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 BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Vertiv
VRT
$54.8B
| $69.7M | 0.01% |
3,483,007
+275,794
| +9% | +$5.52M |
|
952
Lamar Advertising Co
LAMR
$12.5B
| $69.3M | 0.01% |
737,452
+102,974
| +16% | +$9.67M |
|
953
Strategy Inc
MSTR
$97.8B
| $69.1M | 0.01% |
1,018,330
-113,810
| -10% | -$7.73M |
|
954
Macerich
MAC
$4.41B
| $69M | 0.01% |
5,899,512
+3,631,753
| +160% | +$42.5M |
|
955
MasTec
MTZ
$15.9B
| $68.8M | 0.01% |
734,735
-193,584
| -21% | -$18.1M |
|
956
Palantir
PLTR
$433B
| $68.7M | 0.01% |
2,949,386
-16,960,917
| -85% | -$395M |
|
957
iShares Russell 3000 ETF
IWV
$17.1B
| $68.5M | 0.01% |
288,639
+26,487
| +10% | +$6.28M |
|
958
Factset
FDS
$10.9B
| $68.2M | 0.01% |
220,876
+10,694
| +5% | +$3.3M |
|
959
Kellanova
K
$26.9B
| $67.7M | 0.01% |
1,139,135
+286,541
| +34% | +$17M |
|
960
Waste Management
WM
$87.2B
| $67.7M | 0.01% |
524,392
-196,306
| -27% | -$25.3M |
|
|
CELL
961
DELISTED
PhenomeX Inc. Common Stock
CELL
| $67.2M | 0.01% |
1,337,801
+676,901
| +102% | +$34M |
|
962
Broadridge
BR
$28.3B
| $67.1M | 0.01% |
438,415
+17,291
| +4% | +$2.65M |
|
963
CRISPR Therapeutics
CRSP
$5.67B
| $67.1M | 0.01% |
550,410
+98,750
| +22% | +$12M |
|
|
GRP.U
964
Granite Real Estate Investment Trust
GRP.U
$3.45B
| $67M | 0.01% |
1,100,789
-404,979
| -27% | -$24.7M |
|
965
DTE Energy
DTE
$28.2B
| $67M | 0.01% |
591,025
-759,018
| -56% | -$86M |
|
966
BILL Holdings
BILL
$5.32B
| $66.8M | 0.01% |
459,156
-722,709
| -61% | -$105M |
|
967
The RealReal
REAL
$1.25B
| $66.8M | 0.01% |
2,950,167
+294,332
| +11% | +$6.66M |
|
968
ArcBest
ARCB
$1.59B
| $66.6M | 0.01% |
946,643
-193,283
| -17% | -$13.6M |
|
969
Steris
STE
$24.5B
| $66.5M | 0.01% |
349,145
+3,343
| +1% | +$637K |
|
|
AMK
970
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $66.1M | 0.01% |
2,831,810
+231,874
| +9% | +$5.41M |
|
971
FirstEnergy
FE
$24.9B
| $65.9M | 0.01% |
1,898,883
+211,853
| +13% | +$7.35M |
|
972
Repay Holdings
RPAY
$469M
| $65.7M | 0.01% |
2,798,885
+2,098,821
| +300% | +$49.3M |
|
973
Tenet Healthcare
THC
$16.8B
| $65.5M | 0.01% |
1,258,973
+45,243
| +4% | +$2.35M |
|
|
PSXP
974
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $64.5M | 0.01% |
2,036,018
-782,364
| -28% | -$24.8M |
|
975
Cognex
CGNX
$7.8B
| $64.4M | 0.01% |
776,289
+201,517
| +35% | +$16.7M |
|