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 |
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AY
1976
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $11.1M | ﹤0.01% |
303,778
+73,118
| +32% | +$2.68M |
|
1977
Installed Building Products
IBP
$7.15B
| $11.1M | ﹤0.01% |
100,326
+41,776
| +71% | +$4.63M |
|
1978
Markel Group
MKL
$24.6B
| $11.1M | ﹤0.01% |
9,759
-2,942
| -23% | -$3.35M |
|
1979
Sprout Social
SPT
$863M
| $11.1M | ﹤0.01% |
192,548
+143,387
| +292% | +$8.28M |
|
1980
B2Gold
BTG
$5.72B
| $11.1M | ﹤0.01% |
2,577,467
+970,917
| +60% | +$4.18M |
|
1981
Ares Management
ARES
$40.2B
| $11.1M | ﹤0.01% |
198,111
+23,881
| +14% | +$1.34M |
|
1982
International Bancshares
IBOC
$4.41B
| $11.1M | ﹤0.01% |
238,842
+59,391
| +33% | +$2.76M |
|
|
CUB
1983
DELISTED
Cubic Corporation
CUB
| $11.1M | ﹤0.01% |
148,538
+134,044
| +925% | +$10M |
|
1984
Oxford Industries
OXM
$677M
| $11.1M | ﹤0.01% |
126,636
+5,223
| +4% | +$457K |
|
1985
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$264M
| $11M | ﹤0.01% |
194,076
-97,120
| -33% | -$5.53M |
|
1986
Telephone and Data Systems
TDS
$4.39B
| $11M | ﹤0.01% |
480,004
+26,329
| +6% | +$604K |
|
|
VNET
1987
VNET Group
VNET
$2.68B
| $11M | ﹤0.01% |
340,786
+236,698
| +227% | +$7.65M |
|
1988
Light & Wonder
LNW
$7.41B
| $10.9M | ﹤0.01% |
284,202
+2,132
| +0.8% | +$82.1K |
|
1989
Nu Skin
NUS
$610M
| $10.9M | ﹤0.01% |
206,774
+66,996
| +48% | +$3.54M |
|
1990
Patterson-UTI
PTEN
$2.13B
| $10.9M | ﹤0.01% |
1,530,967
-519,303
| -25% | -$3.7M |
|
1991
Dynatrace
DT
$14.7B
| $10.9M | ﹤0.01% |
225,796
-993,941
| -81% | -$48M |
|
1992
Dycom Industries
DY
$7.84B
| $10.9M | ﹤0.01% |
117,183
-5,759
| -5% | -$535K |
|
|
ZUO
1993
DELISTED
Zuora, Inc.
ZUO
| $10.9M | ﹤0.01% |
734,140
+356,563
| +94% | +$5.28M |
|
1994
Incyte
INCY
$16.8B
| $10.9M | ﹤0.01% |
133,606
-48,979
| -27% | -$3.98M |
|
1995
Costamare
CMRE
$1.53B
| $10.9M | ﹤0.01% |
1,128,386
+278,330
| +33% | +$2.68M |
|
1996
Hooker Furnishings Corp
HOFT
$119M
| $10.9M | ﹤0.01% |
297,710
+37,407
| +14% | +$1.36M |
|
1997
NCR Voyix
VYX
$1.82B
| $10.8M | ﹤0.01% |
465,316
+99,202
| +27% | +$2.31M |
|
1998
Hain Celestial
HAIN
$135M
| $10.8M | ﹤0.01% |
247,896
-438,663
| -64% | -$19.1M |
|
1999
WideOpenWest
WOW
$448M
| $10.8M | ﹤0.01% |
794,867
-145,727
| -15% | -$1.98M |
|
|
ARI
2000
Apollo Commercial Real Estate
ARI
$1.48B
| $10.8M | ﹤0.01% |
772,040
-54,906
| -7% | -$767K |
|