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 | |
|---|---|---|---|---|---|---|
1651
Sonoco
SON
$4.57B
| $22M | ﹤0.01% |
505,003
-27,216
| -5% | -$1.19M |
|
1652
Essential Utilities
WTRG
$10.4B
| $22M | ﹤0.01% |
592,167
-388,366
| -40% | -$14.4M |
|
1653
Cabot Corp
CBT
$4.12B
| $22M | ﹤0.01% |
292,961
-43,587
| -13% | -$3.27M |
|
1654
Shift4
FOUR
$5.96B
| $21.9M | ﹤0.01% |
221,136
+35,538
| +19% | +$3.52M |
|
1655
Pebblebrook Hotel Trust
PEB
$1.42B
| $21.9M | ﹤0.01% |
2,189,138
+1,803,278
| +467% | +$18M |
|
1656
Dimensional International Value ETF
DFIV
$13.6B
| $21.8M | ﹤0.01% |
509,202
-8,262
| -2% | -$354K |
|
1657
WisdomTree International LargeCap Dividend Fund
DOL
$667M
| $21.7M | ﹤0.01% |
364,450
+4,368
| +1% | +$260K |
|
1658
Soleno Therapeutics
SLNO
$2.91B
| $21.7M | ﹤0.01% |
258,965
+231,579
| +846% | +$19.4M |
|
1659
WesBanco
WSBC
$3.1B
| $21.6M | ﹤0.01% |
683,842
-82,161
| -11% | -$2.6M |
|
1660
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.5B
| $21.6M | ﹤0.01% |
288,606
+20,320
| +8% | +$1.52M |
|
1661
Avantis US Equity ETF
AVUS
$9.73B
| $21.6M | ﹤0.01% |
213,943
-250,669
| -54% | -$25.3M |
|
1662
Crocs
CROX
$4.39B
| $21.5M | ﹤0.01% |
212,761
-31,312
| -13% | -$3.17M |
|
|
FINT
1663
Frontier Asset Total International Equity ETF
FINT
$54.5M
| $21.5M | ﹤0.01% |
746,260
+16,272
| +2% | +$469K |
|
1664
SLR Investment Corp
SLRC
$882M
| $21.5M | ﹤0.01% |
1,331,363
-9,096
| -0.7% | -$147K |
|
1665
Assurant
AIZ
$10.6B
| $21.5M | ﹤0.01% |
108,605
-41,139
| -27% | -$8.13M |
|
1666
Louisiana-Pacific
LPX
$6.15B
| $21.4M | ﹤0.01% |
249,257
-76,481
| -23% | -$6.58M |
|
1667
Avantis Emerging Markets Equity ETF
AVEM
$12.8B
| $21.3M | ﹤0.01% |
311,490
+95,810
| +44% | +$6.57M |
|
|
ONC
1668
BeOne Medicines Ltd
ONC
$36.8B
| $21.3M | ﹤0.01% |
88,014
-50,296
| -36% | -$12.2M |
|
1669
American Airlines Group
AAL
$8.21B
| $21.3M | ﹤0.01% |
1,898,518
-1,633,700
| -46% | -$18.3M |
|
1670
Axos Financial
AX
$5B
| $21.3M | ﹤0.01% |
279,984
-76,177
| -21% | -$5.79M |
|
1671
MSC Industrial Direct
MSM
$5.07B
| $21.3M | ﹤0.01% |
250,401
+14,107
| +6% | +$1.2M |
|
1672
Goodyear
GT
$2.43B
| $21.2M | ﹤0.01% |
2,041,518
+247,609
| +14% | +$2.57M |
|
1673
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.71B
| $21.1M | ﹤0.01% |
335,762
+73,502
| +28% | +$4.62M |
|
1674
Spirit AeroSystems
SPR
$4.52B
| $21M | ﹤0.01% |
551,605
+105,831
| +24% | +$4.04M |
|
1675
Columbia Sportswear
COLM
$2.92B
| $21M | ﹤0.01% |
344,040
-273,673
| -44% | -$16.7M |
|