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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Jabil
JBL
$23B
| $20M | ﹤0.01% |
342,845
-12,392
| -3% | -$723K |
|
1502
Federated Hermes
FHI
$4.16B
| $19.9M | ﹤0.01% |
613,069
+3,920
| +0.6% | +$127K |
|
|
ARNC
1503
DELISTED
Arconic Corporation
ARNC
| $19.9M | ﹤0.01% |
631,170
-203,103
| -24% | -$6.41M |
|
1504
Lattice Semiconductor
LSCC
$8.82B
| $19.9M | ﹤0.01% |
307,837
-146,343
| -32% | -$9.46M |
|
1505
GameStop
GME
$11.2B
| $19.8M | ﹤0.01% |
451,920
+230,356
| +104% | +$10.1M |
|
1506
Sinclair Inc
SBGI
$972M
| $19.8M | ﹤0.01% |
624,981
-77,659
| -11% | -$2.46M |
|
1507
FirstCash
FCFS
$6.49B
| $19.8M | ﹤0.01% |
226,221
-11,260
| -5% | -$985K |
|
|
LDL
1508
DELISTED
Lydall, Inc.
LDL
| $19.8M | ﹤0.01% |
318,733
-87,817
| -22% | -$5.45M |
|
|
AGR
1509
DELISTED
Avangrid, Inc.
AGR
| $19.8M | ﹤0.01% |
406,895
-284,329
| -41% | -$13.8M |
|
1510
Kennedy-Wilson Holdings
KW
$1.24B
| $19.8M | ﹤0.01% |
944,619
+141,477
| +18% | +$2.96M |
|
1511
Malibu Boats
MBUU
$629M
| $19.7M | ﹤0.01% |
281,954
+8,557
| +3% | +$599K |
|
1512
iShares Global Clean Energy ETF
ICLN
$1.58B
| $19.7M | ﹤0.01% |
908,924
-80,160
| -8% | -$1.74M |
|
1513
Axon Enterprise
AXON
$59.4B
| $19.6M | ﹤0.01% |
112,138
-29,699
| -21% | -$5.2M |
|
1514
Verra Mobility
VRRM
$3.92B
| $19.6M | ﹤0.01% |
1,300,250
+914,364
| +237% | +$13.8M |
|
1515
Mattel
MAT
$5.72B
| $19.6M | ﹤0.01% |
1,055,640
+69,410
| +7% | +$1.29M |
|
|
XLRN
1516
DELISTED
Acceleron Pharma Inc.
XLRN
| $19.5M | ﹤0.01% |
113,485
+61,329
| +118% | +$10.6M |
|
1517
Central Pacific Financial
CPF
$826M
| $19.5M | ﹤0.01% |
759,621
-75,339
| -9% | -$1.93M |
|
1518
New Jersey Resources
NJR
$4.74B
| $19.5M | ﹤0.01% |
560,042
-91,795
| -14% | -$3.2M |
|
1519
Vontier
VNT
$6.29B
| $19.5M | ﹤0.01% |
579,964
+25,119
| +5% | +$844K |
|
|
EXE
1520
Expand Energy Corporation Common Stock
EXE
$22.9B
| $19.5M | ﹤0.01% |
316,074
-3,719
| -1% | -$229K |
|
1521
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
| $19.4M | ﹤0.01% |
110,744
+29,305
| +36% | +$5.15M |
|
1522
First Merchants
FRME
$2.31B
| $19.4M | ﹤0.01% |
463,995
-35,066
| -7% | -$1.47M |
|
|
LADR
1523
Ladder Capital
LADR
$1.48B
| $19.4M | ﹤0.01% |
1,756,696
+46,412
| +3% | +$513K |
|
1524
Brown & Brown
BRO
$30.9B
| $19.4M | ﹤0.01% |
349,895
-158,596
| -31% | -$8.79M |
|
1525
Wabash National
WNC
$457M
| $19.4M | ﹤0.01% |
1,281,670
-22,222
| -2% | -$336K |
|