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 | |
|---|---|---|---|---|---|---|
1476
Harmony Gold Mining
HMY
$10.5B
| $29.4M | ﹤0.01% |
2,103,029
+864,671
| +70% | +$12.1M |
|
1477
Gildan
GIL
$8.37B
| $29.3M | ﹤0.01% |
594,714
-311,473
| -34% | -$15.3M |
|
1478
KBR
KBR
$6.28B
| $29.3M | ﹤0.01% |
610,834
+63,296
| +12% | +$3.03M |
|
1479
NMI Holdings
NMIH
$3.06B
| $29.3M | ﹤0.01% |
693,904
-57,573
| -8% | -$2.43M |
|
1480
AutoNation
AN
$8.21B
| $29.3M | ﹤0.01% |
147,295
-53
| -0% | -$10.5K |
|
1481
Albemarle
ALB
$9.63B
| $29.3M | ﹤0.01% |
466,878
-130,891
| -22% | -$8.2M |
|
1482
Teva Pharmaceuticals
TEVA
$21.1B
| $29.2M | ﹤0.01% |
1,741,456
-372,515
| -18% | -$6.24M |
|
1483
First Majestic Silver
AG
$5.19B
| $29.1M | ﹤0.01% |
3,519,572
+1,657,673
| +89% | +$13.7M |
|
1484
Griffon
GFF
$3.53B
| $29.1M | ﹤0.01% |
401,993
-98,985
| -20% | -$7.16M |
|
1485
Advanced Drainage Systems
WMS
$11.1B
| $29M | ﹤0.01% |
252,555
-14,312
| -5% | -$1.64M |
|
1486
iShares California Muni Bond ETF
CMF
$3.4B
| $28.9M | ﹤0.01% |
519,217
+26,680
| +5% | +$1.49M |
|
1487
Dimensional US Targeted Value ETF
DFAT
$11.7B
| $28.9M | ﹤0.01% |
536,252
+29,153
| +6% | +$1.57M |
|
1488
Avantis US Large Cap Value ETF
AVLV
$8.3B
| $28.9M | ﹤0.01% |
423,936
+155,562
| +58% | +$10.6M |
|
1489
Constellium
CSTM
$2.15B
| $28.9M | ﹤0.01% |
2,171,333
+1,265,401
| +140% | +$16.8M |
|
1490
Houlihan Lokey
HLI
$14.7B
| $28.8M | ﹤0.01% |
160,212
-41,578
| -21% | -$7.48M |
|
1491
Commault Systems
CVLT
$8.65B
| $28.8M | ﹤0.01% |
165,221
-13,299
| -7% | -$2.32M |
|
1492
IMAX
IMAX
$1.72B
| $28.8M | ﹤0.01% |
1,029,602
+101,048
| +11% | +$2.83M |
|
1493
Invesco Variable Rate Preferred ETF
VRP
$2.22B
| $28.8M | ﹤0.01% |
1,176,181
+272,670
| +30% | +$6.67M |
|
1494
ING
ING
$74.6B
| $28.8M | ﹤0.01% |
1,314,705
+264,858
| +25% | +$5.79M |
|
1495
Unifirst Corp
UNF
$3.12B
| $28.7M | ﹤0.01% |
152,601
-147,569
| -49% | -$27.8M |
|
|
BIDD
1496
iShares International Dividend Active ETF
BIDD
$695M
| $28.7M | ﹤0.01% |
1,051,015
-941
| -0.1% | -$25.7K |
|
1497
Bloom Energy
BE
$19.9B
| $28.7M | ﹤0.01% |
1,197,957
-1,423,135
| -54% | -$34M |
|
1498
Avantis US Large Cap Equity ETF
AVLC
$717M
| $28.6M | ﹤0.01% |
+402,927
| New | +$28.6M |
|
1499
AXIS Capital
AXS
$7.45B
| $28.5M | ﹤0.01% |
274,587
+131,905
| +92% | +$13.7M |
|
1500
Adient
ADNT
$2B
| $28.5M | ﹤0.01% |
1,462,162
+203,849
| +16% | +$3.97M |
|