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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Lightspeed Commerce
LSPD
$1.6B
| $55.3M | 0.01% |
573,974
-433,560
| -43% | -$41.8M |
|
1027
Moody's
MCO
$93B
| $55.3M | 0.01% |
155,633
+29,261
| +23% | +$10.4M |
|
1028
Bath & Body Works
BBWI
$5.75B
| $55.1M | 0.01% |
874,117
-1,006,070
| -54% | -$63.4M |
|
1029
Banco Santander Chile
BSAC
$12.5B
| $55.1M | 0.01% |
2,785,798
+898,175
| +48% | +$17.8M |
|
|
ACCD
1030
DELISTED
Accolade, Inc. Common Stock
ACCD
| $54.8M | 0.01% |
1,299,220
-131,650
| -9% | -$5.55M |
|
|
ENLC
1031
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $54.7M | 0.01% |
8,015,909
-638,930
| -7% | -$4.36M |
|
1032
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $54.6M | 0.01% |
1,425,385
+158,692
| +13% | +$6.08M |
|
1033
Beam Therapeutics
BEAM
$2.18B
| $54.5M | 0.01% |
626,512
+100,772
| +19% | +$8.77M |
|
|
CERN
1034
DELISTED
Cerner Corp
CERN
| $54.5M | 0.01% |
772,872
-287,061
| -27% | -$20.2M |
|
|
CLDR
1035
DELISTED
Cloudera, Inc.
CLDR
| $54.4M | 0.01% |
3,407,679
-558,546
| -14% | -$8.92M |
|
1036
Pure Storage
PSTG
$27B
| $54.3M | 0.01% |
2,160,093
-689,816
| -24% | -$17.4M |
|
1037
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
| $54.3M | 0.01% |
738,511
+486,211
| +193% | +$35.7M |
|
1038
Quest Diagnostics
DGX
$20.5B
| $54M | 0.01% |
371,930
+12,197
| +3% | +$1.77M |
|
1039
Alliant Energy
LNT
$16.6B
| $54M | 0.01% |
965,129
+115,124
| +14% | +$6.44M |
|
1040
iShares MSCI China ETF
MCHI
$8.28B
| $54M | 0.01% |
799,435
-9
| -0% | -$608 |
|
1041
PMV Pharmaceuticals
PMVP
$65.2M
| $53.9M | 0.01% |
1,807,092
+164,028
| +10% | +$4.89M |
|
|
WBT
1042
DELISTED
Welbilt, Inc.
WBT
| $53.8M | 0.01% |
2,314,001
-640,390
| -22% | -$14.9M |
|
1043
Novavax
NVAX
$1.34B
| $53.8M | 0.01% |
259,388
+179,161
| +223% | +$37.1M |
|
|
MDRX
1044
DELISTED
Veradigm Inc. Common Stock
MDRX
| $53.2M | 0.01% |
3,978,142
+341,732
| +9% | +$4.57M |
|
1045
Vertex
VERX
$3.88B
| $53.2M | 0.01% |
2,765,466
-3,634
| -0.1% | -$69.8K |
|
1046
Grifois
GRFS
$6.83B
| $52.8M | 0.01% |
3,611,285
+1,267,162
| +54% | +$18.5M |
|
1047
Nordson
NDSN
$12.8B
| $52.7M | 0.01% |
221,450
-6,206
| -3% | -$1.48M |
|
1048
JB Hunt Transport Services
JBHT
$13.7B
| $52.7M | 0.01% |
315,375
+232,162
| +279% | +$38.8M |
|
|
ETRN
1049
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $52.6M | 0.01% |
5,183,753
-584,024
| -10% | -$5.92M |
|
1050
Bunge Global
BG
$16.4B
| $52.3M | 0.01% |
643,354
-79,638
| -11% | -$6.48M |
|