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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Whirlpool
WHR
$5.31B
| $40.8M | ﹤0.01% |
174,051
+3,403
| +2% | +$799K |
|
|
EXE
1152
Expand Energy Corporation Common Stock
EXE
$22.8B
| $40.6M | ﹤0.01% |
628,576
+312,502
| +99% | +$20.2M |
|
|
SWT
1153
DELISTED
Stanley Black & Decker, Inc.
SWT
| $40.5M | ﹤0.01% |
370,697
+39,615
| +12% | +$4.33M |
|
|
DOC
1154
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $40.4M | ﹤0.01% |
2,144,859
+18,142
| +0.9% | +$342K |
|
1155
KB Home
KBH
$4.59B
| $40.4M | ﹤0.01% |
902,836
+55,449
| +7% | +$2.48M |
|
1156
CNX Resources
CNX
$4.23B
| $40M | ﹤0.01% |
2,909,783
-271,208
| -9% | -$3.73M |
|
1157
UFP Industries
UFPI
$6B
| $39.8M | ﹤0.01% |
432,957
+23,527
| +6% | +$2.16M |
|
1158
Jones Lang LaSalle
JLL
$14.9B
| $39.6M | ﹤0.01% |
147,009
+15,059
| +11% | +$4.06M |
|
1159
UMB Financial
UMBF
$9.24B
| $39.6M | ﹤0.01% |
373,118
+10,497
| +3% | +$1.11M |
|
1160
Crown Holdings
CCK
$11.4B
| $39.5M | ﹤0.01% |
356,802
-535,003
| -60% | -$59.2M |
|
1161
Cameco
CCJ
$34.8B
| $39.2M | ﹤0.01% |
1,799,581
+339,426
| +23% | +$7.4M |
|
1162
Green Plains
GPRE
$641M
| $39.2M | ﹤0.01% |
1,126,650
+199,836
| +22% | +$6.95M |
|
1163
Williams-Sonoma
WSM
$24.8B
| $39M | ﹤0.01% |
461,526
+45,592
| +11% | +$3.86M |
|
1164
Regal Rexnord
RRX
$9.62B
| $39M | ﹤0.01% |
229,127
+47,951
| +26% | +$8.16M |
|
1165
Global X FinTech ETF
FINX
$301M
| $38.9M | ﹤0.01% |
971,817
+110,127
| +13% | +$4.41M |
|
1166
Editas Medicine
EDIT
$244M
| $38.9M | ﹤0.01% |
1,464,063
+336,305
| +30% | +$8.93M |
|
1167
ICL Group
ICL
$7.99B
| $38.9M | ﹤0.01% |
4,018,960
+1,085,064
| +37% | +$10.5M |
|
1168
Vistra
VST
$69.1B
| $38.9M | ﹤0.01% |
1,706,349
-77,122
| -4% | -$1.76M |
|
|
ANSS
1169
DELISTED
Ansys
ANSS
| $38.8M | ﹤0.01% |
96,656
+20,039
| +26% | +$8.04M |
|
1170
Antero Resources
AR
$10.1B
| $38.7M | ﹤0.01% |
2,212,581
+340,584
| +18% | +$5.96M |
|
1171
SITE Centers
SITC
$474M
| $38.7M | ﹤0.01% |
3,132,535
+539,687
| +21% | +$6.67M |
|
1172
Navient
NAVI
$1.31B
| $38.6M | ﹤0.01% |
1,821,151
-115,023
| -6% | -$2.44M |
|
1173
Ionis Pharmaceuticals
IONS
$10.2B
| $38.6M | ﹤0.01% |
1,268,652
-1,147,661
| -47% | -$34.9M |
|
1174
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.16B
| $38.6M | ﹤0.01% |
698,827
+60,037
| +9% | +$3.31M |
|
1175
Iovance Biotherapeutics
IOVA
$876M
| $38.5M | ﹤0.01% |
2,017,431
+378,695
| +23% | +$7.23M |
|