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 | |
|---|---|---|---|---|---|---|
1676
Global X MLP & Energy Infrastructure ETF
MLPX
$2.59B
| $21M | ﹤0.01% |
335,094
-14,799
| -4% | -$927K |
|
1677
ASGN Inc
ASGN
$2.16B
| $21M | ﹤0.01% |
420,461
+23,316
| +6% | +$1.16M |
|
1678
Brinker International
EAT
$6.07B
| $20.9M | ﹤0.01% |
115,920
+17,681
| +18% | +$3.19M |
|
1679
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $20.9M | ﹤0.01% |
415,910
-399,732
| -49% | -$20M |
|
1680
Nelnet
NNI
$4.6B
| $20.8M | ﹤0.01% |
172,088
+39,417
| +30% | +$4.77M |
|
1681
Boot Barn
BOOT
$5.38B
| $20.7M | ﹤0.01% |
136,176
+36,959
| +37% | +$5.62M |
|
1682
SharkNinja
SN
$16.2B
| $20.7M | ﹤0.01% |
208,970
-238,547
| -53% | -$23.6M |
|
1683
Black Hills Corp
BKH
$4.27B
| $20.7M | ﹤0.01% |
368,491
-52,121
| -12% | -$2.92M |
|
1684
Fidelity Enhanced Large Cap Core ETF
FELC
$5.27B
| $20.6M | ﹤0.01% |
598,189
-116,351
| -16% | -$4.01M |
|
1685
Prudential
PUK
$35.1B
| $20.6M | ﹤0.01% |
822,909
+193,454
| +31% | +$4.84M |
|
1686
Churchill Downs
CHDN
$6.68B
| $20.5M | ﹤0.01% |
203,188
-1,705
| -0.8% | -$172K |
|
1687
BridgeBio Pharma
BBIO
$10B
| $20.5M | ﹤0.01% |
474,253
+299,203
| +171% | +$12.9M |
|
1688
Western Alliance Bancorporation
WAL
$10B
| $20.4M | ﹤0.01% |
261,779
-4,263
| -2% | -$332K |
|
1689
Coca-Cola Femsa
KOF
$17.7B
| $20.4M | ﹤0.01% |
210,939
-347,345
| -62% | -$33.6M |
|
1690
Franklin US Core Bond ETF
FLCB
$2.72B
| $20.4M | ﹤0.01% |
946,897
+89,345
| +10% | +$1.92M |
|
1691
Yeti Holdings
YETI
$2.81B
| $20.3M | ﹤0.01% |
644,172
-244,082
| -27% | -$7.69M |
|
1692
Greif
GEF
$3.47B
| $20.3M | ﹤0.01% |
311,845
+116,131
| +59% | +$7.55M |
|
1693
Laureate Education
LAUR
$4.4B
| $20.2M | ﹤0.01% |
863,716
-136,549
| -14% | -$3.19M |
|
1694
Graham Holdings Company
GHC
$5.02B
| $20.2M | ﹤0.01% |
21,331
-899
| -4% | -$851K |
|
|
ELM
1695
Elm Market Navigator ETF
ELM
$466M
| $20.1M | ﹤0.01% |
775,000
-850,000
| -52% | -$22M |
|
1696
American States Water
AWR
$2.77B
| $20M | ﹤0.01% |
260,841
-27,610
| -10% | -$2.12M |
|
1697
Paymentus
PAY
$4.33B
| $20M | ﹤0.01% |
609,213
-9,292
| -2% | -$304K |
|
1698
DNOW Inc
DNOW
$1.58B
| $19.9M | ﹤0.01% |
1,343,093
-219,030
| -14% | -$3.25M |
|
1699
Renasant Corp
RNST
$3.64B
| $19.9M | ﹤0.01% |
553,572
+277,211
| +100% | +$9.96M |
|
1700
News Corp Class B
NWS
$19.1B
| $19.9M | ﹤0.01% |
579,426
-440,152
| -43% | -$15.1M |
|