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 | |
|---|---|---|---|---|---|---|
1426
Dycom Industries
DY
$7.51B
| $30.7M | ﹤0.01% |
176,572
+96,252
| +120% | +$16.8M |
|
1427
Prestige Consumer Healthcare
PBH
$3.2B
| $30.7M | ﹤0.01% |
393,474
+121,219
| +45% | +$9.47M |
|
1428
ZIM Integrated Shipping Services
ZIM
$1.63B
| $30.7M | ﹤0.01% |
1,430,361
-381,086
| -21% | -$8.18M |
|
1429
AeroVironment
AVAV
$12.1B
| $30.6M | ﹤0.01% |
198,975
+160,390
| +416% | +$24.7M |
|
1430
ASGN Inc
ASGN
$2.23B
| $30.6M | ﹤0.01% |
366,721
-99,008
| -21% | -$8.25M |
|
1431
iShares GNMA Bond ETF
GNMA
$371M
| $30.5M | ﹤0.01% |
711,431
-83,014
| -10% | -$3.56M |
|
1432
ArcBest
ARCB
$1.61B
| $30.4M | ﹤0.01% |
326,006
+104,499
| +47% | +$9.75M |
|
1433
EPR Properties
EPR
$4.19B
| $30.4M | ﹤0.01% |
685,542
+12,425
| +2% | +$550K |
|
1434
iShares MSCI Singapore ETF
EWS
$822M
| $30.3M | ﹤0.01% |
1,388,961
+539,857
| +64% | +$11.8M |
|
1435
Affiliated Managers Group
AMG
$6.6B
| $30.3M | ﹤0.01% |
164,116
-12,614
| -7% | -$2.33M |
|
1436
BGC Group
BGC
$4.76B
| $30.3M | ﹤0.01% |
3,347,265
+546,673
| +20% | +$4.95M |
|
1437
iShares ESG Advanced MSCI USA ETF
USXF
$1.3B
| $30.3M | ﹤0.01% |
609,056
+133,495
| +28% | +$6.64M |
|
1438
WisdomTree India Earnings Fund ETF
EPI
$2.94B
| $30.3M | ﹤0.01% |
668,509
+31,902
| +5% | +$1.44M |
|
1439
Service Corp International
SCI
$11.3B
| $30.2M | ﹤0.01% |
378,501
+33,756
| +10% | +$2.69M |
|
1440
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.38B
| $30.2M | ﹤0.01% |
1,399,835
+2,915
| +0.2% | +$62.8K |
|
1441
iShares US Aerospace & Defense ETF
ITA
$9.31B
| $30.1M | ﹤0.01% |
207,171
-79,986
| -28% | -$11.6M |
|
1442
RenaissanceRe
RNR
$11.2B
| $30M | ﹤0.01% |
120,718
+4,131
| +4% | +$1.03M |
|
1443
Revvity
RVTY
$9.95B
| $29.9M | ﹤0.01% |
268,205
-75,910
| -22% | -$8.47M |
|
1444
Crocs
CROX
$4.42B
| $29.8M | ﹤0.01% |
272,167
-1,955
| -0.7% | -$214K |
|
1445
CAE Inc
CAE
$8.44B
| $29.8M | ﹤0.01% |
1,172,533
+42,325
| +4% | +$1.07M |
|
1446
First Merchants
FRME
$2.32B
| $29.7M | ﹤0.01% |
745,439
+49,384
| +7% | +$1.97M |
|
1447
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $29.7M | ﹤0.01% |
1,586,258
+652,332
| +70% | +$12.2M |
|
1448
Stanley Black & Decker
SWK
$11.9B
| $29.6M | ﹤0.01% |
368,924
-268,434
| -42% | -$21.6M |
|
1449
American Eagle Outfitters
AEO
$3.4B
| $29.5M | ﹤0.01% |
1,770,623
+1,402,473
| +381% | +$23.4M |
|
|
X
1450
DELISTED
US Steel
X
| $29.4M | ﹤0.01% |
865,507
+147,938
| +21% | +$5.03M |
|