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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Gates Industrial
GTES
$6.51B
| $52.7M | 0.01% |
4,878,748
+53,861
| +1% | +$582K |
|
927
Align Technology
ALGN
$9.52B
| $52.7M | 0.01% |
222,638
-304,654
| -58% | -$72.1M |
|
928
Vanguard Financials ETF
VFH
$13.1B
| $52.7M | 0.01% |
682,367
-6,866,859
| -91% | -$530M |
|
|
CNH
929
CNH Industrial
CNH
$13.7B
| $52.6M | 0.01% |
4,537,119
-2,042,565
| -31% | -$23.7M |
|
|
DHR.PRB
930
DELISTED
Danaher Corporation 5.00% Mandatory Convertible Preferred Stock, Series B
DHR.PRB
| $52.5M | 0.01% |
39,705
+6,867
| +21% | +$9.09M |
|
931
Bio-Techne
TECH
$8.27B
| $52.5M | 0.01% |
605,312
-4,884
| -0.8% | -$423K |
|
932
Genpact
G
$7.16B
| $52.2M | 0.01% |
1,233,185
+831,953
| +207% | +$35.2M |
|
933
Plains All American Pipeline
PAA
$12B
| $52.1M | 0.01% |
5,301,484
+845,000
| +19% | +$8.3M |
|
934
Lightspeed Commerce
LSPD
$1.71B
| $52M | 0.01% |
2,331,375
-285,002
| -11% | -$6.36M |
|
935
Bunge Global
BG
$15.8B
| $51.8M | 0.01% |
570,702
-265,287
| -32% | -$24.1M |
|
936
Travel + Leisure Co
TNL
$3.97B
| $51.5M | 0.01% |
1,327,263
+165,333
| +14% | +$6.42M |
|
937
Papa John's
PZZA
$1.56B
| $51.5M | 0.01% |
616,757
+550,039
| +824% | +$45.9M |
|
938
Allogene Therapeutics
ALLO
$257M
| $51.3M | 0.01% |
4,502,994
+945,877
| +27% | +$10.8M |
|
939
Skyworks Solutions
SWKS
$11.7B
| $51.3M | 0.01% |
553,502
+264,524
| +92% | +$24.5M |
|
940
Vanguard Health Care ETF
VHT
$15.2B
| $51.2M | 0.01% |
217,273
+73,393
| +51% | +$17.3M |
|
941
RLJ Lodging Trust
RLJ
$1.15B
| $50.9M | 0.01% |
4,619,057
-554,394
| -11% | -$6.11M |
|
942
nCino
NCNO
$3.43B
| $50.7M | 0.01% |
1,640,562
+632,253
| +63% | +$19.5M |
|
|
STOR
943
DELISTED
STORE Capital Corporation
STOR
| $50.7M | 0.01% |
1,944,539
-144,957
| -7% | -$3.78M |
|
944
Berkshire Hathaway Class A
BRK.A
$1.06T
| $50.7M | 0.01% |
124
-1
| -0.8% | -$409K |
|
945
First Interstate BancSystem
FIBK
$3.51B
| $50.6M | 0.01% |
1,328,825
+1,047,526
| +372% | +$39.9M |
|
946
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $50.6M | 0.01% |
498,136
-20,264
| -4% | -$2.06M |
|
|
COHR
947
DELISTED
Coherent Inc
COHR
| $50.4M | 0.01% |
189,339
+114,730
| +154% | +$30.5M |
|
948
Independence Realty Trust
IRT
$4.02B
| $50.3M | 0.01% |
2,427,666
+164,476
| +7% | +$3.41M |
|
|
SAGE
949
DELISTED
Sage Therapeutics
SAGE
| $50.1M | 0.01% |
1,551,467
-62,183
| -4% | -$2.01M |
|
950
AutoNation
AN
$8.21B
| $50M | 0.01% |
447,386
-21,030
| -4% | -$2.35M |
|