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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
ODP
ODP
$624M
| $14.3M | ﹤0.01% |
362,857
+165,685
| +84% | +$6.51M |
|
1752
Skechers
SKX
| $14.2M | ﹤0.01% |
327,457
+42,889
| +15% | +$1.86M |
|
1753
CRH
CRH
$76.1B
| $14.2M | ﹤0.01% |
268,614
+43,474
| +19% | +$2.3M |
|
|
ACRE
1754
Ares Commercial Real Estate
ACRE
$266M
| $14.2M | ﹤0.01% |
975,313
+93,850
| +11% | +$1.36M |
|
|
TCN
1755
DELISTED
Tricon Residential Inc.
TCN
| $14.1M | ﹤0.01% |
+925,429
| New | +$14.1M |
|
1756
Dynatrace
DT
$14.8B
| $14.1M | ﹤0.01% |
233,642
+38,936
| +20% | +$2.35M |
|
|
BRKL
1757
DELISTED
Brookline Bancorp
BRKL
| $14M | ﹤0.01% |
866,866
+343,186
| +66% | +$5.56M |
|
1758
TTEC Holdings
TTEC
$173M
| $14M | ﹤0.01% |
154,849
-8,143
| -5% | -$737K |
|
1759
Ryder
R
$7.65B
| $14M | ﹤0.01% |
170,020
+30,221
| +22% | +$2.49M |
|
1760
Krystal Biotech
KRYS
$4.16B
| $14M | ﹤0.01% |
199,633
-24,786
| -11% | -$1.73M |
|
1761
Provident Financial Services
PFS
$2.59B
| $13.9M | ﹤0.01% |
573,955
-39,166
| -6% | -$949K |
|
1762
G-III Apparel Group
GIII
$1.12B
| $13.9M | ﹤0.01% |
502,475
-28,738
| -5% | -$794K |
|
1763
Jacobs Solutions
J
$17.5B
| $13.9M | ﹤0.01% |
120,586
-10,564
| -8% | -$1.22M |
|
|
SPLK
1764
DELISTED
Splunk Inc
SPLK
| $13.9M | ﹤0.01% |
119,830
+21,526
| +22% | +$2.49M |
|
1765
Kelly Services Class A
KELYA
$481M
| $13.8M | ﹤0.01% |
825,139
-32,770
| -4% | -$550K |
|
1766
Ericsson
ERIC
$26.4B
| $13.8M | ﹤0.01% |
1,271,054
+1,053,716
| +485% | +$11.5M |
|
1767
Janus Henderson
JHG
$7.01B
| $13.8M | ﹤0.01% |
329,235
+46,023
| +16% | +$1.93M |
|
1768
Steven Madden
SHOO
$2.26B
| $13.8M | ﹤0.01% |
296,641
-24,155
| -8% | -$1.12M |
|
1769
Steelcase
SCS
$1.93B
| $13.8M | ﹤0.01% |
1,175,669
+100,507
| +9% | +$1.18M |
|
1770
SiTime
SITM
$6.76B
| $13.8M | ﹤0.01% |
47,043
+32,557
| +225% | +$9.52M |
|
1771
Phillips Edison & Co
PECO
$4.47B
| $13.7M | ﹤0.01% |
415,489
+219,168
| +112% | +$7.24M |
|
|
CIM
1772
Chimera Investment
CIM
$1.15B
| $13.7M | ﹤0.01% |
303,160
+146,724
| +94% | +$6.64M |
|
1773
H&R Block
HRB
$6.86B
| $13.7M | ﹤0.01% |
580,981
+113,034
| +24% | +$2.66M |
|
1774
Jack in the Box
JACK
$350M
| $13.7M | ﹤0.01% |
156,449
+54,618
| +54% | +$4.78M |
|
1775
Hilton Grand Vacations
HGV
$3.98B
| $13.7M | ﹤0.01% |
262,504
+91,879
| +54% | +$4.79M |
|