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 | |
|---|---|---|---|---|---|---|
1201
KB Home
KBH
$4.48B
| $46.6M | ﹤0.01% |
657,050
+252,363
| +62% | +$17.9M |
|
1202
The Mosaic Company
MOS
$10.7B
| $46.6M | ﹤0.01% |
1,434,173
+483,472
| +51% | +$15.7M |
|
1203
Alcoa
AA
$8.61B
| $46.4M | ﹤0.01% |
1,374,176
-1,020,577
| -43% | -$34.5M |
|
1204
Whirlpool
WHR
$5.15B
| $46.3M | ﹤0.01% |
386,627
-4,960
| -1% | -$593K |
|
1205
Nasdaq
NDAQ
$53.9B
| $46.1M | ﹤0.01% |
730,480
+140,686
| +24% | +$8.88M |
|
1206
Jackson Financial
JXN
$6.81B
| $46.1M | ﹤0.01% |
696,729
+11,195
| +2% | +$740K |
|
1207
Coupang
CPNG
$59.1B
| $46M | ﹤0.01% |
2,585,845
+339,114
| +15% | +$6.03M |
|
1208
British American Tobacco
BTI
$123B
| $46M | ﹤0.01% |
1,507,790
-373,826
| -20% | -$11.4M |
|
1209
Bloom Energy
BE
$15.7B
| $46M | ﹤0.01% |
4,088,631
-164,873
| -4% | -$1.85M |
|
1210
Cousins Properties
CUZ
$4.94B
| $46M | ﹤0.01% |
1,911,491
+52,849
| +3% | +$1.27M |
|
1211
Invesco S&P 500 GARP ETF
SPGP
$2.73B
| $45.9M | ﹤0.01% |
431,080
+31,217
| +8% | +$3.32M |
|
1212
First Trust Rising Dividend Achievers ETF
RDVY
$16.6B
| $45.8M | ﹤0.01% |
815,684
+78,122
| +11% | +$4.39M |
|
1213
Americold
COLD
$3.93B
| $45.8M | ﹤0.01% |
1,838,396
+1,010,055
| +122% | +$25.2M |
|
1214
nLIGHT
LASR
$1.43B
| $45.7M | ﹤0.01% |
3,518,542
+2,498
| +0.1% | +$32.5K |
|
1215
Kilroy Realty
KRC
$5.11B
| $45.7M | ﹤0.01% |
1,253,709
-1,767,995
| -59% | -$64.4M |
|
1216
Robert Half
RHI
$3.61B
| $45.7M | ﹤0.01% |
575,978
+177,233
| +44% | +$14.1M |
|
1217
Tyson Foods
TSN
$19.6B
| $45.6M | ﹤0.01% |
776,386
+189,259
| +32% | +$11.1M |
|
1218
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $45.3M | ﹤0.01% |
862,631
+162,035
| +23% | +$8.5M |
|
1219
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.35B
| $45.2M | ﹤0.01% |
1,877,265
-61,266
| -3% | -$1.47M |
|
1220
APi Group
APG
$14.5B
| $45.1M | ﹤0.01% |
1,724,477
+3,444
| +0.2% | +$90.2K |
|
1221
Columbia Sportswear
COLM
$2.99B
| $45.1M | ﹤0.01% |
555,985
-379,724
| -41% | -$30.8M |
|
1222
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
| $45M | ﹤0.01% |
1,407,752
+94,769
| +7% | +$3.03M |
|
1223
Lyft
LYFT
$7.73B
| $44.9M | ﹤0.01% |
2,318,210
-476,024
| -17% | -$9.21M |
|
1224
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.1B
| $44.9M | ﹤0.01% |
379,214
-11,321
| -3% | -$1.34M |
|
1225
Signet Jewelers
SIG
$3.73B
| $44.8M | ﹤0.01% |
447,799
+87,617
| +24% | +$8.77M |
|