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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
SPDR Gold MiniShares Trust
GLDM
$19.8B
| $85M | 0.01% |
1,373,676
+645,252
| +89% | +$39.9M |
|
927
Aecom
ACM
$16.9B
| $84.8M | 0.01% |
914,858
+290,941
| +47% | +$27M |
|
928
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.22B
| $84.6M | 0.01% |
3,669,687
+245,008
| +7% | +$5.65M |
|
929
Tapestry
TPR
$22.2B
| $84.5M | 0.01% |
1,199,983
+28,988
| +2% | +$2.04M |
|
930
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $84.5M | 0.01% |
796,741
+241
| +0% | +$25.6K |
|
931
T Rowe Price
TROW
$23.2B
| $84.1M | 0.01% |
915,145
+354,895
| +63% | +$32.6M |
|
932
FTAI Aviation
FTAI
$17.4B
| $83.4M | 0.01% |
751,481
-479,053
| -39% | -$53.2M |
|
933
Franklin FTSE Canada ETF
FLCA
$469M
| $83.2M | 0.01% |
2,235,487
-77,962
| -3% | -$2.9M |
|
934
CAVA Group
CAVA
$7.46B
| $83.2M | 0.01% |
962,729
+854,591
| +790% | +$73.8M |
|
935
AptarGroup
ATR
$9.03B
| $83.1M | 0.01% |
560,005
-48,206
| -8% | -$7.15M |
|
936
First Trust Rising Dividend Achievers ETF
RDVY
$16.7B
| $82.5M | 0.01% |
1,409,027
-25,383
| -2% | -$1.49M |
|
937
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $82.5M | 0.01% |
909,378
+124,264
| +16% | +$11.3M |
|
938
WSFS Financial
WSFS
$3.17B
| $82.2M | 0.01% |
1,585,474
-102,350
| -6% | -$5.31M |
|
939
Rubrik
RBRK
$15.1B
| $82.1M | 0.01% |
1,346,053
-633,131
| -32% | -$38.6M |
|
940
DT Midstream
DTM
$10.9B
| $82M | 0.01% |
850,133
-200,523
| -19% | -$19.3M |
|
941
Nuveen ESG Large-Cap Value ETF
NULV
$1.8B
| $81.9M | 0.01% |
2,022,127
+22,805
| +1% | +$923K |
|
942
Rayonier
RYN
$4.13B
| $81.8M | 0.01% |
2,934,233
+751,387
| +34% | +$20.9M |
|
943
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $81.7M | 0.01% |
773,466
+102,919
| +15% | +$10.9M |
|
944
Gulfport Energy Corp
GPOR
$3.06B
| $81.5M | 0.01% |
442,360
-162,155
| -27% | -$29.9M |
|
945
Brunswick
BC
$4.36B
| $81.4M | 0.01% |
1,512,049
-245,137
| -14% | -$13.2M |
|
946
SiriusXM
SIRI
$8.02B
| $81.3M | 0.01% |
3,604,592
-5,702,601
| -61% | -$129M |
|
947
Braze
BRZE
$3.44B
| $81.3M | 0.01% |
2,252,209
-57,035
| -2% | -$2.06M |
|
948
Nasdaq
NDAQ
$55B
| $80.8M | 0.01% |
1,065,595
-162,938
| -13% | -$12.4M |
|
949
HEICO
HEI
$44.7B
| $80.8M | 0.01% |
302,310
+27,179
| +10% | +$7.26M |
|
950
Ferguson
FERG
$45.3B
| $80.8M | 0.01% |
503,989
-1,142,448
| -69% | -$183M |
|