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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Assurant
AIZ
$10.7B
| $25.2M | ﹤0.01% |
149,503
+58,411
| +64% | +$9.84M |
|
1452
Cabot Corp
CBT
$4.2B
| $25.1M | ﹤0.01% |
301,162
-50,276
| -14% | -$4.2M |
|
1453
Revvity
RVTY
$9.62B
| $25.1M | ﹤0.01% |
229,441
-34,088
| -13% | -$3.73M |
|
1454
Americold
COLD
$3.93B
| $25.1M | ﹤0.01% |
828,341
-1,025,510
| -55% | -$31M |
|
1455
United Airlines
UAL
$34.5B
| $25.1M | ﹤0.01% |
607,169
+33,875
| +6% | +$1.4M |
|
1456
Essential Utilities
WTRG
$10.7B
| $25M | ﹤0.01% |
669,612
-177,598
| -21% | -$6.63M |
|
1457
Cogent Communications
CCOI
$1.77B
| $25M | ﹤0.01% |
328,575
-87,584
| -21% | -$6.66M |
|
1458
Duolingo
DUOL
$14.1B
| $25M | ﹤0.01% |
110,056
+34,225
| +45% | +$7.76M |
|
1459
United Parks & Resorts
PRKS
$2.79B
| $24.9M | ﹤0.01% |
472,162
-77,667
| -14% | -$4.1M |
|
1460
Transocean
RIG
$3.11B
| $24.9M | ﹤0.01% |
3,917,532
-3,694
| -0.1% | -$23.5K |
|
1461
National CineMedia
NCMI
$455M
| $24.9M | ﹤0.01% |
6,003,172
+247,696
| +4% | +$1.03M |
|
1462
California Resources
CRC
$4.44B
| $24.8M | ﹤0.01% |
454,220
-32,987
| -7% | -$1.8M |
|
1463
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
| $24.6M | ﹤0.01% |
605,727
+387,558
| +178% | +$15.8M |
|
1464
Vericel Corp
VCEL
$1.62B
| $24.6M | ﹤0.01% |
691,630
+60,944
| +10% | +$2.17M |
|
1465
Fox Class A
FOXA
$26B
| $24.6M | ﹤0.01% |
829,500
-312,923
| -27% | -$9.28M |
|
1466
CAE Inc
CAE
$8.47B
| $24.6M | ﹤0.01% |
1,139,195
+14,979
| +1% | +$323K |
|
1467
Nice
NICE
$8.82B
| $24.6M | ﹤0.01% |
123,217
+118,729
| +2,645% | +$23.7M |
|
1468
Riot Platforms
RIOT
$5.87B
| $24.6M | ﹤0.01% |
1,587,077
-571,700
| -26% | -$8.84M |
|
1469
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.54B
| $24.5M | ﹤0.01% |
379,357
+269,271
| +245% | +$17.4M |
|
1470
DigitalBridge
DBRG
$2.2B
| $24.4M | ﹤0.01% |
1,390,275
-243,561
| -15% | -$4.27M |
|
1471
Iridium Communications
IRDM
$1.89B
| $24.4M | ﹤0.01% |
591,789
+203,285
| +52% | +$8.37M |
|
1472
SPS Commerce
SPSC
$4B
| $24.3M | ﹤0.01% |
125,594
-2,358
| -2% | -$457K |
|
1473
Markel Group
MKL
$24.7B
| $24.3M | ﹤0.01% |
17,133
+260
| +2% | +$369K |
|
1474
PBF Energy
PBF
$3.18B
| $24.3M | ﹤0.01% |
553,131
+5,718
| +1% | +$251K |
|
1475
Academy Sports + Outdoors
ASO
$3.2B
| $24.2M | ﹤0.01% |
367,393
+70,089
| +24% | +$4.63M |
|