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 | |
|---|---|---|---|---|---|---|
1301
Spotify
SPOT
$143B
| $27.8M | ﹤0.01% |
183,761
-170,268
| -48% | -$25.7M |
|
1302
Owens Corning
OC
$12.7B
| $27.7M | ﹤0.01% |
302,305
-51,257
| -14% | -$4.69M |
|
1303
CAE Inc
CAE
$8.47B
| $27.5M | ﹤0.01% |
1,054,361
+90,962
| +9% | +$2.37M |
|
1304
Magnolia Oil & Gas
MGY
$4.41B
| $27.4M | ﹤0.01% |
1,159,079
-134,057
| -10% | -$3.17M |
|
1305
Willis Towers Watson
WTW
$33B
| $27.3M | ﹤0.01% |
115,763
-11,374
| -9% | -$2.69M |
|
1306
OSI Systems
OSIS
$3.95B
| $27.3M | ﹤0.01% |
320,710
-11,230
| -3% | -$956K |
|
1307
Sanmina
SANM
$6.24B
| $27.3M | ﹤0.01% |
675,120
-93,062
| -12% | -$3.76M |
|
1308
iShares US Home Construction ETF
ITB
$3.26B
| $27.2M | ﹤0.01% |
459,322
+239,558
| +109% | +$14.2M |
|
1309
OceanFirst Financial
OCFC
$1.04B
| $27.1M | ﹤0.01% |
1,347,261
+634,978
| +89% | +$12.8M |
|
1310
Upstart Holdings
UPST
$6.07B
| $27M | ﹤0.01% |
247,762
+163,747
| +195% | +$17.9M |
|
|
PRFT
1311
DELISTED
Perficient Inc
PRFT
| $26.9M | ﹤0.01% |
244,353
+22,181
| +10% | +$2.44M |
|
1312
Arrow Electronics
ARW
$6.61B
| $26.9M | ﹤0.01% |
226,713
+2,804
| +1% | +$333K |
|
1313
Home BancShares
HOMB
$5.89B
| $26.8M | ﹤0.01% |
1,186,400
+189,438
| +19% | +$4.28M |
|
1314
JPMorgan Active Value ETF
JAVA
$4.11B
| $26.7M | ﹤0.01% |
495,000
-5,000
| -1% | -$270K |
|
1315
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $26.6M | ﹤0.01% |
724,897
+172,828
| +31% | +$6.35M |
|
1316
Clear Channel Outdoor Holdings
CCO
$651M
| $26.6M | ﹤0.01% |
7,677,639
-446,798
| -5% | -$1.55M |
|
1317
JB Hunt Transport Services
JBHT
$13.4B
| $26.5M | ﹤0.01% |
132,156
-185,586
| -58% | -$37.3M |
|
1318
Southwest Gas
SWX
$5.65B
| $26.5M | ﹤0.01% |
338,733
-12,320
| -4% | -$965K |
|
1319
Vail Resorts
MTN
$5.33B
| $26.5M | ﹤0.01% |
101,869
+37,675
| +59% | +$9.81M |
|
|
POLY
1320
DELISTED
Plantronics, Inc.
POLY
| $26.5M | ﹤0.01% |
672,723
+548,102
| +440% | +$21.6M |
|
|
NBIS
1321
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $26.5M | ﹤0.01% |
1,399,149
+463,133
| +49% | +$8.77M |
|
1322
Invesco KBW Bank ETF
KBWB
$4.98B
| $26.4M | ﹤0.01% |
414,112
-599,727
| -59% | -$38.2M |
|
1323
Hormel Foods
HRL
$13.8B
| $26.3M | ﹤0.01% |
511,155
-114,776
| -18% | -$5.92M |
|
1324
NovoCure
NVCR
$1.36B
| $26.2M | ﹤0.01% |
315,929
+74,642
| +31% | +$6.18M |
|
1325
iShares MSCI ACWI ETF
ACWI
$22.5B
| $26.1M | ﹤0.01% |
261,248
+13,997
| +6% | +$1.4M |
|