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 |
iShares Russell 2000 ETF
IWM
|
+$1.12B |
| 2 |
Meta Platforms (Facebook)
META
|
+$863M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$731M |
| 4 |
GE Aerospace
GE
|
+$665M |
| 5 |
Capri Holdings
CPRI
|
+$560M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$1.18B |
| 2 |
Amazon
AMZN
|
+$752M |
| 3 |
Williams Companies
WMB
|
+$557M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$525M |
| 5 |
Verizon
VZ
|
+$466M |
Sector Composition
| 1 | Financials | 13.25% |
| 2 | Healthcare | 11.1% |
| 3 | Technology | 10.77% |
| 4 | Industrials | 8.25% |
| 5 | Consumer Discretionary | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Cheniere Energy
LNG
$52B
| $96.5M | 0.02% |
1,205,232
-350,627
| -23% | -$28.1M |
|
577
Western Union
WU
$2.73B
| $96.3M | 0.02% |
6,006,178
+394,094
| +7% | +$6.32M |
|
|
TRLA
578
DELISTED
TRULIA INC (DEL)
TRLA
| $95.8M | 0.02% |
1,958,520
-1,237,353
| -39% | -$60.5M |
|
579
EastGroup Properties
EGP
$8.75B
| $95.2M | 0.02% |
1,571,924
+8,352
| +0.5% | +$506K |
|
580
Willis Towers Watson
WTW
$32.3B
| $95.2M | 0.02% |
868,430
+819,250
| +1,666% | +$89.8M |
|
|
ATVI
581
DELISTED
Activision Blizzard Inc.
ATVI
| $95.1M | 0.02% |
4,574,075
+4,660
| +0.1% | +$96.9K |
|
582
Fastenal
FAST
$54.9B
| $94.9M | 0.02% |
8,454,928
+892,632
| +12% | +$10M |
|
583
VanEck Semiconductor ETF
SMH
$28.5B
| $94.8M | 0.02% |
3,709,498
+1,168,200
| +46% | +$29.8M |
|
584
Zillow
ZG
$20.3B
| $94.6M | 0.02% |
2,445,516
-475,011
| -16% | -$18.4M |
|
585
Trex
TREX
$6.45B
| $94.4M | 0.02% |
10,921,992
+1,183,696
| +12% | +$10.2M |
|
586
iShares Gold Trust
IAU
$53.5B
| $94M | 0.02% |
4,015,821
+25,999
| +0.7% | +$608K |
|
587
3D Systems Corporation
DDD
$281M
| $93.2M | 0.02% |
2,010,336
+78,901
| +4% | +$3.66M |
|
|
CBD
588
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $93.2M | 0.02% |
2,136,550
-70,525
| -3% | -$3.08M |
|
589
iShares Select Dividend ETF
DVY
$20.5B
| $93M | 0.02% |
1,259,719
+89,672
| +8% | +$6.62M |
|
590
Wolverine World Wide
WWW
$2.53B
| $93M | 0.02% |
3,709,266
+2,841,573
| +327% | +$71.2M |
|
591
Lincoln National
LNC
$7.79B
| $92.7M | 0.02% |
1,729,236
-648,371
| -27% | -$34.7M |
|
592
Antero Resources
AR
$10.1B
| $92.5M | 0.02% |
1,685,762
-24,690
| -1% | -$1.36M |
|
593
Viatris
VTRS
$12B
| $92.5M | 0.02% |
2,034,134
-11,771
| -0.6% | -$535K |
|
|
PKY
594
DELISTED
Parkway, Inc.
PKY
| $90.9M | 0.02% |
4,840,839
+1,263,224
| +35% | +$23.7M |
|
595
Waste Management
WM
$87.7B
| $90.8M | 0.02% |
1,909,550
-103,102
| -5% | -$4.9M |
|
|
NGLS
596
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
| $90.7M | 0.02% |
1,253,804
-183,300
| -13% | -$13.3M |
|
597
Pilgrim's Pride
PPC
$10.1B
| $90.6M | 0.02% |
2,964,418
+307,750
| +12% | +$9.4M |
|
|
SE
598
DELISTED
Spectra Energy Corp Wi
SE
| $90.6M | 0.02% |
2,306,751
+380,175
| +20% | +$14.9M |
|
599
Insulet
PODD
$23.9B
| $90.3M | 0.02% |
2,449,673
+1,090,144
| +80% | +$40.2M |
|
600
Pool Corp
POOL
$11.9B
| $90.2M | 0.02% |
1,672,267
-120,105
| -7% | -$6.48M |
|