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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JUSA
1376
DELISTED
JPMorgan ActiveBuilders U.S. Large Cap Equity ETF
JUSA
| $24.3M | ﹤0.01% |
+499,300
| New | +$24.3M |
|
1377
A.O. Smith
AOS
$10.2B
| $24.2M | ﹤0.01% |
396,183
-39,520
| -9% | -$2.41M |
|
|
TTM
1378
DELISTED
Tata Motors Limited
TTM
| $24.2M | ﹤0.01% |
1,078,986
+577,172
| +115% | +$12.9M |
|
1379
PENN Entertainment
PENN
$2.86B
| $24.2M | ﹤0.01% |
333,421
+2,334
| +0.7% | +$169K |
|
1380
Myriad Genetics
MYGN
$674M
| $24.1M | ﹤0.01% |
747,728
-45,604
| -6% | -$1.47M |
|
1381
Benchmark Electronics
BHE
$1.41B
| $24.1M | ﹤0.01% |
900,515
-138,719
| -13% | -$3.71M |
|
1382
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $24M | ﹤0.01% |
578,128
-8,460
| -1% | -$351K |
|
1383
Columbia Banking Systems
COLB
$7.8B
| $24M | ﹤0.01% |
631,137
-109,748
| -15% | -$4.17M |
|
1384
Maximus
MMS
$5.05B
| $23.9M | ﹤0.01% |
287,642
-85,059
| -23% | -$7.08M |
|
|
ALEX
1385
Alexander & Baldwin
ALEX
$1.34B
| $23.9M | ﹤0.01% |
1,020,660
+1,480
| +0.1% | +$34.7K |
|
1386
Argan
AGX
$3.18B
| $23.9M | ﹤0.01% |
546,511
-61,246
| -10% | -$2.67M |
|
1387
ChargePoint
CHPT
$242M
| $23.9M | ﹤0.01% |
59,665
+51,184
| +604% | +$20.5M |
|
1388
Avista
AVA
$2.95B
| $23.8M | ﹤0.01% |
609,640
-44,330
| -7% | -$1.73M |
|
|
PRTY
1389
DELISTED
Party City Holdco Inc.
PRTY
| $23.8M | ﹤0.01% |
3,358,365
-88,077
| -3% | -$625K |
|
|
BBL
1390
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $23.8M | ﹤0.01% |
469,476
+468,638
| +55,923% | +$23.8M |
|
1391
Travere Therapeutics
TVTX
$2.09B
| $23.7M | ﹤0.01% |
976,140
-80,384
| -8% | -$1.95M |
|
1392
Paylocity
PCTY
$9.36B
| $23.6M | ﹤0.01% |
84,271
-740
| -0.9% | -$208K |
|
1393
Essential Utilities
WTRG
$10.7B
| $23.6M | ﹤0.01% |
512,121
-47,660
| -9% | -$2.2M |
|
|
BERY
1394
DELISTED
Berry Global Group, Inc.
BERY
| $23.5M | ﹤0.01% |
421,000
-38,036
| -8% | -$2.13M |
|
1395
MediaAlpha
MAX
$688M
| $23.5M | ﹤0.01% |
1,259,849
-70,911
| -5% | -$1.32M |
|
1396
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $23.5M | ﹤0.01% |
643,379
-136,300
| -17% | -$4.98M |
|
1397
Amcor
AMCR
$19.1B
| $23.5M | ﹤0.01% |
2,029,268
-52,305
| -3% | -$606K |
|
1398
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
| $23.5M | ﹤0.01% |
180,711
-21,493
| -11% | -$2.79M |
|
|
NUAN
1399
DELISTED
Nuance Communications, Inc.
NUAN
| $23.5M | ﹤0.01% |
426,725
-693,138
| -62% | -$38.2M |
|
1400
TEGNA Inc
TGNA
$3.39B
| $23.4M | ﹤0.01% |
1,188,880
-496,746
| -29% | -$9.8M |
|