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 | |
|---|---|---|---|---|---|---|
876
iShares Select U.S. REIT ETF
ICF
$1.91B
| $93.8M | 0.01% |
1,556,042
-12,696
| -0.8% | -$765K |
|
877
Ares Capital
ARCC
$15.7B
| $93.4M | 0.01% |
4,268,547
+881,450
| +26% | +$19.3M |
|
878
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $93.4M | 0.01% |
2,238,786
+2,235,560
| +69,298% | +$93.3M |
|
879
iShares MSCI Taiwan ETF
EWT
$6.51B
| $93.4M | 0.01% |
1,803,759
+27,538
| +2% | +$1.43M |
|
880
SPS Commerce
SPSC
$4.16B
| $93.3M | 0.01% |
507,014
+252,575
| +99% | +$46.5M |
|
881
Chart Industries
GTLS
$8.95B
| $93.3M | 0.01% |
488,749
-66,895
| -12% | -$12.8M |
|
882
American Airlines Group
AAL
$8.41B
| $93.2M | 0.01% |
5,346,830
+2,797,929
| +110% | +$48.8M |
|
883
Berkshire Hathaway Class A
BRK.A
$1.05T
| $92.6M | 0.01% |
136
+11
| +9% | +$7.49M |
|
884
Allegion
ALLE
$14.7B
| $92.4M | 0.01% |
706,875
-94,645
| -12% | -$12.4M |
|
885
BlackLine
BL
$3.36B
| $92.3M | 0.01% |
1,519,222
-147,369
| -9% | -$8.95M |
|
886
Cboe Global Markets
CBOE
$24.5B
| $91.9M | 0.01% |
470,520
-1,061
| -0.2% | -$207K |
|
887
Rocket Companies
RKT
$44.1B
| $91.9M | 0.01% |
8,161,979
+174,978
| +2% | +$1.97M |
|
888
Badger Meter
BMI
$5.2B
| $91.9M | 0.01% |
433,169
+17,060
| +4% | +$3.62M |
|
889
iShares US Equity Factor ETF
LRGF
$2.87B
| $91.4M | 0.01% |
1,514,134
+851,586
| +129% | +$51.4M |
|
890
Boyd Gaming
BYD
$6.83B
| $91.1M | 0.01% |
1,256,453
-201,843
| -14% | -$14.6M |
|
891
Q2 Holdings
QTWO
$5.19B
| $90.6M | 0.01% |
900,257
+355,997
| +65% | +$35.8M |
|
892
Elanco Animal Health
ELAN
$9.22B
| $90.3M | 0.01% |
7,458,408
-2,599,248
| -26% | -$31.5M |
|
893
Eversource Energy
ES
$23.7B
| $90.1M | 0.01% |
1,569,671
+151,562
| +11% | +$8.7M |
|
894
Trimble
TRMB
$19.1B
| $89.8M | 0.01% |
1,271,403
+520,980
| +69% | +$36.8M |
|
895
RB Global
RBA
$21.6B
| $89.7M | 0.01% |
994,190
-347,628
| -26% | -$31.4M |
|
896
WSFS Financial
WSFS
$3.18B
| $89.7M | 0.01% |
1,687,824
+1,276,078
| +310% | +$67.8M |
|
897
Hillman Solutions
HLMN
$1.91B
| $89.2M | 0.01% |
9,158,013
+509,016
| +6% | +$4.96M |
|
898
Toro Company
TTC
$7.67B
| $89M | 0.01% |
1,111,145
-7,364
| -0.7% | -$590K |
|
899
Rollins
ROL
$27.4B
| $88.9M | 0.01% |
1,917,936
-362,069
| -16% | -$16.8M |
|
900
Vail Resorts
MTN
$5.41B
| $88.8M | 0.01% |
473,925
-121,359
| -20% | -$22.7M |
|