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 |
Vanguard S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GMS
1276
DELISTED
GMS Inc
GMS
| $39.8M | ﹤0.01% |
408,699
-32,656
| -7% | -$3.18M |
|
1277
PotlatchDeltic
PCH
$3.2B
| $39.7M | ﹤0.01% |
844,611
-73,018
| -8% | -$3.43M |
|
1278
Noble Corp
NE
$4.81B
| $39.7M | ﹤0.01% |
818,843
-351,446
| -30% | -$17M |
|
1279
Skywest
SKYW
$4.35B
| $39.6M | ﹤0.01% |
572,774
-156,153
| -21% | -$10.8M |
|
1280
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
| $39.5M | ﹤0.01% |
518,630
-98,893
| -16% | -$7.53M |
|
1281
Grand Canyon Education
LOPE
$5.89B
| $39.5M | ﹤0.01% |
289,931
+150,134
| +107% | +$20.4M |
|
1282
Fidelity National Financial
FNF
$16.4B
| $39.4M | ﹤0.01% |
742,679
+18,814
| +3% | +$999K |
|
1283
Blue Owl Capital
OBDC
$7.23B
| $39.4M | ﹤0.01% |
2,559,606
-534,911
| -17% | -$8.23M |
|
1284
M/I Homes
MHO
$4.07B
| $39.3M | ﹤0.01% |
288,549
-12,539
| -4% | -$1.71M |
|
1285
Paycom
PAYC
$12.5B
| $39.2M | ﹤0.01% |
196,873
+38,849
| +25% | +$7.73M |
|
1286
Novartis
NVS
$240B
| $39.2M | ﹤0.01% |
404,831
+54,370
| +16% | +$5.26M |
|
1287
CarMax
KMX
$8.97B
| $39.1M | ﹤0.01% |
449,119
+108,410
| +32% | +$9.44M |
|
1288
Hess Midstream
HESM
$5.15B
| $39.1M | ﹤0.01% |
1,082,517
-115,263
| -10% | -$4.16M |
|
1289
Piper Sandler
PIPR
$6.12B
| $39.1M | ﹤0.01% |
197,006
+102,113
| +108% | +$20.3M |
|
1290
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.36B
| $39.1M | ﹤0.01% |
680,945
+31,775
| +5% | +$1.82M |
|
1291
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
| $39M | ﹤0.01% |
671,938
+11,870
| +2% | +$690K |
|
1292
Vanguard Large-Cap ETF
VV
$45.3B
| $38.9M | ﹤0.01% |
162,448
-21,026
| -11% | -$5.04M |
|
1293
Wipro
WIT
$29B
| $38.9M | ﹤0.01% |
13,526,758
+1,849,418
| +16% | +$5.32M |
|
1294
Schwab US Large- Cap ETF
SCHX
$60.3B
| $38.8M | ﹤0.01% |
1,873,512
+160,257
| +9% | +$3.32M |
|
1295
Essential Properties Realty Trust
EPRT
$5.91B
| $38.6M | ﹤0.01% |
1,449,546
+309,204
| +27% | +$8.24M |
|
1296
Carnival PLC
CUK
$37.7B
| $38.6M | ﹤0.01% |
2,620,286
-29,826
| -1% | -$439K |
|
1297
nVent Electric
NVT
$15.3B
| $38.6M | ﹤0.01% |
511,819
-4,719
| -0.9% | -$356K |
|
1298
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $38.6M | ﹤0.01% |
419,967
+111,862
| +36% | +$10.3M |
|
1299
Group 1 Automotive
GPI
$6.03B
| $38.5M | ﹤0.01% |
131,818
-36,872
| -22% | -$10.8M |
|
1300
Olin
OLN
$3.02B
| $38.5M | ﹤0.01% |
654,919
+173,418
| +36% | +$10.2M |
|