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 | |
|---|---|---|---|---|---|---|
1476
Webster Financial
WBS
$10.3B
| $28.4M | ﹤0.01% |
513,836
+63,926
| +14% | +$3.53M |
|
1477
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $28.4M | ﹤0.01% |
379,627
-35,535
| -9% | -$2.66M |
|
1478
Noble Corp
NE
$4.82B
| $28.3M | ﹤0.01% |
901,877
+318,927
| +55% | +$10M |
|
|
CURB
1479
Curbline Properties Corp.
CURB
$2.35B
| $28.3M | ﹤0.01% |
+1,219,330
| New | +$28.3M |
|
1480
Fox Class A
FOXA
$28B
| $28.2M | ﹤0.01% |
580,893
-544,755
| -48% | -$26.5M |
|
1481
APi Group
APG
$14.8B
| $28.2M | ﹤0.01% |
1,175,954
-227,734
| -16% | -$5.46M |
|
1482
Glacier Bancorp
GBCI
$5.8B
| $28.2M | ﹤0.01% |
561,370
+242,414
| +76% | +$12.2M |
|
1483
Federal Signal
FSS
$7.65B
| $28.2M | ﹤0.01% |
304,711
+135,359
| +80% | +$12.5M |
|
1484
Coca-Cola Consolidated
COKE
$10.5B
| $28.1M | ﹤0.01% |
222,780
+31,050
| +16% | +$3.91M |
|
1485
Super Micro Computer
SMCI
$26.1B
| $28.1M | ﹤0.01% |
920,658
-3,072,182
| -77% | -$93.6M |
|
1486
National Fuel Gas
NFG
$7.95B
| $28.1M | ﹤0.01% |
462,294
-1,523,627
| -77% | -$92.5M |
|
1487
ACI Worldwide
ACIW
$5.17B
| $28M | ﹤0.01% |
539,572
+281,562
| +109% | +$14.6M |
|
|
FGSM
1488
Frontier Asset Global Small Cap Equity ETF
FGSM
$61.5M
| $27.9M | ﹤0.01% |
+1,107,862
| New | +$27.9M |
|
1489
iShares Morningstar Growth ETF
ILCG
$3B
| $27.9M | ﹤0.01% |
311,597
+9,932
| +3% | +$890K |
|
1490
FirstCash
FCFS
$6.57B
| $27.8M | ﹤0.01% |
268,732
+108,353
| +68% | +$11.2M |
|
1491
The GEO Group
GEO
$3.26B
| $27.8M | ﹤0.01% |
993,075
+306,773
| +45% | +$8.58M |
|
1492
Savers
SVV
$1.97B
| $27.7M | ﹤0.01% |
2,704,354
-726,747
| -21% | -$7.45M |
|
1493
iShares MSCI Switzerland ETF
EWL
$1.34B
| $27.7M | ﹤0.01% |
602,708
-3,116
| -0.5% | -$143K |
|
1494
Alamos Gold
AGI
$13.8B
| $27.7M | ﹤0.01% |
1,501,892
-96,180
| -6% | -$1.77M |
|
1495
APA Corp
APA
$8.22B
| $27.7M | ﹤0.01% |
1,198,974
-58,443
| -5% | -$1.35M |
|
1496
Brink's
BCO
$4.76B
| $27.7M | ﹤0.01% |
298,386
+57,109
| +24% | +$5.3M |
|
1497
EnerSys
ENS
$3.92B
| $27.6M | ﹤0.01% |
298,991
+158,617
| +113% | +$14.7M |
|
1498
Aramark
ARMK
$10B
| $27.4M | ﹤0.01% |
735,317
-466,222
| -39% | -$17.4M |
|
1499
Grand Canyon Education
LOPE
$5.69B
| $27.4M | ﹤0.01% |
167,206
+9,083
| +6% | +$1.49M |
|
1500
AvePoint
AVPT
$3.34B
| $27.4M | ﹤0.01% |
1,657,804
+121,144
| +8% | +$2M |
|