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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Boise Cascade
BCC
$3.2B
| $17.8M | ﹤0.01% |
250,391
-12,614
| -5% | -$898K |
|
1602
Coursera
COUR
$1.8B
| $17.8M | ﹤0.01% |
726,270
+276,352
| +61% | +$6.75M |
|
1603
Bank OZK
OZK
$5.88B
| $17.7M | ﹤0.01% |
381,383
+25,183
| +7% | +$1.17M |
|
1604
Cloudflare
NET
$77.1B
| $17.7M | ﹤0.01% |
134,897
-290,471
| -68% | -$38.2M |
|
1605
NewMarket
NEU
$7.87B
| $17.7M | ﹤0.01% |
51,652
+715
| +1% | +$245K |
|
1606
Ashland
ASH
$2.41B
| $17.6M | ﹤0.01% |
163,513
+4,867
| +3% | +$524K |
|
1607
BioLife Solutions
BLFS
$1.22B
| $17.6M | ﹤0.01% |
471,575
+81,435
| +21% | +$3.04M |
|
1608
Iridium Communications
IRDM
$1.89B
| $17.6M | ﹤0.01% |
425,372
+86,478
| +26% | +$3.57M |
|
1609
Amkor Technology
AMKR
$6.29B
| $17.5M | ﹤0.01% |
707,257
+87,282
| +14% | +$2.16M |
|
1610
Teledyne Technologies
TDY
$26.1B
| $17.5M | ﹤0.01% |
40,077
-21,684
| -35% | -$9.47M |
|
|
TECX
1611
Tectonic Therapeutic, Inc. Common Stock
TECX
$332M
| $17.5M | ﹤0.01% |
378,036
-6,098
| -2% | -$282K |
|
1612
Webster Financial
WBS
$10.2B
| $17.4M | ﹤0.01% |
311,890
-24,989
| -7% | -$1.4M |
|
|
EPAY
1613
DELISTED
Bottomline Technologies Inc
EPAY
| $17.4M | ﹤0.01% |
307,467
+270,452
| +731% | +$15.3M |
|
1614
Dentsply Sirona
XRAY
$2.7B
| $17.4M | ﹤0.01% |
311,202
+25,692
| +9% | +$1.43M |
|
1615
Brown & Brown
BRO
$30.9B
| $17.3M | ﹤0.01% |
246,591
-103,304
| -30% | -$7.26M |
|
1616
Piper Sandler
PIPR
$6.12B
| $17.3M | ﹤0.01% |
96,892
+5,906
| +6% | +$1.05M |
|
1617
Paylocity
PCTY
$9.36B
| $17.3M | ﹤0.01% |
73,135
-11,136
| -13% | -$2.63M |
|
1618
Barrett Business Services
BBSI
$1.2B
| $17.3M | ﹤0.01% |
999,840
+39,812
| +4% | +$687K |
|
1619
Invesco MSCI Sustainable Future ETF
ERTH
$143M
| $17.2M | ﹤0.01% |
+258,409
| New | +$17.2M |
|
1620
Banner Corp
BANR
$2.29B
| $17.2M | ﹤0.01% |
283,806
+92,187
| +48% | +$5.59M |
|
1621
Simmons First National
SFNC
$2.96B
| $17.2M | ﹤0.01% |
581,009
-315,603
| -35% | -$9.34M |
|
|
EQC
1622
DELISTED
Equity Commonwealth
EQC
| $17.1M | ﹤0.01% |
661,170
+133,530
| +25% | +$3.46M |
|
1623
Churchill Downs
CHDN
$6.75B
| $17.1M | ﹤0.01% |
142,126
+1,020
| +0.7% | +$123K |
|
1624
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $17.1M | ﹤0.01% |
219,155
+15,939
| +8% | +$1.24M |
|
1625
Zumiez
ZUMZ
$347M
| $17.1M | ﹤0.01% |
356,048
+1,424
| +0.4% | +$68.3K |
|