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 | |
|---|---|---|---|---|---|---|
1751
United Bankshares
UBSI
$5.27B
| $13.7M | ﹤0.01% |
462,117
+618
| +0.1% | +$18.3K |
|
1752
Avis
CAR
$5.41B
| $13.7M | ﹤0.01% |
59,798
-29,609
| -33% | -$6.77M |
|
1753
iShares US Medical Devices ETF
IHI
$4.23B
| $13.7M | ﹤0.01% |
242,005
-45,214
| -16% | -$2.55M |
|
1754
Duolingo
DUOL
$13.5B
| $13.7M | ﹤0.01% |
95,548
-22,439
| -19% | -$3.21M |
|
1755
PVH
PVH
$4.01B
| $13.6M | ﹤0.01% |
160,602
-24,142
| -13% | -$2.05M |
|
1756
Vanguard Consumer Staples ETF
VDC
$7.56B
| $13.6M | ﹤0.01% |
70,156
+4,385
| +7% | +$853K |
|
1757
Piper Sandler
PIPR
$6.16B
| $13.5M | ﹤0.01% |
104,719
+15,716
| +18% | +$2.03M |
|
1758
Invesco MSCI Sustainable Future ETF
ERTH
$145M
| $13.5M | ﹤0.01% |
276,105
-112,223
| -29% | -$5.5M |
|
1759
FNB Corp
FNB
$5.85B
| $13.5M | ﹤0.01% |
1,181,660
-236,827
| -17% | -$2.71M |
|
1760
Hess Midstream
HESM
$5.18B
| $13.4M | ﹤0.01% |
437,436
+344,546
| +371% | +$10.6M |
|
|
KRTX
1761
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $13.4M | ﹤0.01% |
61,743
+9,086
| +17% | +$1.97M |
|
1762
Sealed Air
SEE
$4.96B
| $13.4M | ﹤0.01% |
334,715
+72,714
| +28% | +$2.91M |
|
1763
Upbound Group
UPBD
$1.56B
| $13.4M | ﹤0.01% |
429,255
-3,924
| -0.9% | -$122K |
|
1764
WisdomTree US MidCap Dividend Fund
DON
$3.81B
| $13.3M | ﹤0.01% |
317,245
-226
| -0.1% | -$9.5K |
|
1765
Adeia
ADEA
$1.69B
| $13.3M | ﹤0.01% |
1,209,101
+407,816
| +51% | +$4.49M |
|
1766
Gibraltar Industries
ROCK
$1.78B
| $13.3M | ﹤0.01% |
211,537
-24,030
| -10% | -$1.51M |
|
1767
Dorian LPG
LPG
$1.39B
| $13.3M | ﹤0.01% |
518,395
+138,368
| +36% | +$3.55M |
|
1768
Beyond Meat
BYND
$211M
| $13.3M | ﹤0.01% |
1,022,133
+909,780
| +810% | +$11.8M |
|
|
HWEL
1769
DELISTED
Healthwell Acquisition Corp. I Class A Common Stock
HWEL
| $13.3M | ﹤0.01% |
+1,290,000
| New | +$13.3M |
|
1770
CBIZ
CBZ
$2.94B
| $13.3M | ﹤0.01% |
248,853
+158,849
| +176% | +$8.46M |
|
1771
Ashland
ASH
$2.38B
| $13.2M | ﹤0.01% |
152,402
+20,381
| +15% | +$1.77M |
|
1772
Twilio
TWLO
$15.9B
| $13.2M | ﹤0.01% |
208,151
+106,113
| +104% | +$6.75M |
|
1773
Paylocity
PCTY
$9.32B
| $13.2M | ﹤0.01% |
71,719
-4,486
| -6% | -$828K |
|
1774
Medifast
MED
$155M
| $13.2M | ﹤0.01% |
143,562
-23,110
| -14% | -$2.13M |
|
1775
Janus Henderson
JHG
$7.03B
| $13.2M | ﹤0.01% |
483,858
+34,473
| +8% | +$939K |
|