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 | |
|---|---|---|---|---|---|---|
1726
Veeco
VECO
$1.52B
| $14.3M | ﹤0.01% |
558,407
+872
| +0.2% | +$22.4K |
|
1727
Franklin Electric
FELE
$4.21B
| $14.3M | ﹤0.01% |
138,929
+18,074
| +15% | +$1.86M |
|
1728
Surgery Partners
SGRY
$2.8B
| $14.3M | ﹤0.01% |
317,469
+192,131
| +153% | +$8.64M |
|
1729
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| $14.3M | ﹤0.01% |
163,439
+90,758
| +125% | +$7.92M |
|
1730
BlueLinx
BXC
$617M
| $14.2M | ﹤0.01% |
151,341
-21,823
| -13% | -$2.05M |
|
1731
Southwest Gas
SWX
$5.65B
| $14.2M | ﹤0.01% |
222,850
-136,963
| -38% | -$8.72M |
|
1732
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $14.2M | ﹤0.01% |
440,982
-26,537
| -6% | -$852K |
|
|
VRTV
1733
DELISTED
VERITIV CORPORATION
VRTV
| $14.2M | ﹤0.01% |
112,685
+27,640
| +33% | +$3.47M |
|
1734
Teekay Tankers
TNK
$1.8B
| $14.1M | ﹤0.01% |
369,594
+323,746
| +706% | +$12.4M |
|
1735
Goodyear
GT
$2.43B
| $14.1M | ﹤0.01% |
1,032,324
-674,102
| -40% | -$9.22M |
|
1736
Boot Barn
BOOT
$5.4B
| $14.1M | ﹤0.01% |
166,558
-43,187
| -21% | -$3.66M |
|
1737
Global Partners
GLP
$1.77B
| $14.1M | ﹤0.01% |
458,713
+47,350
| +12% | +$1.46M |
|
1738
Virtus Investment Partners
VRTS
$1.34B
| $14.1M | ﹤0.01% |
71,276
+1,117
| +2% | +$221K |
|
1739
Ryerson Holding
RYI
$723M
| $14M | ﹤0.01% |
323,509
+274,675
| +562% | +$11.9M |
|
1740
EnerSys
ENS
$4B
| $14M | ﹤0.01% |
129,192
+8,422
| +7% | +$914K |
|
1741
ScottsMiracle-Gro
SMG
$3.51B
| $13.9M | ﹤0.01% |
221,796
+66,371
| +43% | +$4.16M |
|
1742
Innospec
IOSP
$2.05B
| $13.8M | ﹤0.01% |
137,825
+7,637
| +6% | +$767K |
|
1743
Madison Square Garden
MSGS
$5.12B
| $13.8M | ﹤0.01% |
73,613
+12,111
| +20% | +$2.28M |
|
1744
Tencent Music
TME
$38.5B
| $13.8M | ﹤0.01% |
1,874,109
+1,078,508
| +136% | +$7.96M |
|
1745
Peloton Interactive
PTON
$3.09B
| $13.8M | ﹤0.01% |
1,794,751
+1,392,989
| +347% | +$10.7M |
|
1746
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $13.8M | ﹤0.01% |
105,561
+42,206
| +67% | +$5.51M |
|
1747
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$678M
| $13.7M | ﹤0.01% |
420,286
+642
| +0.2% | +$21K |
|
1748
Xperi
XPER
$279M
| $13.7M | ﹤0.01% |
1,044,865
+774,461
| +286% | +$10.2M |
|
1749
Phreesia
PHR
$1.45B
| $13.7M | ﹤0.01% |
443,070
+22,315
| +5% | +$692K |
|
1750
Ironwood Pharmaceuticals
IRWD
$213M
| $13.7M | ﹤0.01% |
1,290,421
+655,313
| +103% | +$6.97M |
|