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 Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
HP
HPQ
$26.5B
| $69.8M | 0.01% |
2,714,623
+173,004
| +7% | +$4.45M |
|
877
iShares US Home Construction ETF
ITB
$3.32B
| $69.8M | 0.01% |
888,771
-21,480
| -2% | -$1.69M |
|
|
ACCD
878
DELISTED
Accolade, Inc. Common Stock
ACCD
| $69.6M | 0.01% |
6,582,091
-16,349
| -0.2% | -$173K |
|
879
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $69.3M | 0.01% |
703,901
+689,913
| +4,932% | +$67.9M |
|
880
Cushman & Wakefield
CWK
$3.83B
| $69.2M | 0.01% |
9,080,677
-265,148
| -3% | -$2.02M |
|
881
iShares US Transportation ETF
IYT
$610M
| $69.2M | 0.01% |
1,183,908
-105,644
| -8% | -$6.17M |
|
882
Unilever
UL
$155B
| $69.1M | 0.01% |
1,399,580
-134,593
| -9% | -$6.65M |
|
883
Schwab US Large-Cap Growth ETF
SCHG
$49.3B
| $69.1M | 0.01% |
3,802,428
+278,560
| +8% | +$5.06M |
|
884
JPMorgan US Quality Factor ETF
JQUA
$7.31B
| $68.4M | 0.01% |
1,581,185
-87,673
| -5% | -$3.79M |
|
885
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $68.4M | 0.01% |
655,595
-39,590
| -6% | -$4.13M |
|
886
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $68.4M | 0.01% |
756,519
+345,319
| +84% | +$31.2M |
|
887
Wyndham Hotels & Resorts
WH
$6.69B
| $68.3M | 0.01% |
982,185
+607,709
| +162% | +$42.3M |
|
888
Agree Realty
ADC
$8.16B
| $67.8M | 0.01% |
1,227,675
-246,792
| -17% | -$13.6M |
|
889
Sunoco
SUN
$6.88B
| $67.8M | 0.01% |
1,384,765
+122,388
| +10% | +$5.99M |
|
890
UFP Industries
UFPI
$5.99B
| $67.7M | 0.01% |
660,805
-52,194
| -7% | -$5.34M |
|
|
ENLC
891
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $67.3M | 0.01% |
5,505,633
-238,864
| -4% | -$2.92M |
|
892
Nuveen ESG Large-Cap Value ETF
NULV
$1.8B
| $67.1M | 0.01% |
1,999,024
+86,202
| +5% | +$2.9M |
|
893
Global E Online
GLBE
$6.25B
| $66.6M | 0.01% |
1,675,845
+268,427
| +19% | +$10.7M |
|
894
Moelis & Co
MC
$5.6B
| $66.5M | 0.01% |
1,474,142
-395,262
| -21% | -$17.8M |
|
895
Littelfuse
LFUS
$6.7B
| $66.4M | 0.01% |
268,668
+17,171
| +7% | +$4.25M |
|
896
SiteOne Landscape Supply
SITE
$6.39B
| $66.4M | 0.01% |
406,349
+9,573
| +2% | +$1.56M |
|
897
ACV Auctions
ACVA
$1.78B
| $66.2M | 0.01% |
4,363,003
+423,180
| +11% | +$6.42M |
|
898
Invesco Senior Loan ETF
BKLN
$6.88B
| $66.1M | 0.01% |
3,150,932
-940,289
| -23% | -$19.7M |
|
899
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $65.9M | 0.01% |
640,664
+536,661
| +516% | +$55.2M |
|
900
AGCO
AGCO
$8.08B
| $65.9M | 0.01% |
556,752
-282,623
| -34% | -$33.4M |
|