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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Aaon
AAON
$6.93B
| $84.2M | 0.01% |
1,331,763
+539,679
| +68% | +$34.1M |
|
852
Unifirst Corp
UNF
$3.17B
| $84M | 0.01% |
542,113
+20,093
| +4% | +$3.11M |
|
|
AGTI
853
DELISTED
Agiliti, Inc.
AGTI
| $83.8M | 0.01% |
5,080,051
+173,262
| +4% | +$2.86M |
|
854
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
| $83.8M | 0.01% |
2,741,782
-87,499
| -3% | -$2.67M |
|
|
WRK
855
DELISTED
WestRock Company
WRK
| $83.7M | 0.01% |
2,879,929
+351,035
| +14% | +$10.2M |
|
856
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
| $83.3M | 0.01% |
851,126
+179,048
| +27% | +$17.5M |
|
857
Cameco
CCJ
$34.8B
| $83M | 0.01% |
2,648,372
+713,888
| +37% | +$22.4M |
|
858
Enphase Energy
ENPH
$4.88B
| $82.6M | 0.01% |
493,464
-628,572
| -56% | -$105M |
|
859
iShares Russell 3000 ETF
IWV
$16.9B
| $82.2M | 0.01% |
322,855
+44,577
| +16% | +$11.3M |
|
860
Logitech
LOGI
$16B
| $81.5M | 0.01% |
1,372,589
+1,276,287
| +1,325% | +$75.8M |
|
861
First Interstate BancSystem
FIBK
$3.37B
| $81.2M | 0.01% |
3,404,497
+307,373
| +10% | +$7.33M |
|
862
iShares US Transportation ETF
IYT
$611M
| $80.5M | 0.01% |
1,289,552
+1,075,072
| +501% | +$67.1M |
|
863
Clorox
CLX
$15.1B
| $80.4M | 0.01% |
505,847
-177,353
| -26% | -$28.2M |
|
864
Nordson
NDSN
$12.6B
| $80.3M | 0.01% |
323,570
+91,014
| +39% | +$22.6M |
|
865
Kellanova
K
$27.5B
| $80.1M | 0.01% |
1,265,259
+92,191
| +8% | +$5.83M |
|
866
Unilever
UL
$156B
| $80M | 0.01% |
1,534,173
-72,641
| -5% | -$3.79M |
|
867
Skyworks Solutions
SWKS
$10.9B
| $79.9M | 0.01% |
722,144
+300,360
| +71% | +$33.2M |
|
868
Paychex
PAYX
$47.9B
| $79.8M | 0.01% |
713,575
+94,788
| +15% | +$10.6M |
|
|
SAGE
869
DELISTED
Sage Therapeutics
SAGE
| $79.6M | 0.01% |
1,692,594
+317,276
| +23% | +$14.9M |
|
|
JBTM
870
JBT Marel Corporation
JBTM
$7.09B
| $79.5M | 0.01% |
655,427
-5,519
| -0.8% | -$669K |
|
|
871
iShares Short Treasury Bond ETF
SHV
$20.7B
| $78.6M | 0.01% |
711,824
-29,202,260
| -98% | -$3.23B |
|
872
Wynn Resorts
WYNN
$12.8B
| $78.6M | 0.01% |
744,122
+318,684
| +75% | +$33.7M |
|
873
Commerce Bancshares
CBSH
$8B
| $78.1M | 0.01% |
1,768,991
+326,300
| +23% | +$14.4M |
|
874
HP
HPQ
$26.5B
| $78.1M | 0.01% |
2,541,619
-611,418
| -19% | -$18.8M |
|
875
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $77.8M | 0.01% |
1,188,627
-467,488
| -28% | -$30.6M |
|