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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Lamar Advertising Co
LAMR
$13B
| $166M | 0.01% |
1,367,403
-130,299
| -9% | -$15.9M |
|
677
Kraft Heinz
KHC
$32.3B
| $166M | 0.01% |
5,415,933
-758,017
| -12% | -$23.3M |
|
678
Valero Energy
VLO
$48.7B
| $165M | 0.01% |
1,347,445
-619,962
| -32% | -$76M |
|
679
Cummins
CMI
$55.1B
| $164M | 0.01% |
470,729
-304,411
| -39% | -$106M |
|
680
Wheaton Precious Metals
WPM
$47.3B
| $164M | 0.01% |
2,914,474
+208,232
| +8% | +$11.7M |
|
681
Lennox International
LII
$20.3B
| $164M | 0.01% |
268,842
+52,998
| +25% | +$32.3M |
|
682
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $164M | 0.01% |
3,162,566
+218,036
| +7% | +$11.3M |
|
683
Toast
TOST
$24B
| $162M | 0.01% |
4,445,063
-211,697
| -5% | -$7.72M |
|
684
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $162M | 0.01% |
1,614,951
-27,736
| -2% | -$2.78M |
|
685
Comfort Systems
FIX
$24.9B
| $162M | 0.01% |
380,896
+250,085
| +191% | +$106M |
|
686
Kanzhun
BZ
$11.1B
| $161M | 0.01% |
11,698,129
-2,474,364
| -17% | -$34.1M |
|
687
Kimberly-Clark
KMB
$43.1B
| $161M | 0.01% |
1,231,812
-159,026
| -11% | -$20.8M |
|
688
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $159M | 0.01% |
554,097
+58,538
| +12% | +$16.8M |
|
689
Zoom
ZM
$25B
| $159M | 0.01% |
1,948,961
+1,228,687
| +171% | +$100M |
|
690
Deckers Outdoor
DECK
$17.9B
| $157M | 0.01% |
775,182
-521,712
| -40% | -$106M |
|
691
Coupang
CPNG
$52.7B
| $157M | 0.01% |
7,128,222
+16,388
| +0.2% | +$360K |
|
692
VanEck Oil Services ETF
OIH
$880M
| $156M | 0.01% |
576,041
-426,959
| -43% | -$116M |
|
693
Diageo
DEO
$61.3B
| $155M | 0.01% |
1,220,534
+103,540
| +9% | +$13.2M |
|
694
Carter's
CRI
$1.05B
| $155M | 0.01% |
2,858,199
-984,068
| -26% | -$53.3M |
|
695
Verra Mobility
VRRM
$3.97B
| $154M | 0.01% |
6,357,348
-105,898
| -2% | -$2.56M |
|
696
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
| $153M | 0.01% |
1,390,912
-135,779
| -9% | -$15M |
|
697
Kinsale Capital Group
KNSL
$10.6B
| $153M | 0.01% |
329,595
+18,661
| +6% | +$8.68M |
|
698
Principal Financial Group
PFG
$17.8B
| $153M | 0.01% |
1,979,558
-483,004
| -20% | -$37.4M |
|
699
AerCap
AER
$22B
| $153M | 0.01% |
1,599,032
+483,428
| +43% | +$46.3M |
|
700
General Motors
GM
$55.5B
| $151M | 0.01% |
2,833,405
-2,024,352
| -42% | -$108M |
|