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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Littelfuse
LFUS
$6.52B
| $73.3M | 0.01% |
251,497
+896
| +0.4% | +$261K |
|
902
Shell
SHEL
$208B
| $72.8M | 0.01% |
1,205,422
-479,051
| -28% | -$28.9M |
|
903
Alcoa
AA
$8.51B
| $72.1M | 0.01% |
2,123,804
-850,388
| -29% | -$28.9M |
|
904
Extra Space Storage
EXR
$31.4B
| $71.2M | 0.01% |
478,130
-110,391
| -19% | -$16.4M |
|
905
McCormick & Company Non-Voting
MKC
$18.5B
| $71M | 0.01% |
814,065
+111,891
| +16% | +$9.76M |
|
906
Agios Pharmaceuticals
AGIO
$2.09B
| $70.6M | 0.01% |
2,492,975
+1,294,462
| +108% | +$36.7M |
|
907
NetEase
NTES
$96.5B
| $70.3M | 0.01% |
727,015
+96,509
| +15% | +$9.33M |
|
908
Nexstar Media Group
NXST
$6.26B
| $70.1M | 0.01% |
421,145
-31,379
| -7% | -$5.23M |
|
909
Rogers Communications
RCI
$19.4B
| $69.8M | 0.01% |
1,528,514
+81,558
| +6% | +$3.72M |
|
910
UFP Industries
UFPI
$5.86B
| $69.2M | 0.01% |
712,999
-22,576
| -3% | -$2.19M |
|
911
Sonos
SONO
$1.8B
| $69.2M | 0.01% |
4,237,097
+217,696
| +5% | +$3.55M |
|
912
Certara
CERT
$1.79B
| $69.2M | 0.01% |
3,798,035
+109,241
| +3% | +$1.99M |
|
913
Zillow
Z
$21.3B
| $69M | 0.01% |
1,373,789
+876,354
| +176% | +$44M |
|
914
FirstEnergy
FE
$25.1B
| $68.8M | 0.01% |
1,768,652
+115,031
| +7% | +$4.47M |
|
915
DTE Energy
DTE
$28.4B
| $68.5M | 0.01% |
622,800
-222,488
| -26% | -$24.5M |
|
916
Interpublic Group of Companies
IPG
$9.73B
| $68.3M | 0.01% |
1,771,175
+18,444
| +1% | +$712K |
|
917
Leslie's
LESL
$62M
| $68.2M | 0.01% |
7,264,266
+1,027,568
| +16% | +$9.65M |
|
918
Snap
SNAP
$12.4B
| $68.1M | 0.01% |
5,754,468
-13,343,097
| -70% | -$158M |
|
919
First Hawaiian
FHB
$3.2B
| $68.1M | 0.01% |
3,779,038
+562,700
| +17% | +$10.1M |
|
920
ACV Auctions
ACVA
$1.73B
| $68M | 0.01% |
3,939,823
-374,266
| -9% | -$6.46M |
|
921
Telus
TU
$24.3B
| $68M | 0.01% |
3,496,359
+42,575
| +1% | +$829K |
|
922
Taylor Morrison
TMHC
$6.93B
| $68M | 0.01% |
1,393,470
-284,009
| -17% | -$13.9M |
|
923
Jefferies Financial Group
JEF
$13.8B
| $67.9M | 0.01% |
2,046,819
+23,910
| +1% | +$793K |
|
|
ANSS
924
DELISTED
Ansys
ANSS
| $67.8M | 0.01% |
205,155
+40,272
| +24% | +$13.3M |
|
925
Pinnacle West Capital
PNW
$10.5B
| $67.4M | 0.01% |
826,921
+49,044
| +6% | +$4M |
|