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 | |
|---|---|---|---|---|---|---|
2751
Perella Weinberg Partners
PWP
$1.42B
| $3.61M | ﹤0.01% |
196,453
-37,298
| -16% | -$686K |
|
2752
Resources Connection
RGP
$176M
| $3.61M | ﹤0.01% |
552,490
+290,802
| +111% | +$1.9M |
|
2753
Harbor Scientific Alpha High-Yield ETF
SIHY
$154M
| $3.61M | ﹤0.01% |
80,744
+60,467
| +298% | +$2.7M |
|
2754
NVE Corp
NVEC
$319M
| $3.6M | ﹤0.01% |
56,552
-13,567
| -19% | -$865K |
|
2755
Invesco BuyBack Achievers ETF
PKW
$1.49B
| $3.59M | ﹤0.01% |
31,898
+30
| +0.1% | +$3.38K |
|
2756
Martin Midstream Partners
MMLP
$120M
| $3.59M | ﹤0.01% |
997,343
+283,413
| +40% | +$1.02M |
|
2757
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.15B
| $3.59M | ﹤0.01% |
50,201
+5,501
| +12% | +$393K |
|
2758
Liberty Global Class C
LBTYK
$4.07B
| $3.58M | ﹤0.01% |
299,439
+1,534
| +0.5% | +$18.4K |
|
2759
Goldman Sachs MarketBeta International Equity ETF
GSID
$853M
| $3.58M | ﹤0.01% |
61,590
-2,567
| -4% | -$149K |
|
2760
REV Group
REVG
$2.89B
| $3.58M | ﹤0.01% |
113,184
-78,297
| -41% | -$2.47M |
|
2761
Trump Media & Technology Group
DJT
$4.74B
| $3.58M | ﹤0.01% |
183,020
+118,568
| +184% | +$2.32M |
|
2762
SGHC Ltd
SGHC
$6.51B
| $3.57M | ﹤0.01% |
554,038
-427,912
| -44% | -$2.76M |
|
2763
Dimensional Global Real Estate ETF
DFGR
$2.72B
| $3.56M | ﹤0.01% |
135,692
-1,005
| -0.7% | -$26.4K |
|
2764
Middlesex Water
MSEX
$950M
| $3.56M | ﹤0.01% |
55,583
-36,977
| -40% | -$2.37M |
|
2765
Xerox
XRX
$462M
| $3.56M | ﹤0.01% |
736,226
+276,591
| +60% | +$1.34M |
|
2766
Universal Technical Institute
UTI
$1.51B
| $3.55M | ﹤0.01% |
138,077
-5,173
| -4% | -$133K |
|
2767
Dimensional International High Profitability ETF
DIHP
$4.5B
| $3.54M | ﹤0.01% |
131,488
+24,216
| +23% | +$652K |
|
2768
Southern Missouri Bancorp
SMBC
$623M
| $3.54M | ﹤0.01% |
68,080
-17,953
| -21% | -$934K |
|
|
CBL
2769
CBL Properties
CBL
$962M
| $3.53M | ﹤0.01% |
132,847
-2,479
| -2% | -$65.9K |
|
2770
Adecoagro
AGRO
$817M
| $3.52M | ﹤0.01% |
314,867
-162,685
| -34% | -$1.82M |
|
2771
Fidelis Insurance
FIHL
$1.79B
| $3.51M | ﹤0.01% |
216,793
+65,637
| +43% | +$1.06M |
|
2772
iShares MSCI Hong Kong ETF
EWH
$732M
| $3.49M | ﹤0.01% |
199,353
-171
| -0.1% | -$2.99K |
|
|
TWO
2773
Two Harbors Investment
TWO
$1.04B
| $3.49M | ﹤0.01% |
260,992
-159,931
| -38% | -$2.14M |
|
2774
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.17B
| $3.48M | ﹤0.01% |
122,144
+13,915
| +13% | +$397K |
|
2775
Community Health Systems
CYH
$413M
| $3.48M | ﹤0.01% |
1,288,471
-171,270
| -12% | -$462K |
|