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 | |
|---|---|---|---|---|---|---|
1776
Travel + Leisure Co
TNL
$4.02B
| $18.3M | ﹤0.01% |
363,108
+37,872
| +12% | +$1.91M |
|
1777
BCE
BCE
$22.5B
| $18.3M | ﹤0.01% |
790,028
-2,867,505
| -78% | -$66.5M |
|
1778
Amalgamated Financial
AMAL
$859M
| $18.3M | ﹤0.01% |
545,879
-21,730
| -4% | -$727K |
|
1779
iShares International Dividend Growth ETF
IGRO
$1.19B
| $18.3M | ﹤0.01% |
268,731
+9,199
| +4% | +$625K |
|
1780
Cinemark Holdings
CNK
$3.25B
| $18.2M | ﹤0.01% |
588,932
-465,901
| -44% | -$14.4M |
|
1781
Vanguard Extended Market ETF
VXF
$24.2B
| $18.2M | ﹤0.01% |
96,035
+10,201
| +12% | +$1.94M |
|
1782
InMode
INMD
$937M
| $18.1M | ﹤0.01% |
1,084,241
+45,638
| +4% | +$762K |
|
1783
CONMED
CNMD
$1.64B
| $18.1M | ﹤0.01% |
264,068
-160,678
| -38% | -$11M |
|
1784
NBT Bancorp
NBTB
$2.27B
| $18M | ﹤0.01% |
376,849
+284,267
| +307% | +$13.6M |
|
1785
LivaNova
LIVN
$3.07B
| $18M | ﹤0.01% |
387,772
+189,665
| +96% | +$8.78M |
|
1786
Cloudflare
NET
$77.1B
| $17.9M | ﹤0.01% |
166,611
-118,597
| -42% | -$12.8M |
|
1787
Whirlpool
WHR
$5.15B
| $17.9M | ﹤0.01% |
156,665
-44,369
| -22% | -$5.08M |
|
1788
iShares Core US REIT ETF
USRT
$3.16B
| $17.9M | ﹤0.01% |
312,355
+12,982
| +4% | +$744K |
|
1789
Mattel
MAT
$5.72B
| $17.9M | ﹤0.01% |
1,008,772
+206,603
| +26% | +$3.66M |
|
1790
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $17.8M | ﹤0.01% |
225,506
+32,924
| +17% | +$2.6M |
|
1791
Bank of Hawaii
BOH
$2.7B
| $17.8M | ﹤0.01% |
250,094
+163,503
| +189% | +$11.6M |
|
1792
Newmark Group
NMRK
$3.41B
| $17.8M | ﹤0.01% |
1,388,913
+165,106
| +13% | +$2.12M |
|
1793
PACS Group
PACS
$1.51B
| $17.7M | ﹤0.01% |
1,350,842
+78,122
| +6% | +$1.02M |
|
1794
Empire State Realty Trust
ESRT
$1.34B
| $17.6M | ﹤0.01% |
1,709,524
+93,539
| +6% | +$965K |
|
1795
WisdomTree International LargeCap Dividend Fund
DOL
$665M
| $17.6M | ﹤0.01% |
356,506
+16,220
| +5% | +$802K |
|
1796
Dimensional Core Fixed Income ETF
DFCF
$7.58B
| $17.6M | ﹤0.01% |
426,879
+61,593
| +17% | +$2.54M |
|
|
PFC
1797
DELISTED
Premier Financial Corp. Common Stock
PFC
| $17.6M | ﹤0.01% |
688,736
+35,671
| +5% | +$912K |
|
1798
Avista
AVA
$2.95B
| $17.6M | ﹤0.01% |
480,744
+147,007
| +44% | +$5.38M |
|
1799
Interparfums
IPAR
$3.43B
| $17.6M | ﹤0.01% |
133,816
+32,741
| +32% | +$4.31M |
|
1800
Safety Insurance
SAFT
$1.1B
| $17.5M | ﹤0.01% |
212,354
+37,495
| +21% | +$3.09M |
|