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 | |
|---|---|---|---|---|---|---|
826
BILL Holdings
BILL
$5.38B
| $97.6M | 0.01% |
1,196,801
+553,754
| +86% | +$45.2M |
|
827
Conagra Brands
CAG
$9.27B
| $97.5M | 0.01% |
3,402,313
-263,142
| -7% | -$7.54M |
|
828
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $97.5M | 0.01% |
933,028
-18,975
| -2% | -$1.98M |
|
829
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $97M | 0.01% |
4,675,372
+872,944
| +23% | +$18.1M |
|
830
ZTO Express
ZTO
$15.4B
| $96.7M | 0.01% |
4,546,011
-1,881,382
| -29% | -$40M |
|
831
AutoNation
AN
$8.42B
| $96.6M | 0.01% |
643,512
-27,782
| -4% | -$4.17M |
|
832
Acushnet Holdings
GOLF
$4.37B
| $96.4M | 0.01% |
1,526,481
-169,513
| -10% | -$10.7M |
|
833
Clearwater Analytics
CWAN
$5.88B
| $96.2M | 0.01% |
4,805,134
-916,873
| -16% | -$18.4M |
|
|
CNH
834
CNH Industrial
CNH
$14.1B
| $96.1M | 0.01% |
7,889,781
+5,152,525
| +188% | +$62.8M |
|
835
Verra Mobility
VRRM
$3.87B
| $95.9M | 0.01% |
4,162,872
+140,294
| +3% | +$3.23M |
|
836
Sabra Healthcare REIT
SBRA
$4.54B
| $95.7M | 0.01% |
6,708,062
-6,796,358
| -50% | -$97M |
|
|
PYCR
837
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $95.6M | 0.01% |
4,428,950
-256,041
| -5% | -$5.53M |
|
838
MarketAxess Holdings
MKTX
$6.9B
| $95.6M | 0.01% |
326,392
+24,445
| +8% | +$7.16M |
|
839
Elanco Animal Health
ELAN
$9.11B
| $95.1M | 0.01% |
6,380,906
+1,125,888
| +21% | +$16.8M |
|
840
Ambev
ABEV
$35.2B
| $95M | 0.01% |
33,937,117
-4,201,179
| -11% | -$11.8M |
|
841
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $95M | 0.01% |
817,063
+161,468
| +25% | +$18.8M |
|
842
Shell
SHEL
$211B
| $94.9M | 0.01% |
1,442,724
+30,261
| +2% | +$1.99M |
|
843
DuPont de Nemours
DD
$31.9B
| $94.7M | 0.01% |
1,230,515
-49,209
| -4% | -$3.79M |
|
844
Kinross Gold
KGC
$28B
| $94.2M | 0.01% |
15,567,465
+4,057,137
| +35% | +$24.5M |
|
845
Helen of Troy
HELE
$550M
| $93.9M | 0.01% |
776,916
-237,982
| -23% | -$28.8M |
|
846
Apple Hospitality REIT
APLE
$2.97B
| $93.8M | 0.01% |
5,648,023
-554,209
| -9% | -$9.21M |
|
847
TCW Transform 500 ETF
VOTE
$886M
| $93.8M | 0.01% |
1,685,595
+47,868
| +3% | +$2.66M |
|
848
International Flavors & Fragrances
IFF
$16.5B
| $93.7M | 0.01% |
1,157,034
+6,619
| +0.6% | +$536K |
|
849
PPL Corp
PPL
$26.5B
| $93.7M | 0.01% |
3,456,017
+391
| +0% | +$10.6K |
|
|
WBA
850
DELISTED
Walgreens Boots Alliance
WBA
| $93.3M | 0.01% |
3,573,311
+247,070
| +7% | +$6.45M |
|