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 |
Apple
AAPL
|
+$963M |
| 2 |
Walt Disney
DIS
|
+$757M |
| 3 |
Nike
NKE
|
+$728M |
| 4 |
Philip Morris
PM
|
+$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
+$732M |
| 3 |
Broadcom
AVGO
|
+$673M |
| 4 |
Gilead Sciences
GILD
|
+$587M |
| 5 |
MetLife
MET
|
+$579M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Travel + Leisure Co
TNL
$4.1B
| $124M | 0.03% |
3,249,341
-663,180
| -17% | -$25.2M |
|
|
TTM
502
DELISTED
Tata Motors Limited
TTM
| $123M | 0.03% |
3,462,991
+95,503
| +3% | +$3.4M |
|
503
Logitech
LOGI
$16B
| $123M | 0.03% |
3,852,676
-206,986
| -5% | -$6.6M |
|
504
Bankunited
BKU
$2.91B
| $122M | 0.03% |
3,280,746
+242,361
| +8% | +$9.04M |
|
505
Huntington Ingalls Industries
HII
$10.6B
| $122M | 0.03% |
608,579
-28,712
| -5% | -$5.75M |
|
506
Deere & Co
DE
$130B
| $122M | 0.03% |
1,119,206
+576,465
| +106% | +$62.8M |
|
507
Curtiss-Wright
CW
$18.2B
| $122M | 0.03% |
1,332,795
-34,966
| -3% | -$3.19M |
|
508
FedEx
FDX
$53.1B
| $122M | 0.03% |
623,094
+169,386
| +37% | +$33.1M |
|
509
Vale
VALE
$44.6B
| $121M | 0.03% |
12,728,075
+210,404
| +2% | +$2M |
|
510
J.M. Smucker
SJM
$11.9B
| $120M | 0.03% |
914,666
+256,386
| +39% | +$33.6M |
|
511
Watsco
WSO
$16.6B
| $120M | 0.03% |
835,734
+60,535
| +8% | +$8.67M |
|
|
WR
512
DELISTED
Westar Energy Inc
WR
| $120M | 0.03% |
2,202,865
-1,531,896
| -41% | -$83.1M |
|
513
Palo Alto Networks
PANW
$132B
| $120M | 0.03% |
6,365,442
-354,942
| -5% | -$6.67M |
|
|
LPT
514
DELISTED
Liberty Property Trust
LPT
| $119M | 0.03% |
3,087,729
-777,406
| -20% | -$30M |
|
515
First Horizon
FHN
$11.3B
| $119M | 0.03% |
6,407,836
+1,066,846
| +20% | +$19.7M |
|
516
Applied Industrial Technologies
AIT
$10.1B
| $118M | 0.03% |
1,913,244
+68,130
| +4% | +$4.21M |
|
517
Eversource Energy
ES
$23.3B
| $118M | 0.03% |
2,010,325
-284,993
| -12% | -$16.8M |
|
518
Exact Sciences
EXAS
$10.2B
| $118M | 0.03% |
4,985,657
+2,468,376
| +98% | +$58.3M |
|
519
Highwoods Properties
HIW
$3.45B
| $118M | 0.03% |
2,395,685
-1,907,511
| -44% | -$93.7M |
|
520
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
| $117M | 0.03% |
1,160,659
-501,908
| -30% | -$50.7M |
|
521
VanEck Semiconductor ETF
SMH
$28.2B
| $117M | 0.03% |
2,936,714
+408,814
| +16% | +$16.3M |
|
522
NCR Voyix
VYX
$1.81B
| $117M | 0.03% |
4,175,183
-53,563
| -1% | -$1.5M |
|
523
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $117M | 0.03% |
7,685,253
+7,115,660
| +1,249% | +$108M |
|
524
Associated Banc-Corp
ASB
$4.4B
| $116M | 0.03% |
4,765,826
-198,951
| -4% | -$4.85M |
|
525
Silicon Motion
SIMO
$2.88B
| $115M | 0.03% |
2,467,748
-25,232
| -1% | -$1.18M |
|