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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2576
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
| $4.81M | ﹤0.01% |
110,796
-5,487
| -5% | -$238K |
|
2577
Frontline
FRO
$5.27B
| $4.8M | ﹤0.01% |
323,149
+314,658
| +3,706% | +$4.67M |
|
2578
Fluence Energy
FLNC
$983M
| $4.8M | ﹤0.01% |
988,676
+814,222
| +467% | +$3.95M |
|
2579
IES Holdings
IESC
$7.28B
| $4.79M | ﹤0.01% |
29,022
-7,737
| -21% | -$1.28M |
|
2580
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $4.79M | ﹤0.01% |
78,962
+9,908
| +14% | +$601K |
|
|
SUPV
2581
Grupo Supervielle
SUPV
$469M
| $4.78M | ﹤0.01% |
366,344
-53,942
| -13% | -$704K |
|
2582
SI-BONE Inc
SIBN
$653M
| $4.78M | ﹤0.01% |
340,813
+60,360
| +22% | +$847K |
|
2583
Sealed Air
SEE
$4.95B
| $4.78M | ﹤0.01% |
165,304
-1,345,225
| -89% | -$38.9M |
|
2584
MannKind Corp
MNKD
$1.65B
| $4.76M | ﹤0.01% |
947,175
+619,277
| +189% | +$3.11M |
|
2585
Oil States International
OIS
$348M
| $4.76M | ﹤0.01% |
924,106
+213,437
| +30% | +$1.1M |
|
2586
Ibotta
IBTA
$746M
| $4.75M | ﹤0.01% |
112,563
+13,191
| +13% | +$557K |
|
2587
National Beverage
FIZZ
$3.62B
| $4.74M | ﹤0.01% |
114,189
-18,861
| -14% | -$783K |
|
2588
Peapack-Gladstone Financial
PGC
$515M
| $4.74M | ﹤0.01% |
166,972
-35,893
| -18% | -$1.02M |
|
2589
Universal Corp
UVV
$1.37B
| $4.73M | ﹤0.01% |
84,339
-51,224
| -38% | -$2.87M |
|
|
JDIV
2590
JPMorgan Dividend Leaders ETF
JDIV
$8.02M
| $4.73M | ﹤0.01% |
100,000
| – | – |
|
2591
Adeia
ADEA
$1.7B
| $4.72M | ﹤0.01% |
357,324
-517,720
| -59% | -$6.84M |
|
2592
Freedom Holding
FRHC
$10.2B
| $4.72M | ﹤0.01% |
35,683
+1,470
| +4% | +$194K |
|
2593
Horace Mann Educators
HMN
$1.91B
| $4.71M | ﹤0.01% |
110,233
-49,237
| -31% | -$2.1M |
|
2594
JPMorgan Healthcare Leaders ETF
JDOC
$7.7M
| $4.7M | ﹤0.01% |
88,196
| – | – |
|
2595
CRA International
CRAI
$1.34B
| $4.7M | ﹤0.01% |
27,140
-25,887
| -49% | -$4.48M |
|
2596
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$324M
| $4.69M | ﹤0.01% |
64,600
-70
| -0.1% | -$5.08K |
|
2597
Autohome
ATHM
$3.48B
| $4.68M | ﹤0.01% |
168,807
+9,007
| +6% | +$250K |
|
2598
Photronics
PLAB
$1.35B
| $4.68M | ﹤0.01% |
225,304
-142,042
| -39% | -$2.95M |
|
2599
America Movil
AMX
$61.7B
| $4.68M | ﹤0.01% |
328,912
-217,640
| -40% | -$3.09M |
|
2600
SPDR MSCI USA Gender Diversity ETF
SHE
$273M
| $4.68M | ﹤0.01% |
40,979
+121
| +0.3% | +$13.8K |
|