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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
ArcBest
ARCB
$1.66B
| $63.8M | 0.01% |
532,195
-68,332
| -11% | -$8.19M |
|
977
Li Auto
LI
$24.6B
| $63.7M | 0.01% |
1,984,223
-310,068
| -14% | -$9.95M |
|
978
Kellanova
K
$27.6B
| $63.7M | 0.01% |
1,052,996
+114,921
| +12% | +$6.95M |
|
979
Life Time Group Holdings
LTH
$6.44B
| $63.5M | 0.01% |
+3,687,955
| New | +$63.5M |
|
|
ATH
980
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $63.3M | 0.01% |
759,204
+164,231
| +28% | +$13.7M |
|
981
Church & Dwight Co
CHD
$23B
| $63.3M | 0.01% |
617,084
+20,474
| +3% | +$2.1M |
|
982
Cardinal Health
CAH
$36.4B
| $63.3M | 0.01% |
1,228,440
-1,000,891
| -45% | -$51.5M |
|
983
Brown-Forman Class B
BF.B
$13B
| $63M | 0.01% |
864,916
+6,678
| +0.8% | +$487K |
|
984
Conagra Brands
CAG
$9.32B
| $62.9M | 0.01% |
1,842,982
+561,360
| +44% | +$19.2M |
|
|
UCB
985
United Community Banks, Inc.
UCB
$3.95B
| $62.9M | 0.01% |
1,750,451
+1,310,082
| +297% | +$47.1M |
|
986
iShares MSCI South Korea ETF
EWY
$5.47B
| $62.8M | 0.01% |
806,307
+274,655
| +52% | +$21.4M |
|
987
CNA Financial
CNA
$12.9B
| $62.7M | 0.01% |
1,422,104
+3,435
| +0.2% | +$151K |
|
988
Carrier Global
CARR
$53.3B
| $62.6M | 0.01% |
1,154,082
-919,255
| -44% | -$49.9M |
|
989
Itaú Unibanco
ITUB
$76.5B
| $62.6M | 0.01% |
18,348,396
-14,712,312
| -45% | -$50.2M |
|
|
RDS.B
990
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $62.4M | 0.01% |
1,440,158
-84,652
| -6% | -$3.67M |
|
|
PDCE
991
DELISTED
PDC Energy, Inc.
PDCE
| $62.4M | 0.01% |
1,278,537
+64,688
| +5% | +$3.16M |
|
992
Invesco Senior Loan ETF
BKLN
$6.88B
| $62.3M | 0.01% |
2,819,587
-10,057,258
| -78% | -$222M |
|
993
Kyndryl
KD
$7.6B
| $61.8M | 0.01% |
+3,413,653
| New | +$61.8M |
|
994
International Paper
IP
$24.4B
| $61.7M | 0.01% |
1,312,815
-369,098
| -22% | -$17.3M |
|
995
Bank of New York Mellon
BK
$74.8B
| $61.6M | 0.01% |
1,061,212
+295,086
| +39% | +$17.1M |
|
|
STOR
996
DELISTED
STORE Capital Corporation
STOR
| $61.2M | 0.01% |
1,780,329
-116,316
| -6% | -$4M |
|
997
Personalis
PSNL
$536M
| $61.1M | 0.01% |
4,280,383
-76,040
| -2% | -$1.09M |
|
998
Banco Santander Chile
BSAC
$12.4B
| $60.5M | 0.01% |
3,712,692
+926,894
| +33% | +$15.1M |
|
999
Coca-Cola Europacific Partners
CCEP
$41B
| $60.5M | 0.01% |
1,080,866
+148,520
| +16% | +$8.31M |
|
1000
Remitly
RELY
$3.79B
| $60.1M | 0.01% |
2,914,828
+1,589,388
| +120% | +$32.8M |
|