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 | |
|---|---|---|---|---|---|---|
1276
Revvity
RVTY
$10.1B
| $42.9M | ﹤0.01% |
443,698
-59,999
| -12% | -$5.8M |
|
1277
News Corp Class A
NWSA
$17.2B
| $42.8M | ﹤0.01% |
1,440,433
-828,814
| -37% | -$24.6M |
|
1278
Hormel Foods
HRL
$13.7B
| $42.7M | ﹤0.01% |
1,410,441
-478,814
| -25% | -$14.5M |
|
1279
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| $42.6M | ﹤0.01% |
840,013
+720,165
| +601% | +$36.5M |
|
1280
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
| $42.5M | ﹤0.01% |
350,073
+10,216
| +3% | +$1.24M |
|
1281
SPDR Portfolio Emerging Markets ETF
SPEM
$14.1B
| $42.4M | ﹤0.01% |
993,049
+243,577
| +32% | +$10.4M |
|
1282
Equitable Holdings
EQH
$16.2B
| $42.2M | ﹤0.01% |
753,109
-276,407
| -27% | -$15.5M |
|
1283
Urban Outfitters
URBN
$6.41B
| $42.2M | ﹤0.01% |
581,214
+202,106
| +53% | +$14.7M |
|
1284
XP
XP
$10.4B
| $42.1M | ﹤0.01% |
2,086,127
+265,118
| +15% | +$5.36M |
|
1285
Erie Indemnity
ERIE
$16.6B
| $42.1M | ﹤0.01% |
121,475
+20,459
| +20% | +$7.09M |
|
1286
TCW Transform 500 ETF
VOTE
$914M
| $42.1M | ﹤0.01% |
578,563
-8,326
| -1% | -$606K |
|
1287
Everest Group
EG
$14.1B
| $42.1M | ﹤0.01% |
123,795
+63,321
| +105% | +$21.5M |
|
1288
Charles River Laboratories
CRL
$7.65B
| $42M | ﹤0.01% |
277,106
-481,286
| -63% | -$73M |
|
1289
Upstart Holdings
UPST
$6.53B
| $42M | ﹤0.01% |
649,435
-29,620
| -4% | -$1.92M |
|
1290
Blackstone Secured Lending
BXSL
$6.38B
| $41.8M | ﹤0.01% |
1,360,310
+297,519
| +28% | +$9.15M |
|
1291
iShares China Large-Cap ETF
FXI
$6.99B
| $41.7M | ﹤0.01% |
1,134,245
-2,455,340
| -68% | -$90.3M |
|
1292
New York Times
NYT
$9.51B
| $41.7M | ﹤0.01% |
744,206
+149,338
| +25% | +$8.36M |
|
1293
iShares US Financials ETF
IYF
$4.11B
| $41.5M | ﹤0.01% |
343,215
+254,742
| +288% | +$30.8M |
|
1294
DiamondRock Hospitality
DRH
$1.7B
| $41.5M | ﹤0.01% |
5,412,002
+2,788,022
| +106% | +$21.4M |
|
|
HSAI
1295
Hesai Group
HSAI
$4.54B
| $41.4M | ﹤0.01% |
1,887,057
-62,709
| -3% | -$1.38M |
|
1296
Visteon
VC
$3.41B
| $41.4M | ﹤0.01% |
443,747
-171,118
| -28% | -$16M |
|
1297
Sunoco
SUN
$6.71B
| $41.4M | ﹤0.01% |
771,976
-921,267
| -54% | -$49.4M |
|
1298
Vanguard International High Dividend Yield ETF
VYMI
$12.2B
| $41.2M | ﹤0.01% |
514,455
+98,443
| +24% | +$7.89M |
|
1299
The Mosaic Company
MOS
$10.8B
| $41.2M | ﹤0.01% |
1,129,697
-409,949
| -27% | -$15M |
|
1300
Selective Insurance
SIGI
$4.71B
| $41.2M | ﹤0.01% |
475,302
+46,297
| +11% | +$4.01M |
|