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 | |
|---|---|---|---|---|---|---|
1301
Boise Cascade
BCC
$3.32B
| $38.5M | ﹤0.01% |
323,587
-10,879
| -3% | -$1.29M |
|
1302
Commault Systems
CVLT
$8.04B
| $38.4M | ﹤0.01% |
254,675
-12,156
| -5% | -$1.83M |
|
1303
Allison Transmission
ALSN
$7.57B
| $38.4M | ﹤0.01% |
355,099
-11,741
| -3% | -$1.27M |
|
1304
Gildan
GIL
$8.23B
| $38.3M | ﹤0.01% |
814,127
+235,405
| +41% | +$11.1M |
|
1305
First Bancorp
FBP
$3.54B
| $38.2M | ﹤0.01% |
2,053,923
-240,586
| -10% | -$4.47M |
|
1306
East-West Bancorp
EWBC
$15.1B
| $38.1M | ﹤0.01% |
398,199
+46,417
| +13% | +$4.44M |
|
1307
Atour Lifestyle Holdings
ATAT
$5.53B
| $38M | ﹤0.01% |
1,413,593
+402,974
| +40% | +$10.8M |
|
1308
Skywest
SKYW
$4.41B
| $38M | ﹤0.01% |
379,563
+22,053
| +6% | +$2.21M |
|
1309
Arrowhead Research
ARWR
$4.11B
| $38M | ﹤0.01% |
2,020,426
-127,979
| -6% | -$2.41M |
|
1310
American Healthcare REIT
AHR
$7.2B
| $38M | ﹤0.01% |
1,336,225
+418,589
| +46% | +$11.9M |
|
1311
SPDR Gold MiniShares Trust
GLDM
$19.8B
| $37.9M | ﹤0.01% |
728,424
+551,488
| +312% | +$28.7M |
|
1312
SEI Investments
SEIC
$10.9B
| $37.8M | ﹤0.01% |
458,881
-49,035
| -10% | -$4.04M |
|
1313
OFG Bancorp
OFG
$1.97B
| $37.8M | ﹤0.01% |
894,049
+42,335
| +5% | +$1.79M |
|
1314
Bio-Techne
TECH
$8.28B
| $37.8M | ﹤0.01% |
525,100
-231,084
| -31% | -$16.6M |
|
|
INGM
1315
Ingram Micro Holding Corporation
INGM
$4.97B
| $37.8M | ﹤0.01% |
+1,949,117
| New | +$37.8M |
|
|
ALTM
1316
DELISTED
Arcadium Lithium plc
ALTM
| $37.7M | ﹤0.01% |
7,352,882
+4,202,014
| +133% | +$21.6M |
|
1317
Campbell Soup
CPB
$10.1B
| $37.7M | ﹤0.01% |
899,443
-366,130
| -29% | -$15.3M |
|
1318
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $37.6M | ﹤0.01% |
3,869,739
-53,824
| -1% | -$523K |
|
1319
Semtech
SMTC
$5.29B
| $37.6M | ﹤0.01% |
607,215
-145,087
| -19% | -$8.97M |
|
1320
InterDigital
IDCC
$8.38B
| $37.5M | ﹤0.01% |
193,777
-13,823
| -7% | -$2.68M |
|
1321
QCR Holdings
QCRH
$1.32B
| $37.5M | ﹤0.01% |
465,282
+43,439
| +10% | +$3.5M |
|
1322
Marathon Digital Holdings
MARA
$5.82B
| $37.3M | ﹤0.01% |
2,226,830
+448,549
| +25% | +$7.52M |
|
1323
Molson Coors Class B
TAP
$9.71B
| $37.3M | ﹤0.01% |
649,915
-469,119
| -42% | -$26.9M |
|
1324
RELX
RELX
$84.6B
| $37.2M | ﹤0.01% |
819,863
-6,618
| -0.8% | -$301K |
|
1325
Pampa Energía
PAM
$3.38B
| $37.2M | ﹤0.01% |
423,154
+264,706
| +167% | +$23.3M |
|