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 | |
|---|---|---|---|---|---|---|
1151
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
| $53.1M | ﹤0.01% |
665,145
-69,701
| -9% | -$5.57M |
|
1152
Choice Hotels
CHH
$5.24B
| $53M | ﹤0.01% |
399,295
+39,689
| +11% | +$5.27M |
|
1153
Q2 Holdings
QTWO
$5.12B
| $52.9M | ﹤0.01% |
661,769
-238,488
| -26% | -$19.1M |
|
1154
KraneShares CSI China Internet ETF
KWEB
$9.05B
| $52.8M | ﹤0.01% |
1,513,102
-2,150,071
| -59% | -$75.1M |
|
1155
Range Resources
RRC
$8.39B
| $52.7M | ﹤0.01% |
1,319,975
-122,873
| -9% | -$4.91M |
|
1156
Group 1 Automotive
GPI
$6.07B
| $52.7M | ﹤0.01% |
137,894
-9,337
| -6% | -$3.57M |
|
1157
Molson Coors Class B
TAP
$9.57B
| $52.4M | ﹤0.01% |
860,523
+210,608
| +32% | +$12.8M |
|
1158
Unifirst Corp
UNF
$3.2B
| $52.2M | ﹤0.01% |
300,170
-87,156
| -23% | -$15.2M |
|
1159
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $52.2M | ﹤0.01% |
547,801
-653,067
| -54% | -$62.2M |
|
1160
WisdomTree Japan Hedged Equity Fund
DXJ
$3.82B
| $52.2M | ﹤0.01% |
473,474
-3,059,674
| -87% | -$337M |
|
1161
Bio-Techne
TECH
$7.99B
| $52.1M | ﹤0.01% |
888,484
+363,384
| +69% | +$21.3M |
|
1162
MasTec
MTZ
$15B
| $52.1M | ﹤0.01% |
446,115
+12,860
| +3% | +$1.5M |
|
1163
H&R Block
HRB
$6.93B
| $51.8M | ﹤0.01% |
943,406
+298,989
| +46% | +$16.4M |
|
1164
Bloom Energy
BE
$15.5B
| $51.5M | ﹤0.01% |
2,621,092
-593,389
| -18% | -$11.7M |
|
1165
KeyCorp
KEY
$21B
| $51.4M | ﹤0.01% |
3,215,127
-541,671
| -14% | -$8.66M |
|
1166
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.13B
| $51.4M | ﹤0.01% |
429,104
+3,921
| +0.9% | +$469K |
|
1167
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $51.3M | ﹤0.01% |
209,728
-428
| -0.2% | -$105K |
|
|
WAY
1168
Waystar Holding Corp
WAY
$6.57B
| $51.3M | ﹤0.01% |
1,372,367
+127,072
| +10% | +$4.75M |
|
1169
Annaly Capital Management
NLY
$14.2B
| $51.2M | ﹤0.01% |
2,523,169
+206,393
| +9% | +$4.19M |
|
1170
Commercial Metals
CMC
$6.53B
| $51.2M | ﹤0.01% |
1,112,814
-463,502
| -29% | -$21.3M |
|
1171
Schwab US Large- Cap ETF
SCHX
$60.3B
| $51.1M | ﹤0.01% |
2,315,246
+120,280
| +5% | +$2.66M |
|
1172
Affirm
AFRM
$27.1B
| $51.1M | ﹤0.01% |
1,129,954
-580,228
| -34% | -$26.2M |
|
1173
Coca-Cola Femsa
KOF
$18B
| $51M | ﹤0.01% |
558,284
-129,070
| -19% | -$11.8M |
|
1174
Melco Resorts & Entertainment
MLCO
$3.76B
| $50.5M | ﹤0.01% |
9,588,356
+8,246,224
| +614% | +$43.5M |
|
1175
Viatris
VTRS
$11.6B
| $50.4M | ﹤0.01% |
5,790,467
+1,336,980
| +30% | +$11.6M |
|