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 | |
|---|---|---|---|---|---|---|
1401
Old Republic International
ORI
$10B
| $20.8M | ﹤0.01% |
834,019
+135,969
| +19% | +$3.4M |
|
|
JIDA
1402
DELISTED
JPMorgan ActiveBuilders International Equity ETF
JIDA
| $20.8M | ﹤0.01% |
469,750
| – | – |
|
1403
JB Hunt Transport Services
JBHT
$13.4B
| $20.8M | ﹤0.01% |
118,326
+37,523
| +46% | +$6.58M |
|
1404
DigitalBridge
DBRG
$2.2B
| $20.7M | ﹤0.01% |
1,727,480
+1,057,563
| +158% | +$12.7M |
|
1405
iShares MSCI Australia ETF
EWA
$1.55B
| $20.7M | ﹤0.01% |
901,130
+296,242
| +49% | +$6.8M |
|
1406
Franklin Resources
BEN
$12.8B
| $20.7M | ﹤0.01% |
766,556
+363,559
| +90% | +$9.79M |
|
1407
Rio Tinto
RIO
$101B
| $20.6M | ﹤0.01% |
300,899
+13,169
| +5% | +$903K |
|
1408
Vistra
VST
$71.1B
| $20.6M | ﹤0.01% |
859,267
-26,314
| -3% | -$631K |
|
1409
US Global Jets ETF
JETS
$824M
| $20.6M | ﹤0.01% |
1,105,939
-100,160
| -8% | -$1.87M |
|
1410
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $20.6M | ﹤0.01% |
549,802
-2,381,380
| -81% | -$89M |
|
1411
Banner Corp
BANR
$2.29B
| $20.5M | ﹤0.01% |
377,516
+163,811
| +77% | +$8.91M |
|
1412
Gildan
GIL
$8.03B
| $20.5M | ﹤0.01% |
618,088
-13,219
| -2% | -$439K |
|
1413
Flowers Foods
FLO
$2.9B
| $20.4M | ﹤0.01% |
745,761
-20,296
| -3% | -$556K |
|
1414
Calix
CALX
$4.01B
| $20.4M | ﹤0.01% |
380,459
-390,070
| -51% | -$20.9M |
|
1415
StoneCo
STNE
$4.89B
| $20.4M | ﹤0.01% |
2,135,760
+1,715,744
| +408% | +$16.4M |
|
1416
Andersons Inc
ANDE
$1.38B
| $20.3M | ﹤0.01% |
491,421
+73,524
| +18% | +$3.04M |
|
1417
Gentex
GNTX
$6.25B
| $20.3M | ﹤0.01% |
724,351
+120,622
| +20% | +$3.38M |
|
1418
Bio-Rad Laboratories Class A
BIO
$7.59B
| $20.3M | ﹤0.01% |
42,350
+9,179
| +28% | +$4.4M |
|
1419
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $20.3M | ﹤0.01% |
151,101
-3,965
| -3% | -$532K |
|
1420
Popular Inc
BPOP
$8.34B
| $20.2M | ﹤0.01% |
351,392
-99,255
| -22% | -$5.7M |
|
1421
Louisiana-Pacific
LPX
$6.68B
| $20.2M | ﹤0.01% |
371,748
-61,554
| -14% | -$3.34M |
|
1422
Dine Brands
DIN
$368M
| $20.1M | ﹤0.01% |
297,604
-1,162
| -0.4% | -$78.6K |
|
1423
Unitil
UTL
$827M
| $20.1M | ﹤0.01% |
352,902
+100,420
| +40% | +$5.73M |
|
1424
Alerian MLP ETF
AMLP
$10.5B
| $20.1M | ﹤0.01% |
520,221
-259,999
| -33% | -$10M |
|
1425
Sony
SONY
$175B
| $20M | ﹤0.01% |
1,105,730
+147,045
| +15% | +$2.67M |
|