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 | |
|---|---|---|---|---|---|---|
1751
Autoliv
ALV
$9.66B
| $18.1M | ﹤0.01% |
161,535
+12,120
| +8% | +$1.36M |
|
1752
Sumitomo Mitsui Financial
SMFG
$108B
| $18M | ﹤0.01% |
1,190,566
+1,026
| +0.1% | +$15.5K |
|
1753
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$685M
| $18M | ﹤0.01% |
437,715
+78,155
| +22% | +$3.21M |
|
1754
JD.com
JD
$49.8B
| $17.9M | ﹤0.01% |
548,336
+43,096
| +9% | +$1.41M |
|
1755
iShares US Regional Banks ETF
IAT
$680M
| $17.9M | ﹤0.01% |
360,619
+1,941
| +0.5% | +$96.2K |
|
1756
KB Home
KBH
$4.35B
| $17.8M | ﹤0.01% |
335,736
-302,174
| -47% | -$16M |
|
1757
Corebridge Financial
CRBG
$17.6B
| $17.8M | ﹤0.01% |
500,857
-1,171
| -0.2% | -$41.6K |
|
1758
Dorman Products
DORM
$4.78B
| $17.8M | ﹤0.01% |
144,884
-81,526
| -36% | -$10M |
|
1759
Mirion Technologies
MIR
$5.63B
| $17.8M | ﹤0.01% |
825,269
+537,900
| +187% | +$11.6M |
|
1760
Napco Security Technologies
NSSC
$1.52B
| $17.7M | ﹤0.01% |
597,552
+46,668
| +8% | +$1.39M |
|
1761
JPMorgan US Value Factor ETF
JVAL
$554M
| $17.7M | ﹤0.01% |
401,083
+120,399
| +43% | +$5.33M |
|
1762
iShares Russell Top 200 Growth ETF
IWY
$15.6B
| $17.7M | ﹤0.01% |
71,791
-3,884
| -5% | -$957K |
|
1763
Synovus
SNV
$7.08B
| $17.7M | ﹤0.01% |
341,701
-4,061
| -1% | -$210K |
|
1764
Dimensional Core Fixed Income ETF
DFCF
$7.66B
| $17.7M | ﹤0.01% |
418,364
-16,350
| -4% | -$691K |
|
1765
Teekay Tankers
TNK
$1.85B
| $17.6M | ﹤0.01% |
422,384
-20,890
| -5% | -$872K |
|
1766
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $17.6M | ﹤0.01% |
174,933
-82,410
| -32% | -$8.3M |
|
1767
Global Partners
GLP
$1.67B
| $17.6M | ﹤0.01% |
333,973
+90,169
| +37% | +$4.75M |
|
|
SAFE
1768
Safehold
SAFE
$1.17B
| $17.6M | ﹤0.01% |
1,131,494
+182,006
| +19% | +$2.83M |
|
1769
Global X Defense Tech ETF
SHLD
$3.73B
| $17.6M | ﹤0.01% |
291,846
+195,246
| +202% | +$11.8M |
|
1770
AB Tax-Aware Short Duration Municipal ETF
TAFI
$905M
| $17.5M | ﹤0.01% |
696,961
+249,468
| +56% | +$6.26M |
|
1771
Phinia Inc
PHIN
$2.28B
| $17.5M | ﹤0.01% |
393,235
-17,402
| -4% | -$774K |
|
1772
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
| $17.5M | ﹤0.01% |
597,299
+75,758
| +15% | +$2.22M |
|
1773
Hyatt Hotels
H
$13.7B
| $17.5M | ﹤0.01% |
125,262
-44,857
| -26% | -$6.26M |
|
1774
Liberty Energy
LBRT
$1.77B
| $17.5M | ﹤0.01% |
1,520,867
-132,381
| -8% | -$1.52M |
|
|
JFLI
1775
JPMorgan Flexible Income ETF
JFLI
$30.6M
| $17.4M | ﹤0.01% |
350,000
-50,000
| -13% | -$2.48M |
|