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
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Janus Henderson
JHG
$6.99B
| $22.8M | ﹤0.01% |
585,960
-142,832
| -20% | -$5.55M |
|
1627
Franklin US Equity Index ETF
USPX
$1.43B
| $22.7M | ﹤0.01% |
418,432
+64,227
| +18% | +$3.49M |
|
1628
Groupon
GRPN
$910M
| $22.7M | ﹤0.01% |
679,753
+667,519
| +5,456% | +$22.3M |
|
1629
Mattel
MAT
$5.5B
| $22.7M | ﹤0.01% |
1,149,799
+51,764
| +5% | +$1.02M |
|
1630
Angi Inc
ANGI
$802M
| $22.6M | ﹤0.01% |
1,482,804
+1,452,692
| +4,824% | +$22.2M |
|
1631
Magnite
MGNI
$3.69B
| $22.6M | ﹤0.01% |
938,088
-50,701
| -5% | -$1.22M |
|
1632
Donnelley Financial Solutions
DFIN
$1.46B
| $22.6M | ﹤0.01% |
366,904
+9,206
| +3% | +$568K |
|
1633
Kirby Corp
KEX
$4.69B
| $22.6M | ﹤0.01% |
198,859
+64,795
| +48% | +$7.35M |
|
|
NEE.PRR
1634
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $22.5M | ﹤0.01% |
566,758
+81,430
| +17% | +$3.24M |
|
1635
iShares MSCI United Kingdom ETF
EWU
$2.82B
| $22.5M | ﹤0.01% |
567,032
-74,684
| -12% | -$2.97M |
|
1636
VanEck Pharmaceutical ETF
PPH
$553M
| $22.5M | ﹤0.01% |
255,837
+247,171
| +2,852% | +$21.7M |
|
1637
D-Wave Quantum
QBTS
$9.19B
| $22.5M | ﹤0.01% |
1,536,099
+1,402,156
| +1,047% | +$20.5M |
|
1638
Sixth Street Specialty
TSLX
$2.22B
| $22.4M | ﹤0.01% |
942,789
+4,638
| +0.5% | +$110K |
|
1639
PBF Energy
PBF
$3.49B
| $22.4M | ﹤0.01% |
1,034,597
+591,975
| +134% | +$12.8M |
|
1640
BBB Foods
TBBB
$2.93B
| $22.3M | ﹤0.01% |
802,903
-153,218
| -16% | -$4.25M |
|
1641
Adtalem Global Education
ATGE
$5.06B
| $22.2M | ﹤0.01% |
174,425
-49,830
| -22% | -$6.34M |
|
1642
iShares MSCI Singapore ETF
EWS
$843M
| $22.1M | ﹤0.01% |
851,840
-405,840
| -32% | -$10.5M |
|
1643
Highwoods Properties
HIW
$3.42B
| $22.1M | ﹤0.01% |
710,883
-12,487
| -2% | -$388K |
|
1644
Arhaus
ARHS
$1.56B
| $22.1M | ﹤0.01% |
2,548,946
+97,149
| +4% | +$842K |
|
1645
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $22.1M | ﹤0.01% |
461,941
-130,054
| -22% | -$6.22M |
|
1646
Skywest
SKYW
$4.21B
| $22.1M | ﹤0.01% |
214,550
+80,486
| +60% | +$8.29M |
|
1647
Asbury Automotive
ABG
$4.74B
| $22.1M | ﹤0.01% |
92,547
+21,596
| +30% | +$5.15M |
|
1648
Resideo Technologies
REZI
$6.25B
| $22.1M | ﹤0.01% |
1,000,366
+100,477
| +11% | +$2.22M |
|
1649
Pampa Energía
PAM
$3.12B
| $22.1M | ﹤0.01% |
317,998
-33,358
| -9% | -$2.31M |
|
1650
Madison Square Garden
MSGS
$5.13B
| $22M | ﹤0.01% |
105,493
-13,950
| -12% | -$2.91M |
|