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 | |
|---|---|---|---|---|---|---|
1101
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $37.5M | ﹤0.01% |
1,168,888
+100,337
| +9% | +$3.22M |
|
1102
Vanguard Small-Cap Growth ETF
VBK
$20.5B
| $37.5M | ﹤0.01% |
173,401
+67,991
| +65% | +$14.7M |
|
1103
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.9B
| $37.5M | ﹤0.01% |
+372,527
| New | +$37.5M |
|
1104
iShares MSCI Singapore ETF
EWS
$819M
| $37.4M | ﹤0.01% |
1,883,206
+507,660
| +37% | +$10.1M |
|
1105
Watsco
WSO
$15.6B
| $37.3M | ﹤0.01% |
117,372
+55,033
| +88% | +$17.5M |
|
1106
Open Text
OTEX
$9.09B
| $37.3M | ﹤0.01% |
967,282
-212,703
| -18% | -$8.2M |
|
1107
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $37.3M | ﹤0.01% |
1,500,267
+376,561
| +34% | +$9.35M |
|
1108
OGE Energy
OGE
$8.98B
| $37.2M | ﹤0.01% |
986,717
+123,079
| +14% | +$4.64M |
|
1109
iShares TIPS Bond ETF
TIP
$14B
| $37.1M | ﹤0.01% |
336,947
-323,439
| -49% | -$35.7M |
|
1110
Targa Resources
TRGP
$35.9B
| $37.1M | ﹤0.01% |
508,464
+55,636
| +12% | +$4.06M |
|
1111
Signet Jewelers
SIG
$3.74B
| $36.9M | ﹤0.01% |
474,410
+55,128
| +13% | +$4.29M |
|
1112
Omega Healthcare
OHI
$12.6B
| $36.6M | ﹤0.01% |
1,333,428
+296,932
| +29% | +$8.14M |
|
1113
Super Micro Computer
SMCI
$26.8B
| $36.5M | ﹤0.01% |
3,421,540
+346,570
| +11% | +$3.69M |
|
1114
iShares US Home Construction ETF
ITB
$3.27B
| $36.4M | ﹤0.01% |
518,531
+129,801
| +33% | +$9.12M |
|
1115
Charles River Laboratories
CRL
$7.56B
| $36.4M | ﹤0.01% |
180,386
+43,786
| +32% | +$8.84M |
|
1116
Nasdaq
NDAQ
$54.1B
| $36.1M | ﹤0.01% |
660,844
+87,352
| +15% | +$4.78M |
|
1117
OFG Bancorp
OFG
$1.95B
| $36M | ﹤0.01% |
1,442,422
+68,968
| +5% | +$1.72M |
|
1118
Cleveland-Cliffs
CLF
$5.81B
| $36M | ﹤0.01% |
1,961,714
+613,805
| +46% | +$11.3M |
|
1119
argenx
ARGX
$46.7B
| $35.9M | ﹤0.01% |
96,283
+45,712
| +90% | +$17M |
|
1120
TORM
TRMD
$2.21B
| $35.9M | ﹤0.01% |
1,151,619
+683,159
| +146% | +$21.3M |
|
1121
PotlatchDeltic
PCH
$3.2B
| $35.8M | ﹤0.01% |
723,256
+57,103
| +9% | +$2.83M |
|
1122
Principal Financial Group
PFG
$18.5B
| $35.8M | ﹤0.01% |
481,562
+63,123
| +15% | +$4.69M |
|
1123
Sprout Social
SPT
$805M
| $35.7M | ﹤0.01% |
587,112
+46,744
| +9% | +$2.85M |
|
1124
ArcBest
ARCB
$1.61B
| $35.7M | ﹤0.01% |
386,645
-109,978
| -22% | -$10.2M |
|
1125
Clean Harbors
CLH
$12.7B
| $35.7M | ﹤0.01% |
250,106
+28,506
| +13% | +$4.06M |
|