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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Southwest Airlines
LUV
$16.3B
| $87.5M | 0.01% |
3,029,508
-4,577,559
| -60% | -$132M |
|
877
First Hawaiian
FHB
$3.19B
| $87.4M | 0.01% |
3,825,305
-61,804
| -2% | -$1.41M |
|
878
Toast
TOST
$23.3B
| $87.3M | 0.01% |
4,783,365
+3,713,287
| +347% | +$67.8M |
|
879
Tyler Technologies
TYL
$23.6B
| $87.3M | 0.01% |
208,784
-16,040
| -7% | -$6.71M |
|
880
NorthWestern Energy
NWE
$3.47B
| $87.3M | 0.01% |
1,715,335
-436,718
| -20% | -$22.2M |
|
881
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $87.2M | 0.01% |
1,663,805
+265,533
| +19% | +$13.9M |
|
882
Vanguard Health Care ETF
VHT
$15.6B
| $87M | 0.01% |
347,113
+133,197
| +62% | +$33.4M |
|
883
Box
BOX
$4.74B
| $86.2M | 0.01% |
3,365,143
-40,376
| -1% | -$1.03M |
|
884
Graphic Packaging
GPK
$6.14B
| $86M | 0.01% |
3,489,118
+2,806,140
| +411% | +$69.2M |
|
885
CenterPoint Energy
CNP
$24.7B
| $85.4M | 0.01% |
2,990,835
-3,179,472
| -52% | -$90.8M |
|
886
Arcos Dorados Holdings
ARCO
$1.47B
| $85.4M | 0.01% |
6,729,570
+2,146,573
| +47% | +$27.2M |
|
887
SentinelOne
S
$5.95B
| $85.3M | 0.01% |
3,108,672
-144,279
| -4% | -$3.96M |
|
888
Petrobras
PBR
$82.2B
| $85.3M | 0.01% |
5,341,252
-3,569,657
| -40% | -$57M |
|
889
Omnicom Group
OMC
$14.7B
| $85.1M | 0.01% |
983,675
-20,309
| -2% | -$1.76M |
|
890
First Financial Bancorp
FFBC
$2.48B
| $84.7M | 0.01% |
3,566,553
-185,649
| -5% | -$4.41M |
|
891
Nordson
NDSN
$12.6B
| $84.5M | 0.01% |
319,780
+93,281
| +41% | +$24.6M |
|
892
Coinbase
COIN
$81B
| $84.4M | 0.01% |
485,488
+82,242
| +20% | +$14.3M |
|
893
Arrowhead Research
ARWR
$3.99B
| $84.2M | 0.01% |
2,751,048
-32,050
| -1% | -$981K |
|
894
Macerich
MAC
$4.53B
| $83.9M | 0.01% |
5,436,700
-9,623,921
| -64% | -$148M |
|
895
Gulfport Energy Corp
GPOR
$3.02B
| $83.7M | 0.01% |
628,116
-174,231
| -22% | -$23.2M |
|
896
iShares MSCI China ETF
MCHI
$8.07B
| $83.4M | 0.01% |
2,046,057
-173,935
| -8% | -$7.09M |
|
897
Match Group
MTCH
$9.12B
| $83.3M | 0.01% |
2,282,160
+603,617
| +36% | +$22M |
|
898
Sea Limited
SE
$114B
| $83.2M | 0.01% |
2,053,296
-1,200,225
| -37% | -$48.6M |
|
899
KraneShares CSI China Internet ETF
KWEB
$8.87B
| $82.9M | 0.01% |
3,071,160
+2,695,318
| +717% | +$72.8M |
|
900
Utz Brands
UTZ
$1.12B
| $82.9M | 0.01% |
5,102,393
-335,419
| -6% | -$5.45M |
|