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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Crocs
CROX
$4.26B
| $31.8M | ﹤0.01% |
339,983
-100,755
| -23% | -$9.41M |
|
1327
Dimensional US Equity ETF
DFUS
$16.8B
| $31.7M | ﹤0.01% |
611,945
+88,942
| +17% | +$4.61M |
|
1328
Tyson Foods
TSN
$19.7B
| $31.6M | ﹤0.01% |
587,127
-28,817
| -5% | -$1.55M |
|
1329
Rivian
RIVN
$16B
| $31.4M | ﹤0.01% |
1,338,841
+58,892
| +5% | +$1.38M |
|
1330
Abercrombie & Fitch
ANF
$4.15B
| $31.4M | ﹤0.01% |
355,983
+194,491
| +120% | +$17.2M |
|
1331
JPMorgan Sustainable Municipal Income ETF
JMSI
$316M
| $31.4M | ﹤0.01% |
621,412
-93,637
| -13% | -$4.73M |
|
1332
Bank of N.T. Butterfield & Son
NTB
$1.88B
| $31.3M | ﹤0.01% |
976,881
+218,525
| +29% | +$6.99M |
|
1333
Civitas Resources
CIVI
$3.06B
| $31M | ﹤0.01% |
453,680
-28,451
| -6% | -$1.95M |
|
1334
Tri Pointe Homes
TPH
$3.11B
| $31M | ﹤0.01% |
875,168
-87,751
| -9% | -$3.11M |
|
1335
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $30.9M | ﹤0.01% |
646,090
-270,052
| -29% | -$12.9M |
|
|
TXNM
1336
TXNM Energy, Inc.
TXNM
$6B
| $30.9M | ﹤0.01% |
741,695
+66,384
| +10% | +$2.76M |
|
1337
Genpact
G
$7.4B
| $30.7M | ﹤0.01% |
884,525
-2,611,846
| -75% | -$90.7M |
|
1338
Liberty Energy
LBRT
$1.79B
| $30.7M | ﹤0.01% |
1,690,336
+178,722
| +12% | +$3.24M |
|
1339
nVent Electric
NVT
$15.4B
| $30.5M | ﹤0.01% |
516,538
+15,876
| +3% | +$938K |
|
1340
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.37B
| $30.5M | ﹤0.01% |
1,379,735
+301,568
| +28% | +$6.66M |
|
1341
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $30.4M | ﹤0.01% |
920,845
+436,531
| +90% | +$14.4M |
|
1342
SiriusXM
SIRI
$7.87B
| $30.4M | ﹤0.01% |
554,852
+23,623
| +4% | +$1.29M |
|
1343
iShares Emerging Markets Equity Factor ETF
EMGF
$1.04B
| $30.3M | ﹤0.01% |
707,574
-125,353
| -15% | -$5.37M |
|
1344
Pathward Financial
CASH
$1.74B
| $30.2M | ﹤0.01% |
571,339
+61,884
| +12% | +$3.28M |
|
1345
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $30.2M | ﹤0.01% |
635,583
+137,759
| +28% | +$6.55M |
|
1346
Waters Corp
WAT
$17.7B
| $30.2M | ﹤0.01% |
91,786
-19,926
| -18% | -$6.56M |
|
1347
Jacobs Solutions
J
$17.6B
| $30.1M | ﹤0.01% |
280,155
-15,098
| -5% | -$1.62M |
|
1348
Trimble
TRMB
$19.2B
| $29.9M | ﹤0.01% |
562,771
-46,267
| -8% | -$2.46M |
|
1349
iShares US Medical Devices ETF
IHI
$4.26B
| $29.9M | ﹤0.01% |
553,752
+175,143
| +46% | +$9.45M |
|
1350
NiSource
NI
$19.3B
| $29.8M | ﹤0.01% |
1,121,892
+17,209
| +2% | +$457K |
|