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 | |
|---|---|---|---|---|---|---|
1526
Schwab US Broad Market ETF
SCHB
$37.3B
| $26.8M | ﹤0.01% |
1,122,755
+25,441
| +2% | +$606K |
|
1527
Fidelity MSCI Information Technology Index ETF
FTEC
$16B
| $26.7M | ﹤0.01% |
135,518
+13,927
| +11% | +$2.75M |
|
1528
Avient
AVNT
$3.22B
| $26.7M | ﹤0.01% |
825,965
+50,456
| +7% | +$1.63M |
|
1529
Albertsons Companies
ACI
$10B
| $26.7M | ﹤0.01% |
1,240,670
+121,660
| +11% | +$2.62M |
|
1530
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.42B
| $26.7M | ﹤0.01% |
425,936
+20,827
| +5% | +$1.3M |
|
1531
TTM Technologies
TTMI
$5.38B
| $26.6M | ﹤0.01% |
652,034
+57,606
| +10% | +$2.35M |
|
1532
iShares ESG Advanced MSCI USA ETF
USXF
$1.29B
| $26.6M | ﹤0.01% |
493,030
-131,534
| -21% | -$7.09M |
|
1533
PENN Entertainment
PENN
$2.79B
| $26.5M | ﹤0.01% |
1,481,728
+393,198
| +36% | +$7.03M |
|
|
FLCE
1534
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$55M
| $26.5M | ﹤0.01% |
1,007,917
+85,810
| +9% | +$2.25M |
|
1535
NewAmsterdam Pharma
NAMS
$3.01B
| $26.4M | ﹤0.01% |
1,458,897
+467,579
| +47% | +$8.47M |
|
1536
Matsons
MATX
$3.3B
| $26.4M | ﹤0.01% |
237,013
-93,664
| -28% | -$10.4M |
|
1537
Valaris
VAL
$3.58B
| $26.3M | ﹤0.01% |
625,505
+219,536
| +54% | +$9.24M |
|
1538
iShares Russell Top 200 ETF
IWL
$1.86B
| $26.3M | ﹤0.01% |
172,008
+3,762
| +2% | +$576K |
|
1539
Otter Tail
OTTR
$3.53B
| $26.3M | ﹤0.01% |
341,495
+57,751
| +20% | +$4.45M |
|
1540
SSR Mining
SSRM
$4.63B
| $26.3M | ﹤0.01% |
2,062,354
-132,937
| -6% | -$1.69M |
|
1541
AvidXchange
AVDX
$2.06B
| $26.2M | ﹤0.01% |
2,674,234
+2,327,268
| +671% | +$22.8M |
|
1542
Dayforce
DAY
$10.9B
| $26.1M | ﹤0.01% |
471,931
-63,427
| -12% | -$3.51M |
|
|
FGSM
1543
Frontier Asset Global Small Cap Equity ETF
FGSM
$61.2M
| $26.1M | ﹤0.01% |
967,295
-198,662
| -17% | -$5.36M |
|
1544
First Merchants
FRME
$2.33B
| $26M | ﹤0.01% |
678,165
-57,963
| -8% | -$2.22M |
|
1545
QCR Holdings
QCRH
$1.32B
| $25.9M | ﹤0.01% |
381,882
-26,920
| -7% | -$1.83M |
|
|
LADR
1546
Ladder Capital
LADR
$1.45B
| $25.9M | ﹤0.01% |
2,410,087
-115,325
| -5% | -$1.24M |
|
|
WBA
1547
DELISTED
Walgreens Boots Alliance
WBA
| $25.9M | ﹤0.01% |
2,253,030
-4,038,681
| -64% | -$46.4M |
|
1548
WisdomTree Japan Hedged Equity Fund
DXJ
$3.83B
| $25.7M | ﹤0.01% |
225,256
-248,218
| -52% | -$28.4M |
|
1549
Spire
SR
$4.51B
| $25.7M | ﹤0.01% |
352,377
-23,824
| -6% | -$1.74M |
|
1550
Loar Holdings
LOAR
$7.49B
| $25.7M | ﹤0.01% |
298,345
-210,063
| -41% | -$18.1M |
|