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 | |
|---|---|---|---|---|---|---|
1126
Frontier Communications
FYBR
$9.37B
| $54.7M | ﹤0.01% |
1,577,122
+53,693
| +4% | +$1.86M |
|
1127
SL Green Realty
SLG
$4.43B
| $54.6M | ﹤0.01% |
803,737
-329,060
| -29% | -$22.3M |
|
1128
Curtiss-Wright
CW
$19B
| $54.5M | ﹤0.01% |
153,631
+34,489
| +29% | +$12.2M |
|
1129
Reliance Steel & Aluminium
RS
$15.7B
| $54.5M | ﹤0.01% |
202,470
-83,401
| -29% | -$22.5M |
|
1130
iShares Global Energy ETF
IXC
$1.85B
| $54.4M | ﹤0.01% |
1,425,674
+437,984
| +44% | +$16.7M |
|
1131
Lamb Weston
LW
$7.89B
| $54.4M | ﹤0.01% |
814,395
-424,854
| -34% | -$28.4M |
|
1132
Valaris
VAL
$3.76B
| $54.4M | ﹤0.01% |
1,229,718
-52,955
| -4% | -$2.34M |
|
1133
Exponent
EXPO
$3.55B
| $54.4M | ﹤0.01% |
610,390
-20,254
| -3% | -$1.8M |
|
1134
XPeng
XPEV
$19.5B
| $54.4M | ﹤0.01% |
4,598,454
+4,227,055
| +1,138% | +$50M |
|
1135
Wolverine World Wide
WWW
$2.54B
| $53.9M | ﹤0.01% |
2,425,858
+998,916
| +70% | +$22.2M |
|
1136
iShares Morningstar Small-Cap Growth ETF
ISCG
$737M
| $53.8M | ﹤0.01% |
1,087,416
+2,951
| +0.3% | +$146K |
|
1137
Coca-Cola Femsa
KOF
$18B
| $53.5M | ﹤0.01% |
687,354
-109,220
| -14% | -$8.51M |
|
1138
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
| $53.5M | ﹤0.01% |
1,545,685
+17,651
| +1% | +$611K |
|
1139
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| $53.3M | ﹤0.01% |
210,156
+6,470
| +3% | +$1.64M |
|
1140
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $53.2M | ﹤0.01% |
528,778
+16,338
| +3% | +$1.64M |
|
1141
Xenon Pharmaceuticals
XENE
$2.87B
| $53.2M | ﹤0.01% |
1,356,895
+380,112
| +39% | +$14.9M |
|
1142
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.14B
| $53.1M | ﹤0.01% |
425,183
+34,011
| +9% | +$4.25M |
|
1143
JPMorgan US Quality Factor ETF
JQUA
$7.28B
| $53.1M | ﹤0.01% |
927,382
-249,917
| -21% | -$14.3M |
|
1144
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.8B
| $53M | ﹤0.01% |
579,545
+90,879
| +19% | +$8.31M |
|
1145
iShares US Real Estate ETF
IYR
$3.64B
| $52.9M | ﹤0.01% |
568,030
+154,705
| +37% | +$14.4M |
|
1146
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $52.7M | ﹤0.01% |
670,644
-1,171,842
| -64% | -$92.2M |
|
1147
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $52.7M | ﹤0.01% |
1,543,722
+27,744
| +2% | +$947K |
|
1148
Alkami Technology
ALKT
$2.61B
| $52.6M | ﹤0.01% |
1,435,370
+1,055,828
| +278% | +$38.7M |
|
1149
Azenta
AZTA
$1.37B
| $52.6M | ﹤0.01% |
1,052,414
+281,196
| +36% | +$14.1M |
|
1150
Viking Holdings
VIK
$28.5B
| $52.5M | ﹤0.01% |
1,191,731
+1,070,589
| +884% | +$47.2M |
|