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 | |
|---|---|---|---|---|---|---|
1526
Sonoco
SON
$4.71B
| $25.1M | ﹤0.01% |
532,219
+3,725
| +0.7% | +$176K |
|
1527
Cemex
CX
$13.6B
| $25.1M | ﹤0.01% |
4,473,358
-3,223,893
| -42% | -$18.1M |
|
|
LINE
1528
Lineage, Inc. Common Stock
LINE
$9.56B
| $25.1M | ﹤0.01% |
427,356
+709
| +0.2% | +$41.6K |
|
1529
Hancock Whitney
HWC
$5.36B
| $25M | ﹤0.01% |
477,452
-135,119
| -22% | -$7.09M |
|
1530
XP
XP
$9.94B
| $25M | ﹤0.01% |
1,821,009
-21,932
| -1% | -$302K |
|
1531
ASGN Inc
ASGN
$2.26B
| $25M | ﹤0.01% |
397,145
+30,424
| +8% | +$1.92M |
|
1532
InMode
INMD
$937M
| $25M | ﹤0.01% |
1,409,972
+325,731
| +30% | +$5.78M |
|
1533
GlobalFoundries
GFS
$17.6B
| $25M | ﹤0.01% |
676,917
+547,192
| +422% | +$20.2M |
|
1534
Klaviyo
KVYO
$9.36B
| $25M | ﹤0.01% |
825,188
+741,044
| +881% | +$22.4M |
|
1535
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
| $25M | ﹤0.01% |
593,068
-58,010
| -9% | -$2.44M |
|
1536
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.35B
| $24.9M | ﹤0.01% |
936,778
-959,988
| -51% | -$25.5M |
|
1537
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
| $24.7M | ﹤0.01% |
525,357
+84,237
| +19% | +$3.97M |
|
1538
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $24.7M | ﹤0.01% |
590,511
-118,179
| -17% | -$4.95M |
|
1539
CarMax
KMX
$8.97B
| $24.6M | ﹤0.01% |
316,141
+72,799
| +30% | +$5.67M |
|
1540
Affiliated Managers Group
AMG
$6.71B
| $24.6M | ﹤0.01% |
146,600
-17,516
| -11% | -$2.94M |
|
1541
NexGen Energy
NXE
$4.36B
| $24.6M | ﹤0.01% |
5,483,070
-862,656
| -14% | -$3.87M |
|
1542
Albertsons Companies
ACI
$10.5B
| $24.6M | ﹤0.01% |
1,119,010
+584,841
| +109% | +$12.9M |
|
1543
Stifel
SF
$11.8B
| $24.6M | ﹤0.01% |
260,851
-38,410
| -13% | -$3.62M |
|
1544
Enterprise Financial Services Corp
EFSC
$2.24B
| $24.6M | ﹤0.01% |
457,342
-107,972
| -19% | -$5.8M |
|
1545
Arm
ARM
$160B
| $24.6M | ﹤0.01% |
206,228
+96,294
| +88% | +$11.5M |
|
1546
Semtech
SMTC
$5.23B
| $24.5M | ﹤0.01% |
713,662
+106,447
| +18% | +$3.66M |
|
1547
Repligen
RGEN
$6.39B
| $24.5M | ﹤0.01% |
192,479
+31,450
| +20% | +$4M |
|
1548
IMAX
IMAX
$1.74B
| $24.5M | ﹤0.01% |
928,554
-102,662
| -10% | -$2.71M |
|
1549
Advanced Energy
AEIS
$5.94B
| $24.4M | ﹤0.01% |
256,223
+70,484
| +38% | +$6.72M |
|
1550
Moderna
MRNA
$9.15B
| $24.4M | ﹤0.01% |
859,056
+335,879
| +64% | +$9.52M |
|