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 | |
|---|---|---|---|---|---|---|
1976
Corporacion America
CAAP
$2.94B
| $12.8M | ﹤0.01% |
634,064
-38,122
| -6% | -$772K |
|
|
VERV
1977
DELISTED
Verve Therapeutics
VERV
| $12.8M | ﹤0.01% |
1,141,911
+825,732
| +261% | +$9.27M |
|
1978
Dolby
DLB
$6.86B
| $12.8M | ﹤0.01% |
172,128
-26,152
| -13% | -$1.94M |
|
1979
CorVel
CRVL
$4.08B
| $12.8M | ﹤0.01% |
124,289
-21,659
| -15% | -$2.23M |
|
1980
United Microelectronic
UMC
$17.9B
| $12.8M | ﹤0.01% |
1,668,846
+416,617
| +33% | +$3.19M |
|
1981
Signet Jewelers
SIG
$3.93B
| $12.8M | ﹤0.01% |
160,361
-24,644
| -13% | -$1.96M |
|
1982
Warrior Met Coal
HCC
$3.31B
| $12.7M | ﹤0.01% |
277,713
-522,207
| -65% | -$23.9M |
|
1983
Westlake Corp
WLK
$10.7B
| $12.7M | ﹤0.01% |
167,595
+38,560
| +30% | +$2.93M |
|
1984
Celanese
CE
$4.85B
| $12.7M | ﹤0.01% |
229,804
-277,836
| -55% | -$15.4M |
|
1985
Howard Hughes
HHH
$4.92B
| $12.7M | ﹤0.01% |
187,985
-77,636
| -29% | -$5.24M |
|
1986
Amicus Therapeutics
FOLD
$2.57B
| $12.7M | ﹤0.01% |
2,210,271
-2,684,013
| -55% | -$15.4M |
|
|
TGB
1987
Taseko Mines
TGB
$1.19B
| $12.7M | ﹤0.01% |
4,019,297
+2,907,611
| +262% | +$9.16M |
|
1988
Krystal Biotech
KRYS
$4.73B
| $12.5M | ﹤0.01% |
91,153
-9,621
| -10% | -$1.32M |
|
1989
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.06B
| $12.5M | ﹤0.01% |
123,621
-6,051
| -5% | -$613K |
|
1990
Arlo Technologies
ARLO
$1.89B
| $12.5M | ﹤0.01% |
737,262
-56,024
| -7% | -$950K |
|
1991
South Plains Financial
SPFI
$637M
| $12.5M | ﹤0.01% |
346,567
+88,992
| +35% | +$3.21M |
|
1992
Barrett Business Services
BBSI
$1.19B
| $12.5M | ﹤0.01% |
299,224
-82,394
| -22% | -$3.44M |
|
1993
Patrick Industries
PATK
$3.53B
| $12.5M | ﹤0.01% |
135,150
+1,296
| +1% | +$120K |
|
|
AMED
1994
DELISTED
Amedisys
AMED
| $12.5M | ﹤0.01% |
126,588
+23,162
| +22% | +$2.28M |
|
1995
Green Brick Partners
GRBK
$3.1B
| $12.4M | ﹤0.01% |
197,857
-42,428
| -18% | -$2.67M |
|
1996
LeMaitre Vascular
LMAT
$2.09B
| $12.4M | ﹤0.01% |
149,788
-23,748
| -14% | -$1.97M |
|
1997
Vanguard Russell 1000 ETF
VONE
$6.89B
| $12.4M | ﹤0.01% |
44,213
+1,807
| +4% | +$508K |
|
1998
Axcelis
ACLS
$3.01B
| $12.4M | ﹤0.01% |
177,867
+7,856
| +5% | +$547K |
|
1999
OneMain Financial
OMF
$7.23B
| $12.4M | ﹤0.01% |
217,255
+27,517
| +15% | +$1.57M |
|
2000
Advance Auto Parts
AAP
$3.52B
| $12.4M | ﹤0.01% |
266,111
+216,504
| +436% | +$10.1M |
|