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 | |
|---|---|---|---|---|---|---|
1551
Amdocs
DOX
$9.36B
| $24.9M | ﹤0.01% |
292,755
-14,240
| -5% | -$1.21M |
|
1552
Schwab US Broad Market ETF
SCHB
$36.9B
| $24.9M | ﹤0.01% |
1,096,980
-53,538
| -5% | -$1.22M |
|
1553
Resideo Technologies
REZI
$5.68B
| $24.9M | ﹤0.01% |
1,078,735
+70,755
| +7% | +$1.63M |
|
1554
Atkore
ATKR
$2.09B
| $24.8M | ﹤0.01% |
297,695
-49,262
| -14% | -$4.11M |
|
1555
Steven Madden
SHOO
$2.26B
| $24.8M | ﹤0.01% |
584,068
+121,972
| +26% | +$5.19M |
|
1556
Peloton Interactive
PTON
$3.09B
| $24.8M | ﹤0.01% |
2,854,215
-592,859
| -17% | -$5.16M |
|
1557
Texas Capital Bancshares
TCBI
$3.99B
| $24.8M | ﹤0.01% |
317,292
+136,507
| +76% | +$10.7M |
|
1558
First Financial Bankshares
FFIN
$5.13B
| $24.8M | ﹤0.01% |
687,300
+225,574
| +49% | +$8.13M |
|
1559
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $24.8M | ﹤0.01% |
248,673
-231,436
| -48% | -$23M |
|
1560
Dollar Tree
DLTR
$19.9B
| $24.7M | ﹤0.01% |
330,067
-524,402
| -61% | -$39.3M |
|
1561
Archrock
AROC
$4.33B
| $24.7M | ﹤0.01% |
993,063
+570,680
| +135% | +$14.2M |
|
1562
Champion Homes, Inc.
SKY
$4.24B
| $24.7M | ﹤0.01% |
280,396
+153,089
| +120% | +$13.5M |
|
|
GAP
1563
The Gap, Inc.
GAP
$8.46B
| $24.7M | ﹤0.01% |
1,045,262
+3,585
| +0.3% | +$84.7K |
|
1564
LiveRamp
RAMP
$1.73B
| $24.6M | ﹤0.01% |
810,917
+90,878
| +13% | +$2.76M |
|
1565
Vanguard Mega Cap Growth ETF
MGK
$29.7B
| $24.6M | ﹤0.01% |
71,583
+10,928
| +18% | +$3.75M |
|
1566
Healthcare Realty
HR
$6.45B
| $24.5M | ﹤0.01% |
1,445,311
-1,154,079
| -44% | -$19.6M |
|
1567
Avantis US Small Cap Value ETF
AVUV
$18.4B
| $24.5M | ﹤0.01% |
253,659
+108,509
| +75% | +$10.5M |
|
|
LADR
1568
Ladder Capital
LADR
$1.49B
| $24.5M | ﹤0.01% |
2,186,928
-127,501
| -6% | -$1.43M |
|
1569
Donnelley Financial Solutions
DFIN
$1.5B
| $24.4M | ﹤0.01% |
389,568
-64,716
| -14% | -$4.06M |
|
|
SGI
1570
Somnigroup International Inc.
SGI
$17.8B
| $24.4M | ﹤0.01% |
430,428
-33,246
| -7% | -$1.88M |
|
1571
Maximus
MMS
$5.08B
| $24.4M | ﹤0.01% |
326,748
+102,982
| +46% | +$7.69M |
|
1572
Royal Gold
RGLD
$12.4B
| $24.4M | ﹤0.01% |
184,807
+13,563
| +8% | +$1.79M |
|
1573
Arhaus
ARHS
$1.51B
| $24.3M | ﹤0.01% |
2,590,184
+627,952
| +32% | +$5.9M |
|
|
BIDD
1574
iShares International Dividend Active ETF
BIDD
$693M
| $24.3M | ﹤0.01% |
+986,801
| New | +$24.3M |
|
1575
NGL Energy Partners
NGL
$744M
| $24.3M | ﹤0.01% |
4,875,530
-133,035
| -3% | -$664K |
|