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 | |
|---|---|---|---|---|---|---|
1376
VF Corp
VFC
$5.8B
| $22M | ﹤0.01% |
958,522
+349,378
| +57% | +$8M |
|
1377
Ingredion
INGR
$8.09B
| $21.8M | ﹤0.01% |
214,201
+19,024
| +10% | +$1.94M |
|
1378
Light & Wonder
LNW
$7.48B
| $21.8M | ﹤0.01% |
362,711
+30,131
| +9% | +$1.81M |
|
1379
Health Catalyst
HCAT
$220M
| $21.7M | ﹤0.01% |
1,862,515
-505,371
| -21% | -$5.9M |
|
1380
National Storage Affiliates Trust
NSA
$2.45B
| $21.7M | ﹤0.01% |
518,362
+60,530
| +13% | +$2.53M |
|
1381
APA Corp
APA
$8.17B
| $21.7M | ﹤0.01% |
600,410
-59,817
| -9% | -$2.16M |
|
1382
Crown Holdings
CCK
$11.2B
| $21.6M | ﹤0.01% |
261,321
+22,656
| +9% | +$1.87M |
|
1383
Essential Properties Realty Trust
EPRT
$5.91B
| $21.6M | ﹤0.01% |
868,869
-263,274
| -23% | -$6.54M |
|
|
NARI
1384
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $21.6M | ﹤0.01% |
349,145
+33,597
| +11% | +$2.07M |
|
1385
Travel + Leisure Co
TNL
$4.02B
| $21.5M | ﹤0.01% |
549,154
+116,355
| +27% | +$4.56M |
|
1386
Upstart Holdings
UPST
$6.07B
| $21.5M | ﹤0.01% |
1,354,416
+1,280,682
| +1,737% | +$20.4M |
|
1387
iShares Core MSCI Total International Stock ETF
IXUS
$49B
| $21.5M | ﹤0.01% |
347,226
-12,396
| -3% | -$768K |
|
1388
ASGN Inc
ASGN
$2.26B
| $21.5M | ﹤0.01% |
259,638
+26,553
| +11% | +$2.2M |
|
1389
Pure Storage
PSTG
$26.9B
| $21.5M | ﹤0.01% |
841,249
-3,805,801
| -82% | -$97.1M |
|
|
SWN
1390
DELISTED
Southwestern Energy Company
SWN
| $21.5M | ﹤0.01% |
4,290,274
+1,628,272
| +61% | +$8.14M |
|
1391
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $21.3M | ﹤0.01% |
624,284
+377,952
| +153% | +$12.9M |
|
1392
Fox Class A
FOXA
$26B
| $21.2M | ﹤0.01% |
622,464
-137,949
| -18% | -$4.7M |
|
|
MGI
1393
DELISTED
MoneyGram International, Inc. New
MGI
| $21.2M | ﹤0.01% |
2,033,616
+831,109
| +69% | +$8.66M |
|
1394
First Merchants
FRME
$2.31B
| $21.1M | ﹤0.01% |
641,084
+63,257
| +11% | +$2.08M |
|
1395
iShares Latin America 40 ETF
ILF
$1.81B
| $21.1M | ﹤0.01% |
882,256
-268,429
| -23% | -$6.41M |
|
1396
Enterprise Financial Services Corp
EFSC
$2.24B
| $21M | ﹤0.01% |
471,938
+205,229
| +77% | +$9.15M |
|
1397
iShares US Equity Factor ETF
LRGF
$2.9B
| $21M | ﹤0.01% |
506,339
+421,130
| +494% | +$17.5M |
|
1398
Caesars Entertainment
CZR
$5.22B
| $20.9M | ﹤0.01% |
428,680
+161,492
| +60% | +$7.88M |
|
1399
NeoGenomics
NEO
$1.03B
| $20.9M | ﹤0.01% |
1,198,375
-306,742
| -20% | -$5.34M |
|
1400
Medpace
MEDP
$13.8B
| $20.8M | ﹤0.01% |
110,870
+10,518
| +10% | +$1.98M |
|