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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Steven Madden
SHOO
$2.26B
| $15.4M | ﹤0.01% |
483,264
-79,651
| -14% | -$2.53M |
|
1627
Haemonetics
HAE
$2.51B
| $15.4M | ﹤0.01% |
171,377
-16,301
| -9% | -$1.46M |
|
1628
Sterling Infrastructure
STRL
$9.54B
| $15.3M | ﹤0.01% |
208,738
-15,678
| -7% | -$1.15M |
|
1629
Vornado Realty Trust
VNO
$8.25B
| $15.3M | ﹤0.01% |
675,827
-450,550
| -40% | -$10.2M |
|
1630
Franklin US Equity Index ETF
USPX
$1.4B
| $15.3M | ﹤0.01% |
409,823
+223,651
| +120% | +$8.36M |
|
1631
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $15.3M | ﹤0.01% |
484,314
-104,286
| -18% | -$3.3M |
|
1632
Yelp
YELP
$1.95B
| $15.3M | ﹤0.01% |
368,416
-31,434
| -8% | -$1.31M |
|
|
VRTV
1633
DELISTED
VERITIV CORPORATION
VRTV
| $15.3M | ﹤0.01% |
90,679
-22,006
| -20% | -$3.72M |
|
1634
Exponent
EXPO
$3.54B
| $15.3M | ﹤0.01% |
178,867
+10,605
| +6% | +$908K |
|
|
NATI
1635
DELISTED
National Instruments Corp
NATI
| $15.2M | ﹤0.01% |
255,550
-740,456
| -74% | -$44.1M |
|
1636
Calix
CALX
$4.01B
| $15.2M | ﹤0.01% |
332,292
-82,816
| -20% | -$3.8M |
|
1637
Graphic Packaging
GPK
$6.14B
| $15.2M | ﹤0.01% |
682,978
-265,726
| -28% | -$5.92M |
|
1638
Ryder
R
$7.65B
| $15.2M | ﹤0.01% |
142,188
-63,377
| -31% | -$6.78M |
|
1639
Brink's
BCO
$4.83B
| $15.2M | ﹤0.01% |
208,615
-60,533
| -22% | -$4.4M |
|
|
CVII
1640
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
| $15.2M | ﹤0.01% |
1,450,000
+1,252,561
| +634% | +$13.1M |
|
1641
Hilton Grand Vacations
HGV
$3.98B
| $15.1M | ﹤0.01% |
371,430
-36,136
| -9% | -$1.47M |
|
1642
Sensata Technologies
ST
$4.55B
| $15.1M | ﹤0.01% |
399,183
+177,641
| +80% | +$6.72M |
|
1643
GATX Corp
GATX
$6.05B
| $15.1M | ﹤0.01% |
138,661
-14,242
| -9% | -$1.55M |
|
1644
Ecovyst
ECVT
$1.06B
| $15.1M | ﹤0.01% |
1,530,514
+2,766
| +0.2% | +$27.2K |
|
1645
iShares MSCI Australia ETF
EWA
$1.55B
| $15.1M | ﹤0.01% |
699,963
-286,711
| -29% | -$6.17M |
|
1646
East-West Bancorp
EWBC
$15.1B
| $15M | ﹤0.01% |
285,424
-39,789
| -12% | -$2.1M |
|
1647
WisdomTree US LargeCap Dividend Fund
DLN
$5.31B
| $15M | ﹤0.01% |
244,570
-136,727
| -36% | -$8.41M |
|
1648
Fox Class B
FOX
$23.5B
| $15M | ﹤0.01% |
520,243
+191,670
| +58% | +$5.54M |
|
1649
New Mountain Finance
NMFC
$1.11B
| $15M | ﹤0.01% |
1,158,964
-23,824
| -2% | -$309K |
|
1650
Gibraltar Industries
ROCK
$1.78B
| $15M | ﹤0.01% |
222,002
+10,465
| +5% | +$706K |
|