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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
PVH
PVH
$3.9B
| $26.8M | ﹤0.01% |
190,446
+44,987
| +31% | +$6.33M |
|
1502
First Merchants
FRME
$2.31B
| $26.8M | ﹤0.01% |
767,270
+27,511
| +4% | +$960K |
|
1503
Impinj
PI
$5.2B
| $26.8M | ﹤0.01% |
208,486
+58,285
| +39% | +$7.48M |
|
1504
CRISPR Therapeutics
CRSP
$5.12B
| $26.8M | ﹤0.01% |
392,750
-70,520
| -15% | -$4.81M |
|
1505
Haleon
HLN
$43.9B
| $26.8M | ﹤0.01% |
3,153,086
+2,918,688
| +1,245% | +$24.8M |
|
|
SWTX
1506
DELISTED
SpringWorks Therapeutics
SWTX
| $26.7M | ﹤0.01% |
543,033
-72,189
| -12% | -$3.55M |
|
1507
Curtiss-Wright
CW
$19.2B
| $26.7M | ﹤0.01% |
104,395
+27,956
| +37% | +$7.16M |
|
1508
Antero Midstream
AM
$8.91B
| $26.7M | ﹤0.01% |
1,896,717
+151,671
| +9% | +$2.13M |
|
1509
LivaNova
LIVN
$3.07B
| $26.5M | ﹤0.01% |
474,561
+310,574
| +189% | +$17.4M |
|
1510
iShares Government/Credit Bond ETF
GBF
$137M
| $26.5M | ﹤0.01% |
255,939
-8,555
| -3% | -$886K |
|
|
VRE
1511
Veris Residential
VRE
$1.49B
| $26.4M | ﹤0.01% |
1,738,967
-369,635
| -18% | -$5.62M |
|
1512
Gentex
GNTX
$6.25B
| $26.4M | ﹤0.01% |
732,008
-7,036
| -1% | -$254K |
|
1513
Commault Systems
CVLT
$7.82B
| $26.4M | ﹤0.01% |
260,025
+17,780
| +7% | +$1.8M |
|
1514
InterContinental Hotels
IHG
$18.4B
| $26.2M | ﹤0.01% |
248,410
+9,504
| +4% | +$1M |
|
1515
UGI
UGI
$7.47B
| $26.2M | ﹤0.01% |
1,067,256
+121,000
| +13% | +$2.97M |
|
1516
Ormat Technologies
ORA
$5.53B
| $26.1M | ﹤0.01% |
394,608
-83,280
| -17% | -$5.51M |
|
1517
Parsons
PSN
$8.18B
| $26.1M | ﹤0.01% |
314,672
+91,937
| +41% | +$7.63M |
|
1518
American States Water
AWR
$2.82B
| $26M | ﹤0.01% |
360,170
+29,758
| +9% | +$2.15M |
|
1519
RenaissanceRe
RNR
$11.6B
| $26M | ﹤0.01% |
110,533
-29,656
| -21% | -$6.97M |
|
1520
Tencent Music
TME
$38.5B
| $25.9M | ﹤0.01% |
2,318,634
+1,293,505
| +126% | +$14.5M |
|
1521
Hilton Grand Vacations
HGV
$3.98B
| $25.9M | ﹤0.01% |
548,782
+130,424
| +31% | +$6.16M |
|
1522
BorgWarner
BWA
$9.46B
| $25.8M | ﹤0.01% |
744,035
-225,366
| -23% | -$7.83M |
|
|
LADR
1523
Ladder Capital
LADR
$1.48B
| $25.8M | ﹤0.01% |
2,316,982
+465,187
| +25% | +$5.18M |
|
1524
Broadstone Net Lease
BNL
$3.55B
| $25.8M | ﹤0.01% |
1,645,378
-395,388
| -19% | -$6.2M |
|
1525
Eastern Bankshares
EBC
$3.46B
| $25.8M | ﹤0.01% |
1,868,951
-36,608
| -2% | -$504K |
|