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 | |
|---|---|---|---|---|---|---|
1801
iShares California Muni Bond ETF
CMF
$3.39B
| $11.8M | ﹤0.01% |
214,806
+209,806
| +4,196% | +$11.5M |
|
1802
Vanguard Financials ETF
VFH
$12.9B
| $11.8M | ﹤0.01% |
146,615
-866
| -0.6% | -$69.6K |
|
1803
Valvoline
VVV
$5.14B
| $11.8M | ﹤0.01% |
365,030
-23,915
| -6% | -$771K |
|
1804
CVR Energy
CVI
$3.13B
| $11.8M | ﹤0.01% |
345,463
+60,706
| +21% | +$2.07M |
|
1805
Rapid7
RPD
$1.27B
| $11.7M | ﹤0.01% |
256,445
-24,331
| -9% | -$1.11M |
|
1806
Herc Holdings
HRI
$4.2B
| $11.7M | ﹤0.01% |
98,635
+3,678
| +4% | +$437K |
|
1807
Maplebear
CART
$12.2B
| $11.7M | ﹤0.01% |
+395,053
| New | +$11.7M |
|
1808
Enpro
NPO
$4.64B
| $11.7M | ﹤0.01% |
96,768
+3,716
| +4% | +$450K |
|
1809
ScottsMiracle-Gro
SMG
$3.51B
| $11.7M | ﹤0.01% |
226,569
+4,773
| +2% | +$247K |
|
1810
MRC Global
MRC
$1.23B
| $11.6M | ﹤0.01% |
1,135,699
-166,175
| -13% | -$1.7M |
|
1811
Vodafone
VOD
$28.5B
| $11.6M | ﹤0.01% |
1,227,702
-316,075
| -20% | -$3M |
|
1812
Avantis US Large Cap Value ETF
AVLV
$8.24B
| $11.6M | ﹤0.01% |
220,823
+220,822
| +22,082,200% | +$11.6M |
|
1813
argenx
ARGX
$46.3B
| $11.6M | ﹤0.01% |
23,617
-58,913
| -71% | -$29M |
|
1814
iShare MSCI Eurozone ETF
EZU
$7.97B
| $11.6M | ﹤0.01% |
274,815
+45,816
| +20% | +$1.94M |
|
1815
Gerdau
GGB
$6.03B
| $11.6M | ﹤0.01% |
2,912,322
-647,269
| -18% | -$2.57M |
|
1816
Vanguard Large-Cap ETF
VV
$45.3B
| $11.6M | ﹤0.01% |
59,071
+7,088
| +14% | +$1.39M |
|
1817
First Commonwealth Financial
FCF
$1.84B
| $11.5M | ﹤0.01% |
943,592
-54,869
| -5% | -$670K |
|
1818
Howard Hughes
HHH
$4.84B
| $11.5M | ﹤0.01% |
163,015
-27,982
| -15% | -$1.98M |
|
1819
Medical Properties Trust
MPW
$3.08B
| $11.5M | ﹤0.01% |
2,112,833
-916,788
| -30% | -$5M |
|
1820
Piper Sandler
PIPR
$6.12B
| $11.5M | ﹤0.01% |
79,219
-25,500
| -24% | -$3.71M |
|
1821
ATI
ATI
$10.5B
| $11.5M | ﹤0.01% |
278,961
-75,429
| -21% | -$3.1M |
|
1822
Mueller Water Products
MWA
$3.91B
| $11.5M | ﹤0.01% |
904,852
-255,445
| -22% | -$3.24M |
|
1823
Westlake Corp
WLK
$11.3B
| $11.4M | ﹤0.01% |
91,650
-4,938
| -5% | -$616K |
|
1824
Prestige Consumer Healthcare
PBH
$3.11B
| $11.4M | ﹤0.01% |
199,368
-5,304
| -3% | -$303K |
|
|
CSW
1825
CSW Industrials, Inc.
CSW
$4.2B
| $11.4M | ﹤0.01% |
65,019
+1,634
| +3% | +$286K |
|