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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Verra Mobility
VRRM
$3.94B
| $61.1M | 0.01% |
3,100,673
+614,382
| +25% | +$12.1M |
|
952
Grocery Outlet
GO
$1.74B
| $61.1M | 0.01% |
1,996,737
-239,850
| -11% | -$7.34M |
|
|
ENLC
953
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $60.9M | 0.01% |
5,744,497
-573,480
| -9% | -$6.08M |
|
954
Seadrill
SDRL
$2.06B
| $60.9M | 0.01% |
1,475,025
-263,473
| -15% | -$10.9M |
|
955
Flywire
FLYW
$1.65B
| $60.8M | 0.01% |
1,960,083
+993,069
| +103% | +$30.8M |
|
956
Lattice Semiconductor
LSCC
$8.98B
| $60.8M | 0.01% |
632,452
+139,773
| +28% | +$13.4M |
|
957
nCino
NCNO
$3.47B
| $60.6M | 0.01% |
2,012,928
-198,271
| -9% | -$5.97M |
|
958
Columbia Sportswear
COLM
$2.99B
| $60.6M | 0.01% |
784,101
+280,119
| +56% | +$21.6M |
|
959
Pultegroup
PHM
$27.1B
| $60.4M | 0.01% |
777,263
+251,570
| +48% | +$19.5M |
|
960
Douglas Dynamics
PLOW
$757M
| $60.3M | 0.01% |
2,018,506
+100,679
| +5% | +$3.01M |
|
961
Establishment Labs
ESTA
$1.06B
| $60.1M | 0.01% |
876,480
+822,124
| +1,512% | +$56.4M |
|
|
WIRE
962
DELISTED
Encore Wire Corp
WIRE
| $60M | 0.01% |
322,882
+89,100
| +38% | +$16.6M |
|
963
iShares ESG MSCI USA Leaders ETF
SUSL
$908M
| $60M | 0.01% |
774,523
-89,054
| -10% | -$6.89M |
|
964
Americold
COLD
$3.89B
| $59.7M | 0.01% |
1,847,342
-144,855
| -7% | -$4.68M |
|
965
BlackLine
BL
$3.36B
| $59.6M | 0.01% |
1,107,605
+36,674
| +3% | +$1.97M |
|
966
iShares Europe ETF
IEV
$2.34B
| $59.6M | 0.01% |
1,178,863
-8,191
| -0.7% | -$414K |
|
967
Brown & Brown
BRO
$31.1B
| $59.5M | 0.01% |
863,598
+363,905
| +73% | +$25.1M |
|
968
Commercial Metals
CMC
$6.54B
| $59.3M | 0.01% |
1,125,966
-7,317
| -0.6% | -$385K |
|
969
Papa John's
PZZA
$1.63B
| $58.9M | 0.01% |
797,488
-21,458
| -3% | -$1.58M |
|
970
Life Time Group Holdings
LTH
$6.31B
| $58.9M | 0.01% |
2,992,962
-442,759
| -13% | -$8.71M |
|
971
Magna International
MGA
$13.1B
| $58.9M | 0.01% |
1,042,728
-311,823
| -23% | -$17.6M |
|
972
Bankunited
BKU
$2.97B
| $58.8M | 0.01% |
2,729,136
+171,171
| +7% | +$3.69M |
|
|
BDN
973
Brandywine Realty Trust
BDN
$787M
| $58.7M | 0.01% |
12,628,459
+6,487,744
| +106% | +$30.2M |
|
974
GE HealthCare
GEHC
$34.9B
| $58.6M | 0.01% |
721,787
+31,234
| +5% | +$2.54M |
|
975
Campbell Soup
CPB
$9.91B
| $58.4M | 0.01% |
1,278,252
+65,443
| +5% | +$2.99M |
|