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 | |
|---|---|---|---|---|---|---|
1401
Korn Ferry
KFY
$3.81B
| $32M | ﹤0.01% |
474,042
+48,074
| +11% | +$3.24M |
|
|
TXNM
1402
TXNM Energy, Inc.
TXNM
$5.99B
| $32M | ﹤0.01% |
650,235
-11,388
| -2% | -$560K |
|
1403
New Jersey Resources
NJR
$4.76B
| $31.9M | ﹤0.01% |
683,557
+74,358
| +12% | +$3.47M |
|
1404
Enterprise Financial Services Corp
EFSC
$2.27B
| $31.9M | ﹤0.01% |
565,314
+7,439
| +1% | +$420K |
|
1405
Primerica
PRI
$8.74B
| $31.8M | ﹤0.01% |
117,308
+11,996
| +11% | +$3.26M |
|
1406
Wingstop
WING
$7.84B
| $31.8M | ﹤0.01% |
112,008
+21,359
| +24% | +$6.07M |
|
1407
Stifel
SF
$11.8B
| $31.7M | ﹤0.01% |
299,261
+93,341
| +45% | +$9.9M |
|
1408
Donaldson
DCI
$9.51B
| $31.7M | ﹤0.01% |
470,602
+31,064
| +7% | +$2.09M |
|
1409
Advanced Drainage Systems
WMS
$11B
| $31.6M | ﹤0.01% |
273,248
+22,798
| +9% | +$2.64M |
|
1410
Knowles
KN
$1.85B
| $31.6M | ﹤0.01% |
1,584,196
-467,150
| -23% | -$9.31M |
|
1411
Vanguard Industrials ETF
VIS
$6.18B
| $31.6M | ﹤0.01% |
124,078
-9,838
| -7% | -$2.5M |
|
1412
Loar Holdings
LOAR
$7.44B
| $31.6M | ﹤0.01% |
427,009
+144,016
| +51% | +$10.6M |
|
1413
Erie Indemnity
ERIE
$17.3B
| $31.5M | ﹤0.01% |
76,516
+1,783
| +2% | +$735K |
|
1414
Ormat Technologies
ORA
$5.56B
| $31.5M | ﹤0.01% |
465,450
+112,959
| +32% | +$7.65M |
|
1415
Vericel Corp
VCEL
$1.69B
| $31.4M | ﹤0.01% |
571,194
+119,574
| +26% | +$6.57M |
|
1416
Eastern Bankshares
EBC
$3.37B
| $31.3M | ﹤0.01% |
1,815,393
+223,681
| +14% | +$3.86M |
|
1417
United Bankshares
UBSI
$5.36B
| $31.2M | ﹤0.01% |
830,774
+235,955
| +40% | +$8.86M |
|
1418
Penumbra
PEN
$10.6B
| $31.1M | ﹤0.01% |
131,028
-253,114
| -66% | -$60.1M |
|
1419
City Holding Co
CHCO
$1.83B
| $31.1M | ﹤0.01% |
262,243
+51,055
| +24% | +$6.05M |
|
1420
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $31M | ﹤0.01% |
622,215
+12,270
| +2% | +$611K |
|
1421
Wipro
WIT
$29.4B
| $31M | ﹤0.01% |
8,744,712
-3,611,936
| -29% | -$12.8M |
|
1422
Bruker
BRKR
$4.63B
| $30.8M | ﹤0.01% |
526,166
+306,282
| +139% | +$18M |
|
1423
InterContinental Hotels
IHG
$18.6B
| $30.8M | ﹤0.01% |
246,824
-73,462
| -23% | -$9.18M |
|
1424
Chord Energy
CHRD
$6.1B
| $30.8M | ﹤0.01% |
263,288
+8,455
| +3% | +$989K |
|
1425
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.5M
| $30.7M | ﹤0.01% |
808,212
+772,244
| +2,147% | +$29.4M |
|