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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
OceanFirst Financial
OCFC
$1.03B
| $49.2M | 0.01% |
2,660,685
+308,240
| +13% | +$5.7M |
|
1002
SL Green Realty
SLG
$4.5B
| $49.2M | 0.01% |
2,090,210
+1,552,917
| +289% | +$36.5M |
|
1003
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $49.1M | 0.01% |
1,573,393
+1,107,522
| +238% | +$34.6M |
|
1004
AllianceBernstein
AB
$4.17B
| $49M | 0.01% |
1,340,352
-624,885
| -32% | -$22.8M |
|
1005
Masimo
MASI
$7.94B
| $48.8M | 0.01% |
264,563
-3,736
| -1% | -$689K |
|
1006
MGM Resorts International
MGM
$9.62B
| $48.8M | 0.01% |
1,097,763
+169,950
| +18% | +$7.55M |
|
|
NEE.PRR
1007
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $48.7M | 0.01% |
1,049,874
+70,721
| +7% | +$3.28M |
|
1008
United Therapeutics
UTHR
$18.3B
| $48.6M | 0.01% |
217,097
+34,880
| +19% | +$7.81M |
|
1009
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $48.4M | 0.01% |
+458,391
| New | +$48.4M |
|
1010
Kinross Gold
KGC
$28.3B
| $48.2M | 0.01% |
10,229,919
+1,490,558
| +17% | +$7.02M |
|
1011
Tetra Tech
TTEK
$9.51B
| $48.2M | 0.01% |
1,639,915
+410,930
| +33% | +$12.1M |
|
1012
Manhattan Associates
MANH
$12.8B
| $47.9M | 0.01% |
309,391
+45,090
| +17% | +$6.98M |
|
1013
Waters Corp
WAT
$18B
| $47.9M | 0.01% |
154,582
+54,879
| +55% | +$17M |
|
1014
SiteOne Landscape Supply
SITE
$6.39B
| $47.7M | 0.01% |
348,723
+48,985
| +16% | +$6.7M |
|
1015
Lamb Weston
LW
$7.79B
| $47.6M | 0.01% |
455,560
-270,722
| -37% | -$28.3M |
|
1016
Wynn Resorts
WYNN
$12.8B
| $47.6M | 0.01% |
425,438
+284,271
| +201% | +$31.8M |
|
1017
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.37B
| $47.4M | 0.01% |
1,609,151
+914,976
| +132% | +$27M |
|
1018
Lattice Semiconductor
LSCC
$9.06B
| $47M | 0.01% |
492,679
+161,125
| +49% | +$15.4M |
|
1019
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
| $46.5M | 0.01% |
364,710
+129,541
| +55% | +$16.5M |
|
1020
Kosmos Energy
KOS
$827M
| $46.1M | 0.01% |
6,197,882
+4,514,662
| +268% | +$33.6M |
|
1021
Essent Group
ESNT
$6.24B
| $46.1M | 0.01% |
1,150,978
+97,154
| +9% | +$3.89M |
|
1022
Frontier Communications
FYBR
$9.35B
| $45.9M | 0.01% |
2,017,894
-593,421
| -23% | -$13.5M |
|
1023
CNA Financial
CNA
$12.8B
| $45.8M | 0.01% |
1,172,451
+8,967
| +0.8% | +$350K |
|
1024
Tanger
SKT
$3.91B
| $45.7M | 0.01% |
2,329,080
+667,077
| +40% | +$13.1M |
|
1025
Brown-Forman Class B
BF.B
$12.9B
| $45.6M | 0.01% |
709,809
+17,636
| +3% | +$1.13M |
|