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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
UFP Industries
UFPI
$5.58B
| $50.1M | ﹤0.01% |
504,398
-39,654
| -7% | -$3.94M |
|
1202
Universal Health Services
UHS
$12B
| $50.1M | ﹤0.01% |
276,562
+15,621
| +6% | +$2.83M |
|
1203
Informatica
INFA
$7.58B
| $50M | ﹤0.01% |
2,053,771
+419,436
| +26% | +$10.2M |
|
1204
iShares ESG MSCI USA Leaders ETF
SUSL
$916M
| $49.9M | ﹤0.01% |
460,643
-23,318
| -5% | -$2.53M |
|
1205
Inspire Medical Systems
INSP
$2.36B
| $49.8M | ﹤0.01% |
384,041
-15,672
| -4% | -$2.03M |
|
1206
Molson Coors Class B
TAP
$9.21B
| $49.8M | ﹤0.01% |
1,036,110
+175,587
| +20% | +$8.44M |
|
1207
Toll Brothers
TOL
$13.5B
| $49.8M | ﹤0.01% |
436,267
-232,332
| -35% | -$26.5M |
|
1208
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
| $49.8M | ﹤0.01% |
594,448
-70,697
| -11% | -$5.92M |
|
1209
Lumen
LUMN
$5.86B
| $49.6M | ﹤0.01% |
11,320,094
+6,204,619
| +121% | +$27.2M |
|
1210
Sabra Healthcare REIT
SBRA
$4.49B
| $49.5M | ﹤0.01% |
2,685,412
-1,301,649
| -33% | -$24M |
|
1211
Rhythm Pharmaceuticals
RYTM
$6.38B
| $49.5M | ﹤0.01% |
783,559
+639,919
| +446% | +$40.4M |
|
1212
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
| $49.4M | ﹤0.01% |
498,781
+469,888
| +1,626% | +$46.6M |
|
|
ABLD
1213
Abacus FCF Real Assets Leaders ETF
ABLD
$58.8M
| $49.3M | ﹤0.01% |
1,728,558
+131,441
| +8% | +$3.75M |
|
1214
Vanguard Russell 1000 Value ETF
VONV
$13.7B
| $49.2M | ﹤0.01% |
577,227
+59,776
| +12% | +$5.09M |
|
1215
Zurn Elkay Water Solutions
ZWS
$7.86B
| $49.2M | ﹤0.01% |
1,344,264
-176,356
| -12% | -$6.45M |
|
1216
APi Group
APG
$14.5B
| $49M | ﹤0.01% |
1,439,111
+301,806
| +27% | +$10.3M |
|
1217
Apogee Therapeutics
APGE
$2.18B
| $48.9M | ﹤0.01% |
1,125,570
+162,939
| +17% | +$7.08M |
|
1218
Fidelity High Dividend ETF
FDVV
$6.88B
| $48.7M | ﹤0.01% |
935,539
-27,172
| -3% | -$1.41M |
|
1219
Integer Holdings
ITGR
$3.62B
| $48.6M | ﹤0.01% |
395,296
+295,364
| +296% | +$36.3M |
|
1220
Molina Healthcare
MOH
$9.49B
| $48.4M | ﹤0.01% |
162,423
-27,051
| -14% | -$8.06M |
|
1221
Antero Resources
AR
$9.79B
| $48.4M | ﹤0.01% |
1,200,529
+258,851
| +27% | +$10.4M |
|
1222
Annaly Capital Management
NLY
$13.7B
| $48.3M | ﹤0.01% |
2,567,695
+44,526
| +2% | +$838K |
|
1223
FirstService
FSV
$9.18B
| $48.2M | ﹤0.01% |
275,849
+5,339
| +2% | +$932K |
|
1224
West Pharmaceutical
WST
$18.3B
| $48.1M | ﹤0.01% |
220,044
-435,132
| -66% | -$95.2M |
|
1225
InterDigital
IDCC
$8.64B
| $48.1M | ﹤0.01% |
214,647
+91,138
| +74% | +$20.4M |
|