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 | |
|---|---|---|---|---|---|---|
1801
Equinor
EQNR
$61.2B
| $15.9M | ﹤0.01% |
601,935
+479,283
| +391% | +$12.7M |
|
1802
abrdn Physical Platinum Shares ETF
PPLT
$1.64B
| $15.9M | ﹤0.01% |
173,582
+71,454
| +70% | +$6.53M |
|
1803
Terex
TEX
$3.46B
| $15.9M | ﹤0.01% |
419,658
-8,327
| -2% | -$315K |
|
1804
Corebridge Financial
CRBG
$18B
| $15.8M | ﹤0.01% |
502,028
+141,037
| +39% | +$4.45M |
|
1805
Old Second Bancorp
OSBC
$961M
| $15.8M | ﹤0.01% |
951,890
-117,500
| -11% | -$1.96M |
|
1806
Shinhan Financial Group
SHG
$24B
| $15.8M | ﹤0.01% |
492,641
+406,642
| +473% | +$13M |
|
1807
Dana Inc
DAN
$2.76B
| $15.8M | ﹤0.01% |
1,185,464
+125,770
| +12% | +$1.68M |
|
1808
Banc of California
BANC
$2.62B
| $15.8M | ﹤0.01% |
1,110,575
-459,125
| -29% | -$6.51M |
|
1809
Barrett Business Services
BBSI
$1.2B
| $15.7M | ﹤0.01% |
381,618
-89,186
| -19% | -$3.67M |
|
1810
Asbury Automotive
ABG
$4.8B
| $15.7M | ﹤0.01% |
70,951
-115,355
| -62% | -$25.5M |
|
1811
Donnelley Financial Solutions
DFIN
$1.5B
| $15.6M | ﹤0.01% |
357,698
-31,870
| -8% | -$1.39M |
|
1812
Kulicke & Soffa
KLIC
$2.01B
| $15.6M | ﹤0.01% |
473,861
+41,916
| +10% | +$1.38M |
|
1813
Cavco Industries
CVCO
$4.32B
| $15.6M | ﹤0.01% |
30,057
-13,533
| -31% | -$7.03M |
|
1814
Genmab
GMAB
$17.1B
| $15.6M | ﹤0.01% |
797,495
+389,882
| +96% | +$7.63M |
|
1815
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.36B
| $15.6M | ﹤0.01% |
495,115
+70,243
| +17% | +$2.21M |
|
1816
BCE
BCE
$22.5B
| $15.6M | ﹤0.01% |
678,954
-111,074
| -14% | -$2.55M |
|
1817
Outfront Media
OUT
$3.16B
| $15.6M | ﹤0.01% |
965,477
-144,592
| -13% | -$2.33M |
|
1818
BlackRock Total Return ETF
BRTR
$263M
| $15.6M | ﹤0.01% |
308,805
+36,172
| +13% | +$1.82M |
|
1819
Saic
SAIC
$4.9B
| $15.5M | ﹤0.01% |
138,472
-65,170
| -32% | -$7.32M |
|
1820
Allete
ALE
$3.67B
| $15.5M | ﹤0.01% |
236,593
-115,531
| -33% | -$7.59M |
|
1821
ADMA Biologics
ADMA
$3.84B
| $15.5M | ﹤0.01% |
782,194
+14,929
| +2% | +$296K |
|
1822
Treace Medical Concepts
TMCI
$456M
| $15.5M | ﹤0.01% |
1,848,997
-128,222
| -6% | -$1.08M |
|
1823
GSK
GSK
$82.2B
| $15.5M | ﹤0.01% |
400,141
-953,883
| -70% | -$37M |
|
1824
WisdomTree US MidCap Dividend Fund
DON
$3.82B
| $15.5M | ﹤0.01% |
312,445
+6,309
| +2% | +$312K |
|
1825
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.23B
| $15.5M | ﹤0.01% |
307,561
+465
| +0.2% | +$23.4K |
|