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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Match Group
MTCH
$9.15B
| $65.8M | 0.01% |
1,678,543
-1,585,767
| -49% | -$62.1M |
|
|
HEP
902
DELISTED
Holly Energy Partners, L.P.
HEP
| $65.7M | 0.01% |
2,991,065
+2,197,928
| +277% | +$48.3M |
|
903
Builders FirstSource
BLDR
$16.2B
| $65.7M | 0.01% |
527,617
-34,877
| -6% | -$4.34M |
|
|
SMAR
904
DELISTED
Smartsheet Inc.
SMAR
| $65.6M | 0.01% |
1,622,221
+963
| +0.1% | +$39K |
|
905
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $65.4M | 0.01% |
887,191
+685,266
| +339% | +$50.5M |
|
906
SAP
SAP
$301B
| $65.4M | 0.01% |
505,522
+56,130
| +12% | +$7.26M |
|
907
Nextracker
NXT
$9.99B
| $65.1M | 0.01% |
1,620,158
-227,199
| -12% | -$9.12M |
|
908
iShares Global Healthcare ETF
IXJ
$3.89B
| $64.8M | 0.01% |
786,677
+113,286
| +17% | +$9.34M |
|
909
MarketAxess Holdings
MKTX
$7.04B
| $64.5M | 0.01% |
301,947
+103,810
| +52% | +$22.2M |
|
910
Imperial Oil
IMO
$46.8B
| $64M | 0.01% |
1,038,878
+79,241
| +8% | +$4.88M |
|
911
iShares Russell 3000 ETF
IWV
$16.9B
| $63.8M | 0.01% |
260,179
-62,676
| -19% | -$15.4M |
|
912
ResMed
RMD
$40.2B
| $63.6M | 0.01% |
430,197
-644,176
| -60% | -$95.3M |
|
913
Evergy
EVRG
$16.6B
| $63.3M | 0.01% |
1,249,310
-44,745
| -3% | -$2.27M |
|
914
Rogers Communications
RCI
$19.4B
| $63.1M | 0.01% |
1,644,878
+116,364
| +8% | +$4.47M |
|
915
International Paper
IP
$24.6B
| $63.1M | 0.01% |
1,777,888
+47,987
| +3% | +$1.7M |
|
916
Diageo
DEO
$57.6B
| $63M | 0.01% |
422,116
+43,199
| +11% | +$6.44M |
|
|
WIRE
917
DELISTED
Encore Wire Corp
WIRE
| $62.7M | 0.01% |
343,531
+20,649
| +6% | +$3.77M |
|
918
iShares Russell 2000 Value ETF
IWN
$12B
| $62.5M | 0.01% |
461,268
-62,324
| -12% | -$8.45M |
|
919
Eversource Energy
ES
$24.1B
| $62.1M | 0.01% |
1,067,452
+416,731
| +64% | +$24.2M |
|
920
Pure Storage
PSTG
$27B
| $61.6M | 0.01% |
1,729,938
+633,461
| +58% | +$22.6M |
|
921
Driven Brands
DRVN
$3.05B
| $61.5M | 0.01% |
4,886,233
+326,760
| +7% | +$4.11M |
|
922
iShares MSCI Mexico ETF
EWW
$1.91B
| $61.5M | 0.01% |
1,055,995
-1,104,502
| -51% | -$64.3M |
|
|
JBTM
923
JBT Marel Corporation
JBTM
$7.28B
| $61.3M | 0.01% |
583,447
-71,980
| -11% | -$7.57M |
|
924
NVR
NVR
$23.6B
| $61.3M | 0.01% |
10,279
-3
| -0% | -$17.9K |
|
925
Agios Pharmaceuticals
AGIO
$2.12B
| $61.1M | 0.01% |
2,467,821
-25,154
| -1% | -$623K |
|