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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
XPeng
XPEV
$20.6B
| $32.7M | ﹤0.01% |
1,830,105
+536,806
| +42% | +$9.6M |
|
1427
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.29B
| $32.7M | ﹤0.01% |
1,185,968
+249,190
| +27% | +$6.86M |
|
1428
Open Text
OTEX
$9.4B
| $32.4M | ﹤0.01% |
1,109,057
-39,290
| -3% | -$1.15M |
|
1429
East-West Bancorp
EWBC
$15B
| $32.4M | ﹤0.01% |
320,440
-21,649
| -6% | -$2.19M |
|
1430
Service Corp International
SCI
$11.2B
| $32.3M | ﹤0.01% |
396,788
+2,165
| +0.5% | +$176K |
|
1431
Donaldson
DCI
$9.45B
| $32.2M | ﹤0.01% |
464,845
+11,451
| +3% | +$794K |
|
1432
Vale
VALE
$46.4B
| $32.1M | ﹤0.01% |
3,310,009
-5,755,852
| -63% | -$55.9M |
|
1433
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.47B
| $32.1M | ﹤0.01% |
337,940
+52,679
| +18% | +$5.01M |
|
1434
Dycom Industries
DY
$7.81B
| $32.1M | ﹤0.01% |
131,312
+9,531
| +8% | +$2.33M |
|
1435
Arcosa
ACA
$4.7B
| $32.1M | ﹤0.01% |
370,081
-115,288
| -24% | -$10M |
|
1436
Belden
BDC
$5.16B
| $31.9M | ﹤0.01% |
275,726
+60,445
| +28% | +$7M |
|
1437
Dana Inc
DAN
$2.68B
| $31.8M | ﹤0.01% |
1,852,534
+667,070
| +56% | +$11.4M |
|
1438
JPMorgan Sustainable Municipal Income ETF
JMSI
$317M
| $31.8M | ﹤0.01% |
642,615
+108,542
| +20% | +$5.36M |
|
1439
DigitalOcean
DOCN
$3.33B
| $31.7M | ﹤0.01% |
1,108,808
+15,277
| +1% | +$436K |
|
1440
Regenxbio
RGNX
$449M
| $31.6M | ﹤0.01% |
3,852,025
-512,318
| -12% | -$4.21M |
|
1441
Exact Sciences
EXAS
$10.1B
| $31.5M | ﹤0.01% |
593,258
+89,289
| +18% | +$4.74M |
|
1442
Hess Midstream
HESM
$4.64B
| $31.3M | ﹤0.01% |
812,519
-827,919
| -50% | -$31.9M |
|
1443
Primoris Services
PRIM
$6.96B
| $31.3M | ﹤0.01% |
401,156
-56,147
| -12% | -$4.38M |
|
1444
Cal-Maine
CALM
$4.85B
| $31.2M | ﹤0.01% |
313,197
+10,203
| +3% | +$1.02M |
|
1445
Campbell Soup
CPB
$9.96B
| $31.2M | ﹤0.01% |
1,017,555
-29,741
| -3% | -$912K |
|
1446
Workiva
WK
$4.46B
| $31.1M | ﹤0.01% |
453,740
-92,601
| -17% | -$6.34M |
|
1447
Markel Group
MKL
$24.5B
| $31M | ﹤0.01% |
15,531
-10,502
| -40% | -$21M |
|
1448
iShares US Aerospace & Defense ETF
ITA
$9.39B
| $31M | ﹤0.01% |
164,352
-38,631
| -19% | -$7.29M |
|
1449
Ormat Technologies
ORA
$5.59B
| $31M | ﹤0.01% |
369,660
+52,516
| +17% | +$4.4M |
|
1450
Unitil
UTL
$811M
| $30.9M | ﹤0.01% |
593,190
+23,820
| +4% | +$1.24M |
|