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
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Akero Therapeutics
AKRO
$3.62B
| $16.7M | ﹤0.01% |
313,493
-18,890
| -6% | -$1.01M |
|
1802
Strategic Education
STRA
$1.96B
| $16.7M | ﹤0.01% |
196,457
+107,171
| +120% | +$9.12M |
|
1803
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.41B
| $16.6M | ﹤0.01% |
219,122
-130,587
| -37% | -$9.91M |
|
1804
FirstCash
FCFS
$6.5B
| $16.6M | ﹤0.01% |
122,653
-28,613
| -19% | -$3.87M |
|
1805
PagSeguro Digital
PAGS
$3.08B
| $16.6M | ﹤0.01% |
1,718,588
+228,633
| +15% | +$2.2M |
|
1806
Insight Enterprises
NSIT
$3.75B
| $16.6M | ﹤0.01% |
119,958
-35,893
| -23% | -$4.96M |
|
1807
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
| $16.5M | ﹤0.01% |
388,278
-1,244,004
| -76% | -$53M |
|
1808
CVR Partners
UAN
$962M
| $16.5M | ﹤0.01% |
+185,906
| New | +$16.5M |
|
1809
American Healthcare REIT
AHR
$7.12B
| $16.5M | ﹤0.01% |
449,443
+21,446
| +5% | +$788K |
|
1810
Newmark Group
NMRK
$3.4B
| $16.5M | ﹤0.01% |
1,357,755
-344,975
| -20% | -$4.19M |
|
|
TPC
1811
Tutor Perini Cor
TPC
$3.45B
| $16.5M | ﹤0.01% |
352,298
+65,742
| +23% | +$3.08M |
|
1812
Avidity Biosciences
RNA
$5.99B
| $16.5M | ﹤0.01% |
580,275
+139,473
| +32% | +$3.96M |
|
1813
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $16.4M | ﹤0.01% |
308,357
-708,400
| -70% | -$37.8M |
|
1814
Diodes
DIOD
$2.51B
| $16.4M | ﹤0.01% |
310,524
-208,092
| -40% | -$11M |
|
1815
iShares MSCI Switzerland ETF
EWL
$1.32B
| $16.4M | ﹤0.01% |
299,606
-251,254
| -46% | -$13.8M |
|
1816
Shinhan Financial Group
SHG
$24.1B
| $16.4M | ﹤0.01% |
362,259
-130,382
| -26% | -$5.89M |
|
1817
Teekay
TK
$731M
| $16.4M | ﹤0.01% |
1,983,752
+1,122,843
| +130% | +$9.26M |
|
1818
BigBear.ai
BBAI
$2.54B
| $16.3M | ﹤0.01% |
2,398,419
+2,326,883
| +3,253% | +$15.8M |
|
1819
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$490M
| $16.3M | ﹤0.01% |
185,212
-39,253
| -17% | -$3.45M |
|
1820
First Trust Cloud Computing ETF
SKYY
$3.28B
| $16.2M | ﹤0.01% |
133,518
-7,384
| -5% | -$898K |
|
1821
Schwab Fundamental International Large Company Index ETF
FNDF
$17.6B
| $16.2M | ﹤0.01% |
404,410
+196,900
| +95% | +$7.88M |
|
1822
Voya Financial
VOYA
$7.39B
| $16.2M | ﹤0.01% |
227,864
-56,175
| -20% | -$3.99M |
|
1823
Seadrill
SDRL
$1.93B
| $16.1M | ﹤0.01% |
614,849
+512,074
| +498% | +$13.4M |
|
1824
Enphase Energy
ENPH
$5.02B
| $16.1M | ﹤0.01% |
405,191
-735,508
| -64% | -$29.2M |
|
1825
Rithm Capital
RITM
$6.42B
| $16M | ﹤0.01% |
1,415,844
+201,720
| +17% | +$2.28M |
|