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 | |
|---|---|---|---|---|---|---|
1651
Malibu Boats
MBUU
$629M
| $14.4M | ﹤0.01% |
255,694
-11,797
| -4% | -$666K |
|
1652
Axcelis
ACLS
$2.69B
| $14.4M | ﹤0.01% |
108,160
-729
| -0.7% | -$97.1K |
|
1653
TriNet
TNET
$3.35B
| $14.4M | ﹤0.01% |
178,780
-5,150
| -3% | -$415K |
|
1654
Vipshop
VIPS
$8.97B
| $14.4M | ﹤0.01% |
948,316
+815,299
| +613% | +$12.4M |
|
1655
Constellium
CSTM
$2.08B
| $14.4M | ﹤0.01% |
941,784
+76,952
| +9% | +$1.18M |
|
1656
Dolby
DLB
$6.85B
| $14.4M | ﹤0.01% |
167,998
+40,864
| +32% | +$3.49M |
|
1657
Information Services Group
III
$253M
| $14.3M | ﹤0.01% |
2,813,538
-105,967
| -4% | -$539K |
|
1658
Descartes Systems
DSGX
$8.96B
| $14.2M | ﹤0.01% |
176,468
+27,295
| +18% | +$2.2M |
|
1659
Visteon
VC
$3.4B
| $14.2M | ﹤0.01% |
90,565
+16,377
| +22% | +$2.57M |
|
1660
Grifois
GRFS
$6.72B
| $14.2M | ﹤0.01% |
1,923,501
+342,912
| +22% | +$2.53M |
|
|
SLY
1661
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
| $14.2M | ﹤0.01% |
168,595
+47,081
| +39% | +$3.96M |
|
1662
Community Health Systems
CYH
$412M
| $14.2M | ﹤0.01% |
2,887,785
+2,813,728
| +3,799% | +$13.8M |
|
1663
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
| $14.1M | ﹤0.01% |
226,277
-154,237
| -41% | -$9.61M |
|
1664
Rocket Pharmaceuticals
RCKT
$341M
| $14.1M | ﹤0.01% |
821,275
-26,046
| -3% | -$446K |
|
1665
Banco Bradesco
BBD
$33.1B
| $14.1M | ﹤0.01% |
5,363,625
-306,118
| -5% | -$802K |
|
1666
Sociedad Química y Minera de Chile
SQM
$12B
| $14M | ﹤0.01% |
172,724
+24,314
| +16% | +$1.97M |
|
1667
Pacific Biosciences
PACB
$351M
| $14M | ﹤0.01% |
1,208,876
+392,455
| +48% | +$4.54M |
|
1668
UiPath
PATH
$6.1B
| $14M | ﹤0.01% |
797,003
+446,751
| +128% | +$7.84M |
|
1669
Kohl's
KSS
$1.71B
| $14M | ﹤0.01% |
594,397
-1,546,981
| -72% | -$36.4M |
|
1670
New Mountain Finance
NMFC
$1.11B
| $14M | ﹤0.01% |
1,148,529
+28,871
| +3% | +$351K |
|
1671
Mattel
MAT
$5.72B
| $14M | ﹤0.01% |
759,075
+85,493
| +13% | +$1.57M |
|
1672
GXO Logistics
GXO
$5.84B
| $13.9M | ﹤0.01% |
276,331
-94,530
| -25% | -$4.77M |
|
|
SAFE
1673
Safehold
SAFE
$1.18B
| $13.9M | ﹤0.01% |
474,127
+410,681
| +647% | +$12.1M |
|
1674
First American
FAF
$6.87B
| $13.9M | ﹤0.01% |
250,071
-3,720
| -1% | -$207K |
|
1675
MRC Global
MRC
$1.23B
| $13.9M | ﹤0.01% |
1,429,720
+69,240
| +5% | +$673K |
|