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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Starwood Property Trust
STWD
$7.43B
| $57.1M | 0.01% |
2,731,172
-98,928
| -3% | -$2.07M |
|
902
Amcor
AMCR
$19.1B
| $57M | 0.01% |
4,584,061
+1,876,981
| +69% | +$23.3M |
|
903
Fox Factory Holding Corp
FOXF
$1.08B
| $56.8M | 0.01% |
705,780
+13,884
| +2% | +$1.12M |
|
904
Vanguard Consumer Discretionary ETF
VCR
$6.58B
| $56.8M | 0.01% |
249,529
-4,947
| -2% | -$1.13M |
|
905
KraneShares CSI China Internet ETF
KWEB
$9.34B
| $56.7M | 0.01% |
1,730,250
+1,227,678
| +244% | +$40.2M |
|
906
Bloom Energy
BE
$19.9B
| $56.6M | 0.01% |
3,430,051
-266,179
| -7% | -$4.39M |
|
907
Paychex
PAYX
$46.7B
| $56.4M | 0.01% |
495,358
+18,956
| +4% | +$2.16M |
|
908
eBay
EBAY
$41.6B
| $56.2M | 0.01% |
1,348,084
-128,140
| -9% | -$5.34M |
|
909
Novartis
NVS
$238B
| $56M | 0.01% |
662,995
+444,401
| +203% | +$37.6M |
|
|
DCT
910
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $55.7M | 0.01% |
3,752,906
-630,105
| -14% | -$9.36M |
|
911
Chewy
CHWY
$16B
| $55.7M | 0.01% |
1,602,904
+469,310
| +41% | +$16.3M |
|
912
iShares Russell 3000 ETF
IWV
$17.1B
| $55.4M | 0.01% |
254,836
-15,468
| -6% | -$3.36M |
|
913
Jefferies Financial Group
JEF
$14.3B
| $55.2M | 0.01% |
2,092,198
+42,950
| +2% | +$1.13M |
|
914
AstraZeneca
AZN
$237B
| $55.1M | 0.01% |
833,375
+169,380
| +26% | +$11.2M |
|
915
JPMorgan Core Plus Bond ETF
JCPB
$7.75B
| $54.7M | 0.01% |
1,138,616
+8,063
| +0.7% | +$387K |
|
916
iShares Global Energy ETF
IXC
$1.84B
| $54.5M | 0.01% |
1,609,435
-49,516
| -3% | -$1.68M |
|
917
Occidental Petroleum
OXY
$45.4B
| $54.1M | 0.01% |
919,296
-862,098
| -48% | -$50.8M |
|
918
Life Time Group Holdings
LTH
$6.12B
| $54M | 0.01% |
4,195,235
+62,989
| +2% | +$811K |
|
919
Li Auto
LI
$26.1B
| $53.8M | 0.01% |
1,405,380
-704,143
| -33% | -$27M |
|
920
Hasbro
HAS
$10.4B
| $53.6M | 0.01% |
654,865
+58,076
| +10% | +$4.76M |
|
921
Petco
WOOF
$987M
| $53.5M | 0.01% |
3,628,294
-762,261
| -17% | -$11.2M |
|
922
SPDR S&P Biotech ETF
XBI
$5.56B
| $53M | 0.01% |
714,036
+256,652
| +56% | +$19.1M |
|
|
LHCG
923
DELISTED
LHC Group LLC
LHCG
| $53M | 0.01% |
340,183
+143,205
| +73% | +$22.3M |
|
924
MACOM Technology Solutions
MTSI
$9.47B
| $53M | 0.01% |
1,149,159
+1,059,048
| +1,175% | +$48.8M |
|
925
Monarch Casino & Resort
MCRI
$1.87B
| $52.8M | 0.01% |
899,637
+42,177
| +5% | +$2.47M |
|