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 | |
|---|---|---|---|---|---|---|
1226
Stantec
STN
$12.8B
| $45.6M | ﹤0.01% |
580,736
+39,671
| +7% | +$3.11M |
|
|
OS
1227
OneStream, Inc. Class A Common Stock
OS
$3.6B
| $45.5M | ﹤0.01% |
1,596,879
+1,566,276
| +5,118% | +$44.7M |
|
1228
Avantis US Equity ETF
AVUS
$9.64B
| $45.5M | ﹤0.01% |
469,100
+120,665
| +35% | +$11.7M |
|
1229
CCC Intelligent Solutions
CCCS
$6.33B
| $45.4M | ﹤0.01% |
3,873,418
+3,419,507
| +753% | +$40.1M |
|
1230
Qorvo
QRVO
$8.12B
| $45.4M | ﹤0.01% |
649,631
+91,120
| +16% | +$6.37M |
|
1231
Tetra Tech
TTEK
$9.51B
| $45.3M | ﹤0.01% |
1,138,281
-413,070
| -27% | -$16.5M |
|
1232
Asbury Automotive
ABG
$4.97B
| $45.3M | ﹤0.01% |
186,306
+29,579
| +19% | +$7.19M |
|
1233
Texas Pacific Land
TPL
$21.6B
| $45M | ﹤0.01% |
40,670
+6,747
| +20% | +$7.46M |
|
1234
PotlatchDeltic
PCH
$3.3B
| $45M | ﹤0.01% |
1,145,473
+245,026
| +27% | +$9.62M |
|
1235
Murphy Oil
MUR
$3.69B
| $44.8M | ﹤0.01% |
1,479,710
-115,550
| -7% | -$3.5M |
|
1236
Selective Insurance
SIGI
$4.85B
| $44.8M | ﹤0.01% |
478,609
+73,456
| +18% | +$6.87M |
|
1237
Clean Harbors
CLH
$12.8B
| $44.7M | ﹤0.01% |
194,218
+6,313
| +3% | +$1.45M |
|
1238
Griffon
GFF
$3.72B
| $44.6M | ﹤0.01% |
625,704
-12,718
| -2% | -$906K |
|
1239
Upstart Holdings
UPST
$5.98B
| $44.5M | ﹤0.01% |
723,306
+164,107
| +29% | +$10.1M |
|
1240
Dr. Reddy's Laboratories
RDY
$12.3B
| $44.4M | ﹤0.01% |
2,814,710
+311,095
| +12% | +$4.91M |
|
1241
USA Compression Partners
USAC
$2.92B
| $44.3M | ﹤0.01% |
1,878,493
-1,336,085
| -42% | -$31.5M |
|
1242
CareTrust REIT
CTRE
$7.62B
| $44M | ﹤0.01% |
1,628,012
-5,250,367
| -76% | -$142M |
|
1243
Bunge Global
BG
$16.4B
| $44M | ﹤0.01% |
565,912
-192,714
| -25% | -$15M |
|
1244
Merit Medical Systems
MMSI
$5.34B
| $43.9M | ﹤0.01% |
454,040
-121,906
| -21% | -$11.8M |
|
1245
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
| $43.9M | ﹤0.01% |
403,877
+32,581
| +9% | +$3.54M |
|
1246
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
| $43.9M | ﹤0.01% |
1,778,924
+532,702
| +43% | +$13.1M |
|
1247
Permian Resources
PR
$9.8B
| $43.8M | ﹤0.01% |
3,043,717
-418,575
| -12% | -$6.02M |
|
1248
First Solar
FSLR
$21.8B
| $43.7M | ﹤0.01% |
248,106
-1,484,926
| -86% | -$262M |
|
1249
DraftKings
DKNG
$22.8B
| $43.6M | ﹤0.01% |
1,172,173
-1,397,599
| -54% | -$52M |
|
1250
Matsons
MATX
$3.37B
| $43.6M | ﹤0.01% |
323,124
+36,156
| +13% | +$4.88M |
|