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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Teck Resources
TECK
$20.2B
| $91.4M | 0.01% |
3,171,705
+704,052
| +29% | +$20.3M |
|
852
Alaska Air
ALK
$7.24B
| $91.2M | 0.01% |
1,751,128
+118,254
| +7% | +$6.16M |
|
853
Freshworks
FRSH
$3.88B
| $90.4M | 0.01% |
3,443,252
+3,433,252
| +34,333% | +$90.2M |
|
854
Lithia Motors
LAD
$8.84B
| $90.3M | 0.01% |
304,130
-5,590
| -2% | -$1.66M |
|
855
Aon
AON
$79.9B
| $90.2M | 0.01% |
300,218
-279,339
| -48% | -$84M |
|
856
iShares US Transportation ETF
IYT
$610M
| $89.7M | 0.01% |
1,298,404
+252,020
| +24% | +$17.4M |
|
857
Petco
WOOF
$1.03B
| $88.6M | 0.01% |
4,474,973
-123,921
| -3% | -$2.45M |
|
|
TGP
858
DELISTED
Teekay LNG Partners L.P.
TGP
| $88.5M | 0.01% |
+5,226,954
| New | +$88.5M |
|
859
Doximity
DOCS
$13B
| $88.4M | 0.01% |
1,763,573
+1,754,871
| +20,166% | +$88M |
|
860
IQVIA
IQV
$32.1B
| $88.3M | 0.01% |
313,130
+71,052
| +29% | +$20M |
|
861
Bloom Energy
BE
$15.7B
| $88.3M | 0.01% |
4,024,566
+650,331
| +19% | +$14.3M |
|
862
C.H. Robinson
CHRW
$15.4B
| $88M | 0.01% |
817,727
+76,261
| +10% | +$8.21M |
|
863
BP
BP
$89.1B
| $88M | 0.01% |
3,304,969
+1,396,617
| +73% | +$37.2M |
|
864
KKR & Co
KKR
$129B
| $88M | 0.01% |
1,181,284
-46,143
| -4% | -$3.44M |
|
865
SL Green Realty
SLG
$4.48B
| $87.7M | 0.01% |
1,187,045
-762,704
| -39% | -$56.4M |
|
866
Steel Dynamics
STLD
$19.8B
| $86.2M | 0.01% |
1,389,118
+240,496
| +21% | +$14.9M |
|
867
Freshpet
FRPT
$2.6B
| $85.6M | 0.01% |
898,648
-41,387
| -4% | -$3.94M |
|
868
Steris
STE
$24.7B
| $85.3M | 0.01% |
350,613
+231
| +0.1% | +$56.2K |
|
869
Vertiv
VRT
$52.1B
| $85.1M | 0.01% |
3,408,483
-118,485
| -3% | -$2.96M |
|
870
Lloyds Banking Group
LYG
$66.8B
| $84.9M | 0.01% |
33,313,277
-5,068,437
| -13% | -$12.9M |
|
871
Douglas Dynamics
PLOW
$762M
| $84.4M | 0.01% |
2,159,705
+34,636
| +2% | +$1.35M |
|
872
Devon Energy
DVN
$22.3B
| $84.2M | 0.01% |
1,911,029
-509,336
| -21% | -$22.4M |
|
873
Telus
TU
$24.3B
| $83.9M | 0.01% |
3,561,137
+10,027
| +0.3% | +$236K |
|
874
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $83.7M | 0.01% |
1,030,488
-5,179,963
| -83% | -$421M |
|
875
Lumen
LUMN
$6.47B
| $83.6M | 0.01% |
6,660,522
-24,149
| -0.4% | -$303K |
|