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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
VanEck Gold Miners ETF
GDX
$20.9B
| $63.2M | 0.01% |
2,145,498
-2,105,067
| -50% | -$62M |
|
977
Bloom Energy
BE
$15.8B
| $63.2M | 0.01% |
3,374,235
-313,559
| -9% | -$5.87M |
|
978
NetApp
NTAP
$25B
| $63.1M | 0.01% |
702,475
-228,187
| -25% | -$20.5M |
|
979
Archer Daniels Midland
ADM
$29.5B
| $63M | 0.01% |
1,050,308
-112,568
| -10% | -$6.76M |
|
|
ONC
980
BeOne Medicines Ltd. American Depositary Shares
ONC
$37B
| $62.6M | 0.01% |
172,496
-54,465
| -24% | -$19.8M |
|
981
iShares Core High Dividend ETF
HDV
$11.7B
| $62.5M | 0.01% |
662,942
+138,152
| +26% | +$13M |
|
|
HRC
982
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $62.4M | 0.01% |
415,815
+195,058
| +88% | +$29.3M |
|
983
Roper Technologies
ROP
$55.7B
| $61.9M | 0.01% |
138,637
-16,505
| -11% | -$7.36M |
|
984
JFrog
FROG
$5.8B
| $61.6M | 0.01% |
1,839,132
-63,626
| -3% | -$2.13M |
|
985
Teck Resources
TECK
$20.3B
| $61.5M | 0.01% |
2,467,653
+1,003,471
| +69% | +$25M |
|
986
HUTCHMED
HCM
$2.82B
| $61.2M | 0.01% |
1,672,778
-550,159
| -25% | -$20.1M |
|
987
Vanguard Consumer Discretionary ETF
VCR
$6.56B
| $61M | 0.01% |
196,643
+6,162
| +3% | +$1.91M |
|
988
Wheaton Precious Metals
WPM
$48.5B
| $60.9M | 0.01% |
1,620,882
+33,604
| +2% | +$1.26M |
|
989
Altice USA
ATUS
$1.14B
| $60.9M | 0.01% |
2,936,814
+630,595
| +27% | +$13.1M |
|
|
STOR
990
DELISTED
STORE Capital Corporation
STOR
| $60.7M | 0.01% |
1,896,645
-300,734
| -14% | -$9.63M |
|
991
Pool Corp
POOL
$12.3B
| $60.7M | 0.01% |
139,827
-24,133
| -15% | -$10.5M |
|
992
Monarch Casino & Resort
MCRI
$1.9B
| $60.7M | 0.01% |
906,010
-11,241
| -1% | -$753K |
|
993
Medical Properties Trust
MPW
$2.75B
| $60.6M | 0.01% |
3,017,664
-585,755
| -16% | -$11.8M |
|
994
Li Auto
LI
$24.6B
| $60.3M | 0.01% |
2,294,291
+2,019,491
| +735% | +$53.1M |
|
995
Dell
DELL
$84.8B
| $60.1M | 0.01% |
1,139,895
-91,784
| -7% | -$4.84M |
|
996
Open Text
OTEX
$8.97B
| $60.1M | 0.01% |
1,232,897
+65,337
| +6% | +$3.18M |
|
997
Berkshire Hathaway Class A
BRK.A
$1.07T
| $60.1M | 0.01% |
146
-7
| -5% | -$2.88M |
|
998
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $59.7M | 0.01% |
994,723
+688,151
| +224% | +$41.3M |
|
999
CNA Financial
CNA
$12.9B
| $59.5M | 0.01% |
1,418,669
-432,860
| -23% | -$18.2M |
|
1000
iShares Silver Trust
SLV
$20.4B
| $59.4M | 0.01% |
2,894,494
+931,997
| +47% | +$19.1M |
|