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 | |
|---|---|---|---|---|---|---|
1051
Wendy's
WEN
$1.88B
| $65.4M | ﹤0.01% |
4,469,344
-109,274
| -2% | -$1.6M |
|
1052
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.68B
| $65.3M | ﹤0.01% |
2,557,686
+37,399
| +1% | +$955K |
|
1053
JPMorgan Short Duration Core Plus ETF
JSCP
$804M
| $65M | ﹤0.01% |
1,376,336
+158,859
| +13% | +$7.5M |
|
1054
Vanguard Health Care ETF
VHT
$15.9B
| $64.9M | ﹤0.01% |
245,167
-9,676
| -4% | -$2.56M |
|
1055
Old National Bancorp
ONB
$8.81B
| $64.9M | ﹤0.01% |
3,060,881
-866,197
| -22% | -$18.4M |
|
1056
LCI Industries
LCII
$2.47B
| $64.7M | ﹤0.01% |
739,488
-110,117
| -13% | -$9.63M |
|
1057
Vanguard Financials ETF
VFH
$13B
| $64.4M | ﹤0.01% |
539,110
+101,293
| +23% | +$12.1M |
|
1058
Driven Brands
DRVN
$3B
| $64.2M | ﹤0.01% |
3,748,326
-256,379
| -6% | -$4.39M |
|
1059
Bunge Global
BG
$16.5B
| $64.2M | ﹤0.01% |
839,946
+274,034
| +48% | +$20.9M |
|
1060
Vanguard FTSE All-World ex-US ETF
VEU
$49.9B
| $64M | ﹤0.01% |
1,054,842
-1,958,727
| -65% | -$119M |
|
1061
Pure Storage
PSTG
$27B
| $63.9M | ﹤0.01% |
1,443,349
-511,313
| -26% | -$22.6M |
|
1062
LKQ Corp
LKQ
$8.26B
| $63.8M | ﹤0.01% |
1,499,265
-274,088
| -15% | -$11.7M |
|
1063
Inspire Medical Systems
INSP
$2.45B
| $63.7M | ﹤0.01% |
399,713
-119,836
| -23% | -$19.1M |
|
1064
Vanguard Mid-Cap Value ETF
VOE
$19B
| $63.6M | ﹤0.01% |
395,927
+8,799
| +2% | +$1.41M |
|
1065
Graco
GGG
$14.3B
| $63.5M | ﹤0.01% |
760,205
+156,026
| +26% | +$13M |
|
1066
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
| $63.4M | ﹤0.01% |
1,006,705
-25,044
| -2% | -$1.58M |
|
1067
Ryan Specialty Holdings
RYAN
$6.53B
| $63.4M | ﹤0.01% |
858,398
+256,299
| +43% | +$18.9M |
|
1068
Fox Class B
FOX
$25.3B
| $63M | ﹤0.01% |
1,194,549
+791,965
| +197% | +$41.7M |
|
1069
Invesco S&P 500 Momentum ETF
SPMO
$12.5B
| $62.9M | ﹤0.01% |
679,695
+61,736
| +10% | +$5.71M |
|
1070
ONE Gas
OGS
$4.5B
| $62.9M | ﹤0.01% |
831,977
-32,268
| -4% | -$2.44M |
|
1071
Mr. Cooper
COOP
$14B
| $62.8M | ﹤0.01% |
524,769
-119,390
| -19% | -$14.3M |
|
1072
Reliance Steel & Aluminium
RS
$15.4B
| $62.4M | ﹤0.01% |
216,150
+13,680
| +7% | +$3.95M |
|
1073
Molina Healthcare
MOH
$9.71B
| $62.4M | ﹤0.01% |
189,474
+76,252
| +67% | +$25.1M |
|
1074
Lamb Weston
LW
$7.79B
| $62.3M | ﹤0.01% |
1,169,152
+354,757
| +44% | +$18.9M |
|
1075
Amcor
AMCR
$19.2B
| $62.3M | ﹤0.01% |
6,419,814
-2,461,235
| -28% | -$23.9M |
|