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 | |
|---|---|---|---|---|---|---|
|
BERY
1076
DELISTED
Berry Global Group, Inc.
BERY
| $62.1M | ﹤0.01% |
889,713
+283,941
| +47% | +$19.8M |
|
1077
Qualys
QLYS
$4.75B
| $61.9M | ﹤0.01% |
491,446
-73,099
| -13% | -$9.21M |
|
1078
United Therapeutics
UTHR
$18.3B
| $61.9M | ﹤0.01% |
200,686
+8,430
| +4% | +$2.6M |
|
1079
Telus
TU
$24.1B
| $61.8M | ﹤0.01% |
4,313,083
+891,852
| +26% | +$12.8M |
|
1080
News Corp Class A
NWSA
$16.2B
| $61.8M | ﹤0.01% |
2,269,247
+945,324
| +71% | +$25.7M |
|
1081
Jacobs Solutions
J
$17.3B
| $61.7M | ﹤0.01% |
515,631
+215,459
| +72% | +$25.8M |
|
1082
Grupo Aeroportuario del Sureste
ASR
$10.4B
| $61.5M | ﹤0.01% |
224,524
-25,048
| -10% | -$6.86M |
|
1083
PGIM AAA CLO ETF
PAAA
$4.29B
| $61.5M | ﹤0.01% |
1,198,026
+542,967
| +83% | +$27.9M |
|
1084
iShares Biotechnology ETF
IBB
$5.77B
| $61.2M | ﹤0.01% |
478,196
+163,798
| +52% | +$20.9M |
|
1085
Owens Corning
OC
$13.2B
| $61.1M | ﹤0.01% |
428,138
-361,673
| -46% | -$51.7M |
|
1086
WNS Holdings
WNS
$3.24B
| $61M | ﹤0.01% |
992,306
-812,995
| -45% | -$50M |
|
1087
Novartis
NVS
$247B
| $60.6M | ﹤0.01% |
543,338
+120,196
| +28% | +$13.4M |
|
1088
Rogers Communications
RCI
$19.4B
| $60.5M | ﹤0.01% |
2,262,016
+627,678
| +38% | +$16.8M |
|
1089
US Global Jets ETF
JETS
$834M
| $60.4M | ﹤0.01% |
2,909,959
-1,631,108
| -36% | -$33.9M |
|
1090
Morningstar
MORN
$10.6B
| $60.2M | ﹤0.01% |
200,763
+10,108
| +5% | +$3.03M |
|
1091
First Advantage
FA
$2.74B
| $60M | ﹤0.01% |
4,260,142
-225,227
| -5% | -$3.17M |
|
1092
Alliant Energy
LNT
$16.4B
| $60M | ﹤0.01% |
932,331
+525,860
| +129% | +$33.8M |
|
1093
C.H. Robinson
CHRW
$15.5B
| $59.8M | ﹤0.01% |
583,878
+94,429
| +19% | +$9.67M |
|
1094
iShares MSCI Mexico ETF
EWW
$1.91B
| $59.4M | ﹤0.01% |
1,165,386
-106,909
| -8% | -$5.45M |
|
1095
JFrog
FROG
$5.82B
| $59.1M | ﹤0.01% |
1,847,183
+257,899
| +16% | +$8.25M |
|
1096
ServisFirst Bancshares
SFBS
$4.6B
| $59M | ﹤0.01% |
714,466
-140,952
| -16% | -$11.6M |
|
1097
iRhythm Technologies
IRTC
$5.85B
| $58.9M | ﹤0.01% |
562,514
-144,292
| -20% | -$15.1M |
|
1098
Unum
UNM
$12.6B
| $58.8M | ﹤0.01% |
721,284
+9,418
| +1% | +$767K |
|
1099
Hormel Foods
HRL
$14B
| $58.5M | ﹤0.01% |
1,889,255
+542,217
| +40% | +$16.8M |
|
1100
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $58.4M | ﹤0.01% |
631,303
+97,318
| +18% | +$9M |
|