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 | |
|---|---|---|---|---|---|---|
1651
Greif
GEF
$3.59B
| $15.7M | ﹤0.01% |
228,242
+10,705
| +5% | +$737K |
|
1652
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
| $15.7M | ﹤0.01% |
235,801
+9,524
| +4% | +$635K |
|
1653
Information Services Group
III
$253M
| $15.7M | ﹤0.01% |
2,932,046
+118,508
| +4% | +$635K |
|
1654
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $15.7M | ﹤0.01% |
336,817
+22,316
| +7% | +$1.04M |
|
1655
Exponent
EXPO
$3.54B
| $15.7M | ﹤0.01% |
168,262
+16,703
| +11% | +$1.56M |
|
1656
ACM Research
ACMR
$1.92B
| $15.7M | ﹤0.01% |
1,200,460
+389,620
| +48% | +$5.1M |
|
|
SWTX
1657
DELISTED
SpringWorks Therapeutics
SWTX
| $15.7M | ﹤0.01% |
598,006
+190,898
| +47% | +$5.01M |
|
1658
ATI
ATI
$10.5B
| $15.7M | ﹤0.01% |
354,390
-118,521
| -25% | -$5.24M |
|
1659
DaVita
DVA
$9.52B
| $15.6M | ﹤0.01% |
155,447
-8,284
| -5% | -$832K |
|
1660
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $15.6M | ﹤0.01% |
154,955
-217,572
| -58% | -$21.9M |
|
1661
ATS Corp
ATS
$2.63B
| $15.6M | ﹤0.01% |
+337,768
| New | +$15.6M |
|
1662
RxSight
RXST
$381M
| $15.6M | ﹤0.01% |
540,134
-25,372
| -4% | -$731K |
|
1663
EchoStar
SATS
$21.5B
| $15.5M | ﹤0.01% |
894,852
-61,864
| -6% | -$1.07M |
|
1664
Zscaler
ZS
$44.8B
| $15.5M | ﹤0.01% |
105,987
-1,501,513
| -93% | -$220M |
|
1665
Gerdau
GGB
$6.03B
| $15.5M | ﹤0.01% |
3,559,591
-2,432,035
| -41% | -$10.6M |
|
1666
iShares Core MSCI International Developed Markets ETF
IDEV
$21.9B
| $15.5M | ﹤0.01% |
253,049
+225,990
| +835% | +$13.8M |
|
1667
Herbalife
HLF
$986M
| $15.5M | ﹤0.01% |
1,167,848
-543,179
| -32% | -$7.19M |
|
1668
iShares Global Infrastructure ETF
IGF
$8.22B
| $15.3M | ﹤0.01% |
325,877
+20,019
| +7% | +$940K |
|
1669
Mattel
MAT
$5.72B
| $15.3M | ﹤0.01% |
782,212
+23,137
| +3% | +$452K |
|
1670
Magnite
MGNI
$3.4B
| $15.3M | ﹤0.01% |
1,117,406
+378,017
| +51% | +$5.16M |
|
|
BRSL
1671
Brightstar Lottery PLC
BRSL
$3.12B
| $15.2M | ﹤0.01% |
477,146
+162,507
| +52% | +$5.18M |
|
1672
MoonLake Immunotherapeutics
MLTX
$3.34B
| $15.2M | ﹤0.01% |
298,178
-5,044
| -2% | -$257K |
|
1673
iShares ESG Advanced MSCI USA ETF
USXF
$1.29B
| $15.2M | ﹤0.01% |
422,703
+22,296
| +6% | +$802K |
|
1674
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $15.2M | ﹤0.01% |
201,925
-1,730,350
| -90% | -$130M |
|
1675
Shutterstock
SSTK
$742M
| $15.1M | ﹤0.01% |
310,589
-12,716
| -4% | -$619K |
|