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 | |
|---|---|---|---|---|---|---|
1576
Samsara
IOT
$21.9B
| $17.8M | ﹤0.01% |
641,508
-135,010
| -17% | -$3.74M |
|
|
ALX
1577
Alexander's
ALX
$1.25B
| $17.7M | ﹤0.01% |
96,433
+1,129
| +1% | +$208K |
|
1578
Skechers
SKX
| $17.7M | ﹤0.01% |
336,444
+3,250
| +1% | +$171K |
|
1579
Eastern Bankshares
EBC
$3.46B
| $17.7M | ﹤0.01% |
1,443,377
+840,592
| +139% | +$10.3M |
|
1580
Pacific Biosciences
PACB
$351M
| $17.7M | ﹤0.01% |
1,328,873
+119,997
| +10% | +$1.6M |
|
1581
Everest Group
EG
$14.7B
| $17.6M | ﹤0.01% |
51,548
+1,482
| +3% | +$507K |
|
1582
Celsius Holdings
CELH
$14.9B
| $17.6M | ﹤0.01% |
354,351
-50,985
| -13% | -$2.54M |
|
1583
International Money Express
IMXI
$430M
| $17.6M | ﹤0.01% |
716,047
+18,483
| +3% | +$453K |
|
1584
Ecovyst
ECVT
$1.06B
| $17.5M | ﹤0.01% |
1,527,748
+15,312
| +1% | +$175K |
|
1585
Maximus
MMS
$5.05B
| $17.5M | ﹤0.01% |
206,531
+8,571
| +4% | +$724K |
|
1586
Ryder
R
$7.65B
| $17.4M | ﹤0.01% |
205,565
+15,038
| +8% | +$1.28M |
|
1587
Arcos Dorados Holdings
ARCO
$1.43B
| $17.4M | ﹤0.01% |
1,694,640
+332,878
| +24% | +$3.41M |
|
1588
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $17.3M | ﹤0.01% |
248,191
+30,754
| +14% | +$2.14M |
|
1589
Palantir
PLTR
$407B
| $17.3M | ﹤0.01% |
1,127,797
+591,446
| +110% | +$9.07M |
|
1590
Hain Celestial
HAIN
$194M
| $17.2M | ﹤0.01% |
1,378,687
+1,207,024
| +703% | +$15.1M |
|
1591
Visteon
VC
$3.4B
| $17.2M | ﹤0.01% |
119,821
+29,256
| +32% | +$4.2M |
|
1592
Innovative Industrial Properties
IIPR
$1.6B
| $17.2M | ﹤0.01% |
235,294
+63,588
| +37% | +$4.64M |
|
1593
Lumentum
LITE
$11.4B
| $17.2M | ﹤0.01% |
302,732
+117,968
| +64% | +$6.69M |
|
1594
East-West Bancorp
EWBC
$15.1B
| $17.2M | ﹤0.01% |
325,213
-1,020,105
| -76% | -$53.9M |
|
1595
DraftKings
DKNG
$21.8B
| $17.1M | ﹤0.01% |
644,895
+69,193
| +12% | +$1.84M |
|
|
MODV
1596
DELISTED
ModivCare
MODV
| $17.1M | ﹤0.01% |
378,141
+57,569
| +18% | +$2.6M |
|
1597
Liberty Media Series A
FWONA
$22.5B
| $17.1M | ﹤0.01% |
263,507
+229,278
| +670% | +$14.8M |
|
1598
Descartes Systems
DSGX
$8.96B
| $17M | ﹤0.01% |
212,582
+36,114
| +20% | +$2.89M |
|
1599
Bentley Systems
BSY
$16.1B
| $17M | ﹤0.01% |
312,806
+208,684
| +200% | +$11.3M |
|
1600
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $17M | ﹤0.01% |
410,223
+6,205
| +2% | +$257K |
|