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 | |
|---|---|---|---|---|---|---|
1526
EchoStar
SATS
$21.5B
| $17.5M | ﹤0.01% |
956,716
-15,964
| -2% | -$292K |
|
1527
Orion
OEC
$521M
| $17.5M | ﹤0.01% |
670,468
+27,324
| +4% | +$713K |
|
1528
Fluor
FLR
$6.63B
| $17.5M | ﹤0.01% |
565,312
+235,974
| +72% | +$7.29M |
|
1529
Center Bancorp
CNOB
$1.26B
| $17.4M | ﹤0.01% |
986,521
-20,984
| -2% | -$371K |
|
1530
Avis
CAR
$5.47B
| $17.4M | ﹤0.01% |
89,407
+34,150
| +62% | +$6.65M |
|
1531
TTM Technologies
TTMI
$4.83B
| $17.4M | ﹤0.01% |
1,289,874
+24,103
| +2% | +$325K |
|
1532
NewMarket
NEU
$7.87B
| $17.4M | ﹤0.01% |
47,563
-94
| -0.2% | -$34.3K |
|
1533
Federated Hermes
FHI
$4.16B
| $17.3M | ﹤0.01% |
431,861
+161,585
| +60% | +$6.49M |
|
1534
Medifast
MED
$154M
| $17.3M | ﹤0.01% |
166,672
+46,152
| +38% | +$4.78M |
|
|
CMBT
1535
CMB.TECH NV
CMBT
$2.8B
| $17.3M | ﹤0.01% |
1,028,533
-1,594,986
| -61% | -$26.8M |
|
1536
iShares MSCI ACWI ex US ETF
ACWX
$6.79B
| $17.3M | ﹤0.01% |
353,740
+91,503
| +35% | +$4.46M |
|
1537
Jacobs Solutions
J
$17.5B
| $17.2M | ﹤0.01% |
176,819
+54,972
| +45% | +$5.34M |
|
1538
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $17.1M | ﹤0.01% |
404,018
+145,854
| +56% | +$6.16M |
|
1539
Vontier
VNT
$6.29B
| $17M | ﹤0.01% |
623,242
-16,988
| -3% | -$464K |
|
1540
Ryder
R
$7.65B
| $17M | ﹤0.01% |
190,527
+45,688
| +32% | +$4.08M |
|
1541
WaFd
WAFD
$2.46B
| $17M | ﹤0.01% |
563,035
-54,099
| -9% | -$1.63M |
|
1542
iShares MSCI Switzerland ETF
EWL
$1.33B
| $17M | ﹤0.01% |
374,043
-3,869
| -1% | -$175K |
|
1543
Arcellx
ACLX
$4.23B
| $16.9M | ﹤0.01% |
549,197
-194,801
| -26% | -$6M |
|
1544
Grab
GRAB
$24.5B
| $16.9M | ﹤0.01% |
5,614,526
-8,449,277
| -60% | -$25.4M |
|
1545
GATX Corp
GATX
$6.05B
| $16.9M | ﹤0.01% |
153,511
+19,836
| +15% | +$2.18M |
|
1546
Liberty Energy
LBRT
$1.73B
| $16.9M | ﹤0.01% |
1,316,307
+749,817
| +132% | +$9.61M |
|
1547
Donnelley Financial Solutions
DFIN
$1.5B
| $16.8M | ﹤0.01% |
411,989
+79,502
| +24% | +$3.25M |
|
1548
Duolingo
DUOL
$14.1B
| $16.8M | ﹤0.01% |
117,987
+79,648
| +208% | +$11.4M |
|
1549
PennyMac Financial
PFSI
$6.44B
| $16.8M | ﹤0.01% |
282,036
+55,577
| +25% | +$3.31M |
|
1550
Kymera Therapeutics
KYMR
$3.36B
| $16.8M | ﹤0.01% |
566,966
+15,443
| +3% | +$458K |
|