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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $17.3M | ﹤0.01% |
607,794
+63,410
| +12% | +$1.8M |
|
1752
DXC Technology
DXC
$2.51B
| $17.3M | ﹤0.01% |
1,013,146
+498,048
| +97% | +$8.49M |
|
1753
Hanmi Financial
HAFC
$748M
| $17.3M | ﹤0.01% |
761,970
-72,749
| -9% | -$1.65M |
|
1754
Cadence Bank
CADE
$7.02B
| $17.3M | ﹤0.01% |
568,625
-35,472
| -6% | -$1.08M |
|
1755
Center Bancorp
CNOB
$1.26B
| $17.3M | ﹤0.01% |
710,064
-130,438
| -16% | -$3.17M |
|
1756
iShares MSCI Chile ETF
ECH
$713M
| $17.2M | ﹤0.01% |
577,210
-308,738
| -35% | -$9.21M |
|
1757
FTI Consulting
FCN
$5.32B
| $17.2M | ﹤0.01% |
104,670
+17,076
| +19% | +$2.8M |
|
1758
Simmons First National
SFNC
$2.96B
| $17.2M | ﹤0.01% |
836,517
-174,914
| -17% | -$3.59M |
|
1759
Kadant
KAI
$3.69B
| $17.1M | ﹤0.01% |
50,736
-32,981
| -39% | -$11.1M |
|
1760
OceanFirst Financial
OCFC
$1.04B
| $17.1M | ﹤0.01% |
1,002,994
-135,691
| -12% | -$2.31M |
|
1761
Teekay Tankers
TNK
$1.8B
| $17M | ﹤0.01% |
443,274
+181,929
| +70% | +$6.96M |
|
1762
SolarEdge
SEDG
$1.72B
| $16.9M | ﹤0.01% |
1,043,682
+525,132
| +101% | +$8.5M |
|
1763
KT
KT
$9.52B
| $16.8M | ﹤0.01% |
950,568
+945,537
| +18,794% | +$16.7M |
|
1764
Flowserve
FLS
$7.36B
| $16.8M | ﹤0.01% |
344,304
-9,083
| -3% | -$444K |
|
1765
Northwest Natural Holdings
NWN
$1.73B
| $16.8M | ﹤0.01% |
393,534
+12,178
| +3% | +$520K |
|
1766
Chewy
CHWY
$14.4B
| $16.8M | ﹤0.01% |
516,596
+23,231
| +5% | +$755K |
|
1767
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$754M
| $16.8M | ﹤0.01% |
387,181
+39,334
| +11% | +$1.7M |
|
1768
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $16.7M | ﹤0.01% |
252,137
+20,710
| +9% | +$1.37M |
|
1769
iShares US Regional Banks ETF
IAT
$651M
| $16.7M | ﹤0.01% |
358,678
+16,119
| +5% | +$752K |
|
1770
Hilltop Holdings
HTH
$2.18B
| $16.7M | ﹤0.01% |
548,188
+36,770
| +7% | +$1.12M |
|
1771
Supernus Pharmaceuticals
SUPN
$2.55B
| $16.7M | ﹤0.01% |
509,360
+211,550
| +71% | +$6.93M |
|
1772
Archrock
AROC
$4.29B
| $16.7M | ﹤0.01% |
634,918
-358,145
| -36% | -$9.4M |
|
1773
Liberty Live Group Series A
LLYVA
$8.95B
| $16.7M | ﹤0.01% |
247,650
+13,007
| +6% | +$875K |
|
1774
Independent Bank
INDB
$3.56B
| $16.6M | ﹤0.01% |
265,465
-38,683
| -13% | -$2.42M |
|
1775
Blackbaud
BLKB
$3.38B
| $16.6M | ﹤0.01% |
267,579
-58,058
| -18% | -$3.6M |
|