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 | |
|---|---|---|---|---|---|---|
776
Power Integrations
POWI
$2.52B
| $118M | 0.01% |
1,920,459
+178,896
| +10% | +$11M |
|
777
Kellanova
K
$27.6B
| $117M | 0.01% |
1,450,835
-15,738
| -1% | -$1.27M |
|
778
Celanese
CE
$5.09B
| $117M | 0.01% |
1,688,619
+79,360
| +5% | +$5.49M |
|
779
Hayward Holdings
HAYW
$3.51B
| $117M | 0.01% |
7,632,070
-11,807
| -0.2% | -$181K |
|
780
Crown Castle
CCI
$40.9B
| $116M | 0.01% |
1,280,317
-2,511,542
| -66% | -$228M |
|
781
iShares MSCI Brazil ETF
EWZ
$5.45B
| $116M | 0.01% |
5,158,747
+52,915
| +1% | +$1.19M |
|
782
British American Tobacco
BTI
$123B
| $115M | 0.01% |
3,175,615
+1,748,077
| +122% | +$63.5M |
|
783
US Global Jets ETF
JETS
$817M
| $115M | 0.01% |
4,541,067
-87,095
| -2% | -$2.21M |
|
784
RLI Corp
RLI
$6.27B
| $115M | 0.01% |
1,396,758
-61,022
| -4% | -$5.03M |
|
|
SMAR
785
DELISTED
Smartsheet Inc.
SMAR
| $115M | 0.01% |
2,054,433
+658,171
| +47% | +$36.9M |
|
786
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $115M | 0.01% |
1,200,868
-1,071,110
| -47% | -$102M |
|
787
Halozyme
HALO
$8.87B
| $114M | 0.01% |
2,387,489
-477,368
| -17% | -$22.8M |
|
788
Sprouts Farmers Market
SFM
$13.6B
| $114M | 0.01% |
896,825
-452,869
| -34% | -$57.5M |
|
789
Brunswick
BC
$4.27B
| $114M | 0.01% |
1,757,186
+269,413
| +18% | +$17.4M |
|
790
Franco-Nevada
FNV
$38B
| $113M | 0.01% |
962,671
+45,495
| +5% | +$5.35M |
|
791
Live Nation Entertainment
LYV
$39.3B
| $113M | 0.01% |
874,091
-769,821
| -47% | -$99.7M |
|
792
Broadridge
BR
$29.7B
| $113M | 0.01% |
497,751
+74,039
| +17% | +$16.7M |
|
793
Southern Copper
SCCO
$84B
| $112M | 0.01% |
1,262,796
-187,773
| -13% | -$16.7M |
|
794
Cullen/Frost Bankers
CFR
$8.34B
| $112M | 0.01% |
834,015
+9,050
| +1% | +$1.21M |
|
795
Deutsche Bank
DB
$68.8B
| $111M | 0.01% |
6,539,076
+1,388,034
| +27% | +$23.7M |
|
796
Hologic
HOLX
$14.8B
| $111M | 0.01% |
1,545,473
+186,528
| +14% | +$13.4M |
|
797
Gulfport Energy Corp
GPOR
$2.99B
| $111M | 0.01% |
604,515
+159,045
| +36% | +$29.3M |
|
798
First Horizon
FHN
$11.3B
| $111M | 0.01% |
5,524,827
+3,400,811
| +160% | +$68.5M |
|
799
Vornado Realty Trust
VNO
$7.81B
| $111M | 0.01% |
2,639,843
-889,226
| -25% | -$37.4M |
|
800
Thomson Reuters
TRI
$79.2B
| $111M | 0.01% |
690,226
+56,044
| +9% | +$8.99M |
|