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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Community Bank
CBU
$3.11B
| $9.87M | ﹤0.01% |
144,263
-118,531
| -45% | -$8.11M |
|
1977
Hain Celestial
HAIN
$194M
| $9.86M | ﹤0.01% |
230,545
-58
| -0% | -$2.48K |
|
1978
Murphy Oil
MUR
$3.68B
| $9.85M | ﹤0.01% |
394,607
-250,819
| -39% | -$6.26M |
|
1979
United Bankshares
UBSI
$5.3B
| $9.85M | ﹤0.01% |
270,726
-42,347
| -14% | -$1.54M |
|
1980
BHP
BHP
$137B
| $9.85M | ﹤0.01% |
206,273
-443,474
| -68% | -$21.2M |
|
1981
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
FEIG
$44M
| $9.84M | ﹤0.01% |
+200,000
| New | +$9.84M |
|
1982
BioNTech
BNTX
$23.3B
| $9.83M | ﹤0.01% |
36,011
+3,567
| +11% | +$974K |
|
|
TXNM
1983
TXNM Energy, Inc.
TXNM
$5.99B
| $9.83M | ﹤0.01% |
198,606
-407,188
| -67% | -$20.1M |
|
1984
Antero Midstream
AM
$8.91B
| $9.82M | ﹤0.01% |
942,744
-113,592
| -11% | -$1.18M |
|
1985
Liberty Global Class A
LBTYA
$4.05B
| $9.82M | ﹤0.01% |
329,394
-55,876
| -15% | -$1.67M |
|
1986
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $9.8M | ﹤0.01% |
133,848
+11,841
| +10% | +$867K |
|
1987
Acadia Realty Trust
AKR
$2.64B
| $9.79M | ﹤0.01% |
479,507
-273,768
| -36% | -$5.59M |
|
1988
Watsco
WSO
$15.5B
| $9.78M | ﹤0.01% |
36,956
-13,887
| -27% | -$3.67M |
|
1989
Dolby
DLB
$6.85B
| $9.78M | ﹤0.01% |
111,103
+18,082
| +19% | +$1.59M |
|
1990
Integra LifeSciences
IART
$1.17B
| $9.75M | ﹤0.01% |
142,430
-12,150
| -8% | -$832K |
|
1991
GSK
GSK
$82.2B
| $9.75M | ﹤0.01% |
204,184
-3,078
| -1% | -$147K |
|
1992
Kymera Therapeutics
KYMR
$3.36B
| $9.75M | ﹤0.01% |
165,935
+1,500
| +0.9% | +$88.1K |
|
1993
Meritage Homes
MTH
$5.61B
| $9.71M | ﹤0.01% |
200,212
-58,864
| -23% | -$2.85M |
|
1994
Chesapeake Utilities
CPK
$2.95B
| $9.68M | ﹤0.01% |
80,668
-4,762
| -6% | -$572K |
|
1995
OceanFirst Financial
OCFC
$1.04B
| $9.67M | ﹤0.01% |
451,708
-90,491
| -17% | -$1.94M |
|
|
GGPI
1996
DELISTED
Gores Guggenheim, Inc. Class A Common Stock
GGPI
| $9.6M | ﹤0.01% |
+939,257
| New | +$9.6M |
|
1997
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $9.58M | ﹤0.01% |
349,649
+201,535
| +136% | +$5.52M |
|
1998
Inspire Medical Systems
INSP
$2.37B
| $9.57M | ﹤0.01% |
41,103
-15,215
| -27% | -$3.54M |
|
1999
Upwork
UPWK
$2.24B
| $9.57M | ﹤0.01% |
212,500
+38,163
| +22% | +$1.72M |
|
|
CAI
2000
DELISTED
CAI International, Inc.
CAI
| $9.57M | ﹤0.01% |
171,145
-13,838
| -7% | -$774K |
|