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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Crocs
CROX
$4.23B
| $20.5M | ﹤0.01% |
159,616
-36,645
| -19% | -$4.7M |
|
1527
Gerdau
GGB
$6.03B
| $20.4M | ﹤0.01% |
5,233,003
+1,277,445
| +32% | +$4.99M |
|
1528
SPDR S&P Homebuilders ETF
XHB
$1.92B
| $20.3M | ﹤0.01% |
236,958
-280,663
| -54% | -$24.1M |
|
1529
TopBuild
BLD
$11.7B
| $20.3M | ﹤0.01% |
73,621
-539
| -0.7% | -$149K |
|
1530
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $20.1M | ﹤0.01% |
560,141
-83,238
| -13% | -$2.99M |
|
1531
Greif
GEF
$3.59B
| $20.1M | ﹤0.01% |
332,233
-14,264
| -4% | -$861K |
|
1532
WaFd
WAFD
$2.46B
| $20M | ﹤0.01% |
599,050
+63,507
| +12% | +$2.12M |
|
1533
Center Bancorp
CNOB
$1.26B
| $20M | ﹤0.01% |
611,258
+132,799
| +28% | +$4.34M |
|
1534
APA Corp
APA
$8.17B
| $20M | ﹤0.01% |
743,157
+204,051
| +38% | +$5.49M |
|
1535
Western Digital
WDC
$33.9B
| $20M | ﹤0.01% |
405,083
+122,865
| +44% | +$6.06M |
|
1536
Datadog
DDOG
$47.6B
| $20M | ﹤0.01% |
112,063
-37,646
| -25% | -$6.7M |
|
|
CHX
1537
DELISTED
ChampionX
CHX
| $19.8M | ﹤0.01% |
981,945
+31,950
| +3% | +$646K |
|
1538
Ares Capital
ARCC
$15.7B
| $19.8M | ﹤0.01% |
933,717
-73,367
| -7% | -$1.55M |
|
1539
First Bancorp
FBP
$3.49B
| $19.8M | ﹤0.01% |
1,433,989
+351,978
| +33% | +$4.85M |
|
1540
Myriad Genetics
MYGN
$674M
| $19.7M | ﹤0.01% |
712,491
-35,237
| -5% | -$973K |
|
1541
LivaNova
LIVN
$3.07B
| $19.6M | ﹤0.01% |
224,712
+4
| +0% | +$350 |
|
|
KRON
1542
DELISTED
Kronos Bio
KRON
| $19.6M | ﹤0.01% |
1,441,519
-46,170
| -3% | -$627K |
|
|
PGRE
1543
Paramount Group
PGRE
$1.57B
| $19.6M | ﹤0.01% |
2,345,857
+986,600
| +73% | +$8.23M |
|
1544
Vanguard Large-Cap ETF
VV
$45.3B
| $19.5M | ﹤0.01% |
88,294
+15,529
| +21% | +$3.43M |
|
|
UNIT
1545
Uniti Group
UNIT
$1.71B
| $19.4M | ﹤0.01% |
1,387,638
-18,690
| -1% | -$262K |
|
|
PSB
1546
DELISTED
PS Business Parks, Inc.
PSB
| $19.4M | ﹤0.01% |
105,532
-5,987
| -5% | -$1.1M |
|
1547
nVent Electric
NVT
$15.3B
| $19.4M | ﹤0.01% |
510,885
-14,315
| -3% | -$544K |
|
1548
JPMorgan Carbon Transition US Equity ETF
JCTR
$6.63M
| $19.4M | ﹤0.01% |
300,734
-57,419
| -16% | -$3.7M |
|
1549
Commault Systems
CVLT
$7.82B
| $19.4M | ﹤0.01% |
280,921
+4,834
| +2% | +$333K |
|
1550
Empire State Realty Trust
ESRT
$1.34B
| $19.3M | ﹤0.01% |
2,172,350
+507,994
| +31% | +$4.52M |
|