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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
O-I Glass
OI
$1.99B
| $12.6M | ﹤0.01% |
770,327
+6,152
| +0.8% | +$101K |
|
1877
Pacific Biosciences
PACB
$351M
| $12.6M | ﹤0.01% |
1,283,272
-219,163
| -15% | -$2.15M |
|
1878
Global X Artificial Intelligence & Technology ETF
AIQ
$4.89B
| $12.6M | ﹤0.01% |
402,962
+162,324
| +67% | +$5.06M |
|
1879
Antero Resources
AR
$10.2B
| $12.6M | ﹤0.01% |
553,370
-118,018
| -18% | -$2.68M |
|
1880
MINISO
MNSO
$7.56B
| $12.5M | ﹤0.01% |
613,789
+243,885
| +66% | +$4.98M |
|
1881
Opendoor
OPEN
$6.68B
| $12.5M | ﹤0.01% |
2,789,343
+1,532,756
| +122% | +$6.87M |
|
1882
Western Alliance Bancorporation
WAL
$9.77B
| $12.5M | ﹤0.01% |
189,734
+77,125
| +68% | +$5.07M |
|
1883
Innovator US Equity Power Buffer ETF March
PMAR
$669M
| $12.5M | ﹤0.01% |
350,000
+345,151
| +7,118% | +$12.3M |
|
1884
Organon & Co
OGN
$2.77B
| $12.5M | ﹤0.01% |
864,463
-371,635
| -30% | -$5.36M |
|
1885
Sweetgreen
SG
$1B
| $12.4M | ﹤0.01% |
1,101,575
+976,303
| +779% | +$11M |
|
1886
Safety Insurance
SAFT
$1.1B
| $12.4M | ﹤0.01% |
163,070
+17,491
| +12% | +$1.33M |
|
1887
Information Services Group
III
$253M
| $12.4M | ﹤0.01% |
2,628,121
-127,501
| -5% | -$601K |
|
1888
Coty
COTY
$3.57B
| $12.4M | ﹤0.01% |
995,251
-3,848,874
| -79% | -$47.8M |
|
1889
Descartes Systems
DSGX
$8.96B
| $12.4M | ﹤0.01% |
146,993
+3,807
| +3% | +$320K |
|
1890
ANI Pharmaceuticals
ANIP
$2.12B
| $12.4M | ﹤0.01% |
224,023
+130,210
| +139% | +$7.18M |
|
1891
Flowserve
FLS
$7.36B
| $12.4M | ﹤0.01% |
299,639
+44,458
| +17% | +$1.83M |
|
1892
First Busey Corp
BUSE
$2.19B
| $12.3M | ﹤0.01% |
497,096
+26,648
| +6% | +$661K |
|
1893
EnerSys
ENS
$4B
| $12.3M | ﹤0.01% |
121,813
-20,782
| -15% | -$2.1M |
|
1894
Resideo Technologies
REZI
$5.66B
| $12.3M | ﹤0.01% |
652,653
-61,671
| -9% | -$1.16M |
|
1895
Fidelity MSCI Health Care Index ETF
FHLC
$2.46B
| $12.3M | ﹤0.01% |
189,849
+31,315
| +20% | +$2.03M |
|
1896
AMN Healthcare
AMN
$699M
| $12.2M | ﹤0.01% |
163,357
+16,253
| +11% | +$1.22M |
|
1897
PMV Pharmaceuticals
PMVP
$65.2M
| $12.2M | ﹤0.01% |
3,930,340
-103,381
| -3% | -$320K |
|
1898
Goodyear
GT
$2.43B
| $12.2M | ﹤0.01% |
849,515
-166,517
| -16% | -$2.38M |
|
1899
GeoPark
GPRK
$325M
| $12.2M | ﹤0.01% |
1,417,792
-1,057,440
| -43% | -$9.06M |
|
1900
iShares Gold Trust Micro
IAUM
$3.74B
| $12.1M | ﹤0.01% |
589,781
+269,692
| +84% | +$5.56M |
|