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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Regenxbio
RGNX
$483M
| $78.4M | 0.01% |
3,722,553
-216,996
| -6% | -$4.57M |
|
977
CenterPoint Energy
CNP
$24.7B
| $78.2M | 0.01% |
2,745,237
-245,598
| -8% | -$7M |
|
978
Eversource Energy
ES
$23.8B
| $78.2M | 0.01% |
1,308,237
+404,076
| +45% | +$24.2M |
|
979
Diageo
DEO
$57.6B
| $78.2M | 0.01% |
525,423
-6,696
| -1% | -$996K |
|
980
Vicor
VICR
$2.25B
| $78.1M | 0.01% |
2,041,188
+411,040
| +25% | +$15.7M |
|
981
Avantis US Equity ETF
AVUS
$9.64B
| $78M | 0.01% |
871,337
-37,746
| -4% | -$3.38M |
|
982
Manhattan Associates
MANH
$12.8B
| $78M | 0.01% |
311,618
+9,522
| +3% | +$2.38M |
|
983
Certara
CERT
$1.65B
| $77.9M | 0.01% |
4,359,145
+350,876
| +9% | +$6.27M |
|
984
iShares MSCI Mexico ETF
EWW
$1.91B
| $77.8M | 0.01% |
1,122,066
-1,453,323
| -56% | -$101M |
|
985
SL Green Realty
SLG
$4.5B
| $77.7M | 0.01% |
1,410,019
+373,332
| +36% | +$20.6M |
|
986
NetEase
NTES
$92.3B
| $77.5M | 0.01% |
749,361
-104,661
| -12% | -$10.8M |
|
987
iShares US Transportation ETF
IYT
$611M
| $77.3M | 0.01% |
1,098,471
-18,341
| -2% | -$1.29M |
|
988
Rollins
ROL
$27.3B
| $77.2M | 0.01% |
1,669,349
+530,559
| +47% | +$24.5M |
|
989
Ciena
CIEN
$18.7B
| $77.2M | 0.01% |
1,561,848
+542,064
| +53% | +$26.8M |
|
990
Utz Brands
UTZ
$1.12B
| $76.8M | 0.01% |
4,164,739
-937,654
| -18% | -$17.3M |
|
|
LSXMA
991
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $76.6M | 0.01% |
2,579,895
-1,021,589
| -28% | -$30.3M |
|
|
WIRE
992
DELISTED
Encore Wire Corp
WIRE
| $76.3M | 0.01% |
290,407
-68,571
| -19% | -$18M |
|
993
Evergy
EVRG
$16.5B
| $76.2M | 0.01% |
1,427,768
+170,368
| +14% | +$9.09M |
|
994
Vistra
VST
$69.1B
| $76.1M | 0.01% |
1,092,871
+135,998
| +14% | +$9.47M |
|
|
JNPR
995
DELISTED
Juniper Networks
JNPR
| $75.7M | 0.01% |
2,043,312
+508,716
| +33% | +$18.9M |
|
996
EQT Corp
EQT
$31.8B
| $75.7M | 0.01% |
2,041,735
+876,468
| +75% | +$32.5M |
|
997
Arrowhead Research
ARWR
$3.99B
| $75.4M | 0.01% |
2,638,063
-112,985
| -4% | -$3.23M |
|
998
Cloudflare
NET
$77.7B
| $75M | 0.01% |
774,130
+599,057
| +342% | +$58M |
|
999
Hyatt Hotels
H
$13.6B
| $74.9M | 0.01% |
469,488
+222,393
| +90% | +$35.5M |
|
1000
Ambev
ABEV
$35.7B
| $74.9M | 0.01% |
30,208,395
-3,728,722
| -11% | -$9.25M |
|