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 | |
|---|---|---|---|---|---|---|
1376
Everest Group
EG
$14.7B
| $28.3M | ﹤0.01% |
80,054
+16,935
| +27% | +$5.99M |
|
1377
ODP
ODP
$628M
| $28.2M | ﹤0.01% |
501,062
+46,105
| +10% | +$2.6M |
|
1378
Franklin Resources
BEN
$12.8B
| $28.2M | ﹤0.01% |
946,668
+497,885
| +111% | +$14.8M |
|
1379
iShares MSCI World ETF
URTH
$5.72B
| $28.2M | ﹤0.01% |
211,989
+29,950
| +16% | +$3.98M |
|
1380
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $28.2M | ﹤0.01% |
308,105
+159,352
| +107% | +$14.6M |
|
1381
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
| $28M | ﹤0.01% |
664,549
+344,736
| +108% | +$14.5M |
|
|
FLG
1382
Flagstar Financial, Inc.
FLG
$5.27B
| $28M | ﹤0.01% |
911,397
-74,229
| -8% | -$2.28M |
|
1383
The Ensign Group
ENSG
$9.72B
| $27.9M | ﹤0.01% |
248,981
-66,615
| -21% | -$7.47M |
|
1384
Seadrill
SDRL
$2.05B
| $27.9M | ﹤0.01% |
590,025
-657,926
| -53% | -$31.1M |
|
|
ETRN
1385
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $27.9M | ﹤0.01% |
2,736,923
+89,325
| +3% | +$909K |
|
1386
iShares Global Clean Energy ETF
ICLN
$1.59B
| $27.9M | ﹤0.01% |
1,788,865
+1,223,471
| +216% | +$19M |
|
1387
iShares Government/Credit Bond ETF
GBF
$137M
| $27.8M | ﹤0.01% |
264,494
-271,105
| -51% | -$28.5M |
|
1388
RH
RH
$4.09B
| $27.8M | ﹤0.01% |
95,221
-11,185
| -11% | -$3.26M |
|
1389
Rithm Capital
RITM
$6.57B
| $27.7M | ﹤0.01% |
2,591,154
+803,886
| +45% | +$8.59M |
|
1390
News Corp Class A
NWSA
$16.5B
| $27.7M | ﹤0.01% |
1,126,530
-66,646
| -6% | -$1.64M |
|
1391
Skechers
SKX
$9.49B
| $27.6M | ﹤0.01% |
443,329
+139,898
| +46% | +$8.72M |
|
1392
SEI Investments
SEIC
$10.7B
| $27.5M | ﹤0.01% |
433,457
+138,417
| +47% | +$8.8M |
|
1393
RenaissanceRe
RNR
$11.7B
| $27.5M | ﹤0.01% |
140,189
+6,429
| +5% | +$1.26M |
|
1394
First Merchants
FRME
$2.32B
| $27.4M | ﹤0.01% |
739,759
+60,450
| +9% | +$2.24M |
|
1395
DaVita
DVA
$9.56B
| $27.4M | ﹤0.01% |
261,181
+77,061
| +42% | +$8.07M |
|
1396
iShares MSCI Switzerland ETF
EWL
$1.33B
| $27.4M | ﹤0.01% |
566,763
+246,380
| +77% | +$11.9M |
|
|
SGI
1397
Somnigroup International Inc.
SGI
$17.7B
| $27.3M | ﹤0.01% |
536,130
-2,206
| -0.4% | -$112K |
|
|
GAP
1398
The Gap, Inc.
GAP
$8.49B
| $27.3M | ﹤0.01% |
1,304,570
+18,069
| +1% | +$378K |
|
1399
Huntington Ingalls Industries
HII
$10.8B
| $27.2M | ﹤0.01% |
104,642
+16,711
| +19% | +$4.34M |
|
1400
iShares US Home Construction ETF
ITB
$3.27B
| $27.2M | ﹤0.01% |
266,991
-621,780
| -70% | -$63.3M |
|