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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Franklin FTSE Canada ETF
FLCA
$465M
| $82.7M | 0.01% |
2,488,759
+649,972
| +35% | +$21.6M |
|
902
10x Genomics
TXG
$1.57B
| $82.6M | 0.01% |
1,475,286
+243,124
| +20% | +$13.6M |
|
903
Equifax
EFX
$30.3B
| $82.1M | 0.01% |
332,110
-742,485
| -69% | -$184M |
|
904
Alcoa
AA
$8.01B
| $81.4M | 0.01% |
2,394,753
+827,654
| +53% | +$28.1M |
|
|
GRP.U
905
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $81.3M | 0.01% |
1,401,466
-17,083
| -1% | -$991K |
|
906
Berkshire Hathaway Class A
BRK.A
$1.06T
| $80.9M | 0.01% |
149
+39
| +35% | +$21.2M |
|
907
Targa Resources
TRGP
$35.2B
| $80.6M | 0.01% |
927,980
+24,153
| +3% | +$2.1M |
|
908
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $80.5M | 0.01% |
802,793
+236,894
| +42% | +$23.8M |
|
909
UFP Industries
UFPI
$5.84B
| $80.4M | 0.01% |
640,514
-20,291
| -3% | -$2.55M |
|
|
EXE
910
Expand Energy Corporation Common Stock
EXE
$23B
| $80M | 0.01% |
1,040,189
-229,628
| -18% | -$17.7M |
|
911
NetEase
NTES
$92.3B
| $79.6M | 0.01% |
854,022
+74,628
| +10% | +$6.95M |
|
912
VanEck Semiconductor ETF
SMH
$28.4B
| $79.2M | 0.01% |
452,635
-640,501
| -59% | -$112M |
|
913
Uranium Energy
UEC
$5.6B
| $79.1M | 0.01% |
12,366,028
+11,706,735
| +1,776% | +$74.9M |
|
914
Cboe Global Markets
CBOE
$24.5B
| $78.5M | 0.01% |
439,732
+141,533
| +47% | +$25.3M |
|
915
Neogen
NEOG
$1.21B
| $78.5M | 0.01% |
3,901,887
-97,471
| -2% | -$1.96M |
|
916
Allegion
ALLE
$14.6B
| $78.1M | 0.01% |
616,299
+349,971
| +131% | +$44.3M |
|
917
Morningstar
MORN
$10.6B
| $78M | 0.01% |
272,523
-71,041
| -21% | -$20.3M |
|
918
Visteon
VC
$3.42B
| $77.6M | 0.01% |
620,963
+513,362
| +477% | +$64.1M |
|
919
Diageo
DEO
$57.9B
| $77.5M | 0.01% |
532,119
+110,003
| +26% | +$16M |
|
920
Jefferies Financial Group
JEF
$13.5B
| $77.4M | 0.01% |
1,915,736
-38,540
| -2% | -$1.56M |
|
921
Generac Holdings
GNRC
$10.9B
| $77.3M | 0.01% |
598,244
-123,011
| -17% | -$15.9M |
|
922
Deckers Outdoor
DECK
$16.9B
| $77.3M | 0.01% |
693,972
+59,328
| +9% | +$6.61M |
|
|
SMAR
923
DELISTED
Smartsheet Inc.
SMAR
| $77.2M | 0.01% |
1,614,236
-7,985
| -0.5% | -$382K |
|
924
Bank of New York Mellon
BK
$73.3B
| $77.1M | 0.01% |
1,480,968
+138,473
| +10% | +$7.21M |
|
|
ACCD
925
DELISTED
Accolade, Inc. Common Stock
ACCD
| $77M | 0.01% |
6,410,377
-171,714
| -3% | -$2.06M |
|