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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.7B |
| 3 |
Apple
AAPL
|
+$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Certara
CERT
$1.68B
| $85.1M | 0.01% |
3,004,118
+225,187
| +8% | +$6.38M |
|
902
Lumen
LUMN
$6.24B
| $84.9M | 0.01% |
6,248,134
+339,965
| +6% | +$4.62M |
|
903
Cintas
CTAS
$80.8B
| $84.5M | 0.01% |
884,776
-130,524
| -13% | -$12.5M |
|
904
Coherus Oncology, Inc. Common Stock
CHRS
$155M
| $84.3M | 0.01% |
6,094,058
+897,952
| +17% | +$12.4M |
|
905
Lightspeed Commerce
LSPD
$1.59B
| $84.2M | 0.01% |
1,007,534
+250,021
| +33% | +$20.9M |
|
906
CNA Financial
CNA
$12.8B
| $84.2M | 0.01% |
1,851,529
-12,774
| -0.7% | -$581K |
|
|
PTVE
907
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $84.2M | 0.01% |
5,586,848
-124,959
| -2% | -$1.88M |
|
908
Rush Enterprises Class A
RUSHA
$4.43B
| $84M | 0.01% |
2,914,919
+29,235
| +1% | +$843K |
|
909
Steel Dynamics
STLD
$19.3B
| $83.9M | 0.01% |
1,408,053
+33,644
| +2% | +$2.01M |
|
910
Shift4
FOUR
$5.87B
| $83.9M | 0.01% |
895,425
+339,408
| +61% | +$31.8M |
|
911
PPL Corp
PPL
$26.4B
| $83.6M | 0.01% |
2,987,772
-614,598
| -17% | -$17.2M |
|
912
Pultegroup
PHM
$26.8B
| $83.4M | 0.01% |
1,528,296
-358,674
| -19% | -$19.6M |
|
|
CERN
913
DELISTED
Cerner Corp
CERN
| $82.8M | 0.01% |
1,059,933
+260,136
| +33% | +$20.3M |
|
914
iShares Core Dividend Growth ETF
DGRO
$34B
| $82M | 0.01% |
1,627,450
+133,731
| +9% | +$6.73M |
|
|
PBCT
915
DELISTED
People's United Financial Inc
PBCT
| $81.9M | 0.01% |
4,778,042
+2,430,342
| +104% | +$41.7M |
|
916
iQIYI
IQ
$2.48B
| $81.9M | 0.01% |
5,255,017
+928,123
| +21% | +$14.5M |
|
917
Park Hotels & Resorts
PK
$2.37B
| $81.4M | 0.01% |
3,947,755
-453,637
| -10% | -$9.35M |
|
918
Cenovus Energy
CVE
$30.6B
| $81.3M | 0.01% |
8,482,243
+1,832,328
| +28% | +$17.6M |
|
919
New York Times
NYT
$9.37B
| $81.3M | 0.01% |
1,865,691
-284,105
| -13% | -$12.4M |
|
920
DigitalOcean
DOCN
$3.13B
| $81M | 0.01% |
1,456,624
+600,653
| +70% | +$33.4M |
|
921
iShares Semiconductor ETF
SOXX
$13.8B
| $80.9M | 0.01% |
534,453
+115,434
| +28% | +$17.5M |
|
922
Highwoods Properties
HIW
$3.45B
| $80.9M | 0.01% |
1,790,800
+128,780
| +8% | +$5.82M |
|
|
GCP
923
DELISTED
GCP Applied Technologies Inc.
GCP
| $80.4M | 0.01% |
3,457,897
-219,732
| -6% | -$5.11M |
|
924
SPDR Portfolio TIPS ETF
SPIP
$989M
| $80.3M | 0.01% |
+2,579,783
| New | +$80.3M |
|
925
The RealReal
REAL
$1.04B
| $79.8M | 0.01% |
4,039,204
+1,089,037
| +37% | +$21.5M |
|