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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Fox Class A
FOXA
$28.5B
| $35.6M | ﹤0.01% |
1,142,423
+76,655
| +7% | +$2.39M |
|
1152
CarMax
KMX
$9B
| $35.6M | ﹤0.01% |
503,385
+10,068
| +2% | +$712K |
|
1153
iShares Core S&P US Value ETF
IUSV
$22.1B
| $35.6M | ﹤0.01% |
476,852
+12,219
| +3% | +$912K |
|
1154
Winnebago Industries
WGO
$952M
| $35.6M | ﹤0.01% |
598,347
-28,148
| -4% | -$1.67M |
|
1155
BorgWarner
BWA
$9.47B
| $35.5M | ﹤0.01% |
878,680
-10,538
| -1% | -$425K |
|
1156
Principal Financial Group
PFG
$18.4B
| $35.4M | ﹤0.01% |
490,529
+17,122
| +4% | +$1.23M |
|
1157
Western Digital
WDC
$34B
| $35.3M | ﹤0.01% |
1,024,533
+94,320
| +10% | +$3.25M |
|
1158
OGE Energy
OGE
$8.98B
| $35.3M | ﹤0.01% |
1,058,512
+78,594
| +8% | +$2.62M |
|
1159
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $35.3M | ﹤0.01% |
1,137,553
-32,767
| -3% | -$1.02M |
|
1160
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.76B
| $35.2M | ﹤0.01% |
1,053,180
+54,369
| +5% | +$1.82M |
|
1161
Vail Resorts
MTN
$5.36B
| $35.1M | ﹤0.01% |
158,391
+51,951
| +49% | +$11.5M |
|
1162
Dynatrace
DT
$14.8B
| $35.1M | ﹤0.01% |
750,301
-4,180
| -0.6% | -$195K |
|
1163
Selective Insurance
SIGI
$4.84B
| $35M | ﹤0.01% |
338,984
-41,124
| -11% | -$4.24M |
|
|
IMGN
1164
DELISTED
Immunogen Inc
IMGN
| $34.9M | ﹤0.01% |
2,198,427
+1,336,005
| +155% | +$21.2M |
|
1165
Williams-Sonoma
WSM
$24B
| $34.7M | ﹤0.01% |
446,266
-145,394
| -25% | -$11.3M |
|
1166
Vistra
VST
$71.1B
| $34.6M | ﹤0.01% |
1,043,912
+165,723
| +19% | +$5.5M |
|
1167
MYR Group
MYRG
$2.74B
| $34.6M | ﹤0.01% |
256,782
-13,489
| -5% | -$1.82M |
|
1168
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
| $34.6M | ﹤0.01% |
247,683
+8,467
| +4% | +$1.18M |
|
1169
Full Truck Alliance
YMM
$14.2B
| $34.4M | ﹤0.01% |
4,890,333
+1,454,164
| +42% | +$10.2M |
|
1170
F5
FFIV
$18.5B
| $34.4M | ﹤0.01% |
213,577
+53,103
| +33% | +$8.56M |
|
1171
JPMorgan Sustainable Municipal Income ETF
JMSI
$317M
| $34.4M | ﹤0.01% |
+715,049
| New | +$34.4M |
|
|
GMS
1172
DELISTED
GMS Inc
GMS
| $34.4M | ﹤0.01% |
537,690
-85,095
| -14% | -$5.44M |
|
|
SAGE
1173
DELISTED
Sage Therapeutics
SAGE
| $34.3M | ﹤0.01% |
1,668,518
-24,076
| -1% | -$495K |
|
1174
Axon Enterprise
AXON
$59.5B
| $34.3M | ﹤0.01% |
172,521
+9,813
| +6% | +$1.95M |
|
|
AEL
1175
DELISTED
American Equity Investment Life Holding Company
AEL
| $34.3M | ﹤0.01% |
638,657
+220,462
| +53% | +$11.8M |
|