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 | |
|---|---|---|---|---|---|---|
726
Invesco CurrencyShares Japanese Yen Trust
FXY
$560M
| $149M | 0.01% |
+2,329,294
| New | +$149M |
|
727
BJs Wholesale Club
BJ
$12.7B
| $148M | 0.01% |
1,370,902
-429,140
| -24% | -$46.3M |
|
728
Lamar Advertising Co
LAMR
$12.5B
| $148M | 0.01% |
1,216,197
-9,492
| -0.8% | -$1.15M |
|
729
lululemon athletica
LULU
$20.1B
| $147M | 0.01% |
620,450
+79,968
| +15% | +$19M |
|
730
Trimble
TRMB
$19.6B
| $147M | 0.01% |
1,936,439
+238,940
| +14% | +$18.2M |
|
731
Nutrien
NTR
$27.5B
| $147M | 0.01% |
2,525,264
-4,467,271
| -64% | -$260M |
|
732
FMC
FMC
$4.51B
| $147M | 0.01% |
3,522,466
+1,914,490
| +119% | +$79.9M |
|
733
iShares Emerging Markets Equity Factor ETF
EMGF
$1.08B
| $146M | 0.01% |
2,808,510
+632,394
| +29% | +$32.9M |
|
734
Vanguard Small-Cap Value ETF
VBR
$31.6B
| $146M | 0.01% |
747,328
+98,344
| +15% | +$19.2M |
|
735
Pure Storage
PSTG
$28.8B
| $145M | 0.01% |
2,525,955
+1,082,606
| +75% | +$62.3M |
|
736
Logitech
LOGI
$16.4B
| $144M | 0.01% |
1,593,320
-69,254
| -4% | -$6.24M |
|
737
Fox Class A
FOXA
$27.6B
| $143M | 0.01% |
2,559,682
+1,593,898
| +165% | +$89.3M |
|
738
Vista Energy
VIST
$3.9B
| $143M | 0.01% |
2,989,929
+171,718
| +6% | +$8.21M |
|
739
American International
AIG
$42.5B
| $143M | 0.01% |
1,669,341
-152,762
| -8% | -$13.1M |
|
740
First Horizon
FHN
$11.6B
| $143M | 0.01% |
6,738,428
+2,091,865
| +45% | +$44.3M |
|
741
Booz Allen Hamilton
BAH
$12.5B
| $142M | 0.01% |
1,368,100
-1,120,283
| -45% | -$117M |
|
742
Evergy
EVRG
$16.6B
| $142M | 0.01% |
2,064,959
+804,489
| +64% | +$55.5M |
|
743
abrdn Physical Gold Shares ETF
SGOL
$6B
| $142M | 0.01% |
4,507,293
+83,776
| +2% | +$2.64M |
|
|
TTAN
744
ServiceTitan Inc
TTAN
$10.7B
| $142M | 0.01% |
1,324,823
+1,324,383
| +300,996% | +$142M |
|
745
Genpact
G
$7.14B
| $141M | 0.01% |
3,213,290
-898,050
| -22% | -$39.5M |
|
746
iShares Core High Dividend ETF
HDV
$11.5B
| $141M | 0.01% |
1,203,661
+43,852
| +4% | +$5.14M |
|
747
Ares Capital
ARCC
$15.1B
| $141M | 0.01% |
6,404,876
+1,006,460
| +19% | +$22.1M |
|
748
iShares MSCI KLD 400 Social ETF
DSI
$4.94B
| $139M | 0.01% |
1,196,215
-44,554
| -4% | -$5.18M |
|
749
Citizens Financial Group
CFG
$22.9B
| $139M | 0.01% |
3,104,272
+693,320
| +29% | +$31M |
|
750
Alkermes
ALKS
$4.6B
| $138M | 0.01% |
4,836,294
-398,701
| -8% | -$11.4M |
|