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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Air Lease Corp
AL
$7.11B
| $63.4M | 0.01% |
1,419,634
+1,054,324
| +289% | +$47.1M |
|
|
CANO
952
DELISTED
Cano Health, Inc.
CANO
| $63.3M | 0.01% |
99,745
+45,763
| +85% | +$29.1M |
|
953
GlobalFoundries
GFS
$17.9B
| $63.3M | 0.01% |
1,014,635
+1,014,610
| +4,058,440% | +$63.3M |
|
|
ACCD
954
DELISTED
Accolade, Inc. Common Stock
ACCD
| $63.1M | 0.01% |
3,590,721
+675,881
| +23% | +$11.9M |
|
955
Gold Fields
GFI
$34B
| $63M | 0.01% |
4,077,485
+1,344,854
| +49% | +$20.8M |
|
956
Definitive Healthcare
DH
$414M
| $62.9M | 0.01% |
2,552,265
+951,576
| +59% | +$23.5M |
|
957
Option Care Health
OPCH
$4.66B
| $62.8M | 0.01% |
2,200,320
+167,399
| +8% | +$4.78M |
|
|
MDRX
958
DELISTED
Veradigm Inc. Common Stock
MDRX
| $62.4M | 0.01% |
2,771,775
-1,159,433
| -29% | -$26.1M |
|
959
CNX Resources
CNX
$4.14B
| $62.3M | 0.01% |
3,005,608
+95,825
| +3% | +$1.99M |
|
960
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $62M | 0.01% |
518,400
-916,169
| -64% | -$110M |
|
961
Medical Properties Trust
MPW
$2.77B
| $61.9M | 0.01% |
2,927,967
-109,962
| -4% | -$2.32M |
|
962
Marqeta
MQ
$2.64B
| $61.8M | 0.01% |
5,597,910
-173,320
| -3% | -$1.91M |
|
963
Cactus
WHD
$2.86B
| $61.7M | 0.01% |
1,087,931
+965,458
| +788% | +$54.8M |
|
|
STOR
964
DELISTED
STORE Capital Corporation
STOR
| $61.1M | 0.01% |
2,089,496
+309,167
| +17% | +$9.04M |
|
965
IQVIA
IQV
$31.3B
| $61M | 0.01% |
264,029
-49,101
| -16% | -$11.4M |
|
966
iShares S&P GSCI Commodity-Indexed Trust
GSG
$992M
| $60.8M | 0.01% |
2,683,565
+284,729
| +12% | +$6.45M |
|
967
Campbell Soup
CPB
$10.1B
| $60.6M | 0.01% |
1,359,345
+524,047
| +63% | +$23.4M |
|
968
Halliburton
HAL
$19B
| $60.4M | 0.01% |
1,594,814
+33,295
| +2% | +$1.26M |
|
969
Life Time Group Holdings
LTH
$6.46B
| $60.1M | 0.01% |
4,132,246
+444,291
| +12% | +$6.46M |
|
970
iShares Global Energy ETF
IXC
$1.85B
| $60M | 0.01% |
1,658,951
+1,619,372
| +4,091% | +$58.5M |
|
971
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.16B
| $59.9M | 0.01% |
1,160,339
+461,512
| +66% | +$23.8M |
|
972
Independence Realty Trust
IRT
$4.14B
| $59.8M | 0.01% |
2,263,190
+194,238
| +9% | +$5.14M |
|
973
America Movil
AMX
$59.6B
| $59.7M | 0.01% |
2,820,697
-372,296
| -12% | -$7.87M |
|
974
Emcor
EME
$28.4B
| $59.6M | 0.01% |
529,589
-26,025
| -5% | -$2.93M |
|
975
Coca-Cola Europacific Partners
CCEP
$40.9B
| $58.9M | 0.01% |
1,211,510
+130,644
| +12% | +$6.35M |
|