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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Axcelis
ACLS
$2.69B
| $52M | ﹤0.01% |
466,635
-97,494
| -17% | -$10.9M |
|
1152
Life Time Group Holdings
LTH
$6.29B
| $51.7M | ﹤0.01% |
3,329,026
-272,904
| -8% | -$4.24M |
|
1153
MasTec
MTZ
$15B
| $51.6M | ﹤0.01% |
553,407
-96,922
| -15% | -$9.04M |
|
1154
Park Hotels & Resorts
PK
$2.39B
| $51.5M | ﹤0.01% |
2,947,251
-634,795
| -18% | -$11.1M |
|
1155
Gold Fields
GFI
$33.7B
| $51.5M | ﹤0.01% |
3,239,873
-1,155,907
| -26% | -$18.4M |
|
1156
Annaly Capital Management
NLY
$14.1B
| $51.4M | ﹤0.01% |
2,611,896
-94,723
| -3% | -$1.87M |
|
1157
DiamondRock Hospitality
DRH
$1.71B
| $51.3M | ﹤0.01% |
5,333,735
+441,283
| +9% | +$4.24M |
|
|
BECN
1158
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $50.9M | ﹤0.01% |
518,909
-85,469
| -14% | -$8.38M |
|
1159
Bio-Techne
TECH
$7.97B
| $50.8M | ﹤0.01% |
721,760
+158,899
| +28% | +$11.2M |
|
1160
COPT Defense Properties
CDP
$3.46B
| $50.7M | ﹤0.01% |
2,097,774
-11,363
| -0.5% | -$275K |
|
1161
Kaspi.kz JSC
KSPI
$16.1B
| $50.6M | ﹤0.01% |
+393,606
| New | +$50.6M |
|
1162
Ovintiv
OVV
$10.8B
| $50.6M | ﹤0.01% |
975,002
-39,507
| -4% | -$2.05M |
|
1163
Cleveland-Cliffs
CLF
$5.78B
| $50.4M | ﹤0.01% |
2,216,992
+200,771
| +10% | +$4.57M |
|
1164
Cheniere Energy
CQP
$25.2B
| $50.2M | ﹤0.01% |
1,016,843
-146,705
| -13% | -$7.25M |
|
1165
Open Text
OTEX
$9.07B
| $50M | ﹤0.01% |
1,288,016
+214,884
| +20% | +$8.34M |
|
1166
Weatherford International
WFRD
$4.48B
| $49.7M | ﹤0.01% |
430,919
+141,233
| +49% | +$16.3M |
|
1167
KBR
KBR
$6.36B
| $49.4M | ﹤0.01% |
775,247
-819,730
| -51% | -$52.2M |
|
1168
Macerich
MAC
$4.58B
| $49.3M | ﹤0.01% |
2,863,413
-2,573,287
| -47% | -$44.3M |
|
1169
US Global Jets ETF
JETS
$824M
| $49.3M | ﹤0.01% |
2,346,049
-4,243,534
| -64% | -$89.2M |
|
1170
iShares Core 10+ Year USD Bond ETF
ILTB
$591M
| $49.2M | ﹤0.01% |
963,218
+924,220
| +2,370% | +$47.2M |
|
1171
DigitalOcean
DOCN
$3.25B
| $49.2M | ﹤0.01% |
1,288,123
+107,672
| +9% | +$4.11M |
|
1172
Newell Brands
NWL
$2.48B
| $49.1M | ﹤0.01% |
6,118,117
-10,247,677
| -63% | -$82.3M |
|
1173
ASGN Inc
ASGN
$2.26B
| $49.1M | ﹤0.01% |
468,347
-28,267
| -6% | -$2.96M |
|
1174
SoFi Technologies
SOFI
$31.8B
| $49M | ﹤0.01% |
6,711,858
+3,108,341
| +86% | +$22.7M |
|
1175
Atkore
ATKR
$2.06B
| $48.9M | ﹤0.01% |
256,648
-48,997
| -16% | -$9.33M |
|