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 | |
|---|---|---|---|---|---|---|
1826
International Bancshares
IBOC
$4.39B
| $16.7M | ﹤0.01% |
264,430
+89,100
| +51% | +$5.63M |
|
1827
First Trust Cloud Computing ETF
SKYY
$3.2B
| $16.7M | ﹤0.01% |
140,131
-7,205
| -5% | -$858K |
|
1828
Dimensional International Value ETF
DFIV
$13.3B
| $16.7M | ﹤0.01% |
470,161
+111,301
| +31% | +$3.95M |
|
1829
Patrick Industries
PATK
$3.67B
| $16.7M | ﹤0.01% |
200,706
+4,917
| +3% | +$409K |
|
1830
Evertec
EVTC
$2.14B
| $16.6M | ﹤0.01% |
482,112
+144,336
| +43% | +$4.98M |
|
|
B
1831
DELISTED
Barnes Group Inc.
B
| $16.6M | ﹤0.01% |
350,933
+258,748
| +281% | +$12.2M |
|
1832
Flowers Foods
FLO
$2.9B
| $16.6M | ﹤0.01% |
801,335
+118,583
| +17% | +$2.45M |
|
1833
Franklin US Equity Index ETF
USPX
$1.4B
| $16.5M | ﹤0.01% |
322,006
+13,094
| +4% | +$672K |
|
1834
Chewy
CHWY
$14.4B
| $16.5M | ﹤0.01% |
493,365
+100,654
| +26% | +$3.37M |
|
1835
V2X
VVX
$1.7B
| $16.5M | ﹤0.01% |
345,411
+4,618
| +1% | +$221K |
|
1836
MaxLinear
MXL
$1.37B
| $16.5M | ﹤0.01% |
835,055
-100,684
| -11% | -$1.99M |
|
|
ALX
1837
Alexander's
ALX
$1.25B
| $16.5M | ﹤0.01% |
82,471
-9,282
| -10% | -$1.86M |
|
1838
PVH
PVH
$3.9B
| $16.4M | ﹤0.01% |
155,437
-98,229
| -39% | -$10.4M |
|
1839
Liberty Latin America Class C
LILAK
$1.53B
| $16.4M | ﹤0.01% |
2,579,211
-257,754
| -9% | -$1.64M |
|
1840
AST SpaceMobile
ASTS
$10.4B
| $16.4M | ﹤0.01% |
775,344
+527,563
| +213% | +$11.1M |
|
1841
Preferred Bank
PFBC
$1.16B
| $16.3M | ﹤0.01% |
189,196
+3,089
| +2% | +$267K |
|
1842
Green Brick Partners
GRBK
$3.21B
| $16.3M | ﹤0.01% |
289,271
-3,319
| -1% | -$187K |
|
1843
Equity Bancshares
EQBK
$800M
| $16.3M | ﹤0.01% |
384,574
+24,117
| +7% | +$1.02M |
|
|
PDM
1844
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $16.3M | ﹤0.01% |
1,780,288
+245,518
| +16% | +$2.25M |
|
1845
Brookfield Renewable
BEPC
$6.1B
| $16.3M | ﹤0.01% |
588,262
+16,304
| +3% | +$451K |
|
1846
Southside Bancshares
SBSI
$916M
| $16.3M | ﹤0.01% |
511,741
+126,587
| +33% | +$4.02M |
|
1847
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.61B
| $16.2M | ﹤0.01% |
276,884
+14,411
| +5% | +$845K |
|
|
PLYM
1848
Plymouth Industrial REIT
PLYM
$980M
| $16.1M | ﹤0.01% |
906,149
+15,496
| +2% | +$276K |
|
1849
WisdomTree Cloud Computing Fund
WCLD
$337M
| $16.1M | ﹤0.01% |
429,621
-102,763
| -19% | -$3.86M |
|
1850
Andersons Inc
ANDE
$1.38B
| $16.1M | ﹤0.01% |
397,691
+38,020
| +11% | +$1.54M |
|