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 | |
|---|---|---|---|---|---|---|
751
Snap-on
SNA
$16.8B
| $129M | 0.01% |
379,277
-266,571
| -41% | -$90.5M |
|
752
SPDR S&P Bank ETF
KBE
$1.55B
| $128M | 0.01% |
2,311,639
+2,199,599
| +1,963% | +$122M |
|
753
Fortive
FTV
$16.1B
| $127M | 0.01% |
1,695,319
+374,837
| +28% | +$28.1M |
|
754
Clearwater Analytics
CWAN
$5.93B
| $127M | 0.01% |
4,613,815
+1,585,869
| +52% | +$43.6M |
|
755
American International
AIG
$43.5B
| $126M | 0.01% |
1,733,249
-115,572
| -6% | -$8.41M |
|
756
Rexford Industrial Realty
REXR
$10.1B
| $126M | 0.01% |
3,260,692
-1,242,879
| -28% | -$48M |
|
757
Essex Property Trust
ESS
$17.3B
| $125M | 0.01% |
439,551
-73,602
| -14% | -$21M |
|
758
Shell
SHEL
$209B
| $125M | 0.01% |
1,988,687
+612,660
| +45% | +$38.4M |
|
759
Kinross Gold
KGC
$27.3B
| $125M | 0.01% |
13,438,786
+1,793,065
| +15% | +$16.6M |
|
760
Celsius Holdings
CELH
$14.4B
| $124M | 0.01% |
4,726,443
-6,382,173
| -57% | -$168M |
|
761
Utz Brands
UTZ
$1.13B
| $124M | 0.01% |
7,923,292
+1,175,756
| +17% | +$18.4M |
|
762
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $124M | 0.01% |
3,650,763
-4,368,754
| -54% | -$148M |
|
763
Vista Energy
VIST
$3.72B
| $124M | 0.01% |
2,284,311
+2,029,081
| +795% | +$110M |
|
764
Electronic Arts
EA
$41.5B
| $123M | 0.01% |
840,423
-661,553
| -44% | -$96.8M |
|
|
PRMB
765
Primo Brands Corporation
PRMB
$9.14B
| $123M | 0.01% |
+3,989,501
| New | +$123M |
|
766
Devon Energy
DVN
$21.8B
| $123M | 0.01% |
3,750,125
+632,133
| +20% | +$20.7M |
|
767
Emcor
EME
$27.9B
| $123M | 0.01% |
270,348
+27,068
| +11% | +$12.3M |
|
768
Wyndham Hotels & Resorts
WH
$6.67B
| $122M | 0.01% |
1,213,027
+972,708
| +405% | +$98M |
|
769
RBC Bearings
RBC
$11.8B
| $122M | 0.01% |
408,675
-6,826
| -2% | -$2.04M |
|
770
Vanguard Small-Cap Value ETF
VBR
$31.5B
| $122M | 0.01% |
614,324
+25,918
| +4% | +$5.14M |
|
771
iShares MSCI Intl Value Factor ETF
IVLU
$2.61B
| $120M | 0.01% |
4,443,196
+666,432
| +18% | +$18.1M |
|
772
Pure Storage
PSTG
$25.9B
| $120M | 0.01% |
1,954,662
-159,325
| -8% | -$9.79M |
|
773
eBay
EBAY
$42.2B
| $120M | 0.01% |
1,935,773
-986,983
| -34% | -$61.1M |
|
774
First Industrial Realty Trust
FR
$6.79B
| $119M | 0.01% |
2,376,974
-977,754
| -29% | -$49M |
|
775
Warner Bros
WBD
$30.4B
| $119M | 0.01% |
11,270,428
-6,451,678
| -36% | -$68.2M |
|