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 | |
|---|---|---|---|---|---|---|
1001
Pinnacle West Capital
PNW
$10.6B
| $52M | 0.01% |
705,771
-121,150
| -15% | -$8.93M |
|
1002
Hertz
HTZ
$1.93B
| $51.6M | 0.01% |
4,208,639
+108,553
| +3% | +$1.33M |
|
|
JNPR
1003
DELISTED
Juniper Networks
JNPR
| $51.4M | 0.01% |
1,848,612
-108,733
| -6% | -$3.02M |
|
1004
Whirlpool
WHR
$5.24B
| $50.8M | 0.01% |
380,271
+32,450
| +9% | +$4.34M |
|
1005
10x Genomics
TXG
$1.63B
| $50.8M | 0.01% |
1,232,162
-111,170
| -8% | -$4.59M |
|
1006
Nordson
NDSN
$12.6B
| $50.5M | 0.01% |
226,499
-97,071
| -30% | -$21.7M |
|
1007
Vanguard Health Care ETF
VHT
$15.9B
| $50.3M | 0.01% |
213,916
+43
| +0% | +$10.1K |
|
1008
Mobileye
MBLY
$11.3B
| $50.1M | 0.01% |
1,206,903
+401,453
| +50% | +$16.7M |
|
1009
Essent Group
ESNT
$6.24B
| $50M | 0.01% |
1,057,268
-80,987
| -7% | -$3.83M |
|
1010
Mr. Cooper
COOP
$14B
| $49.8M | 0.01% |
929,544
+226,298
| +32% | +$12.1M |
|
1011
Vanguard Small-Cap Value ETF
VBR
$32B
| $49.6M | 0.01% |
311,218
+11,424
| +4% | +$1.82M |
|
1012
iShares Select U.S. REIT ETF
ICF
$1.94B
| $49.6M | 0.01% |
988,233
+230,044
| +30% | +$11.5M |
|
1013
RLJ Lodging Trust
RLJ
$1.14B
| $49.5M | 0.01% |
5,057,976
+32,318
| +0.6% | +$316K |
|
1014
Viatris
VTRS
$11.9B
| $49.4M | 0.01% |
5,010,126
-185,474
| -4% | -$1.83M |
|
1015
Allstate
ALL
$52.7B
| $49.1M | 0.01% |
440,869
-2,221
| -0.5% | -$247K |
|
1016
Vanguard Small-Cap Growth ETF
VBK
$20.7B
| $49.1M | 0.01% |
229,072
+36,592
| +19% | +$7.84M |
|
1017
Elbit Systems
ESLT
$23.4B
| $49M | 0.01% |
247,359
+66,589
| +37% | +$13.2M |
|
1018
Meritage Homes
MTH
$5.77B
| $48.9M | 0.01% |
798,676
+57,116
| +8% | +$3.5M |
|
1019
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| $48.8M | 0.01% |
879,848
-2,597,400
| -75% | -$144M |
|
1020
AllianceBernstein
AB
$4.17B
| $48.8M | 0.01% |
1,607,636
+98,567
| +7% | +$2.99M |
|
1021
Brady Corp
BRC
$3.69B
| $48.6M | 0.01% |
885,116
-1,028,621
| -54% | -$56.5M |
|
1022
Fox Factory Holding Corp
FOXF
$1.17B
| $48.2M | 0.01% |
486,506
-24,120
| -5% | -$2.39M |
|
1023
Pinnacle Financial Partners
PNFP
$7.59B
| $48.2M | 0.01% |
718,268
-3,595
| -0.5% | -$241K |
|
|
CHX
1024
DELISTED
ChampionX
CHX
| $48.1M | 0.01% |
1,350,443
-171,666
| -11% | -$6.11M |
|
1025
iShares MSCI Brazil ETF
EWZ
$5.55B
| $48.1M | 0.01% |
1,566,784
-4,714,256
| -75% | -$145M |
|