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 | |
|---|---|---|---|---|---|---|
801
Sea Limited
SE
$116B
| $120M | 0.01% |
2,238,987
+185,691
| +9% | +$9.97M |
|
|
MRO
802
DELISTED
Marathon Oil Corporation
MRO
| $120M | 0.01% |
4,219,764
-854,278
| -17% | -$24.2M |
|
803
FMC
FMC
$4.77B
| $119M | 0.01% |
1,868,693
+244,828
| +15% | +$15.6M |
|
804
Equifax
EFX
$32.1B
| $119M | 0.01% |
443,380
+111,270
| +34% | +$29.8M |
|
805
Enterprise Products Partners
EPD
$69.1B
| $118M | 0.01% |
4,052,841
-2,989,108
| -42% | -$87.2M |
|
806
Restaurant Brands International
QSR
$20.8B
| $118M | 0.01% |
1,487,556
-36,543
| -2% | -$2.9M |
|
807
C.H. Robinson
CHRW
$15.5B
| $117M | 0.01% |
1,538,256
+50,195
| +3% | +$3.82M |
|
|
SRCL
808
DELISTED
Stericycle Inc
SRCL
| $117M | 0.01% |
2,211,088
-262,046
| -11% | -$13.8M |
|
809
iShares MSCI Brazil ETF
EWZ
$5.55B
| $116M | 0.01% |
3,565,164
+2,195,129
| +160% | +$71.2M |
|
810
WNS Holdings
WNS
$3.25B
| $115M | 0.01% |
2,283,896
-220,577
| -9% | -$11.1M |
|
811
Insulet
PODD
$23.8B
| $115M | 0.01% |
671,532
+374,794
| +126% | +$64.2M |
|
812
Petrobras
PBR
$81.6B
| $115M | 0.01% |
7,562,937
+2,221,685
| +42% | +$33.8M |
|
813
FirstEnergy
FE
$25.2B
| $114M | 0.01% |
2,955,221
+987,827
| +50% | +$38.1M |
|
814
Qualys
QLYS
$4.9B
| $114M | 0.01% |
683,909
+304,495
| +80% | +$50.8M |
|
815
iShares Global Energy ETF
IXC
$1.85B
| $114M | 0.01% |
2,656,848
+746,670
| +39% | +$32.1M |
|
816
Rush Enterprises Class A
RUSHA
$4.48B
| $114M | 0.01% |
2,131,229
-206,367
| -9% | -$11M |
|
817
Elanco Animal Health
ELAN
$9.33B
| $114M | 0.01% |
7,005,103
+624,197
| +10% | +$10.2M |
|
818
Pentair
PNR
$18.5B
| $114M | 0.01% |
1,330,568
+583,077
| +78% | +$49.8M |
|
819
Globus Medical
GMED
$8.05B
| $113M | 0.01% |
2,112,103
+97,472
| +5% | +$5.23M |
|
820
Quaker Houghton
KWR
$2.47B
| $113M | 0.01% |
551,100
-47,452
| -8% | -$9.74M |
|
821
Revolution Medicines
RVMD
$8.64B
| $113M | 0.01% |
3,509,104
-882,525
| -20% | -$28.4M |
|
822
Vanguard Russell 2000 ETF
VTWO
$12.9B
| $113M | 0.01% |
1,324,127
-223,591
| -14% | -$19M |
|
823
Bank of New York Mellon
BK
$74.5B
| $112M | 0.01% |
1,941,106
+460,138
| +31% | +$26.5M |
|
824
iRhythm Technologies
IRTC
$5.82B
| $112M | 0.01% |
963,262
-198,444
| -17% | -$23M |
|
825
Wendy's
WEN
$1.88B
| $111M | 0.01% |
5,911,981
-31,130
| -0.5% | -$586K |
|