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 | |
|---|---|---|---|---|---|---|
1026
Aecom
ACM
$16.6B
| $66.6M | 0.01% |
623,917
-144,349
| -19% | -$15.4M |
|
1027
VeriSign
VRSN
$26.5B
| $66.5M | ﹤0.01% |
321,080
-11,920
| -4% | -$2.47M |
|
1028
Unifirst Corp
UNF
$3.17B
| $66.3M | ﹤0.01% |
387,326
+20,056
| +5% | +$3.43M |
|
1029
Nexstar Media Group
NXST
$5.98B
| $66.1M | ﹤0.01% |
418,372
-86,755
| -17% | -$13.7M |
|
1030
iShares TIPS Bond ETF
TIP
$14B
| $65.9M | ﹤0.01% |
618,876
-2,262,060
| -79% | -$241M |
|
1031
Teva Pharmaceuticals
TEVA
$22.4B
| $65.9M | ﹤0.01% |
2,989,349
+967,388
| +48% | +$21.3M |
|
1032
ARK Genomic Revolution ETF
ARKG
$1.01B
| $65.7M | ﹤0.01% |
2,791,571
-163,708
| -6% | -$3.85M |
|
|
ENLC
1033
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $65.7M | ﹤0.01% |
4,642,815
-345,078
| -7% | -$4.88M |
|
1034
Hims & Hers Health
HIMS
$10.8B
| $65.5M | ﹤0.01% |
2,710,014
+659,892
| +32% | +$16M |
|
1035
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $65.5M | ﹤0.01% |
1,031,749
+143,400
| +16% | +$9.1M |
|
1036
HEICO
HEI
$44.1B
| $65.4M | ﹤0.01% |
275,131
+57,624
| +26% | +$13.7M |
|
1037
Evergy
EVRG
$16.5B
| $65.3M | ﹤0.01% |
1,060,122
-615,331
| -37% | -$37.9M |
|
1038
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $65.2M | ﹤0.01% |
835,710
-3,795,445
| -82% | -$296M |
|
1039
LKQ Corp
LKQ
$8.26B
| $65.2M | ﹤0.01% |
1,773,353
-3,789,239
| -68% | -$139M |
|
1040
Brixmor Property Group
BRX
$8.51B
| $65.2M | ﹤0.01% |
2,340,865
-1,423,821
| -38% | -$39.6M |
|
1041
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $65.1M | ﹤0.01% |
2,071,639
+617,709
| +42% | +$19.4M |
|
1042
Phillips Edison & Co
PECO
$4.47B
| $65.1M | ﹤0.01% |
1,737,423
+606,055
| +54% | +$22.7M |
|
|
BWIN
1043
Baldwin Insurance Group
BWIN
$2.17B
| $64.9M | ﹤0.01% |
1,673,944
+438,076
| +35% | +$17M |
|
1044
Vanguard Large-Cap ETF
VV
$44.9B
| $64.8M | ﹤0.01% |
240,273
+59,420
| +33% | +$16M |
|
1045
Vanguard Health Care ETF
VHT
$15.6B
| $64.7M | ﹤0.01% |
254,843
+6,411
| +3% | +$1.63M |
|
1046
Driven Brands
DRVN
$3B
| $64.6M | ﹤0.01% |
4,004,705
-300,391
| -7% | -$4.85M |
|
1047
KeyCorp
KEY
$21.1B
| $64.4M | ﹤0.01% |
3,756,798
+467,929
| +14% | +$8.02M |
|
1048
CNX Resources
CNX
$4.14B
| $64.4M | ﹤0.01% |
1,754,913
+479,964
| +38% | +$17.6M |
|
1049
Vanguard Small-Cap Growth ETF
VBK
$20.3B
| $64.3M | ﹤0.01% |
229,651
+6,121
| +3% | +$1.71M |
|
1050
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $64.3M | ﹤0.01% |
249,572
+6,552
| +3% | +$1.69M |
|