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 | |
|---|---|---|---|---|---|---|
2051
Ashland
ASH
$2.41B
| $11.1M | ﹤0.01% |
186,455
+44,956
| +32% | +$2.67M |
|
2052
HSBC
HSBC
$238B
| $11.1M | ﹤0.01% |
192,462
+90,255
| +88% | +$5.18M |
|
2053
Helen of Troy
HELE
$554M
| $11M | ﹤0.01% |
206,257
+116,177
| +129% | +$6.21M |
|
2054
abrdn Physical Palladium Shares ETF
PALL
$569M
| $11M | ﹤0.01% |
121,833
+75,939
| +165% | +$6.88M |
|
2055
Travere Therapeutics
TVTX
$2.09B
| $11M | ﹤0.01% |
615,295
+3,637
| +0.6% | +$65.2K |
|
2056
Cellebrite
CLBT
$4.11B
| $11M | ﹤0.01% |
567,327
+235,662
| +71% | +$4.58M |
|
2057
Vanguard Materials ETF
VAW
$2.89B
| $11M | ﹤0.01% |
58,378
+939
| +2% | +$177K |
|
2058
Medical Properties Trust
MPW
$3.08B
| $11M | ﹤0.01% |
1,825,079
+42,415
| +2% | +$256K |
|
2059
Select Water Solutions
WTTR
$946M
| $11M | ﹤0.01% |
1,046,929
-78,758
| -7% | -$827K |
|
2060
Hanover Insurance
THG
$6.45B
| $11M | ﹤0.01% |
63,149
-9,589
| -13% | -$1.67M |
|
2061
Avantis All Equity Markets Value ETF
AVGV
$162M
| $11M | ﹤0.01% |
180,457
+24,444
| +16% | +$1.49M |
|
2062
Lumentum
LITE
$11.4B
| $11M | ﹤0.01% |
175,809
+5,572
| +3% | +$347K |
|
2063
Darling Ingredients
DAR
$4.97B
| $11M | ﹤0.01% |
350,618
+29,738
| +9% | +$929K |
|
2064
AppFolio
APPF
$9.9B
| $10.9M | ﹤0.01% |
49,769
-31,140
| -38% | -$6.85M |
|
2065
CrossAmerica Partners
CAPL
$774M
| $10.9M | ﹤0.01% |
444,805
+88,507
| +25% | +$2.17M |
|
2066
Vishay Intertechnology
VSH
$2.07B
| $10.9M | ﹤0.01% |
685,554
-574,563
| -46% | -$9.14M |
|
2067
iShares MSCI Malaysia ETF
EWM
$245M
| $10.9M | ﹤0.01% |
471,723
-28,607
| -6% | -$660K |
|
|
CLDT
2068
Chatham Lodging
CLDT
$348M
| $10.9M | ﹤0.01% |
1,526,710
+556,318
| +57% | +$3.97M |
|
2069
Navient
NAVI
$1.28B
| $10.9M | ﹤0.01% |
860,361
+503,956
| +141% | +$6.36M |
|
2070
MillerKnoll
MLKN
$1.4B
| $10.9M | ﹤0.01% |
567,724
+176,545
| +45% | +$3.38M |
|
2071
NBT Bancorp
NBTB
$2.27B
| $10.9M | ﹤0.01% |
253,020
-123,829
| -33% | -$5.31M |
|
2072
Burford Capital
BUR
$2.82B
| $10.8M | ﹤0.01% |
819,405
+270,050
| +49% | +$3.57M |
|
2073
Legend Biotech
LEGN
$6.11B
| $10.8M | ﹤0.01% |
318,943
-679,073
| -68% | -$23M |
|
2074
Amkor Technology
AMKR
$6.29B
| $10.8M | ﹤0.01% |
597,799
+333,801
| +126% | +$6.03M |
|
2075
iShares US Small Cap Equity Factor ETF
SMLF
$2.25B
| $10.8M | ﹤0.01% |
173,233
+15,371
| +10% | +$955K |
|