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 | |
|---|---|---|---|---|---|---|
1376
Hancock Whitney
HWC
$5.38B
| $33.5M | ﹤0.01% |
612,571
+60,935
| +11% | +$3.33M |
|
1377
American Financial Group
AFG
$11.7B
| $33.5M | ﹤0.01% |
244,554
-88,524
| -27% | -$12.1M |
|
1378
Agios Pharmaceuticals
AGIO
$2.12B
| $33.4M | ﹤0.01% |
1,015,360
-697,630
| -41% | -$22.9M |
|
1379
Belden
BDC
$5.29B
| $33.2M | ﹤0.01% |
294,925
+111,952
| +61% | +$12.6M |
|
1380
Molina Healthcare
MOH
$10.2B
| $33M | ﹤0.01% |
113,222
-201,892
| -64% | -$58.8M |
|
1381
Equitable Holdings
EQH
$16.1B
| $32.9M | ﹤0.01% |
696,813
-211,840
| -23% | -$9.99M |
|
1382
Elbit Systems
ESLT
$23.4B
| $32.7M | ﹤0.01% |
126,687
-44,016
| -26% | -$11.4M |
|
1383
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.74B
| $32.7M | ﹤0.01% |
173,463
+6,922
| +4% | +$1.3M |
|
1384
FMC
FMC
$4.77B
| $32.6M | ﹤0.01% |
670,469
-993,158
| -60% | -$48.3M |
|
1385
Legend Biotech
LEGN
$6.24B
| $32.5M | ﹤0.01% |
998,016
+634,990
| +175% | +$20.7M |
|
1386
BWX Technologies
BWXT
$15.5B
| $32.4M | ﹤0.01% |
290,653
+18,382
| +7% | +$2.05M |
|
1387
Acadia Healthcare
ACHC
$2.06B
| $32.4M | ﹤0.01% |
816,209
-2,310,398
| -74% | -$91.6M |
|
1388
Urban Outfitters
URBN
$6.43B
| $32.4M | ﹤0.01% |
589,660
+157,768
| +37% | +$8.66M |
|
1389
Adtalem Global Education
ATGE
$4.98B
| $32.4M | ﹤0.01% |
356,088
-31,649
| -8% | -$2.88M |
|
1390
Rigetti Computing
RGTI
$5.41B
| $32.3M | ﹤0.01% |
2,117,563
+2,055,203
| +3,296% | +$31.4M |
|
1391
Markel Group
MKL
$24.8B
| $32.3M | ﹤0.01% |
18,712
-6,194
| -25% | -$10.7M |
|
1392
Avient
AVNT
$3.44B
| $32.3M | ﹤0.01% |
790,097
+181,476
| +30% | +$7.42M |
|
1393
Black Hills Corp
BKH
$4.33B
| $32.3M | ﹤0.01% |
551,414
+142,537
| +35% | +$8.34M |
|
1394
StoneX
SNEX
$5.14B
| $32.3M | ﹤0.01% |
493,931
+252,147
| +104% | +$16.5M |
|
1395
Old Republic International
ORI
$10.1B
| $32.2M | ﹤0.01% |
891,112
+39,620
| +5% | +$1.43M |
|
1396
KBR
KBR
$6.38B
| $32.2M | ﹤0.01% |
555,376
+93,560
| +20% | +$5.42M |
|
1397
Unitil
UTL
$832M
| $32.1M | ﹤0.01% |
593,192
-23,999
| -4% | -$1.3M |
|
1398
Cheniere Energy
CQP
$25.8B
| $32.1M | ﹤0.01% |
603,645
-161,213
| -21% | -$8.56M |
|
1399
iShares MSCI World ETF
URTH
$5.73B
| $32M | ﹤0.01% |
206,051
+8,551
| +4% | +$1.33M |
|
1400
Regenxbio
RGNX
$479M
| $32M | ﹤0.01% |
4,136,517
+1,659,206
| +67% | +$12.8M |
|