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 |
McDonald's
MCD
|
+$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.34B |
| 3 |
Microsoft
MSFT
|
+$2.08B |
| 4 |
NVIDIA
NVDA
|
+$1.99B |
| 5 |
Goldman Sachs
GS
|
+$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$2.99B |
| 2 |
Broadcom
AVGO
|
+$2.02B |
| 3 |
TSMC
TSM
|
+$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.18B |
| 5 |
Danaher
DHR
|
+$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Vanguard Russell 3000 ETF
VTHR
$3.62B
| $11.8M | ﹤0.01% |
46,643
+16,025
| +52% | +$4.07M |
|
2002
Dutch Bros
BROS
$7.88B
| $11.8M | ﹤0.01% |
368,753
-201,503
| -35% | -$6.45M |
|
2003
Veracyte
VCYT
$2.51B
| $11.8M | ﹤0.01% |
346,587
-2,543
| -0.7% | -$86.6K |
|
2004
Hawkins
HWKN
$3.64B
| $11.8M | ﹤0.01% |
92,437
-26,318
| -22% | -$3.35M |
|
2005
Camden National
CAC
$681M
| $11.7M | ﹤0.01% |
283,911
+99,097
| +54% | +$4.09M |
|
2006
Sprout Social
SPT
$826M
| $11.7M | ﹤0.01% |
402,947
+307,906
| +324% | +$8.95M |
|
2007
Corcept Therapeutics
CORT
$7.33B
| $11.7M | ﹤0.01% |
253,070
+76,573
| +43% | +$3.54M |
|
2008
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.03B
| $11.7M | ﹤0.01% |
466,488
-18,301
| -4% | -$459K |
|
2009
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$807M
| $11.7M | ﹤0.01% |
261,354
+156,038
| +148% | +$6.98M |
|
2010
Kyverna Therapeutics
KYTX
$169M
| $11.7M | ﹤0.01% |
2,387,352
+326,095
| +16% | +$1.59M |
|
2011
iQIYI
IQ
$2.47B
| $11.6M | ﹤0.01% |
4,061,122
-22,745,239
| -85% | -$65.1M |
|
2012
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
| $11.6M | ﹤0.01% |
101,343
-1,209
| -1% | -$138K |
|
2013
Forward Air
FWRD
$924M
| $11.6M | ﹤0.01% |
326,921
+285,465
| +689% | +$10.1M |
|
2014
Suburban Propane Partners
SPH
$1.22B
| $11.6M | ﹤0.01% |
643,916
+155,360
| +32% | +$2.79M |
|
|
JBGS
2015
JBG SMITH
JBGS
$1.46B
| $11.5M | ﹤0.01% |
658,292
-116,236
| -15% | -$2.03M |
|
2016
Four Corners Property Trust
FCPT
$2.68B
| $11.5M | ﹤0.01% |
392,448
+46,732
| +14% | +$1.37M |
|
2017
Chewy
CHWY
$15.3B
| $11.5M | ﹤0.01% |
392,711
-39,711
| -9% | -$1.16M |
|
2018
Evertec
EVTC
$2.12B
| $11.4M | ﹤0.01% |
337,776
+33,462
| +11% | +$1.13M |
|
2019
Allogene Therapeutics
ALLO
$255M
| $11.4M | ﹤0.01% |
4,087,506
-37,348
| -0.9% | -$105K |
|
2020
LendingClub
LC
$1.97B
| $11.4M | ﹤0.01% |
998,148
+45,307
| +5% | +$518K |
|
2021
WisdomTree US LargeCap Dividend Fund
DLN
$5.31B
| $11.4M | ﹤0.01% |
145,161
-14,192
| -9% | -$1.11M |
|
2022
Cogent Communications
CCOI
$1.84B
| $11.3M | ﹤0.01% |
148,982
-83,396
| -36% | -$6.33M |
|
2023
Constellium
CSTM
$2.12B
| $11.3M | ﹤0.01% |
694,497
-160,752
| -19% | -$2.61M |
|
2024
Invesco S&P 500 GARP ETF
SPGP
$2.73B
| $11.3M | ﹤0.01% |
107,823
-250,694
| -70% | -$26.2M |
|
2025
Vista Energy
VIST
$3.69B
| $11.3M | ﹤0.01% |
255,230
-30,655
| -11% | -$1.35M |
|