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 |
McDonald's
MCD
|
+$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.34B |
| 3 |
Microsoft
MSFT
|
+$2.08B |
| 4 |
NVIDIA
NVDA
|
+$1.99B |
| 5 |
Goldman Sachs
GS
|
+$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$2.99B |
| 2 |
Broadcom
AVGO
|
+$2.02B |
| 3 |
TSMC
TSM
|
+$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.18B |
| 5 |
Danaher
DHR
|
+$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
GXO Logistics
GXO
$5.84B
| $25.8M | ﹤0.01% |
495,119
-141,497
| -22% | -$7.37M |
|
1527
Light & Wonder
LNW
$7.48B
| $25.8M | ﹤0.01% |
283,959
-129,937
| -31% | -$11.8M |
|
1528
BGC Group
BGC
$4.82B
| $25.7M | ﹤0.01% |
2,800,592
+568,389
| +25% | +$5.22M |
|
1529
PVH
PVH
$3.9B
| $25.6M | ﹤0.01% |
253,666
+114,430
| +82% | +$11.5M |
|
1530
Phinia Inc
PHIN
$2.26B
| $25.6M | ﹤0.01% |
555,641
-65,232
| -11% | -$3M |
|
1531
iShares US Home Construction ETF
ITB
$3.26B
| $25.5M | ﹤0.01% |
200,837
-353,901
| -64% | -$45M |
|
1532
Schwab US Broad Market ETF
SCHB
$36.8B
| $25.5M | ﹤0.01% |
1,150,518
+61,707
| +6% | +$1.37M |
|
1533
Cal-Maine
CALM
$5.37B
| $25.5M | ﹤0.01% |
340,155
+159,787
| +89% | +$12M |
|
|
CNR
1534
Core Natural Resources, Inc.
CNR
$3.75B
| $25.4M | ﹤0.01% |
242,941
+611
| +0.3% | +$63.9K |
|
1535
iShares Morningstar Growth ETF
ILCG
$3B
| $25.4M | ﹤0.01% |
301,665
+15,527
| +5% | +$1.3M |
|
|
X
1536
DELISTED
US Steel
X
| $25.4M | ﹤0.01% |
717,569
-661,793
| -48% | -$23.4M |
|
1537
Dayforce
DAY
$10.9B
| $25.3M | ﹤0.01% |
413,373
+16,444
| +4% | +$1.01M |
|
|
SGI
1538
Somnigroup International Inc.
SGI
$17.6B
| $25.3M | ﹤0.01% |
463,674
-37,729
| -8% | -$2.06M |
|
1539
Coca-Cola Consolidated
COKE
$10.6B
| $25.2M | ﹤0.01% |
191,730
+14,530
| +8% | +$1.91M |
|
1540
Enact Holdings
ACT
$5.74B
| $25.1M | ﹤0.01% |
692,004
+34,628
| +5% | +$1.26M |
|
1541
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $25.1M | ﹤0.01% |
319,677
+17,909
| +6% | +$1.4M |
|
1542
iShares Russell Top 200 ETF
IWL
$1.83B
| $25.1M | ﹤0.01% |
178,416
-1,555
| -0.9% | -$218K |
|
1543
Dave & Buster's
PLAY
$817M
| $25M | ﹤0.01% |
734,407
+580,404
| +377% | +$19.8M |
|
1544
Black Hills Corp
BKH
$4.33B
| $25M | ﹤0.01% |
408,877
+56,440
| +16% | +$3.45M |
|
1545
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
| $24.9M | ﹤0.01% |
532,139
-191,233
| -26% | -$8.96M |
|
1546
Benchmark Electronics
BHE
$1.41B
| $24.9M | ﹤0.01% |
561,769
-5,116
| -0.9% | -$227K |
|
1547
Wolverine World Wide
WWW
$2.48B
| $24.9M | ﹤0.01% |
1,426,942
+1,322,254
| +1,263% | +$23M |
|
1548
Churchill Downs
CHDN
$6.75B
| $24.8M | ﹤0.01% |
183,594
+12,226
| +7% | +$1.65M |
|
1549
City Holding Co
CHCO
$1.83B
| $24.8M | ﹤0.01% |
211,188
-11,372
| -5% | -$1.33M |
|
1550
Pathward Financial
CASH
$1.72B
| $24.7M | ﹤0.01% |
373,907
-17,668
| -5% | -$1.17M |
|