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 | |
|---|---|---|---|---|---|---|
1176
ABM Industries
ABM
$2.85B
| $50.2M | ﹤0.01% |
980,856
-26,550
| -3% | -$1.36M |
|
1177
Columbia Banking Systems
COLB
$7.83B
| $50M | ﹤0.01% |
1,851,217
+1,134,544
| +158% | +$30.6M |
|
1178
Cognex
CGNX
$7.54B
| $49.9M | ﹤0.01% |
1,391,851
-392,388
| -22% | -$14.1M |
|
1179
Douglas Emmett
DEI
$2.84B
| $49.8M | ﹤0.01% |
2,684,597
+1,520,348
| +131% | +$28.2M |
|
1180
Independence Realty Trust
IRT
$4.14B
| $49.7M | ﹤0.01% |
2,506,902
+11,784
| +0.5% | +$234K |
|
1181
Taylor Morrison
TMHC
$7.02B
| $49.7M | ﹤0.01% |
811,253
+156,793
| +24% | +$9.6M |
|
1182
Procept Biorobotics
PRCT
$2.18B
| $49.5M | ﹤0.01% |
615,166
-197,200
| -24% | -$15.9M |
|
1183
Lemonade
LMND
$3.7B
| $49.5M | ﹤0.01% |
1,349,356
+1,299,891
| +2,628% | +$47.7M |
|
1184
Carlyle Group
CG
$24.6B
| $49.5M | ﹤0.01% |
979,411
-940,028
| -49% | -$47.5M |
|
1185
Itron
ITRI
$5.52B
| $49.2M | ﹤0.01% |
452,939
-179,046
| -28% | -$19.4M |
|
1186
Abercrombie & Fitch
ANF
$4.45B
| $49M | ﹤0.01% |
327,942
-7,945
| -2% | -$1.19M |
|
1187
iShares Global Healthcare ETF
IXJ
$3.88B
| $49M | ﹤0.01% |
569,525
-54,144
| -9% | -$4.65M |
|
1188
ASE Group
ASX
$24.3B
| $49M | ﹤0.01% |
4,861,813
+1,290,605
| +36% | +$13M |
|
1189
Medpace
MEDP
$13.7B
| $48.9M | ﹤0.01% |
147,166
-28,073
| -16% | -$9.33M |
|
1190
Vanguard Total World Stock ETF
VT
$52.8B
| $48.7M | ﹤0.01% |
414,572
-46,314
| -10% | -$5.44M |
|
1191
Stride
LRN
$7.01B
| $48.3M | ﹤0.01% |
465,210
+237,310
| +104% | +$24.7M |
|
1192
Meritage Homes
MTH
$5.73B
| $48.3M | ﹤0.01% |
628,646
+156,174
| +33% | +$12M |
|
1193
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $48.3M | ﹤0.01% |
533,985
+339
| +0.1% | +$30.7K |
|
1194
BP
BP
$89.1B
| $48M | ﹤0.01% |
1,622,821
-603,416
| -27% | -$17.8M |
|
1195
Ollie's Bargain Outlet
OLLI
$8.13B
| $47.9M | ﹤0.01% |
436,366
+247,065
| +131% | +$27.1M |
|
1196
iShares Core MSCI Total International Stock ETF
IXUS
$49.2B
| $47.8M | ﹤0.01% |
723,464
-373,586
| -34% | -$24.7M |
|
1197
Invesco Preferred ETF
PGX
$3.98B
| $47.8M | ﹤0.01% |
4,148,592
+2,359,356
| +132% | +$27.2M |
|
1198
KB Home
KBH
$4.58B
| $47.8M | ﹤0.01% |
727,809
+146,313
| +25% | +$9.62M |
|
1199
Alliance Resource Partners
ARLP
$2.91B
| $47.7M | ﹤0.01% |
1,815,453
+44,636
| +3% | +$1.17M |
|
1200
Global Payments
GPN
$20.9B
| $47.6M | ﹤0.01% |
425,167
-99,622
| -19% | -$11.2M |
|