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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
CNO Financial Group
CNO
$3.8B
| $12.7M | ﹤0.01% |
535,282
-76,056
| -12% | -$1.8M |
|
1752
Burford Capital
BUR
$2.82B
| $12.6M | ﹤0.01% |
902,586
+248,654
| +38% | +$3.48M |
|
1753
Goodyear
GT
$2.43B
| $12.6M | ﹤0.01% |
1,016,032
-16,292
| -2% | -$203K |
|
1754
Adeia
ADEA
$1.71B
| $12.6M | ﹤0.01% |
1,179,146
-29,955
| -2% | -$320K |
|
1755
Duolingo
DUOL
$14.1B
| $12.6M | ﹤0.01% |
75,831
-19,717
| -21% | -$3.27M |
|
1756
Guardant Health
GH
$6.85B
| $12.6M | ﹤0.01% |
423,723
-264,227
| -38% | -$7.83M |
|
1757
Pacific Biosciences
PACB
$351M
| $12.5M | ﹤0.01% |
1,502,435
+173,562
| +13% | +$1.45M |
|
1758
AMN Healthcare
AMN
$699M
| $12.5M | ﹤0.01% |
147,104
+2,927
| +2% | +$249K |
|
1759
CBIZ
CBZ
$3.01B
| $12.5M | ﹤0.01% |
241,143
-7,710
| -3% | -$400K |
|
1760
Grifois
GRFS
$6.72B
| $12.5M | ﹤0.01% |
1,368,617
+329,372
| +32% | +$3.01M |
|
1761
Iovance Biotherapeutics
IOVA
$821M
| $12.5M | ﹤0.01% |
2,746,356
+111,069
| +4% | +$505K |
|
1762
Old Second Bancorp
OSBC
$961M
| $12.5M | ﹤0.01% |
915,748
-80,800
| -8% | -$1.1M |
|
1763
First American
FAF
$6.87B
| $12.5M | ﹤0.01% |
220,614
-35,181
| -14% | -$1.99M |
|
1764
United Natural Foods
UNFI
$1.77B
| $12.5M | ﹤0.01% |
881,164
-35,218
| -4% | -$498K |
|
1765
Houlihan Lokey
HLI
$14.4B
| $12.4M | ﹤0.01% |
115,856
+7,043
| +6% | +$754K |
|
1766
Synovus
SNV
$7.18B
| $12.3M | ﹤0.01% |
444,152
+40,379
| +10% | +$1.12M |
|
1767
Veritex Holdings
VBTX
$1.88B
| $12.3M | ﹤0.01% |
686,514
+7,428
| +1% | +$133K |
|
1768
FNB Corp
FNB
$5.89B
| $12.2M | ﹤0.01% |
1,129,343
-52,317
| -4% | -$565K |
|
1769
Shutterstock
SSTK
$742M
| $12.2M | ﹤0.01% |
320,213
+9,624
| +3% | +$366K |
|
1770
Allete
ALE
$3.67B
| $12.2M | ﹤0.01% |
230,691
+48,263
| +26% | +$2.55M |
|
1771
Janus Henderson
JHG
$7.01B
| $12.1M | ﹤0.01% |
470,105
-13,753
| -3% | -$355K |
|
1772
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$754M
| $12.1M | ﹤0.01% |
+297,005
| New | +$12.1M |
|
1773
Northwest Natural Holdings
NWN
$1.73B
| $12.1M | ﹤0.01% |
317,851
-31,364
| -9% | -$1.2M |
|
1774
Cohen & Steers
CNS
$3.65B
| $12.1M | ﹤0.01% |
193,301
+16,055
| +9% | +$1.01M |
|
1775
Harley-Davidson
HOG
$3.63B
| $12.1M | ﹤0.01% |
365,845
-6,118
| -2% | -$202K |
|