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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
WESCO International
WCC
$10.4B
| $39M | ﹤0.01% |
299,399
-12,387
| -4% | -$1.61M |
|
1152
AMC Entertainment Holdings
AMC
$1.44B
| $38.9M | ﹤0.01% |
158,056
-1,282
| -0.8% | -$316K |
|
|
NEWR
1153
DELISTED
New Relic, Inc.
NEWR
| $38.9M | ﹤0.01% |
581,713
+256,973
| +79% | +$17.2M |
|
1154
iShare MSCI Eurozone ETF
EZU
$7.97B
| $38.8M | ﹤0.01% |
897,385
-601,158
| -40% | -$26M |
|
|
LSXMA
1155
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $38.7M | ﹤0.01% |
1,153,524
-991,835
| -46% | -$33.3M |
|
|
X
1156
DELISTED
US Steel
X
| $38.7M | ﹤0.01% |
1,026,248
+68,713
| +7% | +$2.59M |
|
|
TTM
1157
DELISTED
Tata Motors Limited
TTM
| $38.7M | ﹤0.01% |
1,383,137
+561,552
| +68% | +$15.7M |
|
1158
Reliance Steel & Aluminium
RS
$15.3B
| $38.6M | ﹤0.01% |
210,504
-17,440
| -8% | -$3.2M |
|
1159
Skyworks Solutions
SWKS
$11.1B
| $38.5M | ﹤0.01% |
288,978
-34,586
| -11% | -$4.61M |
|
1160
Las Vegas Sands
LVS
$36.7B
| $38.5M | ﹤0.01% |
989,570
-1,724,002
| -64% | -$67M |
|
1161
SPDR S&P Global Natural Resources ETF
GNR
$3.32B
| $38.3M | ﹤0.01% |
610,781
-411,996
| -40% | -$25.9M |
|
1162
SiriusXM
SIRI
$7.84B
| $38.1M | ﹤0.01% |
575,948
+526,374
| +1,062% | +$34.8M |
|
1163
Ulta Beauty
ULTA
$23.1B
| $38.1M | ﹤0.01% |
95,701
-376,098
| -80% | -$150M |
|
1164
ZTO Express
ZTO
$15.2B
| $37.7M | ﹤0.01% |
1,523,772
+1,080,405
| +244% | +$26.7M |
|
1165
HUB Group
HUBG
$2.2B
| $37.6M | ﹤0.01% |
974,242
-42,890
| -4% | -$1.66M |
|
1166
Grifois
GRFS
$6.72B
| $37.4M | ﹤0.01% |
3,203,915
-75,220
| -2% | -$879K |
|
1167
Signet Jewelers
SIG
$3.73B
| $37.4M | ﹤0.01% |
514,229
+138,207
| +37% | +$10M |
|
1168
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.1B
| $37.3M | ﹤0.01% |
340,606
+36,653
| +12% | +$4.02M |
|
1169
KeyCorp
KEY
$20.9B
| $37.3M | ﹤0.01% |
1,664,634
+395,819
| +31% | +$8.86M |
|
1170
SPDR S&P Dividend ETF
SDY
$20.5B
| $37.2M | ﹤0.01% |
290,695
+48,501
| +20% | +$6.21M |
|
1171
CareTrust REIT
CTRE
$7.62B
| $37.2M | ﹤0.01% |
1,924,916
-109,933
| -5% | -$2.12M |
|
1172
Tyler Technologies
TYL
$23.6B
| $37.1M | ﹤0.01% |
83,466
-9,446
| -10% | -$4.2M |
|
1173
Sabra Healthcare REIT
SBRA
$4.57B
| $36.6M | ﹤0.01% |
2,458,406
-1,012,579
| -29% | -$15.1M |
|
1174
Vanguard Health Care ETF
VHT
$15.7B
| $36.6M | ﹤0.01% |
143,880
+9,638
| +7% | +$2.45M |
|
1175
SLR Investment Corp
SLRC
$877M
| $36.5M | ﹤0.01% |
2,011,703
-45,394
| -2% | -$823K |
|