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 | |
|---|---|---|---|---|---|---|
826
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $111M | 0.01% |
3,979,585
+355,868
| +10% | +$9.94M |
|
827
Pultegroup
PHM
$27.4B
| $111M | 0.01% |
921,019
+288,552
| +46% | +$34.8M |
|
828
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $111M | 0.01% |
1,684,000
-1,336,292
| -44% | -$87.7M |
|
829
Chord Energy
CHRD
$6B
| $110M | 0.01% |
618,385
-43,962
| -7% | -$7.84M |
|
|
GTM
830
ZoomInfo Technologies
GTM
$3.74B
| $110M | 0.01% |
6,871,159
+3,072,519
| +81% | +$49.3M |
|
831
Alerian MLP Index ETNs due January 28 2044
AMJB
$706M
| $110M | 0.01% |
+3,860,000
| New | +$110M |
|
832
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $109M | 0.01% |
402,505
-2,527
| -0.6% | -$684K |
|
833
Starwood Property Trust
STWD
$7.56B
| $109M | 0.01% |
5,357,075
-330,502
| -6% | -$6.72M |
|
834
First Solar
FSLR
$21.8B
| $109M | 0.01% |
644,964
-1,316,017
| -67% | -$222M |
|
835
Modine Manufacturing
MOD
$7.71B
| $109M | 0.01% |
1,143,346
+1,061,856
| +1,303% | +$101M |
|
836
Boyd Gaming
BYD
$6.9B
| $109M | 0.01% |
1,614,650
-45,903
| -3% | -$3.09M |
|
837
UDR
UDR
$12.9B
| $109M | 0.01% |
2,905,480
-2,640,980
| -48% | -$98.8M |
|
838
Global Payments
GPN
$21B
| $108M | 0.01% |
811,387
-270,162
| -25% | -$36.1M |
|
839
Nextracker
NXT
$9.99B
| $108M | 0.01% |
1,927,063
+549,512
| +40% | +$30.9M |
|
840
iShares Russell 2000 Value ETF
IWN
$12B
| $108M | 0.01% |
681,582
+12,702
| +2% | +$2.02M |
|
841
Chemours
CC
$2.51B
| $107M | 0.01% |
4,091,303
+555,517
| +16% | +$14.6M |
|
842
Terreno Realty
TRNO
$6.06B
| $107M | 0.01% |
1,615,405
-44,192
| -3% | -$2.93M |
|
843
PBF Energy
PBF
$3.31B
| $107M | 0.01% |
1,859,589
+1,306,458
| +236% | +$75.2M |
|
844
Fortis
FTS
$24.8B
| $107M | 0.01% |
2,696,034
-109,494
| -4% | -$4.33M |
|
845
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.44B
| $106M | 0.01% |
3,712,389
+3,410,762
| +1,131% | +$97.8M |
|
846
Omnicom Group
OMC
$15.1B
| $106M | 0.01% |
1,099,568
+115,893
| +12% | +$11.2M |
|
847
Wayfair
W
$11.7B
| $106M | 0.01% |
1,564,284
+403,618
| +35% | +$27.4M |
|
848
Zoom
ZM
$25.4B
| $106M | 0.01% |
1,623,364
+160,366
| +11% | +$10.5M |
|
849
Teck Resources
TECK
$20.4B
| $106M | 0.01% |
2,315,293
-624,779
| -21% | -$28.6M |
|
850
SAP
SAP
$301B
| $105M | 0.01% |
539,289
-58,306
| -10% | -$11.4M |
|