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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Haemonetics
HAE
$2.51B
| $13.5M | ﹤0.01% |
173,381
+18,658
| +12% | +$1.46M |
|
1977
StoneCo
STNE
$4.89B
| $13.5M | ﹤0.01% |
1,696,729
+116,050
| +7% | +$925K |
|
1978
iShares Morningstar Value ETF
ILCV
$1.1B
| $13.5M | ﹤0.01% |
166,499
+21,516
| +15% | +$1.74M |
|
|
TPC
1979
Tutor Perini Corporation
TPC
$3.37B
| $13.5M | ﹤0.01% |
556,078
+19,694
| +4% | +$477K |
|
1980
BlackRock Total Return ETF
BRTR
$263M
| $13.4M | ﹤0.01% |
272,633
+73,037
| +37% | +$3.6M |
|
1981
iShares US Healthcare ETF
IYH
$2.76B
| $13.4M | ﹤0.01% |
230,264
+26,286
| +13% | +$1.53M |
|
1982
HUB Group
HUBG
$2.2B
| $13.4M | ﹤0.01% |
299,634
+117,047
| +64% | +$5.22M |
|
1983
SSR Mining
SSRM
$4.54B
| $13.4M | ﹤0.01% |
1,918,258
+370,006
| +24% | +$2.58M |
|
1984
Apogee Enterprises
APOG
$903M
| $13.3M | ﹤0.01% |
186,744
+87,356
| +88% | +$6.24M |
|
1985
Vir Biotechnology
VIR
$695M
| $13.3M | ﹤0.01% |
1,807,017
+720,690
| +66% | +$5.29M |
|
1986
Axcelis
ACLS
$2.69B
| $13.2M | ﹤0.01% |
189,568
+10,645
| +6% | +$744K |
|
|
PGRE
1987
Paramount Group
PGRE
$1.57B
| $13.2M | ﹤0.01% |
2,678,713
+160,884
| +6% | +$795K |
|
1988
ADMA Biologics
ADMA
$3.84B
| $13.2M | ﹤0.01% |
767,265
+561,310
| +273% | +$9.63M |
|
1989
Apellis Pharmaceuticals
APLS
$3.14B
| $13.1M | ﹤0.01% |
411,549
-3,473,181
| -89% | -$111M |
|
1990
ATI
ATI
$10.5B
| $13.1M | ﹤0.01% |
238,461
-44,799
| -16% | -$2.47M |
|
1991
United Microelectronic
UMC
$17B
| $13.1M | ﹤0.01% |
2,021,849
+1,215,849
| +151% | +$7.89M |
|
1992
CVB Financial
CVBF
$2.77B
| $13.1M | ﹤0.01% |
612,503
+249,009
| +69% | +$5.33M |
|
1993
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.92B
| $13.1M | ﹤0.01% |
114,518
+1,712
| +2% | +$196K |
|
1994
Corcept Therapeutics
CORT
$7.68B
| $13.1M | ﹤0.01% |
259,902
+6,832
| +3% | +$344K |
|
1995
First Trust Small Cap Core AlphaDEX Fund
FYX
$884M
| $13.1M | ﹤0.01% |
129,585
+42,948
| +50% | +$4.34M |
|
1996
Avidity Biosciences
RNA
$5.76B
| $13.1M | ﹤0.01% |
450,144
-16,941
| -4% | -$493K |
|
1997
Acadia Pharmaceuticals
ACAD
$3.98B
| $13.1M | ﹤0.01% |
713,360
+272,236
| +62% | +$5M |
|
1998
Blackstone Mortgage Trust
BXMT
$3.35B
| $13.1M | ﹤0.01% |
751,668
+364,699
| +94% | +$6.35M |
|
1999
EchoStar
SATS
$21.5B
| $13M | ﹤0.01% |
569,028
+297,424
| +110% | +$6.81M |
|
|
KLC
2000
KinderCare Learning Companies, Inc.
KLC
$882M
| $13M | ﹤0.01% |
+730,571
| New | +$13M |
|