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 | |
|---|---|---|---|---|---|---|
1076
Ovintiv
OVV
$11B
| $61.8M | ﹤0.01% |
1,524,743
+352,368
| +30% | +$14.3M |
|
1077
Samsara
IOT
$22.1B
| $61.6M | ﹤0.01% |
1,410,431
+1,051,009
| +292% | +$45.9M |
|
1078
SouthState Bank Corporation
SSB
$10.3B
| $61.6M | ﹤0.01% |
618,913
+210,019
| +51% | +$20.9M |
|
1079
F5
FFIV
$18.8B
| $61.1M | ﹤0.01% |
243,123
-166,007
| -41% | -$41.7M |
|
1080
Paycom
PAYC
$12.4B
| $60.4M | ﹤0.01% |
294,650
-31,368
| -10% | -$6.43M |
|
1081
Glaukos
GKOS
$5.02B
| $60.1M | ﹤0.01% |
400,586
+41,269
| +11% | +$6.19M |
|
1082
ONE Gas
OGS
$4.5B
| $59.8M | ﹤0.01% |
864,245
+152,028
| +21% | +$10.5M |
|
1083
Essent Group
ESNT
$6.24B
| $59.7M | ﹤0.01% |
1,097,180
+75,837
| +7% | +$4.13M |
|
1084
iShares Emerging Markets Equity Factor ETF
EMGF
$1.03B
| $59.7M | ﹤0.01% |
1,320,423
+474,045
| +56% | +$21.4M |
|
1085
Universal Display
OLED
$6.52B
| $59.6M | ﹤0.01% |
407,503
-1,104,460
| -73% | -$161M |
|
1086
Ameris Bancorp
ABCB
$5.07B
| $59.6M | ﹤0.01% |
952,058
+223,805
| +31% | +$14M |
|
1087
iShares MSCI Mexico ETF
EWW
$1.86B
| $59.6M | ﹤0.01% |
1,272,295
+194,967
| +18% | +$9.13M |
|
1088
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
| $59.5M | ﹤0.01% |
734,846
-224,205
| -23% | -$18.1M |
|
1089
Primoris Services
PRIM
$6.35B
| $59M | ﹤0.01% |
772,591
+381,284
| +97% | +$29.1M |
|
1090
MasTec
MTZ
$15B
| $59M | ﹤0.01% |
433,255
-173,979
| -29% | -$23.7M |
|
1091
AGCO
AGCO
$8.02B
| $58.9M | ﹤0.01% |
630,098
+286,958
| +84% | +$26.8M |
|
1092
Dimensional US Equity ETF
DFUS
$16.6B
| $58.9M | ﹤0.01% |
923,477
-95,529
| -9% | -$6.09M |
|
1093
Zimmer Biomet
ZBH
$20.3B
| $58.8M | ﹤0.01% |
556,663
-2,186,771
| -80% | -$231M |
|
1094
Invesco S&P 500 Momentum ETF
SPMO
$12.5B
| $58.7M | ﹤0.01% |
617,959
+617,801
| +391,013% | +$58.7M |
|
1095
Chemours
CC
$2.44B
| $58.7M | ﹤0.01% |
3,470,871
+313,410
| +10% | +$5.3M |
|
|
ABLG
1096
Abacus FCF International Leaders ETF
ABLG
$32M
| $58.5M | ﹤0.01% |
2,041,671
+1,951,746
| +2,170% | +$56M |
|
1097
Littelfuse
LFUS
$6.54B
| $58.3M | ﹤0.01% |
247,590
-16,705
| -6% | -$3.94M |
|
1098
Visteon
VC
$3.42B
| $58.2M | ﹤0.01% |
656,347
+17,526
| +3% | +$1.55M |
|
1099
Imperial Oil
IMO
$46.6B
| $58.2M | ﹤0.01% |
945,002
+212,707
| +29% | +$13.1M |
|
1100
Generac Holdings
GNRC
$10.9B
| $58M | ﹤0.01% |
374,331
-31,258
| -8% | -$4.85M |
|