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 | |
|---|---|---|---|---|---|---|
1576
Protagonist Therapeutics
PTGX
$3.87B
| $24.6M | ﹤0.01% |
445,692
-23,207
| -5% | -$1.28M |
|
1577
Coca-Cola Consolidated
COKE
$9.84B
| $24.6M | ﹤0.01% |
220,527
-4,573
| -2% | -$511K |
|
1578
Safety Insurance
SAFT
$1.07B
| $24.6M | ﹤0.01% |
310,072
+125,398
| +68% | +$9.96M |
|
1579
Wingstop
WING
$7.08B
| $24.4M | ﹤0.01% |
72,605
-27,335
| -27% | -$9.2M |
|
1580
Kyndryl
KD
$7.25B
| $24.4M | ﹤0.01% |
582,601
+4,507
| +0.8% | +$189K |
|
1581
Mirum Pharmaceuticals
MIRM
$3.74B
| $24.4M | ﹤0.01% |
480,276
+192,340
| +67% | +$9.79M |
|
1582
Invesco S&P 500 Low Volatility ETF
SPLV
$7.78B
| $24.4M | ﹤0.01% |
334,539
-79,223
| -19% | -$5.77M |
|
1583
Stanley Black & Decker
SWK
$11.9B
| $24.3M | ﹤0.01% |
358,441
-130,766
| -27% | -$8.86M |
|
1584
Amdocs
DOX
$9.22B
| $24.3M | ﹤0.01% |
266,124
+31,827
| +14% | +$2.9M |
|
1585
Amer Sports
AS
$20.8B
| $24.3M | ﹤0.01% |
626,433
+621,233
| +11,947% | +$24.1M |
|
1586
Invesco FTSE RAFI US 1000 ETF
PRF
$8.24B
| $24.3M | ﹤0.01% |
573,701
+27,448
| +5% | +$1.16M |
|
|
AAUC
1587
Allied Gold Corp
AAUC
$1.82B
| $24.2M | ﹤0.01% |
+1,791,270
| New | +$24.2M |
|
1588
Crane Co
CR
$10.5B
| $24.2M | ﹤0.01% |
127,463
+1,688
| +1% | +$321K |
|
1589
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$411M
| $24.2M | ﹤0.01% |
315,876
-3,687
| -1% | -$282K |
|
1590
Meritage Homes
MTH
$5.37B
| $24M | ﹤0.01% |
358,987
-190,070
| -35% | -$12.7M |
|
1591
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$948M
| $24M | ﹤0.01% |
250,872
+9,638
| +4% | +$924K |
|
1592
Abercrombie & Fitch
ANF
$4.28B
| $24M | ﹤0.01% |
290,144
-61,083
| -17% | -$5.06M |
|
1593
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.02B
| $24M | ﹤0.01% |
549,021
-477,868
| -47% | -$20.9M |
|
1594
Webster Financial
WBS
$10.2B
| $24M | ﹤0.01% |
439,227
-32,009
| -7% | -$1.75M |
|
1595
Ibotta
IBTA
$741M
| $24M | ﹤0.01% |
654,876
+542,313
| +482% | +$19.8M |
|
1596
Real Estate Select Sector SPDR Fund
XLRE
$7.77B
| $23.9M | ﹤0.01% |
577,882
-12,629
| -2% | -$523K |
|
1597
Peloton Interactive
PTON
$3.37B
| $23.9M | ﹤0.01% |
3,438,771
+236,040
| +7% | +$1.64M |
|
1598
Douglas Emmett
DEI
$2.71B
| $23.8M | ﹤0.01% |
1,582,771
+689
| +0% | +$10.4K |
|
1599
Tanger
SKT
$3.78B
| $23.8M | ﹤0.01% |
777,637
+76,330
| +11% | +$2.33M |
|
1600
Schwab U.S Small- Cap ETF
SCHA
$19.1B
| $23.8M | ﹤0.01% |
939,529
+13,906
| +2% | +$352K |
|