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 | |
|---|---|---|---|---|---|---|
1526
UiPath
PATH
$6.1B
| $25.7M | ﹤0.01% |
1,134,473
-171,718
| -13% | -$3.89M |
|
1527
West Fraser Timber
WFG
$5.96B
| $25.6M | ﹤0.01% |
296,555
-17,414
| -6% | -$1.51M |
|
1528
Sunoco
SUN
$6.85B
| $25.6M | ﹤0.01% |
424,960
+202,320
| +91% | +$12.2M |
|
1529
iShares Russell Top 200 ETF
IWL
$1.83B
| $25.6M | ﹤0.01% |
201,142
-1,501
| -0.7% | -$191K |
|
1530
Virtus Investment Partners
VRTS
$1.34B
| $25.5M | ﹤0.01% |
102,855
+18,528
| +22% | +$4.59M |
|
1531
QCR Holdings
QCRH
$1.3B
| $25.5M | ﹤0.01% |
419,841
+16,266
| +4% | +$988K |
|
1532
Academy Sports + Outdoors
ASO
$3.1B
| $25.2M | ﹤0.01% |
373,849
+6,456
| +2% | +$436K |
|
1533
Patrick Industries
PATK
$3.67B
| $25.2M | ﹤0.01% |
315,909
+152,739
| +94% | +$12.2M |
|
1534
Incyte
INCY
$16.2B
| $25.1M | ﹤0.01% |
440,566
-80,904
| -16% | -$4.61M |
|
1535
Vontier
VNT
$6.29B
| $25.1M | ﹤0.01% |
553,264
-18,416
| -3% | -$835K |
|
1536
Ultra Clean Holdings
UCTT
$1.14B
| $25.1M | ﹤0.01% |
546,183
+119,198
| +28% | +$5.48M |
|
1537
iShares MSCI Australia ETF
EWA
$1.55B
| $25.1M | ﹤0.01% |
1,016,386
+77,413
| +8% | +$1.91M |
|
1538
Essential Utilities
WTRG
$10.7B
| $25M | ﹤0.01% |
675,829
+6,217
| +0.9% | +$230K |
|
1539
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| $25M | ﹤0.01% |
306,781
-21,302
| -6% | -$1.74M |
|
1540
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $24.9M | ﹤0.01% |
377,467
-29,040
| -7% | -$1.91M |
|
1541
Check Point Software Technologies
CHKP
$21B
| $24.8M | ﹤0.01% |
151,431
+21,943
| +17% | +$3.6M |
|
1542
Valvoline
VVV
$5.14B
| $24.8M | ﹤0.01% |
556,578
-7,788
| -1% | -$347K |
|
1543
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $24.8M | ﹤0.01% |
558,699
+8,147
| +1% | +$362K |
|
1544
Pathward Financial
CASH
$1.72B
| $24.8M | ﹤0.01% |
490,663
-80,676
| -14% | -$4.07M |
|
1545
Lear
LEA
$5.62B
| $24.7M | ﹤0.01% |
170,553
-31,602
| -16% | -$4.58M |
|
1546
Dana Inc
DAN
$2.76B
| $24.5M | ﹤0.01% |
1,929,179
+1,439,405
| +294% | +$18.3M |
|
1547
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $24.5M | ﹤0.01% |
636,430
-7,462
| -1% | -$287K |
|
1548
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $24.5M | ﹤0.01% |
355,434
-6,002
| -2% | -$413K |
|
1549
National CineMedia
NCMI
$455M
| $24.4M | ﹤0.01% |
4,745,684
-1,257,488
| -21% | -$6.48M |
|
1550
East-West Bancorp
EWBC
$15.1B
| $24.4M | ﹤0.01% |
308,861
-17,281
| -5% | -$1.37M |
|