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 | |
|---|---|---|---|---|---|---|
1976
Ultra Clean Holdings
UCTT
$1.14B
| $8.81M | ﹤0.01% |
296,855
+48,009
| +19% | +$1.42M |
|
1977
Surgery Partners
SGRY
$2.8B
| $8.78M | ﹤0.01% |
300,087
-17,382
| -5% | -$508K |
|
1978
Patrick Industries
PATK
$3.67B
| $8.76M | ﹤0.01% |
175,109
+20,195
| +13% | +$1.01M |
|
1979
United States Natural Gas Fund
UNG
$580M
| $8.75M | ﹤0.01% |
320,238
+36,158
| +13% | +$988K |
|
1980
InMode
INMD
$937M
| $8.75M | ﹤0.01% |
287,222
-53,867
| -16% | -$1.64M |
|
1981
Ardmore Shipping
ASC
$505M
| $8.74M | ﹤0.01% |
672,160
+559,051
| +494% | +$7.27M |
|
1982
iShares MSCI Malaysia ETF
EWM
$245M
| $8.73M | ﹤0.01% |
423,893
-94,887
| -18% | -$1.95M |
|
1983
Advanced Energy
AEIS
$5.94B
| $8.72M | ﹤0.01% |
84,600
-18,214
| -18% | -$1.88M |
|
1984
Ollie's Bargain Outlet
OLLI
$8.06B
| $8.72M | ﹤0.01% |
112,975
-33,384
| -23% | -$2.58M |
|
1985
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.07B
| $8.68M | ﹤0.01% |
57,802
+4,276
| +8% | +$642K |
|
1986
Korn Ferry
KFY
$3.79B
| $8.68M | ﹤0.01% |
182,865
-4,569
| -2% | -$217K |
|
1987
Kymera Therapeutics
KYMR
$3.36B
| $8.65M | ﹤0.01% |
621,992
-33,979
| -5% | -$472K |
|
1988
Gray Television
GTN
$598M
| $8.61M | ﹤0.01% |
1,244,551
-141,799
| -10% | -$981K |
|
|
SUM
1989
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $8.59M | ﹤0.01% |
275,966
-56,723
| -17% | -$1.77M |
|
1990
Xerox
XRX
$463M
| $8.59M | ﹤0.01% |
547,663
-233,517
| -30% | -$3.66M |
|
1991
iShares MSCI ACWI ex US ETF
ACWX
$6.79B
| $8.58M | ﹤0.01% |
182,504
-43,112
| -19% | -$2.03M |
|
1992
Dine Brands
DIN
$368M
| $8.57M | ﹤0.01% |
173,377
-12,044
| -6% | -$596K |
|
1993
Silicon Motion
SIMO
$3.02B
| $8.57M | ﹤0.01% |
167,247
+46,992
| +39% | +$2.41M |
|
1994
UMB Financial
UMBF
$9.16B
| $8.53M | ﹤0.01% |
137,530
-22,455
| -14% | -$1.39M |
|
1995
Magnite
MGNI
$3.4B
| $8.5M | ﹤0.01% |
1,127,347
+9,941
| +0.9% | +$75K |
|
1996
Federal Signal
FSS
$7.64B
| $8.49M | ﹤0.01% |
142,062
+1,913
| +1% | +$114K |
|
1997
Independent Bank Corp
IBCP
$657M
| $8.48M | ﹤0.01% |
462,457
-42,659
| -8% | -$782K |
|
1998
Euronet Worldwide
EEFT
$3.6B
| $8.48M | ﹤0.01% |
106,817
+1,971
| +2% | +$156K |
|
|
MZTI
1999
The Marzetti Company Common Stock
MZTI
$5.04B
| $8.47M | ﹤0.01% |
51,347
-4,240
| -8% | -$700K |
|
2000
Woodside Energy
WDS
$30.5B
| $8.47M | ﹤0.01% |
363,651
-8,769
| -2% | -$204K |
|