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 | |
|---|---|---|---|---|---|---|
1926
Saic
SAIC
$4.78B
| $13.8M | ﹤0.01% |
122,277
-16,195
| -12% | -$1.82M |
|
1927
P10
PX
$1.32B
| $13.8M | ﹤0.01% |
1,345,495
+664,967
| +98% | +$6.8M |
|
1928
Ichor Holdings
ICHR
$633M
| $13.7M | ﹤0.01% |
699,511
+225,738
| +48% | +$4.43M |
|
1929
Materials Select Sector SPDR Fund
XLB
$5.55B
| $13.7M | ﹤0.01% |
156,400
-123,571
| -44% | -$10.9M |
|
1930
Arcos Dorados Holdings
ARCO
$1.41B
| $13.7M | ﹤0.01% |
1,735,011
-5,254,700
| -75% | -$41.5M |
|
1931
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.37B
| $13.7M | ﹤0.01% |
316,759
+77,000
| +32% | +$3.32M |
|
1932
Benchmark Electronics
BHE
$1.44B
| $13.7M | ﹤0.01% |
351,730
-80,306
| -19% | -$3.12M |
|
1933
Four Corners Property Trust
FCPT
$2.64B
| $13.7M | ﹤0.01% |
507,302
+15,851
| +3% | +$427K |
|
1934
Independent Bank Corp
IBCP
$649M
| $13.6M | ﹤0.01% |
421,139
+2,206
| +0.5% | +$71.5K |
|
1935
SPDR S&P Aerospace & Defense ETF
XAR
$4.17B
| $13.6M | ﹤0.01% |
64,513
+21,319
| +49% | +$4.5M |
|
1936
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
| $13.6M | ﹤0.01% |
145,061
-2,456
| -2% | -$230K |
|
1937
Oric Pharmaceuticals
ORIC
$1.03B
| $13.6M | ﹤0.01% |
1,335,448
+1,299,799
| +3,646% | +$13.2M |
|
1938
Azenta
AZTA
$1.43B
| $13.5M | ﹤0.01% |
439,922
-584,666
| -57% | -$18M |
|
1939
WisdomTree US LargeCap Dividend Fund
DLN
$5.35B
| $13.5M | ﹤0.01% |
164,580
-15,250
| -8% | -$1.25M |
|
1940
Astronics
ATRO
$1.47B
| $13.5M | ﹤0.01% |
403,354
-35,933
| -8% | -$1.2M |
|
1941
Applied Digital
APLD
$5.37B
| $13.5M | ﹤0.01% |
1,339,452
-330,910
| -20% | -$3.33M |
|
1942
iShares MSCI Chile ETF
ECH
$721M
| $13.5M | ﹤0.01% |
427,727
-149,483
| -26% | -$4.7M |
|
1943
Vanguard Energy ETF
VDE
$7.22B
| $13.4M | ﹤0.01% |
112,562
-3,007
| -3% | -$358K |
|
1944
Dimensional US Large Cap Value ETF
DFLV
$4.18B
| $13.4M | ﹤0.01% |
432,023
+36,147
| +9% | +$1.12M |
|
1945
Hecla Mining
HL
$7.34B
| $13.4M | ﹤0.01% |
2,233,620
-311,055
| -12% | -$1.86M |
|
1946
IHS Holding
IHS
$2.29B
| $13.4M | ﹤0.01% |
2,405,394
+348,623
| +17% | +$1.94M |
|
|
FOPC
1947
Frontier Asset Opportunistic Credit ETF
FOPC
$34.1M
| $13.4M | ﹤0.01% |
524,884
-34,573
| -6% | -$881K |
|
1948
Hanover Insurance
THG
$6.25B
| $13.4M | ﹤0.01% |
78,630
+15,481
| +25% | +$2.63M |
|
1949
FNB Corp
FNB
$5.85B
| $13.3M | ﹤0.01% |
914,652
-159,322
| -15% | -$2.32M |
|
1950
QuantumScape
QS
$7.6B
| $13.3M | ﹤0.01% |
1,982,578
+1,803,196
| +1,005% | +$12.1M |
|