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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
10x Genomics
TXG
$1.63B
| $33.1M | ﹤0.01% |
227,553
+181,175
| +391% | +$26.4M |
|
1227
America Movil
AMX
$59.6B
| $33.1M | ﹤0.01% |
1,874,721
+642,456
| +52% | +$11.4M |
|
1228
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.11B
| $33M | ﹤0.01% |
1,022,517
+419
| +0% | +$13.5K |
|
1229
American Airlines Group
AAL
$8.54B
| $33M | ﹤0.01% |
1,608,937
+347,792
| +28% | +$7.14M |
|
1230
WESCO International
WCC
$10.7B
| $33M | ﹤0.01% |
286,059
-4,295
| -1% | -$495K |
|
1231
KB Home
KBH
$4.59B
| $33M | ﹤0.01% |
847,387
-361,278
| -30% | -$14.1M |
|
1232
National Storage Affiliates Trust
NSA
$2.49B
| $32.9M | ﹤0.01% |
624,110
+106,364
| +21% | +$5.61M |
|
|
SRC
1233
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $32.9M | ﹤0.01% |
715,582
+63,598
| +10% | +$2.93M |
|
1234
Vanguard Health Care ETF
VHT
$15.9B
| $32.9M | ﹤0.01% |
133,272
+1,275
| +1% | +$315K |
|
1235
Jones Lang LaSalle
JLL
$14.6B
| $32.7M | ﹤0.01% |
131,950
-57,622
| -30% | -$14.3M |
|
|
BKI
1236
DELISTED
Black Knight, Inc. Common Stock
BKI
| $32.7M | ﹤0.01% |
453,660
-50,320
| -10% | -$3.62M |
|
|
API
1237
Agora
API
$351M
| $32.6M | ﹤0.01% |
1,124,454
-623,446
| -36% | -$18.1M |
|
1238
Hawaiian Electric Industries
HE
$2.1B
| $32.5M | ﹤0.01% |
796,188
+165,232
| +26% | +$6.75M |
|
1239
Jack Henry & Associates
JKHY
$11.8B
| $32.5M | ﹤0.01% |
197,851
+16,722
| +9% | +$2.74M |
|
1240
United Therapeutics
UTHR
$18.3B
| $32.3M | ﹤0.01% |
174,955
-3,834
| -2% | -$708K |
|
1241
Clearway Energy Class A
CWEN.A
$3.18B
| $32.3M | ﹤0.01% |
1,144,375
+9,691
| +0.9% | +$273K |
|
1242
iShares MSCI Singapore ETF
EWS
$822M
| $32.2M | ﹤0.01% |
1,415,981
-425,822
| -23% | -$9.7M |
|
1243
Cleveland-Cliffs
CLF
$5.83B
| $32.2M | ﹤0.01% |
1,626,414
-45,952
| -3% | -$910K |
|
1244
Aecom
ACM
$16.9B
| $32.2M | ﹤0.01% |
509,521
-75,102
| -13% | -$4.74M |
|
1245
Halliburton
HAL
$19B
| $32.2M | ﹤0.01% |
1,487,895
-916,556
| -38% | -$19.8M |
|
1246
Virtus Investment Partners
VRTS
$1.31B
| $32.1M | ﹤0.01% |
103,467
+14,999
| +17% | +$4.65M |
|
1247
Patrick Industries
PATK
$3.72B
| $32.1M | ﹤0.01% |
577,227
-147,987
| -20% | -$8.22M |
|
1248
Avient
AVNT
$3.44B
| $32M | ﹤0.01% |
690,678
-142,988
| -17% | -$6.63M |
|
1249
Campbell Soup
CPB
$10.1B
| $31.8M | ﹤0.01% |
760,676
+382,532
| +101% | +$16M |
|
1250
RH
RH
$4.27B
| $31.8M | ﹤0.01% |
47,652
-13,874
| -23% | -$9.25M |
|