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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Corpay
CPAY
$21.5B
| $50.9M | 0.01% |
177,335
+75,857
| +75% | +$21.8M |
|
852
iShares Russell 1000 ETF
IWB
$44.6B
| $50.8M | 0.01% |
308,940
+3,055
| +1% | +$503K |
|
853
Cirrus Logic
CRUS
$5.91B
| $50.8M | 0.01% |
947,914
-211,272
| -18% | -$11.3M |
|
854
Insight Enterprises
NSIT
$4.07B
| $50.7M | 0.01% |
909,555
+387,152
| +74% | +$21.6M |
|
855
Planet Fitness
PLNT
$8.52B
| $50.6M | 0.01% |
874,051
-264,703
| -23% | -$15.3M |
|
856
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.5M
| $50.6M | 0.01% |
999,126
-91
| -0% | -$4.61K |
|
857
Invesco KBW Bank ETF
KBWB
$4.98B
| $50.4M | 0.01% |
977,293
+894,747
| +1,084% | +$46.1M |
|
858
Cintas
CTAS
$81.2B
| $50.1M | 0.01% |
747,896
-269,968
| -27% | -$18.1M |
|
859
Ovintiv
OVV
$11B
| $50.1M | 0.01% |
2,176,966
+125,789
| +6% | +$2.89M |
|
860
Invesco S&P 500 Equal Weight ETF
RSP
$75.3B
| $50.1M | 0.01% |
463,231
+22,302
| +5% | +$2.41M |
|
861
Littelfuse
LFUS
$6.54B
| $50M | 0.01% |
281,777
+29,928
| +12% | +$5.31M |
|
862
Acco Brands
ACCO
$357M
| $49.9M | 0.01% |
5,050,754
-890,975
| -15% | -$8.79M |
|
|
AUY
863
DELISTED
Yamana Gold, Inc.
AUY
| $49.7M | 0.01% |
15,618,096
+6,861,879
| +78% | +$21.8M |
|
|
ABMD
864
DELISTED
Abiomed Inc
ABMD
| $49.5M | 0.01% |
278,102
-1,837
| -0.7% | -$327K |
|
|
TCDA
865
DELISTED
Tricida, Inc. Common Stock
TCDA
| $49.4M | 0.01% |
1,599,961
+99,588
| +7% | +$3.07M |
|
|
AYX
866
DELISTED
Alteryx, Inc.
AYX
| $49.3M | 0.01% |
458,659
+386,390
| +535% | +$41.5M |
|
867
TechnipFMC
FTI
$16.8B
| $49.2M | 0.01% |
2,737,092
+687,241
| +34% | +$12.3M |
|
|
SHLX
868
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $49.1M | 0.01% |
2,399,490
-269,055
| -10% | -$5.5M |
|
869
Vipshop
VIPS
$8.85B
| $48.9M | 0.01% |
5,484,730
+4,954,975
| +935% | +$44.2M |
|
870
iShares Russell 3000 ETF
IWV
$16.9B
| $48.7M | 0.01% |
280,337
+282
| +0.1% | +$49K |
|
871
ICICI Bank
IBN
$113B
| $48.6M | 0.01% |
3,989,301
-5,925,202
| -60% | -$72.2M |
|
872
FirstEnergy
FE
$25B
| $48.5M | 0.01% |
1,005,931
-140,676
| -12% | -$6.78M |
|
873
Globe Life
GL
$11.3B
| $48.5M | 0.01% |
506,312
+361,155
| +249% | +$34.6M |
|
|
ONCE
874
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $48.5M | 0.01% |
499,936
-183,079
| -27% | -$17.8M |
|
875
Whirlpool
WHR
$5.24B
| $48M | 0.01% |
303,022
-29,606
| -9% | -$4.69M |
|