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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Willis Towers Watson
WTW
$33B
| $30.2M | ﹤0.01% |
127,137
-417,009
| -77% | -$99M |
|
1277
Hope Bancorp
HOPE
$1.4B
| $30.2M | ﹤0.01% |
2,050,235
+225,120
| +12% | +$3.31M |
|
1278
Arrow Electronics
ARW
$6.58B
| $30.1M | ﹤0.01% |
223,909
-283,125
| -56% | -$38M |
|
1279
Gold Fields
GFI
$33.6B
| $30M | ﹤0.01% |
2,732,631
+830,707
| +44% | +$9.13M |
|
1280
FirstCash
FCFS
$6.56B
| $30M | ﹤0.01% |
401,270
+175,049
| +77% | +$13.1M |
|
1281
Hilltop Holdings
HTH
$2.18B
| $29.9M | ﹤0.01% |
849,464
+13,922
| +2% | +$489K |
|
1282
CNO Financial Group
CNO
$3.82B
| $29.8M | ﹤0.01% |
1,251,487
+60,521
| +5% | +$1.44M |
|
1283
Tyson Foods
TSN
$19.6B
| $29.5M | ﹤0.01% |
338,607
-159,798
| -32% | -$13.9M |
|
1284
KeyCorp
KEY
$20.9B
| $29.3M | ﹤0.01% |
1,268,815
-1,036,900
| -45% | -$24M |
|
|
NXGN
1285
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $29.2M | ﹤0.01% |
1,641,388
+780,320
| +91% | +$13.9M |
|
1286
RingCentral
RNG
$2.8B
| $29.1M | ﹤0.01% |
155,484
+25,910
| +20% | +$4.85M |
|
1287
Louisiana-Pacific
LPX
$6.72B
| $29.1M | ﹤0.01% |
371,768
-41,119
| -10% | -$3.22M |
|
|
MRO
1288
DELISTED
Marathon Oil Corporation
MRO
| $29.1M | ﹤0.01% |
1,772,957
-184,617
| -9% | -$3.03M |
|
1289
Vroom, Inc. Common Stock
VRM
$136M
| $29.1M | ﹤0.01% |
33,696
-13,697
| -29% | -$11.8M |
|
1290
Cadence Bank
CADE
$6.98B
| $29.1M | ﹤0.01% |
975,326
+614,007
| +170% | +$18.3M |
|
|
ETRN
1291
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $29M | ﹤0.01% |
2,808,451
-2,375,302
| -46% | -$24.6M |
|
1292
Broadstone Net Lease
BNL
$3.55B
| $29M | ﹤0.01% |
1,166,427
+48,107
| +4% | +$1.19M |
|
1293
Kinross Gold
KGC
$28.4B
| $28.9M | ﹤0.01% |
4,977,636
+727,155
| +17% | +$4.22M |
|
1294
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $28.9M | ﹤0.01% |
546,637
+99,501
| +22% | +$5.25M |
|
|
PRFT
1295
DELISTED
Perficient Inc
PRFT
| $28.7M | ﹤0.01% |
222,172
+7,847
| +4% | +$1.01M |
|
1296
ASGN Inc
ASGN
$2.28B
| $28.7M | ﹤0.01% |
232,314
+39,821
| +21% | +$4.91M |
|
1297
Hancock Whitney
HWC
$5.33B
| $28.6M | ﹤0.01% |
572,083
+79,793
| +16% | +$3.99M |
|
1298
VeriSign
VRSN
$26.9B
| $28.5M | ﹤0.01% |
112,383
+32,253
| +40% | +$8.19M |
|
1299
Anywhere Real Estate
HOUS
$766M
| $28.5M | ﹤0.01% |
1,696,852
-40,370
| -2% | -$679K |
|
1300
Avis
CAR
$5.47B
| $28.5M | ﹤0.01% |
137,546
+8,185
| +6% | +$1.7M |
|