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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
New Jersey Resources
NJR
$4.74B
| $19.9M | ﹤0.01% |
488,632
-104,912
| -18% | -$4.26M |
|
1477
JPMorgan Equity Focus ETF
JPEF
$1.58B
| $19.8M | ﹤0.01% |
+418,139
| New | +$19.8M |
|
1478
PTC Therapeutics
PTCT
$4.85B
| $19.8M | ﹤0.01% |
882,552
-40,903
| -4% | -$917K |
|
1479
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
| $19.8M | ﹤0.01% |
479,267
+21,162
| +5% | +$873K |
|
1480
Ingredion
INGR
$8.09B
| $19.8M | ﹤0.01% |
200,780
-23,540
| -10% | -$2.32M |
|
1481
Inspire Medical Systems
INSP
$2.37B
| $19.8M | ﹤0.01% |
99,528
-56,633
| -36% | -$11.2M |
|
1482
HEICO
HEI
$44.4B
| $19.7M | ﹤0.01% |
121,694
-24,584
| -17% | -$3.98M |
|
|
SWN
1483
DELISTED
Southwestern Energy Company
SWN
| $19.7M | ﹤0.01% |
3,051,227
-238,992
| -7% | -$1.54M |
|
1484
Prosperity Bancshares
PB
$6.44B
| $19.6M | ﹤0.01% |
359,607
-9,040
| -2% | -$493K |
|
1485
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.88B
| $19.6M | ﹤0.01% |
222,919
-25,017
| -10% | -$2.2M |
|
1486
Sixth Street Specialty
TSLX
$2.32B
| $19.6M | ﹤0.01% |
957,535
+84,046
| +10% | +$1.72M |
|
1487
JPMorgan Income ETF
JPIE
$4.88B
| $19.6M | ﹤0.01% |
+440,458
| New | +$19.6M |
|
1488
iShares MSCI Indonesia ETF
EIDO
$337M
| $19.5M | ﹤0.01% |
876,438
-23,588
| -3% | -$525K |
|
1489
Intellia Therapeutics
NTLA
$1.23B
| $19.4M | ﹤0.01% |
615,016
-38,334
| -6% | -$1.21M |
|
1490
Curtiss-Wright
CW
$19.2B
| $19.4M | ﹤0.01% |
99,356
+1,437
| +1% | +$281K |
|
1491
ACM Research
ACMR
$1.92B
| $19.4M | ﹤0.01% |
1,073,201
-127,259
| -11% | -$2.3M |
|
1492
Prothena Corp
PRTA
$442M
| $19.4M | ﹤0.01% |
402,031
-12,034
| -3% | -$581K |
|
1493
GXO Logistics
GXO
$5.84B
| $19.3M | ﹤0.01% |
329,871
-19,002
| -5% | -$1.11M |
|
1494
Magnolia Oil & Gas
MGY
$4.41B
| $19.3M | ﹤0.01% |
842,055
+409,665
| +95% | +$9.39M |
|
1495
Cincinnati Financial
CINF
$24.5B
| $19.3M | ﹤0.01% |
188,492
-116,597
| -38% | -$11.9M |
|
1496
Global Partners
GLP
$1.77B
| $19.2M | ﹤0.01% |
543,882
+85,169
| +19% | +$3.01M |
|
1497
Avantor
AVTR
$8.39B
| $19.2M | ﹤0.01% |
909,281
+115,602
| +15% | +$2.44M |
|
1498
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $19.1M | ﹤0.01% |
593,795
+574,567
| +2,988% | +$18.5M |
|
1499
iShares GNMA Bond ETF
GNMA
$370M
| $19.1M | ﹤0.01% |
456,970
+453,302
| +12,358% | +$18.9M |
|
1500
MGE Energy Inc
MGEE
$3.08B
| $19.1M | ﹤0.01% |
278,215
-12,636
| -4% | -$866K |
|