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 | |
|---|---|---|---|---|---|---|
1551
Webster Financial
WBS
$10.2B
| $24.3M | ﹤0.01% |
471,236
-42,600
| -8% | -$2.2M |
|
1552
Televisa
TV
$1.54B
| $24.2M | ﹤0.01% |
13,855,322
+13,854,719
| +2,297,632% | +$24.2M |
|
1553
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.41B
| $24.2M | ﹤0.01% |
405,109
-956,147
| -70% | -$57.1M |
|
1554
Insperity
NSP
$1.99B
| $24.2M | ﹤0.01% |
270,711
-19,455
| -7% | -$1.74M |
|
1555
Materials Select Sector SPDR Fund
XLB
$5.5B
| $24.1M | ﹤0.01% |
279,971
+28,916
| +12% | +$2.49M |
|
1556
Nexstar Media Group
NXST
$6.27B
| $24.1M | ﹤0.01% |
134,221
-284,151
| -68% | -$50.9M |
|
1557
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $24M | ﹤0.01% |
641,716
-3,009,047
| -82% | -$113M |
|
1558
Eastern Bankshares
EBC
$3.46B
| $24M | ﹤0.01% |
1,464,457
-350,936
| -19% | -$5.76M |
|
1559
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.78B
| $23.9M | ﹤0.01% |
351,121
-119,323
| -25% | -$8.12M |
|
|
CURB
1560
Curbline Properties Corp.
CURB
$2.36B
| $23.9M | ﹤0.01% |
987,669
-231,661
| -19% | -$5.6M |
|
1561
AutoNation
AN
$8.37B
| $23.9M | ﹤0.01% |
147,348
-3,835
| -3% | -$621K |
|
|
TXNM
1562
TXNM Energy, Inc.
TXNM
$5.99B
| $23.9M | ﹤0.01% |
446,114
-204,121
| -31% | -$10.9M |
|
1563
OFG Bancorp
OFG
$1.95B
| $23.8M | ﹤0.01% |
594,125
-299,924
| -34% | -$12M |
|
1564
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$409M
| $23.7M | ﹤0.01% |
319,563
-37,576
| -11% | -$2.79M |
|
1565
WesBanco
WSBC
$3.03B
| $23.7M | ﹤0.01% |
766,003
+447,421
| +140% | +$13.9M |
|
1566
Tanger
SKT
$3.86B
| $23.7M | ﹤0.01% |
701,307
+51,247
| +8% | +$1.73M |
|
1567
Tenable Holdings
TENB
$3.62B
| $23.7M | ﹤0.01% |
676,132
+125,854
| +23% | +$4.4M |
|
1568
Schwab US Broad Market ETF
SCHB
$36.8B
| $23.6M | ﹤0.01% |
1,097,314
+334
| +0% | +$7.19K |
|
1569
Vanguard Mega Cap Growth ETF
MGK
$29.7B
| $23.6M | ﹤0.01% |
76,323
+4,740
| +7% | +$1.46M |
|
1570
Skechers
SKX
| $23.6M | ﹤0.01% |
415,197
-161,202
| -28% | -$9.15M |
|
1571
Yelp
YELP
$1.95B
| $23.5M | ﹤0.01% |
634,034
+32,402
| +5% | +$1.2M |
|
1572
iShares Convertible Bond ETF
ICVT
$2.88B
| $23.5M | ﹤0.01% |
280,773
-21,301
| -7% | -$1.78M |
|
1573
Avantis US Small Cap Value ETF
AVUV
$18.3B
| $23.4M | ﹤0.01% |
268,767
+15,108
| +6% | +$1.32M |
|
1574
Insight Enterprises
NSIT
$3.9B
| $23.4M | ﹤0.01% |
155,851
+90,219
| +137% | +$13.5M |
|
|
GAP
1575
The Gap, Inc.
GAP
$8.5B
| $23.3M | ﹤0.01% |
1,132,173
+86,911
| +8% | +$1.79M |
|