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 | |
|---|---|---|---|---|---|---|
1776
Vanguard Extended Market ETF
VXF
$24.2B
| $16.6M | ﹤0.01% |
96,243
+208
| +0.2% | +$35.8K |
|
1777
Goodyear
GT
$2.43B
| $16.6M | ﹤0.01% |
1,793,909
+958,822
| +115% | +$8.86M |
|
1778
Benchmark Electronics
BHE
$1.41B
| $16.4M | ﹤0.01% |
432,036
-383,463
| -47% | -$14.6M |
|
1779
Lyft
LYFT
$7.73B
| $16.4M | ﹤0.01% |
1,383,609
+1,172,750
| +556% | +$13.9M |
|
1780
GameStop
GME
$11.2B
| $16.4M | ﹤0.01% |
734,759
+56,326
| +8% | +$1.26M |
|
1781
Neogen
NEOG
$1.19B
| $16.4M | ﹤0.01% |
1,887,338
-980,607
| -34% | -$8.5M |
|
1782
CorVel
CRVL
$4.39B
| $16.3M | ﹤0.01% |
145,948
-30,683
| -17% | -$3.44M |
|
1783
IBEX
IBEX
$556M
| $16.3M | ﹤0.01% |
670,243
+385,951
| +136% | +$9.4M |
|
1784
Pacira BioSciences
PCRX
$1.22B
| $16.2M | ﹤0.01% |
652,476
-103,700
| -14% | -$2.58M |
|
1785
American Eagle Outfitters
AEO
$3.18B
| $16.2M | ﹤0.01% |
1,395,238
-375,385
| -21% | -$4.36M |
|
1786
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $16.2M | ﹤0.01% |
340,621
+142,980
| +72% | +$6.8M |
|
1787
First American
FAF
$6.87B
| $16.2M | ﹤0.01% |
246,582
+17,279
| +8% | +$1.13M |
|
1788
Adient
ADNT
$1.95B
| $16.2M | ﹤0.01% |
1,258,313
+455,773
| +57% | +$5.86M |
|
1789
Light & Wonder
LNW
$7.48B
| $16.2M | ﹤0.01% |
186,602
+5,535
| +3% | +$479K |
|
1790
Synovus
SNV
$7.18B
| $16.2M | ﹤0.01% |
345,762
-89,781
| -21% | -$4.2M |
|
1791
Paymentus
PAY
$4.1B
| $16.1M | ﹤0.01% |
618,505
-260,382
| -30% | -$6.8M |
|
1792
Harmony Biosciences
HRMY
$1.86B
| $16.1M | ﹤0.01% |
484,797
+248,915
| +106% | +$8.26M |
|
1793
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $16.1M | ﹤0.01% |
523,400
-1,548,239
| -75% | -$47.6M |
|
1794
Travel + Leisure Co
TNL
$4.02B
| $16M | ﹤0.01% |
346,243
-16,865
| -5% | -$781K |
|
1795
Vanguard Consumer Staples ETF
VDC
$7.61B
| $16M | ﹤0.01% |
72,986
-25,453
| -26% | -$5.57M |
|
1796
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $16M | ﹤0.01% |
75,675
+26,672
| +54% | +$5.63M |
|
1797
Valaris
VAL
$3.71B
| $15.9M | ﹤0.01% |
405,969
-823,749
| -67% | -$32.3M |
|
1798
Schwab Long-Term US Treasury ETF
SCHQ
$919M
| $15.9M | ﹤0.01% |
486,235
+352,860
| +265% | +$11.6M |
|
1799
Resideo Technologies
REZI
$5.66B
| $15.9M | ﹤0.01% |
899,889
-178,846
| -17% | -$3.17M |
|
1800
Dolby
DLB
$6.85B
| $15.9M | ﹤0.01% |
198,280
-57,254
| -22% | -$4.6M |
|