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 MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
CenterPoint Energy
CNP
$25B
| $51.2M | 0.01% |
2,363,760
-345,688
| -13% | -$7.48M |
|
952
Cardinal Health
CAH
$36.4B
| $51.1M | 0.01% |
953,271
+283,129
| +42% | +$15.2M |
|
953
Brown-Forman Class B
BF.B
$13B
| $51M | 0.01% |
642,016
-299,774
| -32% | -$23.8M |
|
|
CDK
954
DELISTED
CDK Global, Inc.
CDK
| $50.9M | 0.01% |
982,540
-74,187
| -7% | -$3.85M |
|
955
Qiagen
QGEN
$9.82B
| $50.8M | 0.01% |
906,449
-170,247
| -16% | -$9.54M |
|
956
KE Holdings
BEKE
$23.7B
| $50.8M | 0.01% |
824,783
-384,895
| -32% | -$23.7M |
|
|
FTCH
957
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $50.6M | 0.01% |
793,367
-1,011,391
| -56% | -$64.5M |
|
958
Acadia Pharmaceuticals
ACAD
$3.98B
| $50.3M | 0.01% |
941,810
+71,968
| +8% | +$3.85M |
|
959
MediaAlpha
MAX
$688M
| $50.3M | 0.01% |
+1,287,594
| New | +$50.3M |
|
960
Tyler Technologies
TYL
$23.6B
| $50.3M | 0.01% |
115,113
-124,806
| -52% | -$54.5M |
|
|
MXIM
961
DELISTED
Maxim Integrated Products
MXIM
| $50.1M | 0.01% |
564,960
-131,661
| -19% | -$11.7M |
|
962
Deckers Outdoor
DECK
$17.6B
| $50.1M | 0.01% |
1,047,822
-171,270
| -14% | -$8.19M |
|
963
Bio-Techne
TECH
$7.97B
| $50M | 0.01% |
629,908
+178,800
| +40% | +$14.2M |
|
964
Interpublic Group of Companies
IPG
$9.67B
| $49.9M | 0.01% |
2,121,588
+766,822
| +57% | +$18M |
|
965
Kellanova
K
$27.6B
| $49.8M | 0.01% |
852,594
+357,381
| +72% | +$20.9M |
|
|
AZEK
966
DELISTED
The AZEK Co
AZEK
| $49.6M | 0.01% |
1,289,454
+447,719
| +53% | +$17.2M |
|
|
JOYY
967
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $49.5M | 0.01% |
619,378
+34,855
| +6% | +$2.79M |
|
968
Allogene Therapeutics
ALLO
$251M
| $49.4M | 0.01% |
1,957,089
+269,173
| +16% | +$6.79M |
|
969
Open Text
OTEX
$9.07B
| $49.3M | 0.01% |
1,085,435
+78,826
| +8% | +$3.58M |
|
970
Allegro MicroSystems
ALGM
$5.51B
| $49.3M | 0.01% |
+1,850,788
| New | +$49.3M |
|
971
Hershey
HSY
$37.5B
| $49.3M | 0.01% |
323,836
+44,985
| +16% | +$6.85M |
|
|
AVLR
972
DELISTED
Avalara, Inc.
AVLR
| $49.1M | 0.01% |
298,040
-253,818
| -46% | -$41.9M |
|
973
Darling Ingredients
DAR
$4.97B
| $48.8M | 0.01% |
846,329
-273,609
| -24% | -$15.8M |
|
974
W.W. Grainger
GWW
$48B
| $48.8M | 0.01% |
119,457
+12,001
| +11% | +$4.9M |
|
975
Berkshire Hathaway Class A
BRK.A
$1.06T
| $48.7M | 0.01% |
140
+11
| +9% | +$3.83M |
|