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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
CNA Financial
CNA
$12.8B
| $54.3M | 0.01% |
1,381,187
-24,610
| -2% | -$968K |
|
977
Vertex
VERX
$3.81B
| $54.2M | 0.01% |
2,346,333
-12,210
| -0.5% | -$282K |
|
978
Commercial Metals
CMC
$6.63B
| $53.9M | 0.01% |
1,090,065
-35,901
| -3% | -$1.77M |
|
|
TWNK
979
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $53.8M | 0.01% |
1,615,087
+39,451
| +3% | +$1.31M |
|
980
KeyCorp
KEY
$21.1B
| $53.6M | 0.01% |
4,982,332
-3,364,659
| -40% | -$36.2M |
|
981
iShares Government/Credit Bond ETF
GBF
$138M
| $53.6M | 0.01% |
+535,599
| New | +$53.6M |
|
982
Grab
GRAB
$22.5B
| $53.4M | 0.01% |
15,071,777
+6,503,500
| +76% | +$23M |
|
983
Coty
COTY
$3.51B
| $53.1M | 0.01% |
4,844,125
+4,049,354
| +509% | +$44.4M |
|
|
RVNC
984
DELISTED
Revance Therapeutics, Inc.
RVNC
| $53.1M | 0.01% |
4,630,197
-63,691
| -1% | -$731K |
|
985
Gaming and Leisure Properties
GLPI
$13.6B
| $53M | 0.01% |
1,163,784
+76,151
| +7% | +$3.47M |
|
986
Reliance Steel & Aluminium
RS
$15.4B
| $52.9M | 0.01% |
201,626
-34,406
| -15% | -$9.02M |
|
987
J.M. Smucker
SJM
$11.8B
| $52.8M | 0.01% |
429,975
-145,111
| -25% | -$17.8M |
|
988
Skyworks Solutions
SWKS
$10.9B
| $52.8M | 0.01% |
535,696
-186,448
| -26% | -$18.4M |
|
989
iShares MSCI Taiwan ETF
EWT
$6.51B
| $52.8M | 0.01% |
1,185,087
-188,058
| -14% | -$8.38M |
|
990
Core & Main
CNM
$9.26B
| $52.8M | 0.01% |
1,829,340
+506,014
| +38% | +$14.6M |
|
991
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $52.7M | 0.01% |
1,741,921
-96,983
| -5% | -$2.94M |
|
992
Li Auto
LI
$24.7B
| $52.6M | 0.01% |
1,476,589
+465,147
| +46% | +$16.6M |
|
993
Kinross Gold
KGC
$28.3B
| $52.5M | 0.01% |
11,510,328
+591,260
| +5% | +$2.7M |
|
994
MasTec
MTZ
$15B
| $52.4M | 0.01% |
727,852
-20,959
| -3% | -$1.51M |
|
995
Monarch Casino & Resort
MCRI
$1.87B
| $52.3M | 0.01% |
841,840
+29,575
| +4% | +$1.84M |
|
996
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $52.3M | 0.01% |
1,733,275
+513,167
| +42% | +$15.5M |
|
997
Klaviyo
KVYO
$9.35B
| $52.2M | 0.01% |
+1,513,168
| New | +$52.2M |
|
998
CONMED
CNMD
$1.63B
| $52.1M | 0.01% |
516,754
-468,643
| -48% | -$47.3M |
|
999
Atmos Energy
ATO
$26.7B
| $52.1M | 0.01% |
491,702
-246,481
| -33% | -$26.1M |
|
1000
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $52M | 0.01% |
1,068,952
+250,783
| +31% | +$12.2M |
|