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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
BCE
BCE
$22.5B
| $97.2M | 0.01% |
1,941,645
+78,199
| +4% | +$3.91M |
|
827
Ford
F
$45.5B
| $97.1M | 0.01% |
6,855,746
-3,329,081
| -33% | -$47.1M |
|
828
Petco
WOOF
$1B
| $97M | 0.01% |
4,598,894
+1,648,261
| +56% | +$34.8M |
|
829
Columbia Sportswear
COLM
$3.01B
| $96.7M | 0.01% |
1,008,918
+33,356
| +3% | +$3.2M |
|
830
Acushnet Holdings
GOLF
$4.37B
| $96.3M | 0.01% |
2,062,404
-226,332
| -10% | -$10.6M |
|
831
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $96.2M | 0.01% |
1,293,430
-1,279,270
| -50% | -$95.2M |
|
832
First Industrial Realty Trust
FR
$6.77B
| $96.2M | 0.01% |
1,846,204
-11,629
| -0.6% | -$606K |
|
833
Alaska Air
ALK
$7.22B
| $95.7M | 0.01% |
1,632,874
+168,522
| +12% | +$9.88M |
|
834
Universal Display
OLED
$6.52B
| $95.6M | 0.01% |
559,033
+1,798
| +0.3% | +$307K |
|
835
Charles River Laboratories
CRL
$7.54B
| $95.3M | 0.01% |
230,969
+31,192
| +16% | +$12.9M |
|
836
Tenet Healthcare
THC
$16.9B
| $95.3M | 0.01% |
1,434,327
+358
| +0% | +$23.8K |
|
837
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.87B
| $94.9M | 0.01% |
858,820
-132,624
| -13% | -$14.7M |
|
838
TE Connectivity
TEL
$62.2B
| $94.6M | 0.01% |
689,329
-224,945
| -25% | -$30.9M |
|
839
Plug Power
PLUG
$1.66B
| $94.5M | 0.01% |
3,701,878
+1,426,954
| +63% | +$36.4M |
|
|
AIV
840
Aimco
AIV
$1.07B
| $94.2M | 0.01% |
13,754,169
-130,143
| -0.9% | -$891K |
|
841
Lloyds Banking Group
LYG
$66.4B
| $94M | 0.01% |
38,381,714
-415,448
| -1% | -$1.02M |
|
|
DCP
842
DELISTED
DCP Midstream, LP
DCP
| $93.8M | 0.01% |
3,322,288
-436,927
| -12% | -$12.3M |
|
|
CVA
843
DELISTED
Covanta Holding Corporation
CVA
| $93.7M | 0.01% |
4,655,025
+4,512,385
| +3,163% | +$90.8M |
|
844
Dow Inc
DOW
$16.9B
| $93.4M | 0.01% |
1,623,431
-620,680
| -28% | -$35.7M |
|
845
nLIGHT
LASR
$1.44B
| $93.3M | 0.01% |
3,310,934
-44,420
| -1% | -$1.25M |
|
846
Atlassian
TEAM
$45.7B
| $93.2M | 0.01% |
238,172
+22,657
| +11% | +$8.87M |
|
847
Badger Meter
BMI
$5.23B
| $92.8M | 0.01% |
917,948
-58,019
| -6% | -$5.87M |
|
848
Thomson Reuters
TRI
$76.8B
| $92.2M | 0.01% |
804,807
-35,192
| -4% | -$4.03M |
|
849
Ambev
ABEV
$35.2B
| $92M | 0.01% |
33,346,991
+742,682
| +2% | +$2.05M |
|
850
XPeng
XPEV
$19.1B
| $91.7M | 0.01% |
2,578,907
-125,071
| -5% | -$4.45M |
|