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 | |
|---|---|---|---|---|---|---|
1551
Suburban Propane Partners
SPH
$1.21B
| $16.8M | ﹤0.01% |
1,095,301
-243,479
| -18% | -$3.73M |
|
1552
Ecovyst
ECVT
$1.06B
| $16.7M | ﹤0.01% |
1,512,436
-404,072
| -21% | -$4.46M |
|
1553
JPMorgan Carbon Transition US Equity ETF
JCTR
$6.63M
| $16.7M | ﹤0.01% |
300,734
| – | – |
|
1554
Huron Consulting
HURN
$2.44B
| $16.7M | ﹤0.01% |
207,680
-8,676
| -4% | -$697K |
|
1555
NGL Energy Partners
NGL
$740M
| $16.7M | ﹤0.01% |
5,753,249
+987,831
| +21% | +$2.86M |
|
1556
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.36B
| $16.7M | ﹤0.01% |
368,155
+69,471
| +23% | +$3.14M |
|
|
INN
1557
Summit Hotel Properties
INN
$623M
| $16.6M | ﹤0.01% |
2,369,947
+27,550
| +1% | +$193K |
|
1558
News Corp Class A
NWSA
$16.5B
| $16.6M | ﹤0.01% |
959,684
+415,279
| +76% | +$7.17M |
|
1559
AB InBev
BUD
$114B
| $16.5M | ﹤0.01% |
247,410
-184,635
| -43% | -$12.3M |
|
1560
Axos Financial
AX
$5.17B
| $16.5M | ﹤0.01% |
446,143
+73,617
| +20% | +$2.72M |
|
1561
PVH
PVH
$3.9B
| $16.5M | ﹤0.01% |
184,744
+48,028
| +35% | +$4.28M |
|
|
GTM
1562
ZoomInfo Technologies
GTM
$3.72B
| $16.5M | ﹤0.01% |
666,034
-791,950
| -54% | -$19.6M |
|
1563
FNB Corp
FNB
$5.89B
| $16.5M | ﹤0.01% |
1,418,487
+339,294
| +31% | +$3.94M |
|
1564
StoneX
SNEX
$5.04B
| $16.5M | ﹤0.01% |
357,505
+18,540
| +5% | +$853K |
|
1565
Ziff Davis
ZD
$1.5B
| $16.4M | ﹤0.01% |
210,722
+71,841
| +52% | +$5.61M |
|
1566
ODP
ODP
$624M
| $16.4M | ﹤0.01% |
365,301
+18,760
| +5% | +$844K |
|
1567
Omnicell
OMCL
$1.46B
| $16.4M | ﹤0.01% |
279,654
+57,484
| +26% | +$3.37M |
|
1568
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $16.3M | ﹤0.01% |
640,418
+178,706
| +39% | +$4.56M |
|
1569
Invesco
IVZ
$10B
| $16.3M | ﹤0.01% |
995,714
-1,025,572
| -51% | -$16.8M |
|
1570
Janus International
JBI
$1.44B
| $16.3M | ﹤0.01% |
1,652,374
-76,090
| -4% | -$750K |
|
1571
Penske Automotive Group
PAG
$11.9B
| $16.3M | ﹤0.01% |
114,762
+15,720
| +16% | +$2.23M |
|
1572
United Bankshares
UBSI
$5.3B
| $16.2M | ﹤0.01% |
461,499
+117,958
| +34% | +$4.15M |
|
1573
Organon & Co
OGN
$2.77B
| $16.2M | ﹤0.01% |
690,571
-311,296
| -31% | -$7.32M |
|
1574
iShares Core S&P US Growth ETF
IUSG
$25.3B
| $16.2M | ﹤0.01% |
182,517
-3,877
| -2% | -$344K |
|
1575
Highwoods Properties
HIW
$3.5B
| $16.2M | ﹤0.01% |
698,537
-24,663
| -3% | -$572K |
|