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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
iShares MSCI ACWI ETF
ACWI
$22.5B
| $67.2M | 0.01% |
660,761
+508,706
| +335% | +$51.8M |
|
977
Emcor
EME
$28.8B
| $67.1M | 0.01% |
311,469
-122,927
| -28% | -$26.5M |
|
978
Littelfuse
LFUS
$6.68B
| $66.9M | 0.01% |
249,892
-18,776
| -7% | -$5.02M |
|
979
Relay Therapeutics
RLAY
$700M
| $66.8M | 0.01% |
6,065,595
+929,111
| +18% | +$10.2M |
|
980
Pure Storage
PSTG
$26.9B
| $66.7M | 0.01% |
1,869,560
+139,622
| +8% | +$4.98M |
|
981
Reliance Steel & Aluminium
RS
$15.5B
| $66.3M | 0.01% |
237,194
+35,568
| +18% | +$9.95M |
|
982
CF Industries
CF
$14B
| $65.6M | 0.01% |
825,684
-68,886
| -8% | -$5.48M |
|
983
Evergy
EVRG
$16.5B
| $65.6M | 0.01% |
1,257,400
+8,090
| +0.6% | +$422K |
|
984
Azenta
AZTA
$1.43B
| $65.6M | 0.01% |
1,006,788
-105,288
| -9% | -$6.86M |
|
985
Pultegroup
PHM
$27.3B
| $65.3M | 0.01% |
632,467
-131,343
| -17% | -$13.6M |
|
986
Fidelity Blue Chip Growth ETF
FBCG
$4.79B
| $65.3M | 0.01% |
1,959,482
-51,024
| -3% | -$1.7M |
|
|
NS
987
DELISTED
NuStar Energy L.P.
NS
| $65.2M | 0.01% |
3,490,124
+1,576,825
| +82% | +$29.5M |
|
988
Manhattan Associates
MANH
$13.2B
| $65M | 0.01% |
302,096
+9,792
| +3% | +$2.11M |
|
989
Halliburton
HAL
$19.1B
| $64.6M | 0.01% |
1,786,874
-1,158,074
| -39% | -$41.9M |
|
990
Nextracker
NXT
$10.1B
| $64.5M | 0.01% |
1,377,551
-242,607
| -15% | -$11.4M |
|
991
Carnival Corp
CCL
$44B
| $64.5M | 0.01% |
3,480,175
+1,159,253
| +50% | +$21.5M |
|
992
Occidental Petroleum
OXY
$45.2B
| $64.5M | 0.01% |
1,079,881
-563,434
| -34% | -$33.6M |
|
993
Moelis & Co
MC
$5.59B
| $64.4M | 0.01% |
1,147,882
-326,260
| -22% | -$18.3M |
|
994
Insulet
PODD
$23.9B
| $64.4M | 0.01% |
296,738
+62,720
| +27% | +$13.6M |
|
995
Pinnacle Financial Partners
PNFP
$7.51B
| $64.1M | 0.01% |
734,772
+16,504
| +2% | +$1.44M |
|
996
Chart Industries
GTLS
$8.96B
| $64.1M | 0.01% |
470,040
-64,902
| -12% | -$8.85M |
|
997
International Paper
IP
$24.4B
| $64M | 0.01% |
1,769,561
-8,327
| -0.5% | -$301K |
|
998
FIVE9
FIVN
$2.01B
| $63.8M | 0.01% |
811,089
-995,846
| -55% | -$78.4M |
|
999
Axon Enterprise
AXON
$58.6B
| $63.8M | 0.01% |
246,903
+74,382
| +43% | +$19.2M |
|
1000
Gold Fields
GFI
$33.8B
| $63.6M | 0.01% |
4,395,780
+1,511,242
| +52% | +$21.9M |
|