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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
LegalZoom.com
LZ
$1.97B
| $12.1M | ﹤0.01% |
1,352,865
+442,345
| +49% | +$3.94M |
|
2027
Byline Bancorp
BY
$1.31B
| $12M | ﹤0.01% |
448,140
+4,070
| +0.9% | +$109K |
|
2028
Pitney Bowes
PBI
$2.03B
| $12M | ﹤0.01% |
1,097,468
+223,163
| +26% | +$2.43M |
|
2029
Northwest Natural Holdings
NWN
$1.74B
| $12M | ﹤0.01% |
301,237
-92,297
| -23% | -$3.67M |
|
2030
Schwab Long-Term US Treasury ETF
SCHQ
$910M
| $11.9M | ﹤0.01% |
374,273
-111,962
| -23% | -$3.57M |
|
2031
Rigetti Computing
RGTI
$9.25B
| $11.9M | ﹤0.01% |
1,002,078
+888,844
| +785% | +$10.5M |
|
2032
Main Street Capital
MAIN
$5.88B
| $11.9M | ﹤0.01% |
200,717
+65,979
| +49% | +$3.9M |
|
|
LCDS
2033
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$14.3M
| $11.9M | ﹤0.01% |
200,000
| – | – |
|
2034
Sweetgreen
SG
$1.02B
| $11.8M | ﹤0.01% |
795,839
+672,835
| +547% | +$10M |
|
2035
Interparfums
IPAR
$3.26B
| $11.8M | ﹤0.01% |
89,952
+2,202
| +3% | +$289K |
|
2036
Empire State Realty Trust
ESRT
$1.26B
| $11.8M | ﹤0.01% |
1,454,890
+14,895
| +1% | +$121K |
|
2037
iShares Core US REIT ETF
USRT
$3.1B
| $11.8M | ﹤0.01% |
208,052
-13,310
| -6% | -$753K |
|
2038
Aegon
AEG
$12.3B
| $11.8M | ﹤0.01% |
1,623,496
+1,485,135
| +1,073% | +$10.8M |
|
2039
Maximus
MMS
$5.01B
| $11.7M | ﹤0.01% |
167,195
-36,200
| -18% | -$2.54M |
|
2040
Perdoceo Education
PRDO
$2.27B
| $11.7M | ﹤0.01% |
358,825
+40,987
| +13% | +$1.34M |
|
|
CSW
2041
CSW Industrials
CSW
$4.32B
| $11.7M | ﹤0.01% |
40,866
-6,870
| -14% | -$1.97M |
|
2042
Sonic Automotive
SAH
$2.68B
| $11.6M | ﹤0.01% |
145,665
-21,667
| -13% | -$1.73M |
|
2043
FormFactor
FORM
$2.72B
| $11.6M | ﹤0.01% |
338,235
-173,115
| -34% | -$5.96M |
|
2044
Federated Hermes
FHI
$4.09B
| $11.6M | ﹤0.01% |
261,793
+28,575
| +12% | +$1.27M |
|
2045
Viper Energy
VNOM
$6.31B
| $11.6M | ﹤0.01% |
303,909
+39,867
| +15% | +$1.52M |
|
2046
Sensata Technologies
ST
$4.55B
| $11.5M | ﹤0.01% |
383,337
+31,206
| +9% | +$940K |
|
2047
MRC Global
MRC
$1.21B
| $11.5M | ﹤0.01% |
840,647
+20,854
| +3% | +$286K |
|
2048
DoubleVerify
DV
$2.08B
| $11.5M | ﹤0.01% |
768,230
+117,161
| +18% | +$1.75M |
|
2049
Ryan Specialty Holdings
RYAN
$6.82B
| $11.5M | ﹤0.01% |
168,748
-689,650
| -80% | -$46.9M |
|
2050
Vanguard World Funds Extended Duration ETF
EDV
$3.9B
| $11.5M | ﹤0.01% |
170,464
-2,658,130
| -94% | -$179M |
|