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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
NexGen Energy
NXE
$4.5B
| $81.8M | 0.01% |
10,525,321
+14,570
| +0.1% | +$113K |
|
952
iShares MSCI China ETF
MCHI
$8.28B
| $81.8M | 0.01% |
2,057,811
+11,754
| +0.6% | +$467K |
|
953
Lennox International
LII
$19.9B
| $81.8M | 0.01% |
167,273
+39,923
| +31% | +$19.5M |
|
954
Uranium Energy
UEC
$5.35B
| $81.7M | 0.01% |
12,096,529
-269,499
| -2% | -$1.82M |
|
955
Sonos
SONO
$1.77B
| $81.5M | 0.01% |
4,275,943
-17,503
| -0.4% | -$334K |
|
956
Light & Wonder
LNW
$7.42B
| $81.4M | 0.01% |
797,075
+232,789
| +41% | +$23.8M |
|
957
Morningstar
MORN
$10.6B
| $81.2M | 0.01% |
263,212
-9,311
| -3% | -$2.87M |
|
958
Apple Hospitality REIT
APLE
$3.01B
| $81M | 0.01% |
4,943,026
-704,997
| -12% | -$11.5M |
|
959
AllianceBernstein
AB
$4.17B
| $80.9M | 0.01% |
2,330,148
-58,316
| -2% | -$2.03M |
|
|
X
960
DELISTED
US Steel
X
| $80.8M | 0.01% |
1,982,247
+1,012,491
| +104% | +$41.3M |
|
961
SiteOne Landscape Supply
SITE
$6.39B
| $80.6M | 0.01% |
461,523
+17,595
| +4% | +$3.07M |
|
962
Banco Santander Chile
BSAC
$12.5B
| $80.2M | 0.01% |
4,046,733
-547,758
| -12% | -$10.9M |
|
963
American Water Works
AWK
$27B
| $80.2M | 0.01% |
656,005
-15,700
| -2% | -$1.92M |
|
964
Trip.com Group
TCOM
$48.9B
| $80.1M | 0.01% |
1,825,320
-294,210
| -14% | -$12.9M |
|
965
Lithia Motors
LAD
$8.64B
| $80M | 0.01% |
265,917
-43,744
| -14% | -$13.2M |
|
966
Atmos Energy
ATO
$26.7B
| $79.9M | 0.01% |
671,873
+138,436
| +26% | +$16.5M |
|
967
T Rowe Price
TROW
$23.4B
| $79.8M | 0.01% |
654,346
+19,347
| +3% | +$2.36M |
|
968
ARK Innovation ETF
ARKK
$7.38B
| $79.8M | 0.01% |
1,592,804
+643,290
| +68% | +$32.2M |
|
|
GRP.U
969
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $79.4M | 0.01% |
1,386,802
-14,664
| -1% | -$839K |
|
970
Vaxcyte
PCVX
$4.15B
| $79.4M | 0.01% |
1,161,777
+756,443
| +187% | +$51.7M |
|
971
Logitech
LOGI
$16B
| $79.3M | 0.01% |
887,869
-1,218,662
| -58% | -$109M |
|
972
PennyMac Financial
PFSI
$6.22B
| $79.2M | 0.01% |
868,936
+155,229
| +22% | +$14.1M |
|
973
Kontoor Brands
KTB
$4.67B
| $79.1M | 0.01% |
1,312,276
-253,477
| -16% | -$15.3M |
|
974
iShares Core MSCI International Developed Markets ETF
IDEV
$22B
| $78.9M | 0.01% |
1,175,383
+259,349
| +28% | +$17.4M |
|
975
Fidelity Blue Chip Growth ETF
FBCG
$4.79B
| $78.6M | 0.01% |
2,043,980
+84,498
| +4% | +$3.25M |
|