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 | |
|---|---|---|---|---|---|---|
1176
Solventum
SOLV
$12.7B
| $50.3M | ﹤0.01% |
661,390
+58,441
| +10% | +$4.44M |
|
1177
First Trust Long/Short Equity ETF
FTLS
$1.98B
| $50.2M | ﹤0.01% |
782,737
+14,355
| +2% | +$920K |
|
1178
Zurn Elkay Water Solutions
ZWS
$7.82B
| $50.2M | ﹤0.01% |
1,520,620
-415,219
| -21% | -$13.7M |
|
1179
SoFi Technologies
SOFI
$31.8B
| $50M | ﹤0.01% |
4,301,164
+3,555,308
| +477% | +$41.3M |
|
1180
Apple Hospitality REIT
APLE
$2.98B
| $50M | ﹤0.01% |
3,870,509
-1,338,138
| -26% | -$17.3M |
|
1181
Wayfair
W
$11.4B
| $50M | ﹤0.01% |
1,559,671
+961,027
| +161% | +$30.8M |
|
1182
Brown-Forman Class B
BF.B
$13B
| $49.8M | ﹤0.01% |
1,468,620
+882,433
| +151% | +$29.9M |
|
1183
Tenet Healthcare
THC
$17B
| $49.6M | ﹤0.01% |
368,520
+36,497
| +11% | +$4.91M |
|
1184
Sanmina
SANM
$6.24B
| $49.5M | ﹤0.01% |
649,720
-25,471
| -4% | -$1.94M |
|
1185
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
| $49.5M | ﹤0.01% |
1,998,371
+219,447
| +12% | +$5.43M |
|
1186
Hexcel
HXL
$4.93B
| $49.1M | ﹤0.01% |
897,207
-120,580
| -12% | -$6.6M |
|
1187
Ollie's Bargain Outlet
OLLI
$8.06B
| $49.1M | ﹤0.01% |
422,012
-14,354
| -3% | -$1.67M |
|
1188
Universal Health Services
UHS
$12.2B
| $49M | ﹤0.01% |
260,941
-863,713
| -77% | -$162M |
|
1189
Markel Group
MKL
$24.7B
| $48.7M | ﹤0.01% |
26,033
+7,321
| +39% | +$13.7M |
|
1190
Invesco NASDAQ 100 ETF
QQQM
$60.6B
| $48.6M | ﹤0.01% |
251,553
+190,594
| +313% | +$36.8M |
|
1191
Ally Financial
ALLY
$13B
| $48.5M | ﹤0.01% |
1,329,354
+186,004
| +16% | +$6.78M |
|
1192
iShares Global Healthcare ETF
IXJ
$3.84B
| $48.3M | ﹤0.01% |
529,738
-39,787
| -7% | -$3.63M |
|
1193
Vanguard Total World Stock ETF
VT
$52.7B
| $48.3M | ﹤0.01% |
416,162
+1,590
| +0.4% | +$184K |
|
1194
Cousins Properties
CUZ
$4.94B
| $48M | ﹤0.01% |
1,627,854
+109,513
| +7% | +$3.23M |
|
1195
iShares Morningstar Small-Cap Growth ETF
ISCG
$736M
| $47.8M | ﹤0.01% |
1,061,866
-25,550
| -2% | -$1.15M |
|
1196
Manhattan Associates
MANH
$13.1B
| $47.8M | ﹤0.01% |
276,099
-435,678
| -61% | -$75.4M |
|
1197
Fidelity High Dividend ETF
FDVV
$6.84B
| $47.8M | ﹤0.01% |
962,711
+570,274
| +145% | +$28.3M |
|
1198
Visteon
VC
$3.4B
| $47.7M | ﹤0.01% |
614,865
-41,482
| -6% | -$3.22M |
|
1199
STAG Industrial
STAG
$6.77B
| $47.7M | ﹤0.01% |
1,319,299
+314,737
| +31% | +$11.4M |
|
|
KRMN
1200
Karman Holdings Inc.
KRMN
$8.51B
| $47.6M | ﹤0.01% |
+1,423,928
| New | +$47.6M |
|