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 | |
|---|---|---|---|---|---|---|
1776
Hawkins
HWKN
$3.63B
| $17.3M | ﹤0.01% |
122,016
-8,574
| -7% | -$1.22M |
|
1777
United Bankshares
UBSI
$5.32B
| $17.3M | ﹤0.01% |
475,133
-116,302
| -20% | -$4.24M |
|
1778
Schwab International Equity ETF
SCHF
$51.4B
| $17.3M | ﹤0.01% |
783,093
-93,111
| -11% | -$2.06M |
|
1779
Invesco
IVZ
$10B
| $17.3M | ﹤0.01% |
1,096,073
-421,805
| -28% | -$6.65M |
|
1780
Wipro
WIT
$29.3B
| $17.3M | ﹤0.01% |
5,712,604
-343,460
| -6% | -$1.04M |
|
1781
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$756M
| $17.2M | ﹤0.01% |
395,713
+8,532
| +2% | +$372K |
|
1782
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.8B
| $17.2M | ﹤0.01% |
679,019
+677,201
| +37,250% | +$17.2M |
|
1783
Light & Wonder
LNW
$7.33B
| $17.2M | ﹤0.01% |
178,514
-8,088
| -4% | -$779K |
|
1784
ANI Pharmaceuticals
ANIP
$2.1B
| $17.2M | ﹤0.01% |
262,935
-159,815
| -38% | -$10.4M |
|
1785
Grifois
GRFS
$6.63B
| $17.1M | ﹤0.01% |
1,888,176
+219,724
| +13% | +$1.99M |
|
1786
iShares Convertible Bond ETF
ICVT
$2.95B
| $17.1M | ﹤0.01% |
189,271
-91,502
| -33% | -$8.24M |
|
1787
SolarEdge
SEDG
$2.1B
| $17M | ﹤0.01% |
833,599
-210,083
| -20% | -$4.29M |
|
1788
Kennametal
KMT
$1.6B
| $17M | ﹤0.01% |
739,836
+185,207
| +33% | +$4.25M |
|
1789
Simply Good Foods
SMPL
$2.65B
| $17M | ﹤0.01% |
537,469
+144,343
| +37% | +$4.56M |
|
1790
Cemex
CX
$13.2B
| $17M | ﹤0.01% |
2,449,271
-2,024,087
| -45% | -$14M |
|
1791
Iridium Communications
IRDM
$1.92B
| $17M | ﹤0.01% |
562,371
-176,453
| -24% | -$5.32M |
|
1792
Altice USA
ATUS
$1.26B
| $17M | ﹤0.01% |
7,923,968
+641,966
| +9% | +$1.37M |
|
1793
NIO
NIO
$18.2B
| $16.9M | ﹤0.01% |
4,939,379
+4,751,817
| +2,533% | +$16.3M |
|
1794
Veritex Holdings
VBTX
$1.88B
| $16.9M | ﹤0.01% |
648,679
+84,599
| +15% | +$2.21M |
|
1795
Madrigal Pharmaceuticals
MDGL
$9.81B
| $16.9M | ﹤0.01% |
55,854
+27,840
| +99% | +$8.43M |
|
1796
O-I Glass
OI
$2.02B
| $16.9M | ﹤0.01% |
1,145,980
+633,875
| +124% | +$9.34M |
|
1797
Marriott Vacations Worldwide
VAC
$2.64B
| $16.9M | ﹤0.01% |
233,557
+130,306
| +126% | +$9.42M |
|
1798
Flowserve
FLS
$7.41B
| $16.8M | ﹤0.01% |
321,574
-22,730
| -7% | -$1.19M |
|
1799
iShares US Medical Devices ETF
IHI
$4.19B
| $16.8M | ﹤0.01% |
267,658
-86,094
| -24% | -$5.39M |
|
1800
Qorvo
QRVO
$8.51B
| $16.7M | ﹤0.01% |
197,266
-303,036
| -61% | -$25.7M |
|