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 | |
|---|---|---|---|---|---|---|
1726
AB InBev
BUD
$114B
| $19.7M | ﹤0.01% |
394,150
+314,629
| +396% | +$15.8M |
|
1727
Crane Co
CR
$10.5B
| $19.7M | ﹤0.01% |
129,971
+1,394
| +1% | +$212K |
|
1728
Hanmi Financial
HAFC
$748M
| $19.7M | ﹤0.01% |
834,719
-1,426
| -0.2% | -$33.7K |
|
1729
Prudential
PUK
$35.5B
| $19.7M | ﹤0.01% |
1,236,697
+943,487
| +322% | +$15M |
|
|
FINT
1730
Frontier Asset Total International Equity ETF
FINT
$54.3M
| $19.7M | ﹤0.01% |
+785,589
| New | +$19.7M |
|
1731
CorVel
CRVL
$4.39B
| $19.7M | ﹤0.01% |
176,631
+62,292
| +54% | +$6.93M |
|
1732
Perdoceo Education
PRDO
$2.26B
| $19.6M | ﹤0.01% |
742,342
+160,162
| +28% | +$4.24M |
|
1733
Fidelity High Dividend ETF
FDVV
$6.84B
| $19.6M | ﹤0.01% |
392,437
+146,280
| +59% | +$7.31M |
|
1734
Independent Bank
INDB
$3.56B
| $19.5M | ﹤0.01% |
304,148
-34,492
| -10% | -$2.21M |
|
1735
Acadia Realty Trust
AKR
$2.64B
| $19.5M | ﹤0.01% |
807,550
-16,458
| -2% | -$398K |
|
1736
Cavco Industries
CVCO
$4.32B
| $19.5M | ﹤0.01% |
43,590
+7,703
| +21% | +$3.44M |
|
1737
California Resources
CRC
$4.44B
| $19.4M | ﹤0.01% |
374,793
+229,940
| +159% | +$11.9M |
|
|
SAFE
1738
Safehold
SAFE
$1.18B
| $19.4M | ﹤0.01% |
1,051,078
+388,899
| +59% | +$7.19M |
|
1739
iShare MSCI Eurozone ETF
EZU
$7.97B
| $19.4M | ﹤0.01% |
410,741
-56,414
| -12% | -$2.66M |
|
1740
Veritex Holdings
VBTX
$1.88B
| $19.4M | ﹤0.01% |
712,727
+81,355
| +13% | +$2.21M |
|
1741
Capital Group Growth ETF
CGGR
$15.9B
| $19.3M | ﹤0.01% |
520,533
+35,964
| +7% | +$1.34M |
|
1742
Center Bancorp
CNOB
$1.26B
| $19.3M | ﹤0.01% |
840,502
-57,620
| -6% | -$1.32M |
|
1743
Heritage Commerce
HTBK
$624M
| $19.2M | ﹤0.01% |
2,046,410
-266,625
| -12% | -$2.5M |
|
1744
ESCO Technologies
ESE
$5.38B
| $19.2M | ﹤0.01% |
144,039
+67,116
| +87% | +$8.94M |
|
1745
Rithm Capital
RITM
$6.57B
| $19.2M | ﹤0.01% |
1,768,294
-2,839,714
| -62% | -$30.8M |
|
1746
Howard Hughes
HHH
$4.84B
| $19.1M | ﹤0.01% |
248,955
-238,137
| -49% | -$18.3M |
|
1747
Brinker International
EAT
$6.84B
| $19.1M | ﹤0.01% |
144,715
+16,420
| +13% | +$2.17M |
|
1748
Teradata
TDC
$2B
| $19M | ﹤0.01% |
611,264
+53,743
| +10% | +$1.67M |
|
1749
Edgewell Personal Care
EPC
$1.01B
| $19M | ﹤0.01% |
566,400
-103,514
| -15% | -$3.48M |
|
1750
Ichor Holdings
ICHR
$579M
| $19M | ﹤0.01% |
590,630
+250,383
| +74% | +$8.07M |
|