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 | |
|---|---|---|---|---|---|---|
1276
CAE Inc
CAE
$8.47B
| $25.8M | ﹤0.01% |
1,138,310
+93,088
| +9% | +$2.11M |
|
1277
Wingstop
WING
$7.43B
| $25.7M | ﹤0.01% |
139,880
+11,602
| +9% | +$2.13M |
|
1278
Arrow Electronics
ARW
$6.61B
| $25.6M | ﹤0.01% |
205,199
+47,845
| +30% | +$5.97M |
|
|
BERY
1279
DELISTED
Berry Global Group, Inc.
BERY
| $25.6M | ﹤0.01% |
473,296
+108,743
| +30% | +$5.88M |
|
1280
Insperity
NSP
$1.99B
| $25.5M | ﹤0.01% |
210,125
+25,674
| +14% | +$3.12M |
|
1281
Blackstone Mortgage Trust
BXMT
$3.35B
| $25.5M | ﹤0.01% |
1,430,149
-389,735
| -21% | -$6.96M |
|
1282
Travere Therapeutics
TVTX
$2.09B
| $25.5M | ﹤0.01% |
1,134,151
-88,807
| -7% | -$2M |
|
1283
Stanley Black & Decker
SWK
$12B
| $25.4M | ﹤0.01% |
315,752
-340,425
| -52% | -$27.4M |
|
1284
Kulicke & Soffa
KLIC
$2.01B
| $25.4M | ﹤0.01% |
482,645
+167,669
| +53% | +$8.83M |
|
1285
Prosperity Bancshares
PB
$6.44B
| $25.4M | ﹤0.01% |
413,296
+122,378
| +42% | +$7.53M |
|
1286
iShares MSCI USA Value Factor ETF
VLUE
$7.28B
| $25.4M | ﹤0.01% |
274,334
-210,834
| -43% | -$19.5M |
|
1287
WisdomTree US LargeCap Dividend Fund
DLN
$5.31B
| $25.4M | ﹤0.01% |
410,576
+193,335
| +89% | +$12M |
|
1288
TEGNA Inc
TGNA
$3.39B
| $25.3M | ﹤0.01% |
1,498,594
+573,807
| +62% | +$9.7M |
|
1289
ICL Group
ICL
$7.99B
| $25.3M | ﹤0.01% |
3,724,591
+975,801
| +35% | +$6.64M |
|
1290
Vanguard FTSE All-World ex-US ETF
VEU
$49.7B
| $25.3M | ﹤0.01% |
472,938
-4,093,467
| -90% | -$219M |
|
1291
Sabra Healthcare REIT
SBRA
$4.57B
| $25.3M | ﹤0.01% |
2,196,922
+148,480
| +7% | +$1.71M |
|
1292
American States Water
AWR
$2.82B
| $25.1M | ﹤0.01% |
282,325
+42,222
| +18% | +$3.75M |
|
1293
Qualys
QLYS
$4.82B
| $25.1M | ﹤0.01% |
192,915
+12,077
| +7% | +$1.57M |
|
1294
iShares US Healthcare ETF
IYH
$2.76B
| $25M | ﹤0.01% |
458,605
+29,495
| +7% | +$1.61M |
|
|
NOVA
1295
DELISTED
Sunnova Energy
NOVA
| $25M | ﹤0.01% |
1,603,089
+1,069,764
| +201% | +$16.7M |
|
1296
Intellia Therapeutics
NTLA
$1.23B
| $25M | ﹤0.01% |
671,132
+8,515
| +1% | +$317K |
|
1297
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| $25M | ﹤0.01% |
381,656
+191,400
| +101% | +$12.5M |
|
1298
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.73B
| $24.9M | ﹤0.01% |
190,935
+132,774
| +228% | +$17.3M |
|
1299
iShares MSCI Chile ETF
ECH
$713M
| $24.9M | ﹤0.01% |
865,450
+292,874
| +51% | +$8.43M |
|
1300
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $24.9M | ﹤0.01% |
127,716
-242
| -0.2% | -$47.2K |
|