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
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Vanguard Industrials ETF
VIS
$6.26B
| $39.2M | ﹤0.01% |
139,828
-3,593
| -3% | -$1.01M |
|
1327
PotlatchDeltic
PCH
$3.08B
| $39M | ﹤0.01% |
1,016,360
-170,829
| -14% | -$6.55M |
|
1328
Vaxcyte
PCVX
$4.12B
| $39M | ﹤0.01% |
1,198,770
-701,409
| -37% | -$22.8M |
|
1329
Unity
U
$19.5B
| $39M | ﹤0.01% |
1,609,729
+1,269,855
| +374% | +$30.7M |
|
1330
American Financial Group
AFG
$11.8B
| $38.9M | ﹤0.01% |
307,874
+103,826
| +51% | +$13.1M |
|
1331
Option Care Health
OPCH
$4.59B
| $38.8M | ﹤0.01% |
1,194,266
-160,004
| -12% | -$5.2M |
|
1332
BorgWarner
BWA
$9.57B
| $38.8M | ﹤0.01% |
1,157,948
-364,884
| -24% | -$12.2M |
|
1333
OGE Energy
OGE
$8.89B
| $38.8M | ﹤0.01% |
873,248
-96,223
| -10% | -$4.27M |
|
1334
Chemours
CC
$2.55B
| $38.7M | ﹤0.01% |
3,377,427
-2,145,222
| -39% | -$24.6M |
|
1335
Duolingo
DUOL
$13.3B
| $38.6M | ﹤0.01% |
94,077
-30,007
| -24% | -$12.3M |
|
|
SION
1336
Sionna Therapeutics
SION
$1.02B
| $38.5M | ﹤0.01% |
2,221,188
+51,589
| +2% | +$895K |
|
1337
ABM Industries
ABM
$2.76B
| $38.3M | ﹤0.01% |
811,404
-132,026
| -14% | -$6.23M |
|
1338
Remitly
RELY
$3.53B
| $38.2M | ﹤0.01% |
2,034,038
-192,382
| -9% | -$3.61M |
|
1339
Kilroy Realty
KRC
$5.23B
| $38.1M | ﹤0.01% |
1,109,600
-144,133
| -11% | -$4.95M |
|
1340
Jones Lang LaSalle
JLL
$15.1B
| $38M | ﹤0.01% |
148,567
+1,411
| +1% | +$361K |
|
1341
Schwab Emerging Markets Equity ETF
SCHE
$11.3B
| $37.9M | ﹤0.01% |
1,257,688
+425,331
| +51% | +$12.8M |
|
|
XYZ
1342
Block Inc
XYZ
$47B
| $37.8M | ﹤0.01% |
556,313
-4,386,456
| -89% | -$298M |
|
1343
Barclays
BCS
$72.5B
| $37.8M | ﹤0.01% |
2,031,480
+1,919,843
| +1,720% | +$35.7M |
|
1344
Atkore
ATKR
$2.03B
| $37.8M | ﹤0.01% |
535,162
+279,385
| +109% | +$19.7M |
|
1345
PGIM AAA CLO ETF
PAAA
$4.44B
| $37.7M | ﹤0.01% |
733,258
-464,768
| -39% | -$23.9M |
|
1346
Wynn Resorts
WYNN
$13.5B
| $37.7M | ﹤0.01% |
402,723
-4,884
| -1% | -$457K |
|
1347
Wayfair
W
$11.6B
| $37.7M | ﹤0.01% |
737,007
-822,664
| -53% | -$42.1M |
|
1348
Liberty Broadband Class C
LBRDK
$8.67B
| $37.7M | ﹤0.01% |
382,815
+12,456
| +3% | +$1.23M |
|
1349
Compañía de Minas Buenaventura
BVN
$5.31B
| $37.6M | ﹤0.01% |
2,291,838
+391,465
| +21% | +$6.43M |
|
1350
ATI
ATI
$11.1B
| $37.4M | ﹤0.01% |
433,669
+53,128
| +14% | +$4.59M |
|