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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
UFP Industries
UFPI
$5.84B
| $78.7M | 0.01% |
698,684
+67,280
| +11% | +$7.58M |
|
952
Pentair
PNR
$17.9B
| $78.5M | 0.01% |
780,467
-60,347
| -7% | -$6.07M |
|
|
AZPN
953
DELISTED
Aspen Technology Inc
AZPN
| $78.5M | 0.01% |
314,504
-48,945
| -13% | -$12.2M |
|
954
Radian Group
RDN
$4.73B
| $78.5M | 0.01% |
2,474,802
-5,313,730
| -68% | -$169M |
|
955
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
| $78.5M | 0.01% |
862,794
+174,902
| +25% | +$15.9M |
|
|
956
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $78.4M | 0.01% |
1,415,717
-43,056,521
| -97% | -$2.38B |
|
957
Envista
NVST
$3.45B
| $78.3M | 0.01% |
4,056,611
-252,601
| -6% | -$4.87M |
|
958
Vale
VALE
$44.8B
| $78.2M | 0.01% |
8,816,199
+1,047,442
| +13% | +$9.29M |
|
959
Commercial Metals
CMC
$6.53B
| $78.2M | 0.01% |
1,576,316
+495,163
| +46% | +$24.6M |
|
960
First Hawaiian
FHB
$3.19B
| $78.1M | 0.01% |
3,009,150
-443,773
| -13% | -$11.5M |
|
961
DocuSign
DOCU
$15.9B
| $78.1M | 0.01% |
868,083
-132,166
| -13% | -$11.9M |
|
962
Pinnacle Financial Partners
PNFP
$7.58B
| $77.9M | 0.01% |
680,920
-45,788
| -6% | -$5.24M |
|
963
Logitech
LOGI
$16B
| $77.9M | 0.01% |
945,624
-280,112
| -23% | -$23.1M |
|
964
Freshworks
FRSH
$3.79B
| $77.8M | 0.01% |
4,812,010
-458,328
| -9% | -$7.41M |
|
965
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $77.8M | 0.01% |
3,424,679
+269,248
| +9% | +$6.12M |
|
966
Occidental Petroleum
OXY
$45.6B
| $77.5M | 0.01% |
1,568,475
-1,888,765
| -55% | -$93.3M |
|
|
JNPR
967
DELISTED
Juniper Networks
JNPR
| $77.5M | 0.01% |
2,068,596
-1,041,560
| -33% | -$39M |
|
968
Acushnet Holdings
GOLF
$4.37B
| $76.7M | 0.01% |
1,078,416
+54,314
| +5% | +$3.86M |
|
969
Starwood Property Trust
STWD
$7.6B
| $76.6M | 0.01% |
4,044,344
-266,048
| -6% | -$5.04M |
|
970
Tapestry
TPR
$21.9B
| $76.5M | 0.01% |
1,170,995
-3,132,229
| -73% | -$205M |
|
971
Cytokinetics
CYTK
$6.22B
| $76.1M | 0.01% |
1,618,402
+383,485
| +31% | +$18M |
|
972
Macerich
MAC
$4.53B
| $76M | 0.01% |
3,812,987
+1,667,066
| +78% | +$33.2M |
|
973
Fluor
FLR
$6.69B
| $75.8M | 0.01% |
1,537,001
+486,097
| +46% | +$24M |
|
974
CF Industries
CF
$14.1B
| $75.5M | 0.01% |
885,078
-19,771
| -2% | -$1.69M |
|
975
Banco Santander Chile
BSAC
$12.2B
| $75.2M | 0.01% |
3,988,659
+61,242
| +2% | +$1.16M |
|