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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Frontier Communications
FYBR
$9.38B
| $83.5M | 0.01% |
3,015,992
-121,711
| -4% | -$3.37M |
|
852
Clorox
CLX
$15.2B
| $83.4M | 0.01% |
600,072
+188,699
| +46% | +$26.2M |
|
853
Colgate-Palmolive
CL
$67.9B
| $83M | 0.01% |
1,095,166
-29,029
| -3% | -$2.2M |
|
|
CVET
854
DELISTED
Covetrus, Inc. Common Stock
CVET
| $83M | 0.01% |
4,945,606
+151,302
| +3% | +$2.54M |
|
855
iShares MSCI Mexico ETF
EWW
$1.91B
| $82.7M | 0.01% |
1,504,266
+51,319
| +4% | +$2.82M |
|
856
EXL Service
EXLS
$7.13B
| $82.4M | 0.01% |
2,875,650
+1,366,220
| +91% | +$39.1M |
|
857
Freshpet
FRPT
$2.6B
| $82.1M | 0.01% |
799,562
-99,086
| -11% | -$10.2M |
|
858
HSBC
HSBC
$239B
| $81.9M | 0.01% |
2,392,594
-981,551
| -29% | -$33.6M |
|
859
iShares Biotechnology ETF
IBB
$5.77B
| $81.7M | 0.01% |
626,866
+142,937
| +30% | +$18.6M |
|
860
Leslie's
LESL
$62.2M
| $81.6M | 0.01% |
4,215,377
+159,426
| +4% | +$3.09M |
|
861
BlackLine
BL
$3.41B
| $81.5M | 0.01% |
1,112,588
+9,013
| +0.8% | +$660K |
|
|
EDR
862
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $81.4M | 0.01% |
2,758,557
+107,886
| +4% | +$3.18M |
|
863
Utz Brands
UTZ
$1.12B
| $80.8M | 0.01% |
5,468,502
+435,116
| +9% | +$6.43M |
|
864
NetApp
NTAP
$25B
| $80.8M | 0.01% |
973,563
-58,246
| -6% | -$4.83M |
|
865
NetEase
NTES
$95B
| $80M | 0.01% |
891,467
-48,285
| -5% | -$4.33M |
|
866
Lightspeed Commerce
LSPD
$1.6B
| $79.7M | 0.01% |
2,616,377
+968,919
| +59% | +$29.5M |
|
867
Plug Power
PLUG
$1.74B
| $79.7M | 0.01% |
2,785,195
-723,001
| -21% | -$20.7M |
|
868
TotalEnergies
TTE
$134B
| $79.6M | 0.01% |
1,574,988
+1,299,806
| +472% | +$65.7M |
|
869
First Citizens BancShares
FCNCA
$25.4B
| $79.5M | 0.01% |
119,379
+115,853
| +3,286% | +$77.1M |
|
870
Lumen
LUMN
$6.25B
| $79.5M | 0.01% |
7,049,705
+389,183
| +6% | +$4.39M |
|
871
Lloyds Banking Group
LYG
$66.8B
| $79.3M | 0.01% |
32,923,225
-390,052
| -1% | -$940K |
|
872
CGI
GIB
$21B
| $78.5M | 0.01% |
982,792
+203,733
| +26% | +$16.3M |
|
873
PG&E
PCG
$34.6B
| $78M | 0.01% |
6,534,702
+856,250
| +15% | +$10.2M |
|
874
UiPath
PATH
$6.25B
| $77.9M | 0.01% |
3,607,309
+1,784,043
| +98% | +$38.5M |
|
875
Vanguard Consumer Discretionary ETF
VCR
$6.57B
| $77.7M | 0.01% |
254,476
+13,740
| +6% | +$4.19M |
|