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 |
Apple
AAPL
|
+$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 3 |
Microsoft
MSFT
|
+$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.64B |
| 5 |
Broadcom
AVGO
|
+$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.19B |
| 3 |
Progressive
PGR
|
+$1.63B |
| 4 |
Adobe
ADBE
|
+$1.62B |
| 5 |
Salesforce
CRM
|
+$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Polaris
PII
$3.29B
| $57.6M | ﹤0.01% |
735,072
+607,003
| +474% | +$47.5M |
|
1077
AES
AES
$9.06B
| $57.2M | ﹤0.01% |
3,254,321
-2,487,740
| -43% | -$43.7M |
|
1078
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
| $56.9M | ﹤0.01% |
1,368,890
-43,532
| -3% | -$1.81M |
|
1079
Penumbra
PEN
$10.6B
| $56.7M | ﹤0.01% |
314,955
+212,345
| +207% | +$38.2M |
|
1080
F5
FFIV
$18.8B
| $56.5M | ﹤0.01% |
328,125
+91,928
| +39% | +$15.8M |
|
|
NARI
1081
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $56.4M | ﹤0.01% |
1,171,480
+30,767
| +3% | +$1.48M |
|
1082
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.03B
| $56.3M | ﹤0.01% |
1,073,429
-95,738
| -8% | -$5.03M |
|
1083
Lithia Motors
LAD
$8.64B
| $56.1M | ﹤0.01% |
222,239
-43,678
| -16% | -$11M |
|
1084
Certara
CERT
$1.65B
| $56.1M | ﹤0.01% |
4,049,295
-309,850
| -7% | -$4.29M |
|
1085
iShares US Home Construction ETF
ITB
$3.33B
| $56.1M | ﹤0.01% |
554,738
+26,946
| +5% | +$2.72M |
|
1086
Texas Pacific Land
TPL
$21.6B
| $55.9M | ﹤0.01% |
76,089
+42,621
| +127% | +$31.3M |
|
1087
Fidelity National Financial
FNF
$16.2B
| $55.8M | ﹤0.01% |
1,129,510
+386,831
| +52% | +$19.1M |
|
1088
Commercial Metals
CMC
$6.53B
| $55.8M | ﹤0.01% |
1,015,061
-93,157
| -8% | -$5.12M |
|
1089
Pinnacle West Capital
PNW
$10.6B
| $55.5M | ﹤0.01% |
727,218
+81,254
| +13% | +$6.21M |
|
1090
Shoals Technologies Group
SHLS
$1.16B
| $55.5M | ﹤0.01% |
8,891,297
+810,931
| +10% | +$5.06M |
|
1091
AvidXchange
AVDX
$2.06B
| $55.4M | ﹤0.01% |
4,597,844
+50,779
| +1% | +$612K |
|
1092
Regal Rexnord
RRX
$9.62B
| $55.2M | ﹤0.01% |
408,029
+63,570
| +18% | +$8.6M |
|
1093
iShares Core MSCI Pacific ETF
IPAC
$1.93B
| $55.1M | ﹤0.01% |
900,570
-30,785
| -3% | -$1.88M |
|
1094
Columbia Sportswear
COLM
$3.01B
| $55.1M | ﹤0.01% |
696,724
+140,739
| +25% | +$11.1M |
|
1095
Procept Biorobotics
PRCT
$2.09B
| $54.8M | ﹤0.01% |
896,747
+823,558
| +1,125% | +$50.3M |
|
1096
Ovintiv
OVV
$11B
| $54.7M | ﹤0.01% |
1,166,543
+191,541
| +20% | +$8.98M |
|
1097
Lattice Semiconductor
LSCC
$9.06B
| $54.3M | ﹤0.01% |
936,947
+196,305
| +27% | +$11.4M |
|
1098
Campbell Soup
CPB
$9.98B
| $54.1M | ﹤0.01% |
1,197,411
+760
| +0.1% | +$34.3K |
|
1099
Viatris
VTRS
$11.9B
| $54.1M | ﹤0.01% |
5,085,138
-3,505,732
| -41% | -$37.3M |
|
1100
ZTO Express
ZTO
$15.5B
| $54.1M | ﹤0.01% |
2,604,891
-269,254
| -9% | -$5.59M |
|