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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
J.M. Smucker
SJM
$11.7B
| $72.6M | 0.01% |
574,758
+144,783
| +34% | +$18.3M |
|
952
SiteOne Landscape Supply
SITE
$6.39B
| $72.1M | 0.01% |
443,928
+37,579
| +9% | +$6.11M |
|
953
FirstEnergy
FE
$25B
| $72.1M | 0.01% |
1,967,394
-320,003
| -14% | -$11.7M |
|
954
Albemarle
ALB
$8.63B
| $72M | 0.01% |
498,392
+69,705
| +16% | +$10.1M |
|
955
Genesis Energy
GEL
$2.03B
| $71.8M | 0.01% |
6,202,190
+493,177
| +9% | +$5.71M |
|
956
Telus
TU
$24.1B
| $71.8M | 0.01% |
4,036,890
+413,427
| +11% | +$7.36M |
|
957
Wayfair
W
$11.3B
| $71.6M | 0.01% |
1,160,666
+973,795
| +521% | +$60.1M |
|
958
NVR
NVR
$23B
| $71.1M | 0.01% |
10,159
-120
| -1% | -$840K |
|
959
Allstate
ALL
$52.7B
| $71M | 0.01% |
506,927
+66,058
| +15% | +$9.25M |
|
960
Skyworks Solutions
SWKS
$10.9B
| $70.7M | 0.01% |
629,237
+93,541
| +17% | +$10.5M |
|
961
Regenxbio
RGNX
$483M
| $70.7M | 0.01% |
3,939,549
+274,185
| +7% | +$4.92M |
|
962
Certara
CERT
$1.65B
| $70.5M | 0.01% |
4,008,269
+107,643
| +3% | +$1.89M |
|
963
Driven Brands
DRVN
$3B
| $70.5M | 0.01% |
4,941,002
+54,769
| +1% | +$781K |
|
|
GTM
964
ZoomInfo Technologies
GTM
$3.63B
| $70.2M | 0.01% |
3,798,640
+2,526,925
| +199% | +$46.7M |
|
965
nCino
NCNO
$3.47B
| $69.9M | 0.01% |
2,079,757
+172,366
| +9% | +$5.8M |
|
966
Magna International
MGA
$12.9B
| $69.4M | 0.01% |
1,175,205
+51,251
| +5% | +$3.03M |
|
967
GE HealthCare
GEHC
$34.7B
| $69M | 0.01% |
892,534
+280,016
| +46% | +$21.7M |
|
968
Deutsche Bank
DB
$69.7B
| $68.6M | 0.01% |
5,063,768
-5,076,794
| -50% | -$68.8M |
|
969
Global E Online
GLBE
$6.22B
| $68.4M | 0.01% |
1,727,168
+51,323
| +3% | +$2.03M |
|
970
T Rowe Price
TROW
$23.4B
| $68.4M | 0.01% |
634,999
-2,096,723
| -77% | -$226M |
|
971
Valmont Industries
VMI
$7.45B
| $68.2M | 0.01% |
292,131
-34,922
| -11% | -$8.15M |
|
972
BP
BP
$89.5B
| $68.1M | 0.01% |
1,924,475
+98,557
| +5% | +$3.49M |
|
973
Cognex
CGNX
$7.45B
| $67.8M | 0.01% |
1,624,215
+725,761
| +81% | +$30.3M |
|
974
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
| $67.6M | 0.01% |
853,235
+411,033
| +93% | +$32.6M |
|
975
BlackLine
BL
$3.32B
| $67.4M | 0.01% |
1,079,208
-1,401
| -0.1% | -$87.5K |
|