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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Americold
COLD
$3.76B
| $56.7M | 0.01% |
1,992,197
+38,075
| +2% | +$1.08M |
|
952
GE HealthCare
GEHC
$34.7B
| $56.6M | 0.01% |
690,553
+642,598
| +1,340% | +$52.7M |
|
953
Gen Digital
GEN
$18B
| $56.4M | 0.01% |
3,284,699
-3,628,982
| -52% | -$62.3M |
|
954
Reliance Steel & Aluminium
RS
$15.4B
| $56.3M | 0.01% |
219,229
+29,112
| +15% | +$7.47M |
|
955
Box
BOX
$4.74B
| $56M | 0.01% |
2,091,076
+1,436,539
| +219% | +$38.5M |
|
|
OSH
956
DELISTED
Oak Street Health, Inc.
OSH
| $55.8M | 0.01% |
1,443,648
+1,373,687
| +1,964% | +$53.1M |
|
957
NetEase
NTES
$92.3B
| $55.8M | 0.01% |
630,506
+546,566
| +651% | +$48.3M |
|
958
ACV Auctions
ACVA
$1.78B
| $55.7M | 0.01% |
4,314,089
+213,799
| +5% | +$2.76M |
|
959
Old National Bancorp
ONB
$8.81B
| $55.7M | 0.01% |
3,861,349
+295,388
| +8% | +$4.26M |
|
960
Advanced Drainage Systems
WMS
$11B
| $55.5M | 0.01% |
658,707
+120,259
| +22% | +$10.1M |
|
961
Commercial Metals
CMC
$6.63B
| $55.4M | 0.01% |
1,133,283
+72,305
| +7% | +$3.54M |
|
962
Berkshire Hathaway Class A
BRK.A
$1.06T
| $55.4M | 0.01% |
119
-33
| -22% | -$15.4M |
|
963
Arvinas
ARVN
$575M
| $55M | 0.01% |
2,012,443
+45,236
| +2% | +$1.24M |
|
964
TCW Transform 500 ETF
VOTE
$893M
| $54.9M | 0.01% |
1,153,390
+325,887
| +39% | +$15.5M |
|
|
ANSS
965
DELISTED
Ansys
ANSS
| $54.9M | 0.01% |
164,883
+41,533
| +34% | +$13.8M |
|
966
Life Time Group Holdings
LTH
$6.27B
| $54.8M | 0.01% |
3,435,721
-688,032
| -17% | -$11M |
|
967
nCino
NCNO
$3.47B
| $54.8M | 0.01% |
2,211,199
+15,779
| +0.7% | +$391K |
|
968
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $54.7M | 0.01% |
1,143,405
-345,808
| -23% | -$16.5M |
|
969
Maravai LifeSciences
MRVI
$376M
| $54.5M | 0.01% |
3,890,477
-20,555
| -0.5% | -$288K |
|
970
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $54.2M | 0.01% |
162,935
+48,324
| +42% | +$16.1M |
|
971
Oshkosh
OSK
$8.75B
| $53.9M | 0.01% |
647,587
+55,542
| +9% | +$4.62M |
|
972
Broadridge
BR
$29.8B
| $53.8M | 0.01% |
367,080
+89,939
| +32% | +$13.2M |
|
973
Vanguard Health Care ETF
VHT
$15.9B
| $53.8M | 0.01% |
225,554
-52,460
| -19% | -$12.5M |
|
974
Natural Resource Partners
NRP
$1.35B
| $53.7M | 0.01% |
1,028,353
-56
| -0% | -$2.92K |
|
975
iShares Global Healthcare ETF
IXJ
$3.89B
| $53.5M | 0.01% |
641,942
+41,398
| +7% | +$3.45M |
|