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 | |
|---|---|---|---|---|---|---|
1276
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.11B
| $41M | ﹤0.01% |
1,471,079
-1,337
| -0.1% | -$37.3K |
|
1277
iShares International Equity Factor ETF
INTF
$2.42B
| $40.9M | ﹤0.01% |
1,425,417
+1,334,188
| +1,462% | +$38.3M |
|
1278
Winnebago Industries
WGO
$988M
| $40.7M | ﹤0.01% |
852,586
-2,921
| -0.3% | -$140K |
|
1279
Plexus
PLXS
$3.8B
| $40.5M | ﹤0.01% |
258,824
+154,003
| +147% | +$24.1M |
|
1280
Sprott Uranium Miners ETF
URNM
$1.74B
| $40.3M | ﹤0.01% |
1,000,637
-19,850
| -2% | -$800K |
|
1281
iShares MSCI South Africa ETF
EZA
$442M
| $40.2M | ﹤0.01% |
959,055
-180,165
| -16% | -$7.55M |
|
|
BECN
1282
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $40.1M | ﹤0.01% |
395,121
+38,199
| +11% | +$3.88M |
|
1283
First Watch Restaurant Group
FWRG
$1.08B
| $39.8M | ﹤0.01% |
2,141,209
+154,784
| +8% | +$2.88M |
|
1284
Solventum
SOLV
$12.8B
| $39.8M | ﹤0.01% |
602,949
+3,665
| +0.6% | +$242K |
|
1285
Everest Group
EG
$14.6B
| $39.8M | ﹤0.01% |
109,775
+31,306
| +40% | +$11.3M |
|
1286
Jacobs Solutions
J
$17.8B
| $39.7M | ﹤0.01% |
300,172
-137,913
| -31% | -$18.2M |
|
1287
PBF Energy
PBF
$3.31B
| $39.6M | ﹤0.01% |
1,492,573
+562,287
| +60% | +$14.9M |
|
1288
H.B. Fuller
FUL
$3.44B
| $39.4M | ﹤0.01% |
583,842
+67,310
| +13% | +$4.54M |
|
1289
BellRing Brands
BRBR
$4.7B
| $39.3M | ﹤0.01% |
522,151
-30,793
| -6% | -$2.32M |
|
|
BERY
1290
DELISTED
Berry Global Group, Inc.
BERY
| $39.2M | ﹤0.01% |
605,772
+140,241
| +30% | +$9.07M |
|
1291
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.74B
| $39.1M | ﹤0.01% |
681,814
-5,246
| -0.8% | -$301K |
|
1292
OGE Energy
OGE
$8.9B
| $39.1M | ﹤0.01% |
947,332
-73,623
| -7% | -$3.04M |
|
1293
Pinnacle West Capital
PNW
$10.6B
| $39.1M | ﹤0.01% |
460,967
-228,978
| -33% | -$19.4M |
|
1294
RLJ Lodging Trust
RLJ
$1.16B
| $39M | ﹤0.01% |
3,815,987
-1,350,606
| -26% | -$13.8M |
|
1295
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $38.8M | ﹤0.01% |
776,515
+52,837
| +7% | +$2.64M |
|
1296
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $38.8M | ﹤0.01% |
477,351
+45,329
| +10% | +$3.68M |
|
1297
Skechers
SKX
$9.49B
| $38.8M | ﹤0.01% |
576,399
+104,222
| +22% | +$7.01M |
|
1298
Ryan Specialty Holdings
RYAN
$6.62B
| $38.6M | ﹤0.01% |
602,099
+142,635
| +31% | +$9.15M |
|
1299
Chesapeake Utilities
CPK
$2.95B
| $38.6M | ﹤0.01% |
317,752
+29,759
| +10% | +$3.61M |
|
1300
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| $38.5M | ﹤0.01% |
334,628
+14,464
| +5% | +$1.67M |
|