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 Europe ETF
BBEU
|
+$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.7B |
| 3 |
Apple
AAPL
|
+$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Oshkosh
OSK
$8.75B
| $75.8M | 0.01% |
607,865
+351,666
| +137% | +$43.8M |
|
952
Technology Select Sector SPDR Fund
XLK
$86.3B
| $75.7M | 0.01% |
512,604
-187,341
| -27% | -$27.7M |
|
953
Pinnacle Financial Partners
PNFP
$7.58B
| $75.6M | 0.01% |
856,138
+585,305
| +216% | +$51.7M |
|
954
Pool Corp
POOL
$11.9B
| $75.2M | 0.01% |
163,960
-91,592
| -36% | -$42M |
|
955
Darling Ingredients
DAR
$4.95B
| $74.8M | 0.01% |
1,107,409
-290,467
| -21% | -$19.6M |
|
956
Ecovyst
ECVT
$1.05B
| $74.3M | 0.01% |
4,835,227
+269,467
| +6% | +$4.14M |
|
957
Kite Realty
KRG
$4.97B
| $74.2M | 0.01% |
3,372,707
+359,335
| +12% | +$7.91M |
|
958
Charles River Laboratories
CRL
$7.54B
| $73.9M | 0.01% |
199,777
-48,381
| -19% | -$17.9M |
|
959
Avery Dennison
AVY
$12.8B
| $73.9M | 0.01% |
351,299
-70,192
| -17% | -$14.8M |
|
960
Waste Management
WM
$87.7B
| $73.7M | 0.01% |
526,352
+1,960
| +0.4% | +$275K |
|
961
Telus
TU
$24.1B
| $73.5M | 0.01% |
3,276,026
+88,121
| +3% | +$1.98M |
|
962
Eventbrite
EB
$261M
| $73.4M | 0.01% |
3,860,636
+367,548
| +11% | +$6.98M |
|
|
API
963
Agora
API
$337M
| $73.3M | 0.01% |
1,747,900
+1,655,365
| +1,789% | +$69.5M |
|
964
Starwood Property Trust
STWD
$7.6B
| $73.1M | 0.01% |
2,791,955
+766,011
| +38% | +$20M |
|
965
Roper Technologies
ROP
$55.2B
| $72.9M | 0.01% |
155,142
-38,972
| -20% | -$18.3M |
|
|
COR
966
DELISTED
Coresite Realty Corporation
COR
| $72.8M | 0.01% |
540,936
-415,618
| -43% | -$55.9M |
|
|
HPP
967
Hudson Pacific Properties
HPP
$1.1B
| $72.8M | 0.01% |
2,616,469
+833,921
| +47% | +$23.2M |
|
968
Fair Isaac
FICO
$36.7B
| $72.7M | 0.01% |
144,632
-1,505
| -1% | -$757K |
|
969
CGI
GIB
$20.7B
| $72.7M | 0.01% |
802,082
+82,866
| +12% | +$7.51M |
|
970
Steris
STE
$24B
| $72.5M | 0.01% |
351,456
+2,311
| +0.7% | +$477K |
|
971
Medical Properties Trust
MPW
$2.77B
| $72.4M | 0.01% |
3,603,419
-34,339
| -0.9% | -$690K |
|
972
CF Industries
CF
$14.1B
| $72.3M | 0.01% |
1,406,067
-199,387
| -12% | -$10.3M |
|
|
PSXP
973
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $72.2M | 0.01% |
1,830,553
-205,465
| -10% | -$8.11M |
|
974
Lamar Advertising Co
LAMR
$12.8B
| $71.9M | 0.01% |
688,472
-48,980
| -7% | -$5.11M |
|
975
Healthcare Realty
HR
$6.44B
| $71.8M | 0.01% |
2,687,621
-269,409
| -9% | -$7.19M |
|