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 | |
|---|---|---|---|---|---|---|
1301
Allogene Therapeutics
ALLO
$251M
| $24.8M | ﹤0.01% |
5,024,544
+1,254,261
| +33% | +$6.2M |
|
1302
Unum
UNM
$12.8B
| $24.8M | ﹤0.01% |
626,272
+95,426
| +18% | +$3.78M |
|
1303
Trimble
TRMB
$19.2B
| $24.8M | ﹤0.01% |
472,156
+60,035
| +15% | +$3.15M |
|
1304
Gerdau
GGB
$6.03B
| $24.6M | ﹤0.01% |
5,991,626
+329,046
| +6% | +$1.35M |
|
1305
Olin
OLN
$3.02B
| $24.6M | ﹤0.01% |
443,317
-45,931
| -9% | -$2.55M |
|
1306
Columbia Banking Systems
COLB
$7.8B
| $24.5M | ﹤0.01% |
1,141,804
+438,629
| +62% | +$9.4M |
|
1307
Cincinnati Financial
CINF
$24.5B
| $24.4M | ﹤0.01% |
217,745
+1,765
| +0.8% | +$198K |
|
1308
Vail Resorts
MTN
$5.33B
| $24.4M | ﹤0.01% |
104,332
-13,925
| -12% | -$3.25M |
|
1309
American Financial Group
AFG
$11.7B
| $24.4M | ﹤0.01% |
200,498
+54,912
| +38% | +$6.67M |
|
1310
iShares Core S&P US Value ETF
IUSV
$22.1B
| $24.3M | ﹤0.01% |
329,861
-19,640
| -6% | -$1.45M |
|
1311
Schwab US Large- Cap ETF
SCHX
$60.3B
| $24.3M | ﹤0.01% |
1,504,203
-152,637
| -9% | -$2.46M |
|
1312
iShares Floating Rate Bond ETF
FLOT
$9.07B
| $24.2M | ﹤0.01% |
480,963
+3,876
| +0.8% | +$195K |
|
1313
Coinbase
COIN
$83B
| $24.1M | ﹤0.01% |
357,102
+238,533
| +201% | +$16.1M |
|
1314
Crane NXT
CXT
$3.46B
| $24.1M | ﹤0.01% |
612,038
+214,336
| +54% | +$8.45M |
|
1315
Phillips Edison & Co
PECO
$4.47B
| $24.1M | ﹤0.01% |
739,169
+110,875
| +18% | +$3.62M |
|
1316
Medical Properties Trust
MPW
$3.08B
| $24.1M | ﹤0.01% |
2,931,990
-4,586,679
| -61% | -$37.7M |
|
1317
Affiliated Managers Group
AMG
$6.71B
| $24.1M | ﹤0.01% |
169,151
+11,177
| +7% | +$1.59M |
|
1318
Jones Lang LaSalle
JLL
$14.8B
| $24.1M | ﹤0.01% |
165,569
+15,618
| +10% | +$2.27M |
|
1319
Teleflex
TFX
$5.76B
| $24.1M | ﹤0.01% |
95,002
+10,671
| +13% | +$2.7M |
|
1320
Spire
SR
$4.49B
| $24M | ﹤0.01% |
342,485
+23,566
| +7% | +$1.65M |
|
1321
SpartanNash
SPTN
$897M
| $24M | ﹤0.01% |
967,416
+566,957
| +142% | +$14.1M |
|
1322
Coupang
CPNG
$59.1B
| $23.9M | ﹤0.01% |
1,496,251
-113,013
| -7% | -$1.81M |
|
1323
Ormat Technologies
ORA
$5.53B
| $23.9M | ﹤0.01% |
281,840
+132,682
| +89% | +$11.2M |
|
1324
H&R Block
HRB
$6.86B
| $23.9M | ﹤0.01% |
676,978
+53,054
| +9% | +$1.87M |
|
1325
iShares MSCI World ETF
URTH
$5.72B
| $23.8M | ﹤0.01% |
202,385
+13,881
| +7% | +$1.63M |
|