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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
US Global Jets ETF
JETS
$824M
| $19.3M | ﹤0.01% |
898,717
-207,222
| -19% | -$4.44M |
|
1527
iShares MSCI Singapore ETF
EWS
$818M
| $19.2M | ﹤0.01% |
1,038,687
-844,519
| -45% | -$15.6M |
|
1528
First Merchants
FRME
$2.31B
| $19.2M | ﹤0.01% |
679,668
+38,584
| +6% | +$1.09M |
|
1529
Commault Systems
CVLT
$7.82B
| $19.2M | ﹤0.01% |
263,932
-287,200
| -52% | -$20.9M |
|
1530
Zions Bancorporation
ZION
$8.62B
| $19.1M | ﹤0.01% |
712,335
+470,371
| +194% | +$12.6M |
|
1531
USA Compression Partners
USAC
$2.96B
| $19.1M | ﹤0.01% |
969,233
+32,278
| +3% | +$637K |
|
1532
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $19.1M | ﹤0.01% |
664,963
+24,545
| +4% | +$705K |
|
1533
Sony
SONY
$175B
| $19.1M | ﹤0.01% |
1,060,460
-45,270
| -4% | -$815K |
|
1534
City Holding Co
CHCO
$1.83B
| $19.1M | ﹤0.01% |
212,130
+10,466
| +5% | +$942K |
|
1535
Academy Sports + Outdoors
ASO
$3.1B
| $19.1M | ﹤0.01% |
352,869
-522,054
| -60% | -$28.2M |
|
1536
Gentex
GNTX
$6.25B
| $19.1M | ﹤0.01% |
651,617
-72,734
| -10% | -$2.13M |
|
1537
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $19M | ﹤0.01% |
588,600
+279,310
| +90% | +$9.04M |
|
1538
NewMarket
NEU
$7.87B
| $18.9M | ﹤0.01% |
47,054
-509
| -1% | -$205K |
|
1539
Alpha Metallurgical Resources
AMR
$1.87B
| $18.9M | ﹤0.01% |
114,979
+70,189
| +157% | +$11.5M |
|
1540
Mueller Water Products
MWA
$3.91B
| $18.8M | ﹤0.01% |
1,160,297
-111,448
| -9% | -$1.81M |
|
1541
Enterprise Financial Services Corp
EFSC
$2.24B
| $18.8M | ﹤0.01% |
481,240
+9,302
| +2% | +$364K |
|
1542
Webster Financial
WBS
$10.2B
| $18.8M | ﹤0.01% |
497,939
+109,936
| +28% | +$4.15M |
|
1543
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $18.7M | ﹤0.01% |
286,296
+11,058
| +4% | +$724K |
|
1544
Vishay Intertechnology
VSH
$2.07B
| $18.7M | ﹤0.01% |
636,414
+172,022
| +37% | +$5.06M |
|
1545
Helmerich & Payne
HP
$2.1B
| $18.7M | ﹤0.01% |
526,325
+2,457
| +0.5% | +$87.1K |
|
1546
Forestar Group
FOR
$1.41B
| $18.6M | ﹤0.01% |
824,865
+218,044
| +36% | +$4.92M |
|
1547
Iovance Biotherapeutics
IOVA
$821M
| $18.6M | ﹤0.01% |
2,635,287
+565,916
| +27% | +$3.98M |
|
1548
Lincoln National
LNC
$7.99B
| $18.5M | ﹤0.01% |
719,768
+149,426
| +26% | +$3.85M |
|
1549
Hilton Grand Vacations
HGV
$3.98B
| $18.5M | ﹤0.01% |
407,566
+64,219
| +19% | +$2.92M |
|
1550
Macy's
M
$4.54B
| $18.5M | ﹤0.01% |
1,153,787
+144,757
| +14% | +$2.32M |
|