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 | |
|---|---|---|---|---|---|---|
1501
The Mosaic Company
MOS
$10.7B
| $27.3M | ﹤0.01% |
1,111,723
-758,632
| -41% | -$18.6M |
|
1502
VF Corp
VFC
$5.9B
| $27.3M | ﹤0.01% |
1,271,875
+756,261
| +147% | +$16.2M |
|
1503
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $27.3M | ﹤0.01% |
401,645
+21,525
| +6% | +$1.46M |
|
1504
American States Water
AWR
$2.82B
| $27.2M | ﹤0.01% |
350,616
+82,951
| +31% | +$6.45M |
|
1505
iShares California Muni Bond ETF
CMF
$3.38B
| $27.1M | ﹤0.01% |
473,548
+62,245
| +15% | +$3.57M |
|
1506
iShares International Select Dividend ETF
IDV
$5.88B
| $27.1M | ﹤0.01% |
989,983
+80,748
| +9% | +$2.21M |
|
1507
Maplebear
CART
$12.4B
| $27.1M | ﹤0.01% |
654,326
+271,244
| +71% | +$11.2M |
|
1508
Phinia Inc
PHIN
$2.3B
| $27.1M | ﹤0.01% |
561,644
+6,003
| +1% | +$289K |
|
1509
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$409M
| $27M | ﹤0.01% |
357,139
+28,300
| +9% | +$2.14M |
|
1510
Installed Building Products
IBP
$7.22B
| $26.9M | ﹤0.01% |
153,772
+81,455
| +113% | +$14.3M |
|
1511
AES
AES
$9.21B
| $26.9M | ﹤0.01% |
2,088,827
-5,092,094
| -71% | -$65.5M |
|
1512
BILL Holdings
BILL
$5.22B
| $26.8M | ﹤0.01% |
315,797
+42,219
| +15% | +$3.58M |
|
1513
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.76B
| $26.7M | ﹤0.01% |
696,475
-170,156
| -20% | -$6.53M |
|
1514
abrdn Physical Gold Shares ETF
SGOL
$5.81B
| $26.7M | ﹤0.01% |
1,066,473
+180,793
| +20% | +$4.53M |
|
1515
BBB Foods
TBBB
$3.02B
| $26.7M | ﹤0.01% |
942,771
-331,854
| -26% | -$9.38M |
|
1516
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $26.7M | ﹤0.01% |
906,035
+902,057
| +22,676% | +$26.5M |
|
1517
Tri Pointe Homes
TPH
$3.11B
| $26.7M | ﹤0.01% |
735,026
+158,246
| +27% | +$5.74M |
|
|
XHR
1518
Xenia Hotels & Resorts
XHR
$1.41B
| $26.6M | ﹤0.01% |
1,788,688
+126,193
| +8% | +$1.88M |
|
1519
Endava
DAVA
$538M
| $26.5M | ﹤0.01% |
858,894
+560,190
| +188% | +$17.3M |
|
1520
Wayfair
W
$11.3B
| $26.5M | ﹤0.01% |
598,644
-1,074,110
| -64% | -$47.6M |
|
1521
Banner Corp
BANR
$2.31B
| $26.5M | ﹤0.01% |
396,909
-12,976
| -3% | -$866K |
|
1522
Dole
DOLE
$1.31B
| $26.5M | ﹤0.01% |
1,956,802
-110,555
| -5% | -$1.5M |
|
1523
IMAX
IMAX
$1.73B
| $26.4M | ﹤0.01% |
1,031,216
+396,318
| +62% | +$10.1M |
|
1524
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
| $26.4M | ﹤0.01% |
651,078
+45,600
| +8% | +$1.85M |
|
1525
TAL Education Group
TAL
$6.6B
| $26.2M | ﹤0.01% |
2,613,730
+1,491,339
| +133% | +$14.9M |
|