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 | |
|---|---|---|---|---|---|---|
976
Archer Daniels Midland
ADM
$29.5B
| $75M | 0.01% |
1,484,260
-947,858
| -39% | -$47.9M |
|
977
Five Below
FIVE
$8.05B
| $74.9M | 0.01% |
713,227
-166,792
| -19% | -$17.5M |
|
978
Life Time Group Holdings
LTH
$6.27B
| $74.9M | 0.01% |
3,384,193
-185,021
| -5% | -$4.09M |
|
979
Perimeter Solutions
PRM
$3.22B
| $74.8M | 0.01% |
5,856,611
+971,623
| +20% | +$12.4M |
|
980
Terreno Realty
TRNO
$5.92B
| $74.8M | 0.01% |
1,264,657
+35,034
| +3% | +$2.07M |
|
981
Citizens Financial Group
CFG
$22.3B
| $74.7M | 0.01% |
1,706,138
-36,317
| -2% | -$1.59M |
|
982
Wendy's
WEN
$1.87B
| $74.6M | 0.01% |
4,578,618
-115,858
| -2% | -$1.89M |
|
983
W.P. Carey
WPC
$14.8B
| $74.3M | 0.01% |
1,364,292
-149,757
| -10% | -$8.16M |
|
984
Halliburton
HAL
$19.3B
| $74.3M | 0.01% |
2,732,661
-2,377,330
| -47% | -$64.6M |
|
985
Element Solutions
ESI
$6.24B
| $74.3M | 0.01% |
2,921,021
+1,301,602
| +80% | +$33.1M |
|
986
iShares US Infrastructure ETF
IFRA
$2.97B
| $74.2M | 0.01% |
1,602,381
+80,410
| +5% | +$3.72M |
|
987
Biohaven
BHVN
$1.48B
| $73.9M | 0.01% |
1,979,169
+1,169,721
| +145% | +$43.7M |
|
988
Bentley Systems
BSY
$16B
| $73.8M | 0.01% |
1,581,187
+2,825
| +0.2% | +$132K |
|
989
Box
BOX
$4.74B
| $73.7M | 0.01% |
2,333,475
-531,314
| -19% | -$16.8M |
|
990
Willis Towers Watson
WTW
$32.2B
| $73.4M | 0.01% |
234,321
+47,054
| +25% | +$14.7M |
|
991
nVent Electric
NVT
$15.3B
| $73.3M | 0.01% |
1,075,409
+572,086
| +114% | +$39M |
|
992
Brown & Brown
BRO
$30.5B
| $73.1M | 0.01% |
716,957
-265,585
| -27% | -$27.1M |
|
993
JD.com
JD
$47.2B
| $73M | 0.01% |
2,104,692
+1,352,446
| +180% | +$46.9M |
|
994
Kontoor Brands
KTB
$4.29B
| $72.6M | 0.01% |
849,712
+188,001
| +28% | +$16.1M |
|
995
ServisFirst Bancshares
SFBS
$4.6B
| $72.5M | 0.01% |
855,418
+373
| +0% | +$31.6K |
|
996
Monarch Casino & Resort
MCRI
$1.87B
| $72.5M | 0.01% |
918,734
+72,764
| +9% | +$5.74M |
|
997
Unity
U
$18.2B
| $72.3M | 0.01% |
3,216,726
-2,731,811
| -46% | -$61.4M |
|
998
Zurn Elkay Water Solutions
ZWS
$7.69B
| $72.2M | 0.01% |
1,935,839
+319,895
| +20% | +$11.9M |
|
999
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $72M | 0.01% |
1,414,905
+719,584
| +103% | +$36.6M |
|
1000
Bloom Energy
BE
$14.7B
| $71.4M | 0.01% |
3,214,481
-641,390
| -17% | -$14.2M |
|