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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Parsons
PSN
$7.98B
| $207M | 0.01% |
2,886,803
+491,463
| +21% | +$35.3M |
|
627
Steel Dynamics
STLD
$19.5B
| $207M | 0.01% |
1,618,040
-119,562
| -7% | -$15.3M |
|
628
NRG Energy
NRG
$31.2B
| $207M | 0.01% |
1,289,677
-460,043
| -26% | -$73.9M |
|
629
VanEck Gold Miners ETF
GDX
$20.6B
| $207M | 0.01% |
3,977,932
+3,008,398
| +310% | +$157M |
|
630
FirstEnergy
FE
$25B
| $206M | 0.01% |
5,122,708
+2,463,095
| +93% | +$99.2M |
|
631
iShares Core S&P Total US Stock Market ETF
ITOT
$76.1B
| $206M | 0.01% |
1,523,530
+160,563
| +12% | +$21.7M |
|
632
Kinsale Capital Group
KNSL
$9.92B
| $205M | 0.01% |
424,616
-36,035
| -8% | -$17.4M |
|
633
UL Solutions
ULS
$13.1B
| $205M | 0.01% |
2,819,916
-1,654,074
| -37% | -$121M |
|
634
Williams-Sonoma
WSM
$24.7B
| $205M | 0.01% |
1,256,734
+389,548
| +45% | +$63.6M |
|
635
Rambus
RMBS
$8.3B
| $204M | 0.01% |
3,180,376
-467,030
| -13% | -$29.9M |
|
636
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
| $203M | 0.01% |
1,852,569
+839,768
| +83% | +$92M |
|
637
Nucor
NUE
$32.6B
| $203M | 0.01% |
1,565,461
-348,317
| -18% | -$45.1M |
|
638
Warner Bros
WBD
$31B
| $203M | 0.01% |
17,675,622
-4,905,770
| -22% | -$56.2M |
|
639
iShares Select Dividend ETF
DVY
$20.7B
| $202M | 0.01% |
1,524,690
+51,089
| +3% | +$6.79M |
|
640
Iron Mountain
IRM
$28.8B
| $202M | 0.01% |
1,972,998
-88,562
| -4% | -$9.08M |
|
641
Vicor
VICR
$2.25B
| $202M | 0.01% |
4,450,718
+4,492
| +0.1% | +$204K |
|
642
AGCO
AGCO
$8.02B
| $202M | 0.01% |
1,955,740
+861,377
| +79% | +$88.9M |
|
643
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.28B
| $201M | 0.01% |
4,775,405
+628,255
| +15% | +$26.5M |
|
644
Rocket Lab Corporation Common Stock
RKLB
$22.3B
| $200M | 0.01% |
5,579,054
+3,303,839
| +145% | +$118M |
|
645
Ford
F
$45.5B
| $199M | 0.01% |
18,304,787
+4,259,869
| +30% | +$46.2M |
|
646
Casella Waste Systems
CWST
$5.81B
| $197M | 0.01% |
1,709,887
-147,572
| -8% | -$17M |
|
647
Globus Medical
GMED
$7.89B
| $197M | 0.01% |
3,340,756
+712,374
| +27% | +$42M |
|
648
SPDR S&P Dividend ETF
SDY
$20.3B
| $197M | 0.01% |
1,451,468
-2,304
| -0.2% | -$313K |
|
649
Zillow
Z
$20.8B
| $197M | 0.01% |
2,812,190
+34,305
| +1% | +$2.4M |
|
650
iShares Bitcoin Trust
IBIT
$85.2B
| $197M | 0.01% |
3,217,056
+2,953,342
| +1,120% | +$181M |
|