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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
First Commonwealth Financial
FCF
$1.84B
| $29.3M | ﹤0.01% |
1,934,230
-223,624
| -10% | -$3.39M |
|
1277
Dell
DELL
$84.1B
| $29.3M | ﹤0.01% |
584,017
+12,919
| +2% | +$648K |
|
1278
FIGS
FIGS
$1.16B
| $29.2M | ﹤0.01% |
1,358,243
+120,610
| +10% | +$2.6M |
|
1279
Pebblebrook Hotel Trust
PEB
$1.38B
| $29M | ﹤0.01% |
1,185,761
-2,483,137
| -68% | -$60.8M |
|
|
API
1280
Agora
API
$343M
| $29M | ﹤0.01% |
2,919,235
+15,695
| +0.5% | +$156K |
|
1281
Dropbox
DBX
$8.34B
| $29M | ﹤0.01% |
1,247,318
+8,171
| +0.7% | +$190K |
|
1282
Olin
OLN
$3.02B
| $28.8M | ﹤0.01% |
551,330
+135,562
| +33% | +$7.09M |
|
1283
Webster Financial
WBS
$10.2B
| $28.8M | ﹤0.01% |
513,566
+201,676
| +65% | +$11.3M |
|
1284
Group 1 Automotive
GPI
$6.03B
| $28.7M | ﹤0.01% |
171,227
+47,582
| +38% | +$7.99M |
|
1285
UGI
UGI
$7.47B
| $28.7M | ﹤0.01% |
792,891
-240,533
| -23% | -$8.71M |
|
1286
Franklin Resources
BEN
$12.8B
| $28.6M | ﹤0.01% |
1,024,379
+387,097
| +61% | +$10.8M |
|
1287
Petrobras
PBR
$81.4B
| $28.6M | ﹤0.01% |
1,930,778
+1,527,068
| +378% | +$22.6M |
|
1288
PotlatchDeltic
PCH
$3.2B
| $28.5M | ﹤0.01% |
541,367
-84,191
| -13% | -$4.44M |
|
1289
Cerence
CRNC
$450M
| $28.5M | ﹤0.01% |
790,492
+367,888
| +87% | +$13.3M |
|
|
ETRN
1290
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $28.4M | ﹤0.01% |
3,367,873
+559,422
| +20% | +$4.72M |
|
|
INN
1291
Summit Hotel Properties
INN
$623M
| $28.4M | ﹤0.01% |
2,847,259
+49,393
| +2% | +$492K |
|
1292
Stifel
SF
$11.8B
| $28.2M | ﹤0.01% |
415,989
-38,384
| -8% | -$2.61M |
|
1293
AES
AES
$9.17B
| $28.2M | ﹤0.01% |
1,097,651
-201,920
| -16% | -$5.2M |
|
1294
Dr. Reddy's Laboratories
RDY
$12.2B
| $28.1M | ﹤0.01% |
2,522,275
+1,816,530
| +257% | +$20.2M |
|
|
DOC
1295
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $28M | ﹤0.01% |
1,597,542
-547,317
| -26% | -$9.6M |
|
1296
Principal Financial Group
PFG
$18.4B
| $28M | ﹤0.01% |
381,404
-924
| -0.2% | -$67.8K |
|
1297
Travere Therapeutics
TVTX
$2.09B
| $27.9M | ﹤0.01% |
1,084,568
-49,941
| -4% | -$1.29M |
|
1298
Anywhere Real Estate
HOUS
$800M
| $27.9M | ﹤0.01% |
1,782,127
+85,275
| +5% | +$1.34M |
|
1299
CVR Partners
UAN
$930M
| $27.9M | ﹤0.01% |
202,126
+64,311
| +47% | +$8.87M |
|
1300
Essential Utilities
WTRG
$10.7B
| $27.9M | ﹤0.01% |
545,001
-38,568
| -7% | -$1.97M |
|