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 | |
|---|---|---|---|---|---|---|
1251
Invesco NASDAQ 100 ETF
QQQM
$62B
| $45.4M | ﹤0.01% |
200,104
-51,449
| -20% | -$11.7M |
|
1252
LKQ Corp
LKQ
$7.89B
| $45.3M | ﹤0.01% |
1,224,564
-274,701
| -18% | -$10.2M |
|
1253
iShares Global Healthcare ETF
IXJ
$3.83B
| $45.3M | ﹤0.01% |
526,157
-3,581
| -0.7% | -$308K |
|
1254
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $45.3M | ﹤0.01% |
930,891
+181,524
| +24% | +$8.83M |
|
1255
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| $45.3M | ﹤0.01% |
159,128
-50,600
| -24% | -$14.4M |
|
1256
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
| $44.8M | ﹤0.01% |
893,294
+493,764
| +124% | +$24.8M |
|
1257
iShares MSCI World ETF
URTH
$5.87B
| $44.7M | ﹤0.01% |
263,989
+36,051
| +16% | +$6.11M |
|
1258
Disc Medicine
IRON
$2.11B
| $44.7M | ﹤0.01% |
843,616
+84,278
| +11% | +$4.46M |
|
1259
Hudbay
HBM
$5.49B
| $44.6M | ﹤0.01% |
4,201,190
+2,704,569
| +181% | +$28.7M |
|
1260
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $44.4M | ﹤0.01% |
484,212
-281,316
| -37% | -$25.8M |
|
1261
iShares MSCI USA Value Factor ETF
VLUE
$7.4B
| $44.4M | ﹤0.01% |
392,213
-18,342
| -4% | -$2.08M |
|
1262
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.79B
| $44.2M | ﹤0.01% |
717,742
+39,188
| +6% | +$2.41M |
|
1263
CarMax
KMX
$8.77B
| $44.2M | ﹤0.01% |
656,990
+340,849
| +108% | +$22.9M |
|
1264
Cinemark Holdings
CNK
$3.18B
| $44.1M | ﹤0.01% |
1,460,572
+1,188,686
| +437% | +$35.9M |
|
1265
Hasbro
HAS
$10.4B
| $44.1M | ﹤0.01% |
597,043
-125,179
| -17% | -$9.24M |
|
1266
Procept Biorobotics
PRCT
$2.08B
| $44.1M | ﹤0.01% |
764,997
+48,664
| +7% | +$2.8M |
|
|
HNGE
1267
Hinge Health
HNGE
$4.46B
| $43.8M | ﹤0.01% |
+847,145
| New | +$43.8M |
|
1268
Snap
SNAP
$13.8B
| $43.8M | ﹤0.01% |
5,037,081
-1,067,789
| -17% | -$9.28M |
|
1269
MGM Resorts International
MGM
$9.74B
| $43.7M | ﹤0.01% |
1,270,576
-115,490
| -8% | -$3.97M |
|
1270
Cytokinetics
CYTK
$5.82B
| $43.5M | ﹤0.01% |
1,317,414
-7,994
| -0.6% | -$264K |
|
1271
CareTrust REIT
CTRE
$7.65B
| $43.5M | ﹤0.01% |
1,421,588
+20,158
| +1% | +$617K |
|
1272
Grupo Cibest SA
CIB
$12.5B
| $43.4M | ﹤0.01% |
939,979
+173,734
| +23% | +$8.02M |
|
1273
Las Vegas Sands
LVS
$37B
| $43.4M | ﹤0.01% |
997,394
-5,611,512
| -85% | -$244M |
|
1274
Alamos Gold
AGI
$13.6B
| $43.2M | ﹤0.01% |
1,626,858
-122,897
| -7% | -$3.26M |
|
1275
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.37B
| $43.1M | ﹤0.01% |
640,711
-10,178
| -2% | -$685K |
|