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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Cal-Maine
CALM
$5.37B
| $27.5M | ﹤0.01% |
302,994
-31,079
| -9% | -$2.83M |
|
1477
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.39B
| $27.5M | ﹤0.01% |
1,247,856
-151,979
| -11% | -$3.35M |
|
1478
Dole
DOLE
$1.3B
| $27.4M | ﹤0.01% |
1,896,976
-59,826
| -3% | -$864K |
|
1479
M/I Homes
MHO
$4.07B
| $27.4M | ﹤0.01% |
239,998
-27,884
| -10% | -$3.18M |
|
1480
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.69B
| $27.3M | ﹤0.01% |
1,461,605
-124,653
| -8% | -$2.33M |
|
1481
Dorman Products
DORM
$4.93B
| $27.3M | ﹤0.01% |
226,410
+29,995
| +15% | +$3.62M |
|
1482
KBR
KBR
$6.36B
| $27.3M | ﹤0.01% |
547,538
-7,838
| -1% | -$390K |
|
|
BIDD
1483
iShares International Dividend Active ETF
BIDD
$694M
| $27.2M | ﹤0.01% |
1,051,956
+65,155
| +7% | +$1.69M |
|
1484
StoneX
SNEX
$5.04B
| $27.2M | ﹤0.01% |
356,244
-137,687
| -28% | -$10.5M |
|
1485
Pampa Energía
PAM
$3.23B
| $27.1M | ﹤0.01% |
351,356
-71,798
| -17% | -$5.54M |
|
1486
Home BancShares
HOMB
$5.89B
| $27.1M | ﹤0.01% |
959,371
-325,977
| -25% | -$9.22M |
|
1487
APi Group
APG
$14.5B
| $27.1M | ﹤0.01% |
1,137,305
-38,649
| -3% | -$921K |
|
1488
NMI Holdings
NMIH
$3.08B
| $27.1M | ﹤0.01% |
751,477
-220,386
| -23% | -$7.94M |
|
1489
Sprott Uranium Miners ETF
URNM
$1.69B
| $26.9M | ﹤0.01% |
828,911
-171,726
| -17% | -$5.57M |
|
1490
Abercrombie & Fitch
ANF
$4.12B
| $26.8M | ﹤0.01% |
351,227
+23,285
| +7% | +$1.78M |
|
1491
American Financial Group
AFG
$11.7B
| $26.8M | ﹤0.01% |
204,048
-40,506
| -17% | -$5.32M |
|
1492
XPeng
XPEV
$19.9B
| $26.8M | ﹤0.01% |
1,293,299
-3,305,155
| -72% | -$68.5M |
|
1493
Doximity
DOCS
$13.3B
| $26.8M | ﹤0.01% |
461,343
+16,747
| +4% | +$972K |
|
1494
EchoStar
SATS
$21.5B
| $26.7M | ﹤0.01% |
1,045,005
+475,977
| +84% | +$12.2M |
|
1495
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $26.7M | ﹤0.01% |
285,261
+116,271
| +69% | +$10.9M |
|
1496
GATX Corp
GATX
$6.05B
| $26.7M | ﹤0.01% |
171,992
+3,245
| +2% | +$504K |
|
1497
DNOW Inc
DNOW
$1.6B
| $26.7M | ﹤0.01% |
1,562,123
-281,497
| -15% | -$4.81M |
|
1498
Pegasystems
PEGA
$9.93B
| $26.6M | ﹤0.01% |
765,376
+278,856
| +57% | +$9.69M |
|
1499
JPMorgan Sustainable Municipal Income ETF
JMSI
$317M
| $26.6M | ﹤0.01% |
534,073
+13,550
| +3% | +$675K |
|
1500
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.94B
| $26.5M | ﹤0.01% |
349,709
-1,078,674
| -76% | -$81.9M |
|