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 | |
|---|---|---|---|---|---|---|
1626
Houlihan Lokey
HLI
$14.4B
| $22.8M | ﹤0.01% |
131,096
+9,914
| +8% | +$1.72M |
|
1627
Saic
SAIC
$4.9B
| $22.8M | ﹤0.01% |
203,642
-10,664
| -5% | -$1.19M |
|
1628
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $22.8M | ﹤0.01% |
325,178
+113,048
| +53% | +$7.91M |
|
1629
GXO Logistics
GXO
$5.84B
| $22.7M | ﹤0.01% |
522,940
+27,821
| +6% | +$1.21M |
|
1630
Pegasystems
PEGA
$9.93B
| $22.7M | ﹤0.01% |
486,520
-42,220
| -8% | -$1.97M |
|
1631
Integer Holdings
ITGR
$3.55B
| $22.6M | ﹤0.01% |
170,733
+100,811
| +144% | +$13.4M |
|
1632
Enact Holdings
ACT
$5.74B
| $22.6M | ﹤0.01% |
697,248
+5,244
| +0.8% | +$170K |
|
1633
BorgWarner
BWA
$9.46B
| $22.6M | ﹤0.01% |
709,740
-135,006
| -16% | -$4.29M |
|
1634
Valley National Bancorp
VLY
$6.04B
| $22.5M | ﹤0.01% |
2,485,474
+991,084
| +66% | +$8.98M |
|
1635
Insperity
NSP
$1.99B
| $22.5M | ﹤0.01% |
290,166
+139,497
| +93% | +$10.8M |
|
1636
Invesco
IVZ
$10B
| $22.5M | ﹤0.01% |
1,285,609
+188,041
| +17% | +$3.29M |
|
1637
Simmons First National
SFNC
$2.96B
| $22.4M | ﹤0.01% |
1,011,431
+335,260
| +50% | +$7.44M |
|
1638
FormFactor
FORM
$2.32B
| $22.4M | ﹤0.01% |
509,399
+275,824
| +118% | +$12.1M |
|
1639
Incyte
INCY
$16.2B
| $22.4M | ﹤0.01% |
323,640
+38,550
| +14% | +$2.66M |
|
1640
Synovus
SNV
$7.18B
| $22.3M | ﹤0.01% |
435,543
+72,745
| +20% | +$3.73M |
|
1641
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.01B
| $22.3M | ﹤0.01% |
538,883
+69,160
| +15% | +$2.86M |
|
1642
AvidXchange
AVDX
$2.06B
| $22.3M | ﹤0.01% |
2,156,792
-1,280,242
| -37% | -$13.2M |
|
1643
Protagonist Therapeutics
PTGX
$3.66B
| $22.3M | ﹤0.01% |
576,977
+73,992
| +15% | +$2.86M |
|
1644
Brown-Forman Class B
BF.B
$13B
| $22.3M | ﹤0.01% |
586,187
-886,556
| -60% | -$33.7M |
|
1645
Telephone and Data Systems
TDS
$4.51B
| $22.3M | ﹤0.01% |
652,603
+194,136
| +42% | +$6.62M |
|
1646
NorthWestern Energy
NWE
$3.51B
| $22.2M | ﹤0.01% |
415,165
-103,647
| -20% | -$5.54M |
|
1647
Tanger
SKT
$3.86B
| $22.2M | ﹤0.01% |
650,060
+205,159
| +46% | +$7M |
|
1648
iShares MSCI Chile ETF
ECH
$713M
| $22.2M | ﹤0.01% |
885,948
-110,436
| -11% | -$2.77M |
|
1649
Albemarle
ALB
$8.94B
| $22.1M | ﹤0.01% |
257,316
-372,471
| -59% | -$32.1M |
|
1650
SLR Investment Corp
SLRC
$877M
| $22.1M | ﹤0.01% |
1,368,250
+31,839
| +2% | +$515K |
|