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 | |
|---|---|---|---|---|---|---|
901
Bankunited
BKU
$2.93B
| $90.2M | 0.01% |
2,533,428
-131,652
| -5% | -$4.69M |
|
902
Varonis Systems
VRNS
$6.51B
| $90.2M | 0.01% |
1,776,441
-198,970
| -10% | -$10.1M |
|
903
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.22B
| $90.1M | 0.01% |
3,879,448
+209,761
| +6% | +$4.87M |
|
904
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $89.5M | 0.01% |
677,579
-14,786
| -2% | -$1.95M |
|
905
Tapestry
TPR
$23.8B
| $89.5M | 0.01% |
1,019,454
-180,529
| -15% | -$15.9M |
|
906
Amcor
AMCR
$19.1B
| $89.1M | 0.01% |
9,700,142
+3,280,328
| +51% | +$30.1M |
|
907
Agree Realty
ADC
$7.88B
| $89M | 0.01% |
1,217,537
-1,120,682
| -48% | -$81.9M |
|
908
RLI Corp
RLI
$5.93B
| $88.9M | 0.01% |
1,231,576
-155,815
| -11% | -$11.3M |
|
909
Dr. Reddy's Laboratories
RDY
$12.4B
| $88.8M | 0.01% |
5,910,786
+3,617,435
| +158% | +$54.4M |
|
910
Eversource Energy
ES
$24.9B
| $88.6M | 0.01% |
1,391,874
-620,162
| -31% | -$39.5M |
|
911
Ally Financial
ALLY
$13.6B
| $88.4M | 0.01% |
2,268,339
+938,985
| +71% | +$36.6M |
|
912
Alliant Energy
LNT
$16.5B
| $88.2M | 0.01% |
1,457,776
+525,445
| +56% | +$31.8M |
|
913
DT Midstream
DTM
$10.9B
| $88M | 0.01% |
808,198
-41,935
| -5% | -$4.57M |
|
914
Clorox
CLX
$14.9B
| $87.8M | 0.01% |
731,324
+7
| +0% | +$841 |
|
915
Gulfport Energy Corp
GPOR
$2.94B
| $87.4M | 0.01% |
434,541
-7,819
| -2% | -$1.57M |
|
|
PRMB
916
Primo Brands
PRMB
$8.4B
| $87.3M | 0.01% |
2,947,300
+265,508
| +10% | +$7.86M |
|
917
Occidental Petroleum
OXY
$45.4B
| $87.2M | 0.01% |
2,075,500
-630,520
| -23% | -$26.5M |
|
918
Curtiss-Wright
CW
$19.4B
| $87.1M | 0.01% |
178,196
+4,979
| +3% | +$2.43M |
|
919
Elbit Systems
ESLT
$22.6B
| $87M | 0.01% |
193,561
+134,300
| +227% | +$60.4M |
|
920
Chefs' Warehouse
CHEF
$2.65B
| $86.9M | 0.01% |
1,362,562
-34,818
| -2% | -$2.22M |
|
921
Boyd Gaming
BYD
$6.68B
| $86.9M | 0.01% |
1,110,810
-100,445
| -8% | -$7.86M |
|
922
SoFi Technologies
SOFI
$35.3B
| $86.9M | 0.01% |
4,769,174
+468,010
| +11% | +$8.52M |
|
923
Avery Dennison
AVY
$12.8B
| $86.8M | 0.01% |
494,434
+107,727
| +28% | +$18.9M |
|
924
iRhythm Technologies
IRTC
$5.62B
| $86.7M | 0.01% |
563,201
+687
| +0.1% | +$106K |
|
925
Vodafone
VOD
$27.4B
| $86.1M | 0.01% |
8,076,148
+4,352,389
| +117% | +$46.4M |
|