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 | |
|---|---|---|---|---|---|---|
|
PSXP
1051
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $52.3M | 0.01% |
1,458,790
-371,763
| -20% | -$13.3M |
|
1052
BP
BP
$88.8B
| $52.2M | 0.01% |
1,908,352
+887,368
| +87% | +$24.3M |
|
1053
iHeartMedia
IHRT
$356M
| $52.1M | 0.01% |
2,082,688
-96,384
| -4% | -$2.41M |
|
1054
Knowles
KN
$1.91B
| $51.8M | 0.01% |
2,765,733
+642,822
| +30% | +$12M |
|
1055
SPDR S&P Regional Banking ETF
KRE
$4.25B
| $51.7M | 0.01% |
763,578
-1,503,641
| -66% | -$102M |
|
|
SAGE
1056
DELISTED
Sage Therapeutics
SAGE
| $51.6M | 0.01% |
1,164,621
+22,895
| +2% | +$1.01M |
|
1057
Coca-Cola Europacific Partners
CCEP
$40.9B
| $51.5M | 0.01% |
932,346
-56,831
| -6% | -$3.14M |
|
1058
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $51.5M | 0.01% |
1,003,474
+445,840
| +80% | +$22.9M |
|
|
MODV
1059
DELISTED
ModivCare
MODV
| $51.2M | 0.01% |
281,885
-9,071
| -3% | -$1.65M |
|
1060
Apellis Pharmaceuticals
APLS
$3.21B
| $50.5M | 0.01% |
1,533,142
+1,118,049
| +269% | +$36.9M |
|
1061
LPL Financial
LPLA
$27.8B
| $50.2M | 0.01% |
320,500
-18,676
| -6% | -$2.93M |
|
1062
International Flavors & Fragrances
IFF
$17B
| $50.2M | 0.01% |
375,081
-46,728
| -11% | -$6.25M |
|
1063
Coty
COTY
$3.6B
| $50M | 0.01% |
6,365,130
-17,596
| -0.3% | -$138K |
|
1064
Qiagen
QGEN
$9.99B
| $49.9M | 0.01% |
910,415
-115,920
| -11% | -$6.35M |
|
1065
KeyCorp
KEY
$21B
| $49.9M | 0.01% |
2,305,715
-636,435
| -22% | -$13.8M |
|
1066
The RealReal
REAL
$1.08B
| $49.6M | 0.01% |
3,763,474
-275,730
| -7% | -$3.63M |
|
1067
Deckers Outdoor
DECK
$17.5B
| $49.4M | 0.01% |
823,302
-82,344
| -9% | -$4.94M |
|
1068
Highwoods Properties
HIW
$3.49B
| $49.4M | 0.01% |
1,126,862
-663,938
| -37% | -$29.1M |
|
1069
Petrobras Class A
PBR.A
$75.1B
| $49.4M | 0.01% |
4,939,734
-106,529
| -2% | -$1.07M |
|
1070
Omega Healthcare
OHI
$12.5B
| $49.3M | 0.01% |
1,646,026
+311,882
| +23% | +$9.34M |
|
1071
Church & Dwight Co
CHD
$23B
| $49.3M | 0.01% |
596,610
+31,996
| +6% | +$2.64M |
|
|
JNPR
1072
DELISTED
Juniper Networks
JNPR
| $49.2M | 0.01% |
1,788,821
+11,337
| +0.6% | +$312K |
|
1073
ArcBest
ARCB
$1.67B
| $49.1M | 0.01% |
600,527
-200,057
| -25% | -$16.4M |
|
1074
ServisFirst Bancshares
SFBS
$4.63B
| $48.9M | 0.01% |
628,539
-114,816
| -15% | -$8.93M |
|
1075
Paychex
PAYX
$48.7B
| $48.8M | 0.01% |
433,794
-21,307
| -5% | -$2.4M |
|