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 | |
|---|---|---|---|---|---|---|
1126
Phillips Edison & Co
PECO
$4.46B
| $55.8M | ﹤0.01% |
1,529,380
-208,043
| -12% | -$7.59M |
|
1127
IDEX
IEX
$12.2B
| $55.8M | ﹤0.01% |
308,260
+45,028
| +17% | +$8.15M |
|
1128
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $55.8M | ﹤0.01% |
562,767
+526,252
| +1,441% | +$52.2M |
|
1129
ACV Auctions
ACVA
$1.74B
| $55.7M | ﹤0.01% |
3,953,682
+767,552
| +24% | +$10.8M |
|
1130
Magna International
MGA
$13.1B
| $55.7M | ﹤0.01% |
1,638,368
+115,011
| +8% | +$3.91M |
|
1131
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $55.6M | ﹤0.01% |
4,081,172
+211,433
| +5% | +$2.88M |
|
1132
Ovintiv
OVV
$10.8B
| $55.2M | ﹤0.01% |
1,288,883
-235,860
| -15% | -$10.1M |
|
1133
Futu Holdings
FUTU
$25.8B
| $55.1M | ﹤0.01% |
538,800
+305,202
| +131% | +$31.2M |
|
1134
QuidelOrtho
QDEL
$1.98B
| $55M | ﹤0.01% |
1,573,863
+167,209
| +12% | +$5.85M |
|
1135
Curtiss-Wright
CW
$19.2B
| $55M | ﹤0.01% |
173,217
+19,586
| +13% | +$6.21M |
|
1136
Global X Uranium ETF
URA
$4.28B
| $55M | ﹤0.01% |
2,397,659
-10,225,973
| -81% | -$234M |
|
1137
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.3B
| $54.8M | ﹤0.01% |
440,450
+14,083
| +3% | +$1.75M |
|
1138
Fox Class A
FOXA
$28.7B
| $54.7M | ﹤0.01% |
965,784
+384,891
| +66% | +$21.8M |
|
1139
DraftKings
DKNG
$21.9B
| $54.3M | ﹤0.01% |
1,633,758
+461,585
| +39% | +$15.3M |
|
1140
Uranium Energy
UEC
$5.27B
| $53.9M | ﹤0.01% |
11,283,091
-4,559,622
| -29% | -$21.8M |
|
1141
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $53.9M | ﹤0.01% |
1,479,245
-64,477
| -4% | -$2.35M |
|
1142
Equitable Holdings
EQH
$16.3B
| $53.6M | ﹤0.01% |
1,029,516
+332,703
| +48% | +$17.3M |
|
1143
CCC Intelligent Solutions
CCCS
$6.37B
| $53.6M | ﹤0.01% |
5,932,954
+2,059,536
| +53% | +$18.6M |
|
1144
PotlatchDeltic
PCH
$3.23B
| $53.6M | ﹤0.01% |
1,187,189
+41,716
| +4% | +$1.88M |
|
1145
Illumina
ILMN
$14.8B
| $53.5M | ﹤0.01% |
674,009
-117,071
| -15% | -$9.29M |
|
1146
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $53.4M | ﹤0.01% |
1,016,757
+103,449
| +11% | +$5.43M |
|
1147
Revvity
RVTY
$9.7B
| $53.3M | ﹤0.01% |
503,697
+235,492
| +88% | +$24.9M |
|
1148
Cytokinetics
CYTK
$6.17B
| $53.3M | ﹤0.01% |
1,325,408
-292,994
| -18% | -$11.8M |
|
|
CHX
1149
DELISTED
ChampionX
CHX
| $53.2M | ﹤0.01% |
1,786,473
-330,659
| -16% | -$9.85M |
|
1150
Snap
SNAP
$12.3B
| $53.2M | ﹤0.01% |
6,104,870
-3,554,171
| -37% | -$31M |
|