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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Grocery Outlet
GO
$1.75B
| $63.2M | 0.01% |
2,236,587
-292,549
| -12% | -$8.27M |
|
902
STAG Industrial
STAG
$6.8B
| $63M | 0.01% |
1,863,459
+435,482
| +30% | +$14.7M |
|
903
Gates Industrial
GTES
$6.71B
| $63M | 0.01% |
4,535,344
-287,457
| -6% | -$3.99M |
|
904
Akamai
AKAM
$11.4B
| $62.8M | 0.01% |
802,402
-1,979,535
| -71% | -$155M |
|
905
Dollar Tree
DLTR
$20.3B
| $62.8M | 0.01% |
437,578
+122,215
| +39% | +$17.5M |
|
906
Western Union
WU
$2.74B
| $62.8M | 0.01% |
5,632,997
+3,037,173
| +117% | +$33.9M |
|
907
iShares MSCI South Korea ETF
EWY
$5.47B
| $62.8M | 0.01% |
1,025,778
+294,453
| +40% | +$18M |
|
908
Antero Resources
AR
$10.1B
| $62.7M | 0.01% |
2,717,575
-53,181
| -2% | -$1.23M |
|
909
First Horizon
FHN
$11.5B
| $62.5M | 0.01% |
3,515,246
+6,884
| +0.2% | +$122K |
|
910
Lloyds Banking Group
LYG
$66.8B
| $62.2M | 0.01% |
26,817,298
-4,343,476
| -14% | -$10.1M |
|
911
Ryanair
RYAAY
$31.7B
| $61.6M | 0.01% |
1,634,535
+979,367
| +149% | +$36.9M |
|
912
Pinnacle West Capital
PNW
$10.6B
| $61.6M | 0.01% |
777,877
-50,702
| -6% | -$4.02M |
|
913
iShares ESG MSCI USA Leaders ETF
SUSL
$907M
| $61.5M | 0.01% |
863,577
-162,156
| -16% | -$11.6M |
|
914
Papa John's
PZZA
$1.64B
| $61.4M | 0.01% |
818,946
+231,857
| +39% | +$17.4M |
|
915
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $61.3M | 0.01% |
1,947,561
+408,994
| +27% | +$12.9M |
|
916
Fox Factory Holding Corp
FOXF
$1.2B
| $61.2M | 0.01% |
504,503
+37,254
| +8% | +$4.52M |
|
917
Twist Bioscience
TWST
$1.55B
| $61.2M | 0.01% |
4,057,312
+162,161
| +4% | +$2.45M |
|
918
Douglas Dynamics
PLOW
$765M
| $61.2M | 0.01% |
1,917,827
-54,307
| -3% | -$1.73M |
|
919
Q2 Holdings
QTWO
$5.17B
| $61.1M | 0.01% |
2,481,351
-278,898
| -10% | -$6.87M |
|
920
Deckers Outdoor
DECK
$17.5B
| $61.1M | 0.01% |
814,896
+91,350
| +13% | +$6.84M |
|
921
CF Industries
CF
$14B
| $61M | 0.01% |
841,673
+104,583
| +14% | +$7.58M |
|
922
Lithia Motors
LAD
$8.82B
| $60.9M | 0.01% |
266,238
+17,255
| +7% | +$3.95M |
|
923
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
| $60.9M | 0.01% |
672,078
+85,206
| +15% | +$7.72M |
|
924
Gaming and Leisure Properties
GLPI
$13.7B
| $60.7M | 0.01% |
1,166,635
+202,782
| +21% | +$10.6M |
|
925
CoStar Group
CSGP
$36.9B
| $60.6M | 0.01% |
880,539
+380,273
| +76% | +$26.2M |
|