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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Assured Guaranty
AGO
$3.98B
| $14.8M | ﹤0.01% |
170,242
+51,519
| +43% | +$4.49M |
|
1877
Seacoast Banking Corp of Florida
SBCF
$2.72B
| $14.8M | ﹤0.01% |
534,877
+132,796
| +33% | +$3.67M |
|
1878
Vontier
VNT
$6.35B
| $14.8M | ﹤0.01% |
400,021
-60,279
| -13% | -$2.22M |
|
1879
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.9B
| $14.7M | ﹤0.01% |
54,523
-4,589
| -8% | -$1.24M |
|
1880
Vishay Intertechnology
VSH
$2.08B
| $14.7M | ﹤0.01% |
924,598
+239,044
| +35% | +$3.8M |
|
1881
FTI Consulting
FCN
$5.23B
| $14.6M | ﹤0.01% |
90,703
-13,967
| -13% | -$2.26M |
|
1882
Dimensional US Small Cap ETF
DFAS
$11.4B
| $14.6M | ﹤0.01% |
229,817
+17,254
| +8% | +$1.1M |
|
1883
Toyota
TM
$259B
| $14.6M | ﹤0.01% |
84,917
+10,062
| +13% | +$1.73M |
|
1884
Independent Bank
INDB
$3.55B
| $14.6M | ﹤0.01% |
232,439
-33,026
| -12% | -$2.08M |
|
1885
RingCentral
RNG
$2.83B
| $14.6M | ﹤0.01% |
515,093
+28,211
| +6% | +$800K |
|
1886
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
| $14.6M | ﹤0.01% |
290,409
-17,152
| -6% | -$862K |
|
1887
Herc Holdings
HRI
$3.96B
| $14.6M | ﹤0.01% |
110,659
+19,665
| +22% | +$2.59M |
|
1888
Core Scientific
CORZ
$5.08B
| $14.5M | ﹤0.01% |
852,203
-825,957
| -49% | -$14.1M |
|
1889
Central Garden & Pet Co Class A
CENTA
$1.97B
| $14.5M | ﹤0.01% |
464,858
-100,618
| -18% | -$3.15M |
|
1890
iShares Global Clean Energy ETF
ICLN
$1.64B
| $14.5M | ﹤0.01% |
1,108,613
+377,004
| +52% | +$4.94M |
|
1891
Yelp
YELP
$2.01B
| $14.5M | ﹤0.01% |
424,086
-209,948
| -33% | -$7.19M |
|
1892
Valvoline
VVV
$4.92B
| $14.5M | ﹤0.01% |
383,257
-2,461
| -0.6% | -$93.2K |
|
1893
Lindsay Corp
LNN
$1.51B
| $14.5M | ﹤0.01% |
100,327
+17,207
| +21% | +$2.48M |
|
1894
Teradata
TDC
$2.08B
| $14.5M | ﹤0.01% |
648,372
-32,849
| -5% | -$733K |
|
1895
Lincoln National
LNC
$7.82B
| $14.5M | ﹤0.01% |
418,030
+26,376
| +7% | +$913K |
|
|
PLYM
1896
Plymouth Industrial REIT
PLYM
$981M
| $14.5M | ﹤0.01% |
900,430
+16,947
| +2% | +$272K |
|
1897
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
| $14.5M | ﹤0.01% |
287,842
-83,309
| -22% | -$4.18M |
|
1898
The Bancorp
TBBK
$3.6B
| $14.4M | ﹤0.01% |
253,391
-114,985
| -31% | -$6.55M |
|
1899
iShares Investment Grade Systematic Bond ETF
IGEB
$1.38B
| $14.4M | ﹤0.01% |
317,402
+101,479
| +47% | +$4.61M |
|
1900
AZZ Inc
AZZ
$3.42B
| $14.4M | ﹤0.01% |
152,549
-258
| -0.2% | -$24.4K |
|