMS
$11B
| $101M | 0.01% |
715,178
+47,702
| +7% | +$6.71M |
|
813
Hologic
HOLX
$14.6B
| $100M | 0.01% |
1,400,794
-872,605
| -38% | -$62.3M |
|
814
Archer Daniels Midland
ADM
$29.5B
| $100M | 0.01% |
1,385,835
+28,389
| +2% | +$2.05M |
|
815
Xylem
XYL
$33.5B
| $100M | 0.01% |
874,725
+100,521
| +13% | +$11.5M |
|
816
Interpublic Group of Companies
IPG
$9.51B
| $99.8M | 0.01% |
3,059,088
+1,396,551
| +84% | +$45.6M |
|
817
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $99.7M | 0.01% |
554,181
+242,963
| +78% | +$43.7M |
|
818
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $99.1M | 0.01% |
940,205
+299,541
| +47% | +$31.6M |
|
819
iShares MSCI Intl Value Factor ETF
IVLU
$2.62B
| $99M | 0.01% |
3,735,834
-650,990
| -15% | -$17.3M |
|
820
Core & Main
CNM
$9.21B
| $98.4M | 0.01% |
2,435,923
+606,583
| +33% | +$24.5M |
|
821
QuidelOrtho
QDEL
$1.88B
| $98.4M | 0.01% |
1,335,012
+63,077
| +5% | +$4.65M |
|
822
Veralto
VLTO
$26.3B
| $98.3M | 0.01% |
+1,194,394
| New | +$98.3M |
|
823
Hillman Solutions
HLMN
$1.93B
| $98.1M | 0.01% |
10,648,433
+168,616
| +2% | +$1.55M |
|
824
CyberArk
CYBR
$23.6B
| $97.9M | 0.01% |
447,050
-132,089
| -23% | -$28.9M |
|
825
Kontoor Brands
KTB
$4.29B
| $97.7M | 0.01% |
1,565,753
+212,618
| +16% | +$13.3M |
|