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
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BPMC
1176
DELISTED
Blueprint Medicines
BPMC
| $53.6M | ﹤0.01% |
418,060
-2,088,454
| -83% | -$268M |
|
1177
Southwest Gas
SWX
$5.64B
| $53.4M | ﹤0.01% |
718,105
-248,551
| -26% | -$18.5M |
|
1178
Affirm
AFRM
$30B
| $53.4M | ﹤0.01% |
771,728
-358,226
| -32% | -$24.8M |
|
1179
Conagra Brands
CAG
$8.87B
| $53.3M | ﹤0.01% |
2,606,081
-940,407
| -27% | -$19.3M |
|
1180
Twist Bioscience
TWST
$1.68B
| $52.9M | ﹤0.01% |
1,439,126
-12,982
| -0.9% | -$478K |
|
1181
Exelixis
EXEL
$10.8B
| $52.5M | ﹤0.01% |
1,190,333
+239,148
| +25% | +$10.5M |
|
1182
Essential Properties Realty Trust
EPRT
$5.97B
| $52.3M | ﹤0.01% |
1,638,430
-142,612
| -8% | -$4.55M |
|
1183
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8B
| $52.2M | ﹤0.01% |
422,787
-6,317
| -1% | -$781K |
|
|
JBTM
1184
JBT Marel
JBTM
$7.01B
| $52.2M | ﹤0.01% |
433,981
-107,507
| -20% | -$12.9M |
|
1185
InterContinental Hotels
IHG
$18.2B
| $52.1M | ﹤0.01% |
451,823
+251,647
| +126% | +$29M |
|
1186
CACI
CACI
$11B
| $52M | ﹤0.01% |
109,088
+19,641
| +22% | +$9.36M |
|
1187
Vanguard Russell 1000 Growth ETF
VONG
$33B
| $51.8M | ﹤0.01% |
473,947
+35,617
| +8% | +$3.89M |
|
1188
Generac Holdings
GNRC
$10.7B
| $51.7M | ﹤0.01% |
361,189
+1,925
| +0.5% | +$276K |
|
1189
Onto Innovation
ONTO
$6.01B
| $51.7M | ﹤0.01% |
512,063
-1,919,116
| -79% | -$194M |
|
1190
Frontier Communications
FYBR
$9.31B
| $51.6M | ﹤0.01% |
1,417,320
-520,458
| -27% | -$18.9M |
|
1191
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.65B
| $51.5M | ﹤0.01% |
1,011,957
+151,379
| +18% | +$7.71M |
|
1192
Choice Hotels
CHH
$5.13B
| $51.2M | ﹤0.01% |
403,720
+4,425
| +1% | +$561K |
|
1193
Granite Construction
GVA
$4.82B
| $51M | ﹤0.01% |
545,826
+258,294
| +90% | +$24.2M |
|
1194
Royalty Pharma
RPRX
$15.7B
| $50.9M | ﹤0.01% |
1,413,512
-21,536
| -2% | -$776K |
|
1195
iShares International Equity Factor ETF
INTF
$2.4B
| $50.8M | ﹤0.01% |
1,485,415
+20
| +0% | +$685 |
|
1196
Sprouts Farmers Market
SFM
$11.8B
| $50.8M | ﹤0.01% |
308,778
-388,510
| -56% | -$64M |
|
1197
First Advantage
FA
$2.67B
| $50.8M | ﹤0.01% |
3,059,509
-1,200,633
| -28% | -$19.9M |
|
1198
ODDITY Tech
ODD
$3.49B
| $50.7M | ﹤0.01% |
671,724
+531,334
| +378% | +$40.1M |
|
1199
Cedar Fair
FUN
$2.26B
| $50.4M | ﹤0.01% |
1,657,562
-281,375
| -15% | -$8.56M |
|
1200
GFL Environmental
GFL
$16.9B
| $50.2M | ﹤0.01% |
994,849
+105,186
| +12% | +$5.31M |
|