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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
ICU Medical
ICUI
$3.3B
| $87.8M | 0.01% |
817,917
+79,025
| +11% | +$8.48M |
|
927
Hologic
HOLX
$14.6B
| $87.5M | 0.01% |
1,122,882
-277,912
| -20% | -$21.7M |
|
928
Sanofi
SNY
$115B
| $86.9M | 0.01% |
1,788,262
+576,339
| +48% | +$28M |
|
929
Grab
GRAB
$22.5B
| $86.4M | 0.01% |
27,522,042
+15,416,749
| +127% | +$48.4M |
|
930
NVR
NVR
$23B
| $86.2M | 0.01% |
10,640
+481
| +5% | +$3.9M |
|
931
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $86.1M | 0.01% |
2,221,488
+767,924
| +53% | +$29.7M |
|
932
First Hawaiian
FHB
$3.19B
| $86M | 0.01% |
3,918,033
+92,728
| +2% | +$2.04M |
|
933
iShares Europe ETF
IEV
$2.35B
| $85.9M | 0.01% |
1,542,606
-114,224
| -7% | -$6.36M |
|
934
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
| $85.7M | 0.01% |
553,417
-313,439
| -36% | -$48.6M |
|
935
Viking Therapeutics
VKTX
$2.91B
| $85.3M | 0.01% |
1,040,158
+472,566
| +83% | +$38.8M |
|
936
Driven Brands
DRVN
$3B
| $84.9M | 0.01% |
5,377,722
+436,720
| +9% | +$6.9M |
|
937
nCino
NCNO
$3.47B
| $84.5M | 0.01% |
2,260,990
+181,233
| +9% | +$6.77M |
|
938
Match Group
MTCH
$9.15B
| $84.3M | 0.01% |
2,324,353
+42,193
| +2% | +$1.53M |
|
939
First Financial Bancorp
FFBC
$2.48B
| $84M | 0.01% |
3,745,251
+178,698
| +5% | +$4.01M |
|
940
JPMorgan Income ETF
JPIE
$4.88B
| $83.8M | 0.01% |
1,839,636
+192,552
| +12% | +$8.77M |
|
941
Reliance Steel & Aluminium
RS
$15.4B
| $83.3M | 0.01% |
249,208
+12,014
| +5% | +$4.01M |
|
942
Everest Group
EG
$14.3B
| $83.1M | 0.01% |
209,112
+129,058
| +161% | +$51.3M |
|
943
DuPont de Nemours
DD
$31.9B
| $83.1M | 0.01% |
1,083,387
-147,128
| -12% | -$11.3M |
|
944
UFP Industries
UFPI
$5.84B
| $82.7M | 0.01% |
672,555
+32,041
| +5% | +$3.94M |
|
|
PYCR
945
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $82.6M | 0.01% |
4,246,649
-182,301
| -4% | -$3.54M |
|
946
Unifirst Corp
UNF
$3.17B
| $82.3M | 0.01% |
474,618
-28,194
| -6% | -$4.89M |
|
947
Carnival Corp
CCL
$44B
| $82.1M | 0.01% |
5,025,288
+1,545,113
| +44% | +$25.2M |
|
948
Woodward
WWD
$14.3B
| $82M | 0.01% |
531,781
-29,400
| -5% | -$4.53M |
|
949
Vanguard Small-Cap Growth ETF
VBK
$20.7B
| $81.9M | 0.01% |
314,062
+695
| +0.2% | +$181K |
|
|
EXE
950
Expand Energy Corporation Common Stock
EXE
$23B
| $81.8M | 0.01% |
921,091
-119,098
| -11% | -$10.6M |
|