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 | |
|---|---|---|---|---|---|---|
1001
iShares Select U.S. REIT ETF
ICF
$1.9B
| $74.3M | ﹤0.01% |
1,214,707
-241,183
| -17% | -$14.8M |
|
1002
Morningstar
MORN
$9.92B
| $74.2M | ﹤0.01% |
236,324
+35,561
| +18% | +$11.2M |
|
|
SKX
1003
DELISTED
Skechers
SKX
| $73.9M | ﹤0.01% |
1,171,331
+756,134
| +182% | +$47.7M |
|
1004
Valmont Industries
VMI
$7.4B
| $73.5M | ﹤0.01% |
225,141
-13,608
| -6% | -$4.44M |
|
1005
Bunge Global
BG
$15.8B
| $73.5M | ﹤0.01% |
914,919
+74,973
| +9% | +$6.02M |
|
1006
Nordson
NDSN
$12.6B
| $73.4M | ﹤0.01% |
342,221
-115,166
| -25% | -$24.7M |
|
1007
Lantheus
LNTH
$3.43B
| $73.3M | ﹤0.01% |
895,713
+16,852
| +2% | +$1.38M |
|
1008
iShares ESG Aware MSCI EM ETF
ESGE
$5.42B
| $73.3M | ﹤0.01% |
1,871,300
-45,890
| -2% | -$1.8M |
|
1009
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
| $73M | ﹤0.01% |
649,186
-30,509
| -4% | -$3.43M |
|
1010
Brunswick
BC
$4.14B
| $73M | ﹤0.01% |
1,321,570
-190,479
| -13% | -$10.5M |
|
1011
Flex
FLEX
$21.9B
| $73M | ﹤0.01% |
1,462,281
-2,148,989
| -60% | -$107M |
|
1012
Berkshire Hathaway Class A
BRK.A
$1.06T
| $72.9M | ﹤0.01% |
100
-25
| -20% | -$18.2M |
|
1013
Reinsurance Group of America
RGA
$12.3B
| $72.8M | ﹤0.01% |
366,868
+7,522
| +2% | +$1.49M |
|
|
PARA
1014
DELISTED
Paramount Global Class B
PARA
| $72.7M | ﹤0.01% |
5,633,697
+2,925,853
| +108% | +$37.7M |
|
1015
iShares US Equity Factor ETF
LRGF
$2.92B
| $72.6M | ﹤0.01% |
1,131,417
-109,646
| -9% | -$7.03M |
|
1016
Comerica
CMA
$8.98B
| $72.3M | ﹤0.01% |
1,211,498
+59,003
| +5% | +$3.52M |
|
1017
Perimeter Solutions
PRM
$3.21B
| $72.2M | ﹤0.01% |
5,185,440
-1,429,059
| -22% | -$19.9M |
|
1018
Western Midstream Partners
WES
$14.6B
| $72.1M | ﹤0.01% |
1,863,267
-493,020
| -21% | -$19.1M |
|
1019
Pinnacle Financial Partners
PNFP
$7.45B
| $72M | ﹤0.01% |
652,562
+3,441
| +0.5% | +$380K |
|
1020
PennyMac Financial
PFSI
$6.46B
| $72M | ﹤0.01% |
722,759
-156,568
| -18% | -$15.6M |
|
1021
Reliance Steel & Aluminium
RS
$15.1B
| $72M | ﹤0.01% |
229,418
+13,268
| +6% | +$4.16M |
|
|
BCPC
1022
Balchem Corp
BCPC
$5.08B
| $71.9M | ﹤0.01% |
451,734
-28,003
| -6% | -$4.46M |
|
1023
New Oriental
EDU
$8.48B
| $71.7M | ﹤0.01% |
1,329,253
-1,649,095
| -55% | -$89M |
|
1024
Tenet Healthcare
THC
$16.8B
| $71.6M | ﹤0.01% |
406,689
+38,169
| +10% | +$6.72M |
|
1025
Jacobs Solutions
J
$17.8B
| $71.5M | ﹤0.01% |
544,151
+28,520
| +6% | +$3.75M |
|