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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Donaldson
DCI
$9.42B
| $17M | ﹤0.01% |
285,190
-37,425
| -12% | -$2.23M |
|
1577
Franklin Income Focus ETF
INCM
$810M
| $17M | ﹤0.01% |
699,621
-300,379
| -30% | -$7.3M |
|
1578
Bank OZK
OZK
$5.88B
| $17M | ﹤0.01% |
457,884
-22,684
| -5% | -$841K |
|
1579
iShares MSCI China A ETF
CNYA
$217M
| $17M | ﹤0.01% |
600,375
-146,009
| -20% | -$4.12M |
|
1580
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
| $16.9M | ﹤0.01% |
358,629
+286,134
| +395% | +$13.5M |
|
1581
Primerica
PRI
$8.88B
| $16.8M | ﹤0.01% |
86,653
-5,513
| -6% | -$1.07M |
|
1582
TEGNA Inc
TGNA
$3.39B
| $16.8M | ﹤0.01% |
1,152,413
+238,012
| +26% | +$3.47M |
|
1583
Polaris
PII
$3.22B
| $16.8M | ﹤0.01% |
161,051
-14,716
| -8% | -$1.53M |
|
1584
Bruker
BRKR
$4.69B
| $16.8M | ﹤0.01% |
268,977
-6,871
| -2% | -$428K |
|
1585
Oshkosh
OSK
$8.77B
| $16.7M | ﹤0.01% |
175,407
-396,651
| -69% | -$37.9M |
|
1586
Eagle Materials
EXP
$7.57B
| $16.7M | ﹤0.01% |
100,377
-17,003
| -14% | -$2.83M |
|
1587
Teekay Tankers
TNK
$1.8B
| $16.7M | ﹤0.01% |
400,610
+31,016
| +8% | +$1.29M |
|
1588
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $16.6M | ﹤0.01% |
248,773
+582
| +0.2% | +$38.9K |
|
1589
Rithm Capital
RITM
$6.57B
| $16.6M | ﹤0.01% |
1,787,268
+734,568
| +70% | +$6.82M |
|
1590
TIM SA
TIMB
$10.3B
| $16.6M | ﹤0.01% |
1,110,990
+13,138
| +1% | +$196K |
|
1591
Braze
BRZE
$3.35B
| $16.6M | ﹤0.01% |
354,174
+61,922
| +21% | +$2.89M |
|
1592
Immunovant
IMVT
$2.82B
| $16.5M | ﹤0.01% |
428,508
-14,001
| -3% | -$537K |
|
1593
JPMorgan Climate Change Solutions ETF
TEMP
$7.57M
| $16.4M | ﹤0.01% |
450,000
| – | – |
|
1594
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $16.3M | ﹤0.01% |
263,839
+32,760
| +14% | +$2.03M |
|
|
MDRX
1595
DELISTED
Veradigm Inc. Common Stock
MDRX
| $16.3M | ﹤0.01% |
1,242,050
-50,159
| -4% | -$659K |
|
1596
First Horizon
FHN
$11.4B
| $16.3M | ﹤0.01% |
1,478,241
-1,071,920
| -42% | -$11.8M |
|
1597
Photronics
PLAB
$1.33B
| $16.3M | ﹤0.01% |
806,046
-15,457
| -2% | -$312K |
|
1598
Spire
SR
$4.49B
| $16.3M | ﹤0.01% |
287,796
-29,691
| -9% | -$1.68M |
|
1599
Benchmark Electronics
BHE
$1.41B
| $16.3M | ﹤0.01% |
670,474
+19,037
| +3% | +$462K |
|
1600
Palomar
PLMR
$3.13B
| $16.3M | ﹤0.01% |
320,435
+203,917
| +175% | +$10.3M |
|