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 | |
|---|---|---|---|---|---|---|
876
Akamai
AKAM
$11B
| $77.6M | 0.01% |
650,124
-908,779
| -58% | -$109M |
|
877
Interpublic Group of Companies
IPG
$9.51B
| $76.9M | 0.01% |
2,168,096
+885,766
| +69% | +$31.4M |
|
878
Range Resources
RRC
$8.3B
| $76.7M | 0.01% |
2,525,040
-328,010
| -11% | -$9.96M |
|
879
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $76.3M | 0.01% |
759,048
-1,450,837
| -66% | -$146M |
|
880
International Paper
IP
$24.5B
| $76.2M | 0.01% |
1,651,586
+338,771
| +26% | +$15.6M |
|
881
Thomson Reuters
TRI
$76.8B
| $76.2M | 0.01% |
674,802
+64,370
| +11% | +$7.27M |
|
882
Petrobras Class A
PBR.A
$75.1B
| $76.2M | 0.01% |
5,449,621
+394,868
| +8% | +$5.52M |
|
883
Digital Turbine
APPS
$494M
| $76.1M | 0.01% |
1,736,752
-27,205
| -2% | -$1.19M |
|
884
Atara Biotherapeutics
ATRA
$82.7M
| $76.1M | 0.01% |
327,596
+30,911
| +10% | +$7.18M |
|
885
Grocery Outlet
GO
$1.72B
| $75.8M | 0.01% |
2,312,540
+231,212
| +11% | +$7.58M |
|
886
Kellanova
K
$27.5B
| $75.6M | 0.01% |
1,249,058
+196,062
| +19% | +$11.9M |
|
887
Park Hotels & Resorts
PK
$2.36B
| $75.2M | 0.01% |
3,851,498
-1,564,537
| -29% | -$30.6M |
|
888
iShares Russell 1000 ETF
IWB
$44.6B
| $75.1M | 0.01% |
300,139
-1,292,225
| -81% | -$323M |
|
889
Monarch Casino & Resort
MCRI
$1.87B
| $74.8M | 0.01% |
857,460
-62,144
| -7% | -$5.42M |
|
890
Douglas Dynamics
PLOW
$751M
| $74.8M | 0.01% |
2,161,813
+2,108
| +0.1% | +$72.9K |
|
891
TransDigm Group
TDG
$72.5B
| $74.7M | 0.01% |
114,634
+57,519
| +101% | +$37.5M |
|
892
Clearwater Analytics
CWAN
$5.88B
| $74.5M | 0.01% |
3,545,266
+1,467,078
| +71% | +$30.8M |
|
893
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $74.2M | 0.01% |
2,172,051
+2,172,029
| +9,872,859% | +$74.2M |
|
894
Deutsche Bank
DB
$71.4B
| $74.1M | 0.01% |
+5,856,568
| New | +$74.1M |
|
895
Pinnacle West Capital
PNW
$10.5B
| $74.1M | 0.01% |
948,239
+113,286
| +14% | +$8.85M |
|
896
Darling Ingredients
DAR
$4.95B
| $73.4M | 0.01% |
913,694
-172,955
| -16% | -$13.9M |
|
897
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $73.4M | 0.01% |
721,234
-251,745
| -26% | -$25.6M |
|
898
Gartner
IT
$17.6B
| $73.3M | 0.01% |
246,314
+93,132
| +61% | +$27.7M |
|
899
Fair Isaac
FICO
$36.7B
| $73.2M | 0.01% |
156,859
+20,341
| +15% | +$9.49M |
|
900
RLJ Lodging Trust
RLJ
$1.14B
| $72.8M | 0.01% |
5,173,451
+373,082
| +8% | +$5.25M |
|