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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Hawaiian Electric Industries
HE
$2.09B
| $17.4M | ﹤0.01% |
1,225,536
-321,555
| -21% | -$4.56M |
|
1677
NOV
NOV
$4.79B
| $17.4M | ﹤0.01% |
856,264
-39,349
| -4% | -$798K |
|
1678
Merit Medical Systems
MMSI
$5.07B
| $17.4M | ﹤0.01% |
228,476
+12,043
| +6% | +$915K |
|
1679
Yelp
YELP
$1.95B
| $17.3M | ﹤0.01% |
365,487
-2,929
| -0.8% | -$139K |
|
1680
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $17.2M | ﹤0.01% |
287,457
-250,975
| -47% | -$15M |
|
|
AMED
1681
DELISTED
Amedisys
AMED
| $17.2M | ﹤0.01% |
180,751
+97,017
| +116% | +$9.22M |
|
1682
Simply Good Foods
SMPL
$2.73B
| $17.2M | ﹤0.01% |
433,621
+168,853
| +64% | +$6.69M |
|
1683
Sociedad Química y Minera de Chile
SQM
$12B
| $17.2M | ﹤0.01% |
285,047
-164,411
| -37% | -$9.9M |
|
1684
iShares Core MSCI Pacific ETF
IPAC
$1.91B
| $17.1M | ﹤0.01% |
286,825
+263,889
| +1,151% | +$15.7M |
|
1685
Curtiss-Wright
CW
$19.2B
| $17M | ﹤0.01% |
76,439
-22,917
| -23% | -$5.11M |
|
|
XHR
1686
Xenia Hotels & Resorts
XHR
$1.41B
| $17M | ﹤0.01% |
1,249,244
-608,486
| -33% | -$8.29M |
|
1687
FTI Consulting
FCN
$5.32B
| $17M | ﹤0.01% |
85,370
+2,114
| +3% | +$421K |
|
1688
National Storage Affiliates Trust
NSA
$2.45B
| $16.9M | ﹤0.01% |
407,823
-12,572
| -3% | -$521K |
|
1689
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
| $16.9M | ﹤0.01% |
584,843
+199,062
| +52% | +$5.75M |
|
1690
Syndax Pharmaceuticals
SNDX
$1.34B
| $16.9M | ﹤0.01% |
780,930
+51,832
| +7% | +$1.12M |
|
1691
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $16.9M | ﹤0.01% |
721,683
-216,864
| -23% | -$5.07M |
|
1692
Southwest Gas
SWX
$5.65B
| $16.9M | ﹤0.01% |
266,161
+78,696
| +42% | +$4.99M |
|
1693
MillerKnoll
MLKN
$1.4B
| $16.8M | ﹤0.01% |
631,494
-29,330
| -4% | -$783K |
|
1694
Hilton Grand Vacations
HGV
$3.98B
| $16.8M | ﹤0.01% |
418,358
+46,928
| +13% | +$1.89M |
|
1695
Enpro
NPO
$4.64B
| $16.7M | ﹤0.01% |
106,556
+9,788
| +10% | +$1.53M |
|
1696
Barrett Business Services
BBSI
$1.2B
| $16.7M | ﹤0.01% |
575,984
+557,656
| +3,043% | +$16.1M |
|
1697
Ironwood Pharmaceuticals
IRWD
$213M
| $16.6M | ﹤0.01% |
1,454,881
+973,576
| +202% | +$11.1M |
|
1698
Piper Sandler
PIPR
$6.12B
| $16.6M | ﹤0.01% |
94,893
+15,674
| +20% | +$2.74M |
|
1699
OceanFirst Financial
OCFC
$1.04B
| $16.6M | ﹤0.01% |
955,561
-973,210
| -50% | -$16.9M |
|
1700
iShares Core Moderate Allocation ETF
AOM
$1.61B
| $16.5M | ﹤0.01% |
398,196
+384,706
| +2,852% | +$16M |
|