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 | |
|---|---|---|---|---|---|---|
1576
Warby Parker
WRBY
$3.28B
| $24.3M | ﹤0.01% |
1,003,612
+664,907
| +196% | +$16.1M |
|
1577
Janus Henderson
JHG
$7.05B
| $24.3M | ﹤0.01% |
570,605
-8,285
| -1% | -$352K |
|
1578
Banc of California
BANC
$2.62B
| $24.3M | ﹤0.01% |
1,569,700
-371,616
| -19% | -$5.75M |
|
1579
Compañía de Minas Buenaventura
BVN
$5.06B
| $24.2M | ﹤0.01% |
2,103,645
+405,601
| +24% | +$4.67M |
|
1580
TTM Technologies
TTMI
$4.84B
| $24.2M | ﹤0.01% |
977,154
+169,004
| +21% | +$4.18M |
|
1581
Victoria's Secret
VSCO
$2.1B
| $24.1M | ﹤0.01% |
581,847
+267,080
| +85% | +$11.1M |
|
1582
Franklin Electric
FELE
$4.23B
| $24.1M | ﹤0.01% |
247,098
+92,793
| +60% | +$9.04M |
|
1583
Blackbaud
BLKB
$3.38B
| $24.1M | ﹤0.01% |
325,637
+100,003
| +44% | +$7.39M |
|
1584
Magnite
MGNI
$3.4B
| $24.1M | ﹤0.01% |
1,511,439
+84,497
| +6% | +$1.35M |
|
1585
Alliant Energy
LNT
$16.7B
| $24M | ﹤0.01% |
406,471
-423,387
| -51% | -$25M |
|
1586
DNOW Inc
DNOW
$1.62B
| $24M | ﹤0.01% |
1,843,620
+112,135
| +6% | +$1.46M |
|
1587
HF Sinclair
DINO
$9.58B
| $24M | ﹤0.01% |
684,274
-164,843
| -19% | -$5.78M |
|
1588
Roblox
RBLX
$92.7B
| $23.9M | ﹤0.01% |
413,842
+33,288
| +9% | +$1.93M |
|
1589
Sixth Street Specialty
TSLX
$2.32B
| $23.9M | ﹤0.01% |
1,123,523
-51,865
| -4% | -$1.1M |
|
1590
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
| $23.9M | ﹤0.01% |
524,216
-7,923
| -1% | -$361K |
|
1591
PIMCO Multi Sector Bond Active ETF
PYLD
$7.4B
| $23.9M | ﹤0.01% |
921,419
+891,440
| +2,974% | +$23.1M |
|
1592
Krystal Biotech
KRYS
$4.11B
| $23.8M | ﹤0.01% |
151,835
+23,934
| +19% | +$3.75M |
|
1593
New York Times
NYT
$9.52B
| $23.7M | ﹤0.01% |
456,232
-10,796
| -2% | -$562K |
|
1594
Doximity
DOCS
$13.4B
| $23.7M | ﹤0.01% |
444,596
-53,460
| -11% | -$2.85M |
|
1595
National CineMedia
NCMI
$462M
| $23.7M | ﹤0.01% |
3,573,935
-721,489
| -17% | -$4.79M |
|
|
FLG
1596
Flagstar Financial, Inc.
FLG
$5.26B
| $23.7M | ﹤0.01% |
2,537,861
-1,065,815
| -30% | -$9.94M |
|
1597
RadNet
RDNT
$5.61B
| $23.7M | ﹤0.01% |
338,843
+205,846
| +155% | +$14.4M |
|
1598
Schwab U.S Small- Cap ETF
SCHA
$18.9B
| $23.6M | ﹤0.01% |
913,328
-27,510
| -3% | -$711K |
|
1599
Enpro
NPO
$4.7B
| $23.6M | ﹤0.01% |
136,617
+30,346
| +29% | +$5.23M |
|
1600
Brookfield Infrastructure
BIPC
$4.75B
| $23.6M | ﹤0.01% |
588,649
+225,143
| +62% | +$9.01M |
|