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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
First Trust Capital Strength ETF
FTCS
$8.47B
| $28.2M | ﹤0.01% |
386,944
+265,070
| +217% | +$19.3M |
|
1227
Algonquin Power & Utilities
AQN
$4.3B
| $28.2M | ﹤0.01% |
3,359,162
+105,671
| +3% | +$888K |
|
1228
Owens Corning
OC
$12.7B
| $28.2M | ﹤0.01% |
293,979
+24,242
| +9% | +$2.32M |
|
1229
Option Care Health
OPCH
$4.62B
| $28.2M | ﹤0.01% |
886,247
+100,456
| +13% | +$3.19M |
|
1230
BHP
BHP
$137B
| $28.1M | ﹤0.01% |
443,705
+114,573
| +35% | +$7.27M |
|
1231
Willis Towers Watson
WTW
$33B
| $28.1M | ﹤0.01% |
120,833
+18,076
| +18% | +$4.2M |
|
1232
Lantheus
LNTH
$3.6B
| $28.1M | ﹤0.01% |
340,028
+26,244
| +8% | +$2.17M |
|
1233
Coca-Cola Femsa
KOF
$18B
| $28M | ﹤0.01% |
348,412
+76,169
| +28% | +$6.13M |
|
1234
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$198M
| $28M | ﹤0.01% |
+349,996
| New | +$28M |
|
1235
Tenaris
TS
$18.7B
| $28M | ﹤0.01% |
984,264
+336,799
| +52% | +$9.57M |
|
1236
Lear
LEA
$5.62B
| $27.9M | ﹤0.01% |
199,686
+41,784
| +26% | +$5.83M |
|
1237
CarMax
KMX
$8.97B
| $27.9M | ﹤0.01% |
433,287
-940,742
| -68% | -$60.5M |
|
1238
iRobot
IRBT
$107M
| $27.8M | ﹤0.01% |
636,238
-97,665
| -13% | -$4.26M |
|
1239
SPDR S&P Regional Banking ETF
KRE
$4.24B
| $27.6M | ﹤0.01% |
629,636
-410,295
| -39% | -$18M |
|
|
PARA
1240
DELISTED
Paramount Global Class B
PARA
| $27.6M | ﹤0.01% |
1,236,460
+63,094
| +5% | +$1.41M |
|
1241
Churchill Downs
CHDN
$6.75B
| $27.6M | ﹤0.01% |
214,548
+22,092
| +11% | +$2.84M |
|
1242
Herbalife
HLF
$986M
| $27.5M | ﹤0.01% |
1,711,027
+12,671
| +0.7% | +$204K |
|
1243
Agios Pharmaceuticals
AGIO
$2.14B
| $27.5M | ﹤0.01% |
1,198,513
+15,688
| +1% | +$360K |
|
|
VERV
1244
DELISTED
Verve Therapeutics
VERV
| $27.5M | ﹤0.01% |
1,908,364
+119,902
| +7% | +$1.73M |
|
1245
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $27.5M | ﹤0.01% |
773,723
-165,310
| -18% | -$5.88M |
|
1246
Cabot Corp
CBT
$4.2B
| $27.4M | ﹤0.01% |
357,945
+24,321
| +7% | +$1.86M |
|
|
NS
1247
DELISTED
NuStar Energy L.P.
NS
| $27.4M | ﹤0.01% |
1,752,770
+217,417
| +14% | +$3.4M |
|
1248
Liberty Media Series C
FWONK
$24.9B
| $27.4M | ﹤0.01% |
378,296
+77,534
| +26% | +$5.61M |
|
1249
Carnival PLC
CUK
$37.7B
| $27.4M | ﹤0.01% |
2,989,709
-165,126
| -5% | -$1.51M |
|
1250
NiSource
NI
$19.3B
| $27.3M | ﹤0.01% |
974,743
+14,187
| +1% | +$397K |
|