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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Applovin
APP
$201B
| $7.71M | ﹤0.01% |
193,571
+44,800
| +30% | +$1.79M |
|
2202
Lumen
LUMN
$6B
| $7.7M | ﹤0.01% |
4,206,361
+405,974
| +11% | +$743K |
|
2203
Silicon Motion
SIMO
$3.06B
| $7.69M | ﹤0.01% |
125,507
-41,740
| -25% | -$2.56M |
|
2204
Spectrum Brands
SPB
$1.26B
| $7.69M | ﹤0.01% |
96,365
+10,785
| +13% | +$860K |
|
|
JIB
2205
DELISTED
Janus Henderson Sustainable & Impact Core Bond ETF
JIB
| $7.66M | ﹤0.01% |
181,474
-1,399
| -0.8% | -$59.1K |
|
2206
Upstart Holdings
UPST
$6.44B
| $7.63M | ﹤0.01% |
186,741
-181,057
| -49% | -$7.4M |
|
2207
Melco Resorts & Entertainment
MLCO
$3.79B
| $7.62M | ﹤0.01% |
858,513
+843,223
| +5,515% | +$7.48M |
|
2208
Lumentum
LITE
$11.8B
| $7.6M | ﹤0.01% |
145,043
-59,328
| -29% | -$3.11M |
|
2209
BancFirst
BANF
$4.44B
| $7.58M | ﹤0.01% |
77,877
+18,033
| +30% | +$1.76M |
|
|
PGRE
2210
Paramount Group
PGRE
$1.56B
| $7.56M | ﹤0.01% |
1,463,228
-650,173
| -31% | -$3.36M |
|
2211
Central Pacific Financial
CPF
$823M
| $7.56M | ﹤0.01% |
384,121
+19,843
| +5% | +$391K |
|
2212
Texas Pacific Land
TPL
$21.2B
| $7.54M | ﹤0.01% |
14,379
-2,910
| -17% | -$1.53M |
|
2213
Surgery Partners
SGRY
$2.77B
| $7.53M | ﹤0.01% |
235,259
-64,828
| -22% | -$2.07M |
|
2214
SPDR Portfolio Corporate Bond ETF
SPBO
$1.71B
| $7.52M | ﹤0.01% |
255,742
+68,223
| +36% | +$2.01M |
|
2215
Chewy
CHWY
$15.3B
| $7.49M | ﹤0.01% |
317,172
+107,940
| +52% | +$2.55M |
|
2216
WesBanco
WSBC
$3.01B
| $7.49M | ﹤0.01% |
238,716
+87,249
| +58% | +$2.74M |
|
2217
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $7.48M | ﹤0.01% |
87,526
+3,368
| +4% | +$288K |
|
|
HTO
2218
H2O America Common Stock
HTO
$1.72B
| $7.48M | ﹤0.01% |
114,461
+19,665
| +21% | +$1.29M |
|
2219
ACI Worldwide
ACIW
$5.12B
| $7.47M | ﹤0.01% |
244,277
-83,425
| -25% | -$2.55M |
|
2220
Jack in the Box
JACK
$370M
| $7.39M | ﹤0.01% |
90,497
+2,348
| +3% | +$192K |
|
2221
Vanguard Utilities ETF
VPU
$7.39B
| $7.38M | ﹤0.01% |
53,859
+34,766
| +182% | +$4.77M |
|
2222
Amplify Cybersecurity ETF
HACK
$2.32B
| $7.38M | ﹤0.01% |
+122,183
| New | +$7.38M |
|
2223
JPMorgan High Yield Municipal ETF
JMHI
$225M
| $7.38M | ﹤0.01% |
148,744
| – | – |
|
2224
Cracker Barrel
CBRL
$1.17B
| $7.37M | ﹤0.01% |
95,607
+58,290
| +156% | +$4.49M |
|
2225
PJT Partners
PJT
$4.41B
| $7.36M | ﹤0.01% |
72,238
-16,900
| -19% | -$1.72M |
|