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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
National Grid
NGG
$70.5B
| $98.9M | 0.01% |
1,516,175
-53,312
| -3% | -$3.48M |
|
877
Pure Storage
PSTG
$27B
| $98.7M | 0.01% |
1,898,781
+29,221
| +2% | +$1.52M |
|
878
Xtrackers S&P 500 ESG ETF
SNPE
$2.09B
| $98.7M | 0.01% |
2,062,904
+2,050,719
| +16,830% | +$98.1M |
|
879
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $98.3M | 0.01% |
861,311
-71,717
| -8% | -$8.19M |
|
|
AZEK
880
DELISTED
The AZEK Co
AZEK
| $98.1M | 0.01% |
1,952,481
-413,222
| -17% | -$20.8M |
|
881
Nexstar Media Group
NXST
$6.25B
| $97.9M | 0.01% |
568,422
-99,812
| -15% | -$17.2M |
|
882
Bunge Global
BG
$16.4B
| $97.6M | 0.01% |
951,852
+505,193
| +113% | +$51.8M |
|
883
Healthcare Realty
HR
$6.44B
| $97.5M | 0.01% |
6,892,007
-5,617,215
| -45% | -$79.5M |
|
884
Amcor
AMCR
$19.2B
| $97.5M | 0.01% |
10,252,899
+653,553
| +7% | +$6.22M |
|
885
Franklin FTSE Canada ETF
FLCA
$469M
| $97M | 0.01% |
2,796,115
+307,356
| +12% | +$10.7M |
|
886
Kellanova
K
$27.7B
| $96.1M | 0.01% |
1,677,873
+588,569
| +54% | +$33.7M |
|
887
Charles River Laboratories
CRL
$7.86B
| $96M | 0.01% |
354,428
+126,941
| +56% | +$34.4M |
|
888
CF Industries
CF
$14B
| $96M | 0.01% |
1,153,558
+327,874
| +40% | +$27.3M |
|
889
Voya Financial
VOYA
$7.39B
| $95.4M | 0.01% |
1,291,199
-545,553
| -30% | -$40.3M |
|
890
Materials Select Sector SPDR Fund
XLB
$5.55B
| $95.4M | 0.01% |
1,027,007
+612,965
| +148% | +$56.9M |
|
891
Berkshire Hathaway Class A
BRK.A
$1.07T
| $95.2M | 0.01% |
150
+1
| +0.7% | +$634K |
|
892
Live Nation Entertainment
LYV
$40.4B
| $94.9M | 0.01% |
897,068
+453,956
| +102% | +$48M |
|
893
MarketAxess Holdings
MKTX
$7.04B
| $94.7M | 0.01% |
432,150
+105,758
| +32% | +$23.2M |
|
894
Shell
SHEL
$209B
| $93.9M | 0.01% |
1,401,386
-41,338
| -3% | -$2.77M |
|
895
Brown & Brown
BRO
$31.1B
| $93.9M | 0.01% |
1,072,744
+209,377
| +24% | +$18.3M |
|
896
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $93.8M | 0.01% |
1,212,987
-7,561,138
| -86% | -$585M |
|
897
SPDR S&P Retail ETF
XRT
$445M
| $93.8M | 0.01% |
1,186,990
+1,098,204
| +1,237% | +$86.7M |
|
898
KraneShares CSI China Internet ETF
KWEB
$9.07B
| $93.3M | 0.01% |
3,552,777
+481,617
| +16% | +$12.6M |
|
899
PTC
PTC
$24.8B
| $93M | 0.01% |
492,069
+215,937
| +78% | +$40.8M |
|
900
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $92.7M | 0.01% |
2,533,299
+1,041,987
| +70% | +$38.1M |
|