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 | |
|---|---|---|---|---|---|---|
2026
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.2B
| $8.18M | ﹤0.01% |
218,169
-7,528
| -3% | -$282K |
|
2027
TripAdvisor
TRIP
$2.11B
| $8.17M | ﹤0.01% |
492,716
-86,373
| -15% | -$1.43M |
|
2028
Celestica
CLS
$28.4B
| $8.17M | ﹤0.01% |
333,133
+515
| +0.2% | +$12.6K |
|
2029
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$698M
| $8.17M | ﹤0.01% |
298,070
-3,750
| -1% | -$103K |
|
2030
Albany International
AIN
$1.72B
| $8.17M | ﹤0.01% |
94,634
-2,013
| -2% | -$174K |
|
|
BLLD
2031
DELISTED
JPMorgan Sustainable Infrastructure ETF
BLLD
| $8.11M | ﹤0.01% |
187,400
| – | – |
|
2032
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $8.09M | ﹤0.01% |
106,647
+9,796
| +10% | +$743K |
|
2033
Invesco Variable Rate Preferred ETF
VRP
$2.21B
| $8.08M | ﹤0.01% |
361,007
-43,235
| -11% | -$967K |
|
2034
OneMain Financial
OMF
$7.25B
| $8.06M | ﹤0.01% |
201,122
-9,316
| -4% | -$373K |
|
2035
Masimo
MASI
$7.93B
| $8.06M | ﹤0.01% |
91,875
-143,975
| -61% | -$12.6M |
|
2036
Sprout Social
SPT
$838M
| $8.04M | ﹤0.01% |
161,266
-5,201
| -3% | -$259K |
|
2037
Star Group
SGU
$388M
| $8.03M | ﹤0.01% |
667,805
+47,216
| +8% | +$568K |
|
2038
Crane NXT
CXT
$3.46B
| $8.02M | ﹤0.01% |
144,297
-44,088
| -23% | -$2.45M |
|
2039
Hyatt Hotels
H
$13.6B
| $7.99M | ﹤0.01% |
75,323
-161,041
| -68% | -$17.1M |
|
2040
La-Z-Boy
LZB
$1.4B
| $7.98M | ﹤0.01% |
258,489
-11,606
| -4% | -$358K |
|
2041
Champion Homes, Inc.
SKY
$4.27B
| $7.97M | ﹤0.01% |
125,024
-17,077
| -12% | -$1.09M |
|
2042
T. Rowe Price Dividend Growth ETF
TDVG
$1.07B
| $7.96M | ﹤0.01% |
248,145
-3,177
| -1% | -$102K |
|
2043
Joby Aviation
JOBY
$12.3B
| $7.95M | ﹤0.01% |
1,233,081
+800,230
| +185% | +$5.16M |
|
2044
Dimensional US Targeted Value ETF
DFAT
$11.7B
| $7.94M | ﹤0.01% |
173,737
+27,379
| +19% | +$1.25M |
|
|
AXNX
2045
DELISTED
Axonics, Inc. Common Stock
AXNX
| $7.93M | ﹤0.01% |
141,295
-50,414
| -26% | -$2.83M |
|
2046
DoubleVerify
DV
$2.12B
| $7.92M | ﹤0.01% |
283,406
+87,718
| +45% | +$2.45M |
|
2047
TKO Group
TKO
$17.2B
| $7.92M | ﹤0.01% |
+94,221
| New | +$7.92M |
|
2048
Sensient Technologies
SXT
$4.45B
| $7.91M | ﹤0.01% |
135,226
-123,713
| -48% | -$7.23M |
|
2049
Oil States International
OIS
$341M
| $7.91M | ﹤0.01% |
944,769
+100,689
| +12% | +$843K |
|
2050
SLM Corp
SLM
$5.83B
| $7.89M | ﹤0.01% |
578,953
-97,157
| -14% | -$1.32M |
|