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 | |
|---|---|---|---|---|---|---|
1826
GXO Logistics
GXO
$5.84B
| $15.4M | ﹤0.01% |
393,749
-129,191
| -25% | -$5.05M |
|
1827
Spirit AeroSystems
SPR
$4.54B
| $15.4M | ﹤0.01% |
445,774
+3,253
| +0.7% | +$112K |
|
1828
Atkore
ATKR
$2.06B
| $15.3M | ﹤0.01% |
255,777
-41,918
| -14% | -$2.51M |
|
|
LX
1829
LexinFintech Holdings
LX
$961M
| $15.3M | ﹤0.01% |
1,519,391
+193,961
| +15% | +$1.96M |
|
1830
Teradata
TDC
$2B
| $15.3M | ﹤0.01% |
681,221
+69,957
| +11% | +$1.57M |
|
1831
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.67B
| $15.3M | ﹤0.01% |
262,260
+96,288
| +58% | +$5.62M |
|
1832
Edgewell Personal Care
EPC
$1.01B
| $15.3M | ﹤0.01% |
489,099
-77,301
| -14% | -$2.41M |
|
1833
PJT Partners
PJT
$4.47B
| $15.3M | ﹤0.01% |
110,666
+84,833
| +328% | +$11.7M |
|
1834
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $15.2M | ﹤0.01% |
521,541
+325,626
| +166% | +$9.52M |
|
1835
Andersons Inc
ANDE
$1.38B
| $15.2M | ﹤0.01% |
354,385
-43,306
| -11% | -$1.86M |
|
1836
Shift4
FOUR
$6B
| $15.2M | ﹤0.01% |
185,598
+52,909
| +40% | +$4.32M |
|
1837
Progress Software
PRGS
$1.81B
| $15.2M | ﹤0.01% |
294,171
+71,280
| +32% | +$3.67M |
|
1838
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.23B
| $15.1M | ﹤0.01% |
151,053
+53,231
| +54% | +$5.33M |
|
1839
Vontier
VNT
$6.29B
| $15.1M | ﹤0.01% |
460,300
+60,966
| +15% | +$2M |
|
1840
Pilgrim's Pride
PPC
$10.4B
| $15.1M | ﹤0.01% |
277,255
+69,140
| +33% | +$3.77M |
|
1841
Preferred Bank
PFBC
$1.16B
| $15.1M | ﹤0.01% |
180,649
-8,547
| -5% | -$715K |
|
1842
Invesco DB Agriculture Fund
DBA
$814M
| $15.1M | ﹤0.01% |
573,084
+47,769
| +9% | +$1.26M |
|
1843
First Financial Bankshares
FFIN
$5.12B
| $15.1M | ﹤0.01% |
419,368
-267,932
| -39% | -$9.62M |
|
1844
Brink's
BCO
$4.83B
| $15M | ﹤0.01% |
174,127
-124,259
| -42% | -$10.7M |
|
1845
Vanguard Energy ETF
VDE
$7.29B
| $15M | ﹤0.01% |
115,569
-5,866
| -5% | -$761K |
|
1846
Establishment Labs
ESTA
$1.09B
| $15M | ﹤0.01% |
367,193
-186,868
| -34% | -$7.63M |
|
1847
PACS Group
PACS
$1.51B
| $14.9M | ﹤0.01% |
1,327,971
-22,871
| -2% | -$257K |
|
1848
Evertec
EVTC
$2.14B
| $14.9M | ﹤0.01% |
405,849
-76,263
| -16% | -$2.8M |
|
1849
Omnicell
OMCL
$1.46B
| $14.9M | ﹤0.01% |
425,415
+8,482
| +2% | +$297K |
|
1850
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $14.8M | ﹤0.01% |
294,312
-3,709
| -1% | -$186K |
|