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 Total Bond Market
BND
|
+$1.86B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.75B |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.55B |
| 4 |
UnitedHealth
UNH
|
+$1.06B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.02B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.11B |
| 2 |
Centene
CNC
|
+$720M |
| 3 |
Amazon
AMZN
|
+$707M |
| 4 |
Texas Instruments
TXN
|
+$660M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$511M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 13.45% |
| 3 | Financials | 11.28% |
| 4 | Consumer Discretionary | 8.75% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
iShares MSCI Mexico ETF
EWW
$1.91B
| $56M | 0.01% |
1,265,818
-179,434
| -12% | -$7.94M |
|
902
Alliance Resource Partners
ARLP
$2.89B
| $55.9M | 0.01% |
2,441,203
-157,745
| -6% | -$3.61M |
|
903
Jefferies Financial Group
JEF
$13.9B
| $55.8M | 0.01% |
1,979,712
-112,486
| -5% | -$3.17M |
|
904
Lithia Motors
LAD
$8.82B
| $55.6M | 0.01% |
259,081
-30,475
| -11% | -$6.54M |
|
905
Lumen
LUMN
$6.25B
| $55.5M | 0.01% |
7,620,819
+310,849
| +4% | +$2.26M |
|
906
Certara
CERT
$1.75B
| $55.4M | 0.01% |
4,173,637
+113,537
| +3% | +$1.51M |
|
907
KraneShares CSI China Internet ETF
KWEB
$9.07B
| $55.4M | 0.01% |
2,249,343
+519,093
| +30% | +$12.8M |
|
908
SITE Centers
SITC
$474M
| $55.4M | 0.01% |
6,627,674
+2,203,532
| +50% | +$18.4M |
|
909
iShares Biotechnology ETF
IBB
$5.77B
| $55.3M | 0.01% |
472,903
+64,830
| +16% | +$7.58M |
|
910
Freshpet
FRPT
$2.6B
| $55.2M | 0.01% |
1,102,939
+288,809
| +35% | +$14.5M |
|
|
JNPR
911
DELISTED
Juniper Networks
JNPR
| $55.2M | 0.01% |
2,113,003
+409,090
| +24% | +$10.7M |
|
912
Radian Group
RDN
$4.81B
| $55.2M | 0.01% |
2,860,525
+631,657
| +28% | +$12.2M |
|
913
Berkshire Hathaway Class A
BRK.A
$1.07T
| $54.9M | 0.01% |
135
+11
| +9% | +$4.47M |
|
914
BP
BP
$88.8B
| $54.7M | 0.01% |
1,917,101
-138,385
| -7% | -$3.95M |
|
|
SWCH
915
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $54.7M | 0.01% |
1,622,211
+960,162
| +145% | +$32.3M |
|
916
iShares Russell 3000 ETF
IWV
$16.9B
| $54.5M | 0.01% |
263,296
+8,460
| +3% | +$1.75M |
|
917
West Pharmaceutical
WST
$19B
| $54.5M | 0.01% |
221,475
-6,100
| -3% | -$1.5M |
|
918
JPMorgan Core Plus Bond ETF
JCPB
$7.64B
| $54.4M | 0.01% |
1,186,447
+47,831
| +4% | +$2.19M |
|
919
Noble Corp
NE
$4.85B
| $54.2M | 0.01% |
1,833,484
+1,788,570
| +3,982% | +$52.9M |
|
920
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $54M | 0.01% |
561,738
-31,641
| -5% | -$3.04M |
|
921
Americold
COLD
$3.88B
| $53.9M | 0.01% |
2,189,322
+140,933
| +7% | +$3.47M |
|
|
JBTM
922
JBT Marel Corporation
JBTM
$7.28B
| $53.7M | 0.01% |
624,590
-13,910
| -2% | -$1.2M |
|
923
Guardant Health
GH
$7.08B
| $53.7M | 0.01% |
997,705
+822,954
| +471% | +$44.3M |
|
|
ABMD
924
DELISTED
Abiomed Inc
ABMD
| $53.6M | 0.01% |
218,051
-188,471
| -46% | -$46.3M |
|
925
Allstate
ALL
$53.4B
| $53.4M | 0.01% |
429,007
-529,429
| -55% | -$65.9M |
|