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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Cousins Properties
CUZ
$4.97B
| $45.3M | ﹤0.01% |
1,858,642
-48,119
| -3% | -$1.17M |
|
|
JNPR
1152
DELISTED
Juniper Networks
JNPR
| $45.2M | ﹤0.01% |
1,534,596
-314,016
| -17% | -$9.26M |
|
1153
Open Text
OTEX
$8.96B
| $45.1M | ﹤0.01% |
1,073,132
-172,957
| -14% | -$7.27M |
|
1154
Bunge Global
BG
$16.4B
| $45.1M | ﹤0.01% |
446,659
+87,844
| +24% | +$8.87M |
|
1155
PotlatchDeltic
PCH
$3.3B
| $45.1M | ﹤0.01% |
917,629
+318,286
| +53% | +$15.6M |
|
1156
EQT Corp
EQT
$31.8B
| $45M | ﹤0.01% |
1,165,267
-1,362,483
| -54% | -$52.7M |
|
1157
Gen Digital
GEN
$18.3B
| $44.9M | ﹤0.01% |
1,968,289
+634,509
| +48% | +$14.5M |
|
1158
Carnival PLC
CUK
$38.7B
| $44.7M | ﹤0.01% |
2,650,112
-551,145
| -17% | -$9.29M |
|
1159
Ovintiv
OVV
$10.9B
| $44.6M | ﹤0.01% |
1,014,509
+75,517
| +8% | +$3.32M |
|
1160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.19B
| $44.5M | ﹤0.01% |
390,535
+87,400
| +29% | +$9.97M |
|
1161
Alliance Resource Partners
ARLP
$2.89B
| $44.5M | ﹤0.01% |
2,099,203
-8,103
| -0.4% | -$172K |
|
1162
Winnebago Industries
WGO
$988M
| $44.1M | ﹤0.01% |
604,534
+6,187
| +1% | +$451K |
|
1163
iShares Core MSCI Total International Stock ETF
IXUS
$49.2B
| $43.5M | ﹤0.01% |
670,137
+246,905
| +58% | +$16M |
|
1164
Bio-Techne
TECH
$8.28B
| $43.4M | ﹤0.01% |
562,861
-38,346
| -6% | -$2.96M |
|
1165
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
| $43.4M | ﹤0.01% |
617,523
+364,620
| +144% | +$25.6M |
|
1166
TransUnion
TRU
$18.1B
| $43.4M | ﹤0.01% |
631,142
+103,628
| +20% | +$7.12M |
|
1167
DigitalOcean
DOCN
$3.33B
| $43.3M | ﹤0.01% |
1,180,451
+2,036
| +0.2% | +$74.7K |
|
1168
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| $43.2M | ﹤0.01% |
196,928
+69,151
| +54% | +$15.2M |
|
1169
Warrior Met Coal
HCC
$3.11B
| $43.1M | ﹤0.01% |
707,172
+526,642
| +292% | +$32.1M |
|
1170
Clear Secure
YOU
$3.58B
| $43.1M | ﹤0.01% |
2,087,279
+92,253
| +5% | +$1.91M |
|
1171
Alphatec Holdings
ATEC
$2.31B
| $42.3M | ﹤0.01% |
2,798,061
+1,725,710
| +161% | +$26.1M |
|
1172
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $42.2M | ﹤0.01% |
268,661
+20,978
| +8% | +$3.29M |
|
1173
Carlyle Group
CG
$24.4B
| $42.1M | ﹤0.01% |
1,034,230
+353,349
| +52% | +$14.4M |
|
1174
Bank of America Series L
BAC.PRL
$3.95B
| $42M | ﹤0.01% |
34,875
-284
| -0.8% | -$342K |
|
1175
Lyft
LYFT
$7.6B
| $41.9M | ﹤0.01% |
2,794,234
+742,158
| +36% | +$11.1M |
|