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 | |
|---|---|---|---|---|---|---|
3126
ORIX
IX
$30B
| $1.91M | ﹤0.01% |
91,609
+40,444
| +79% | +$845K |
|
3127
Ducommun
DCO
$1.41B
| $1.91M | ﹤0.01% |
32,976
-42,533
| -56% | -$2.47M |
|
3128
Dimensional Emerging Markets Value ETF
DFEV
$1.15B
| $1.91M | ﹤0.01% |
70,713
+13,893
| +24% | +$376K |
|
3129
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
| $1.91M | ﹤0.01% |
24,053
+311
| +1% | +$24.7K |
|
3130
iShares MSCI Spain ETF
EWP
$1.39B
| $1.91M | ﹤0.01% |
50,207
-6,264
| -11% | -$238K |
|
3131
ZimVie
ZIMV
$533M
| $1.91M | ﹤0.01% |
176,906
-40,867
| -19% | -$441K |
|
3132
Myers Industries
MYE
$618M
| $1.91M | ﹤0.01% |
159,808
-67,827
| -30% | -$809K |
|
3133
Algoma Steel
ASTL
$476M
| $1.9M | ﹤0.01% |
351,371
+167,781
| +91% | +$909K |
|
3134
Gambling.com
GAMB
$294M
| $1.9M | ﹤0.01% |
150,580
+13,379
| +10% | +$169K |
|
|
LGF.A
3135
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $1.9M | ﹤0.01% |
214,345
-7,423
| -3% | -$65.7K |
|
3136
VanEck Vietnam ETF
VNM
$582M
| $1.9M | ﹤0.01% |
151,952
+64,319
| +73% | +$803K |
|
3137
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$569M
| $1.89M | ﹤0.01% |
+39,184
| New | +$1.89M |
|
3138
Vermilion Energy
VET
$1.19B
| $1.89M | ﹤0.01% |
233,541
+107,511
| +85% | +$871K |
|
3139
iShares US Industrials ETF
IYJ
$1.69B
| $1.88M | ﹤0.01% |
14,476
+5,049
| +54% | +$657K |
|
3140
E.W. Scripps
SSP
$254M
| $1.88M | ﹤0.01% |
635,075
+137,213
| +28% | +$406K |
|
3141
Arbutus Biopharma
ABUS
$845M
| $1.88M | ﹤0.01% |
538,629
-357,629
| -40% | -$1.25M |
|
3142
iShares MSCI Italy ETF
EWI
$726M
| $1.88M | ﹤0.01% |
44,366
-6,201
| -12% | -$262K |
|
3143
VistaGen Therapeutics
VTGN
$90.5M
| $1.88M | ﹤0.01% |
750,876
-21,368
| -3% | -$53.4K |
|
3144
Leslie's
LESL
$52.5M
| $1.88M | ﹤0.01% |
2,549,995
+1,866,574
| +273% | +$1.37M |
|
3145
Quanterix
QTRX
$257M
| $1.88M | ﹤0.01% |
288,081
+18,027
| +7% | +$117K |
|
3146
Schneider National
SNDR
$4.07B
| $1.87M | ﹤0.01% |
81,937
-76,721
| -48% | -$1.75M |
|
|
OLP
3147
One Liberty Properties
OLP
$500M
| $1.87M | ﹤0.01% |
71,195
+6,355
| +10% | +$167K |
|
3148
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.29B
| $1.87M | ﹤0.01% |
17,555
+16,485
| +1,541% | +$1.75M |
|
3149
Invesco Dividend Achievers ETF
PFM
$733M
| $1.87M | ﹤0.01% |
40,768
+5,060
| +14% | +$232K |
|
3150
Spruce Power Holding Corp
SPRU
$33M
| $1.86M | ﹤0.01% |
773,048
-116
| -0% | -$280 |
|