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 | |
|---|---|---|---|---|---|---|
1001
Cognex
CGNX
$7.45B
| $74.8M | 0.01% |
1,763,791
+139,576
| +9% | +$5.92M |
|
1002
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.31B
| $74.7M | 0.01% |
818,624
-34,611
| -4% | -$3.16M |
|
1003
GSK
GSK
$83.5B
| $74.7M | 0.01% |
1,741,688
+684,309
| +65% | +$29.3M |
|
1004
Avery Dennison
AVY
$13.1B
| $74.5M | 0.01% |
333,792
+25,755
| +8% | +$5.75M |
|
1005
Gulfport Energy Corp
GPOR
$3.02B
| $74.5M | 0.01% |
464,973
-163,143
| -26% | -$26.1M |
|
|
BCPC
1006
Balchem Corporation
BCPC
$5.05B
| $74.4M | 0.01% |
480,356
+75,633
| +19% | +$11.7M |
|
1007
NRG Energy
NRG
$31.2B
| $74.2M | 0.01% |
1,095,516
+524,822
| +92% | +$35.5M |
|
1008
Imperial Oil
IMO
$46.8B
| $74.1M | 0.01% |
1,071,628
+184,933
| +21% | +$12.8M |
|
1009
Graco
GGG
$14.3B
| $73.6M | 0.01% |
787,528
+265,374
| +51% | +$24.8M |
|
1010
Global X Copper Miners ETF NEW
COPX
$2.23B
| $73.3M | 0.01% |
1,728,476
+1,656,014
| +2,285% | +$70.3M |
|
1011
Telus
TU
$24.1B
| $73.3M | 0.01% |
4,577,747
+540,857
| +13% | +$8.66M |
|
1012
Liberty Broadband Class C
LBRDK
$8.67B
| $72.8M | 0.01% |
1,272,655
-102,913
| -7% | -$5.89M |
|
1013
Allegion
ALLE
$14.6B
| $72.8M | 0.01% |
540,469
-75,830
| -12% | -$10.2M |
|
1014
Molson Coors Class B
TAP
$9.71B
| $72.8M | 0.01% |
1,081,922
+254,874
| +31% | +$17.1M |
|
1015
FTAI Aviation
FTAI
$17.2B
| $72.5M | 0.01% |
1,077,502
-23,733
| -2% | -$1.6M |
|
1016
Moelis & Co
MC
$5.44B
| $72.4M | 0.01% |
1,274,633
+126,751
| +11% | +$7.2M |
|
1017
Chefs' Warehouse
CHEF
$2.63B
| $72.3M | 0.01% |
1,920,503
+215,387
| +13% | +$8.11M |
|
1018
Agios Pharmaceuticals
AGIO
$2.12B
| $72.3M | 0.01% |
2,472,690
-70,056
| -3% | -$2.05M |
|
1019
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $72.1M | 0.01% |
710,520
-75,224
| -10% | -$7.63M |
|
1020
NorthWestern Energy
NWE
$3.47B
| $71.9M | 0.01% |
1,412,077
-303,258
| -18% | -$15.4M |
|
1021
Box
BOX
$4.78B
| $71.8M | 0.01% |
2,533,885
-831,258
| -25% | -$23.5M |
|
1022
Ameren
AEE
$27.1B
| $71.7M | 0.01% |
969,067
-1,477,192
| -60% | -$109M |
|
1023
JPMorgan Active Growth ETF
JGRO
$7.37B
| $71.6M | 0.01% |
1,019,155
+128,640
| +14% | +$9.03M |
|
1024
KE Holdings
BEKE
$23.8B
| $71.3M | 0.01% |
5,193,084
+1,737,874
| +50% | +$23.9M |
|
1025
iShares MSCI ACWI ETF
ACWI
$22.6B
| $71.3M | 0.01% |
647,147
-13,614
| -2% | -$1.5M |
|