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 | |
|---|---|---|---|---|---|---|
1451
PTC Therapeutics
PTCT
$4.84B
| $29.3M | ﹤0.01% |
649,269
+86,488
| +15% | +$3.9M |
|
1452
Louisiana-Pacific
LPX
$6.64B
| $29.3M | ﹤0.01% |
282,958
+6,746
| +2% | +$699K |
|
1453
NewMarket
NEU
$7.86B
| $29.3M | ﹤0.01% |
55,382
+4,797
| +9% | +$2.53M |
|
1454
TransUnion
TRU
$17.5B
| $29.3M | ﹤0.01% |
315,530
+87,340
| +38% | +$8.1M |
|
1455
iShares China Large-Cap ETF
FXI
$6.96B
| $29.2M | ﹤0.01% |
959,683
+216,336
| +29% | +$6.59M |
|
1456
Spire
SR
$4.5B
| $29.1M | ﹤0.01% |
428,701
+138,971
| +48% | +$9.43M |
|
1457
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.45B
| $29M | ﹤0.01% |
436,970
+358,478
| +457% | +$23.8M |
|
1458
Crown Holdings
CCK
$11B
| $29M | ﹤0.01% |
350,354
+16,078
| +5% | +$1.33M |
|
1459
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $28.9M | ﹤0.01% |
610,086
+61,915
| +11% | +$2.93M |
|
1460
Kadant
KAI
$3.75B
| $28.9M | ﹤0.01% |
83,717
+18,995
| +29% | +$6.55M |
|
1461
iShares US Medical Devices ETF
IHI
$4.31B
| $28.9M | ﹤0.01% |
494,843
-707,551
| -59% | -$41.3M |
|
1462
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
| $28.8M | ﹤0.01% |
708,690
-34,300
| -5% | -$1.39M |
|
1463
Sterling Infrastructure
STRL
$9.62B
| $28.8M | ﹤0.01% |
170,709
+40,661
| +31% | +$6.85M |
|
1464
Etsy
ETSY
$5.73B
| $28.7M | ﹤0.01% |
543,307
-198,322
| -27% | -$10.5M |
|
1465
Carvana
CVNA
$48.9B
| $28.7M | ﹤0.01% |
141,217
-73,637
| -34% | -$15M |
|
1466
Paymentus
PAY
$4.12B
| $28.7M | ﹤0.01% |
878,887
+169,237
| +24% | +$5.53M |
|
1467
Axos Financial
AX
$5.19B
| $28.7M | ﹤0.01% |
410,590
+128,932
| +46% | +$9.01M |
|
1468
Bank of N.T. Butterfield & Son
NTB
$1.88B
| $28.7M | ﹤0.01% |
784,260
-340,373
| -30% | -$12.4M |
|
1469
Gold Fields
GFI
$34B
| $28.6M | ﹤0.01% |
2,168,958
-369,580
| -15% | -$4.88M |
|
1470
Immunovant
IMVT
$2.93B
| $28.6M | ﹤0.01% |
1,153,338
+925,081
| +405% | +$22.9M |
|
1471
SS&C Technologies
SSNC
$21.6B
| $28.6M | ﹤0.01% |
376,904
-119,406
| -24% | -$9.05M |
|
1472
Enphase Energy
ENPH
$4.88B
| $28.4M | ﹤0.01% |
414,081
-841,205
| -67% | -$57.8M |
|
1473
Lumen
LUMN
$6.25B
| $28.4M | ﹤0.01% |
5,354,572
+1,953,534
| +57% | +$10.4M |
|
1474
Sony
SONY
$174B
| $28.4M | ﹤0.01% |
1,343,421
-398,924
| -23% | -$8.44M |
|
1475
Churchill Downs
CHDN
$6.77B
| $28.4M | ﹤0.01% |
212,663
+29,069
| +16% | +$3.88M |
|