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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Corteva
CTVA
$48.7B
| $78.7M | 0.01% |
1,869,104
+354,117
| +23% | +$14.9M |
|
902
Cintas
CTAS
$81.2B
| $78.5M | 0.01% |
825,184
-59,592
| -7% | -$5.67M |
|
903
American Water Works
AWK
$27B
| $78.4M | 0.01% |
463,794
-31,188
| -6% | -$5.27M |
|
904
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $78.3M | 0.01% |
1,877,033
-1,260,479
| -40% | -$52.6M |
|
905
Telus
TU
$24.1B
| $78M | 0.01% |
3,551,110
+275,084
| +8% | +$6.04M |
|
906
Premier
PINC
$2.21B
| $77.8M | 0.01% |
2,007,481
-675,942
| -25% | -$26.2M |
|
907
PACCAR
PCAR
$51.8B
| $77.6M | 0.01% |
1,475,613
-273,014
| -16% | -$14.4M |
|
908
Gates Industrial
GTES
$6.52B
| $77.5M | 0.01% |
4,762,308
-123,056
| -3% | -$2M |
|
909
Douglas Dynamics
PLOW
$751M
| $77.1M | 0.01% |
2,125,069
-22,314
| -1% | -$810K |
|
910
PG&E
PCG
$33.5B
| $77M | 0.01% |
8,017,938
-9,233,753
| -54% | -$88.6M |
|
|
MMP
911
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $77M | 0.01% |
1,688,565
-495,001
| -23% | -$22.6M |
|
912
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $76.6M | 0.01% |
1,499,419
+364,032
| +32% | +$18.6M |
|
913
Chewy
CHWY
$14.6B
| $76.5M | 0.01% |
1,122,556
-329,650
| -23% | -$22.5M |
|
914
LiveRamp
RAMP
$1.74B
| $76.3M | 0.01% |
1,614,945
-62,146
| -4% | -$2.94M |
|
915
PPL Corp
PPL
$26.5B
| $76.1M | 0.01% |
2,729,284
-258,488
| -9% | -$7.21M |
|
916
Ciena
CIEN
$18.4B
| $75.9M | 0.01% |
1,478,593
-129,277
| -8% | -$6.64M |
|
917
Lamar Advertising Co
LAMR
$12.8B
| $75.9M | 0.01% |
669,051
-19,421
| -3% | -$2.2M |
|
918
Invesco Global Clean Energy ETF
PBD
$82M
| $75.8M | 0.01% |
2,719,436
+2,200,582
| +424% | +$61.4M |
|
|
VRE
919
Veris Residential
VRE
$1.49B
| $75.3M | 0.01% |
4,397,315
+2,305,489
| +110% | +$39.5M |
|
|
DISCK
920
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $75.2M | 0.01% |
3,099,864
-12,265,449
| -80% | -$298M |
|
921
Allstate
ALL
$52.7B
| $75.2M | 0.01% |
590,636
-439,360
| -43% | -$55.9M |
|
922
KLA
KLAC
$123B
| $75.1M | 0.01% |
224,588
-55,916
| -20% | -$18.7M |
|
923
Consolidated Edison
ED
$35B
| $75.1M | 0.01% |
1,034,855
-253,361
| -20% | -$18.4M |
|
|
COR
924
DELISTED
Coresite Realty Corporation
COR
| $75.1M | 0.01% |
542,225
+1,289
| +0.2% | +$179K |
|
925
Jefferies Financial Group
JEF
$13.5B
| $74.9M | 0.01% |
2,108,724
-65,732
| -3% | -$2.33M |
|