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 | |
|---|---|---|---|---|---|---|
2101
United Parks & Resorts
PRKS
$2.82B
| $10.7M | ﹤0.01% |
225,965
-34,619
| -13% | -$1.63M |
|
2102
Tower Semiconductor
TSEM
$7.5B
| $10.7M | ﹤0.01% |
245,742
-49,773
| -17% | -$2.16M |
|
2103
Gibraltar Industries
ROCK
$1.83B
| $10.6M | ﹤0.01% |
180,434
+42,256
| +31% | +$2.49M |
|
2104
Cipher Mining
CIFR
$4.83B
| $10.6M | ﹤0.01% |
2,227,021
+2,023,994
| +997% | +$9.67M |
|
2105
Adeia
ADEA
$1.82B
| $10.6M | ﹤0.01% |
752,786
+395,462
| +111% | +$5.59M |
|
2106
Dutch Bros
BROS
$7.44B
| $10.6M | ﹤0.01% |
155,511
+50,492
| +48% | +$3.45M |
|
2107
Mitsubishi UFJ Financial
MUFG
$180B
| $10.6M | ﹤0.01% |
771,913
+341,671
| +79% | +$4.69M |
|
|
JBGS
2108
JBG SMITH
JBGS
$1.47B
| $10.6M | ﹤0.01% |
611,948
-44,657
| -7% | -$773K |
|
2109
MillerKnoll
MLKN
$1.37B
| $10.6M | ﹤0.01% |
543,976
-23,748
| -4% | -$461K |
|
2110
Trinity Industries
TRN
$2.27B
| $10.6M | ﹤0.01% |
390,934
+70,391
| +22% | +$1.9M |
|
2111
First Commonwealth Financial
FCF
$1.83B
| $10.5M | ﹤0.01% |
649,210
-110,932
| -15% | -$1.8M |
|
2112
IPG Photonics
IPGP
$3.44B
| $10.5M | ﹤0.01% |
153,116
-11,804
| -7% | -$810K |
|
2113
Calix
CALX
$4.11B
| $10.5M | ﹤0.01% |
197,284
-52,624
| -21% | -$2.8M |
|
2114
Tandem Diabetes Care
TNDM
$849M
| $10.5M | ﹤0.01% |
562,254
+328,489
| +141% | +$6.12M |
|
2115
Frontdoor
FTDR
$4.87B
| $10.5M | ﹤0.01% |
177,798
-5,691
| -3% | -$335K |
|
2116
Treace Medical Concepts
TMCI
$435M
| $10.5M | ﹤0.01% |
1,777,212
-71,785
| -4% | -$422K |
|
2117
American Eagle Outfitters
AEO
$3.2B
| $10.4M | ﹤0.01% |
1,084,796
-310,442
| -22% | -$2.99M |
|
2118
Navient
NAVI
$1.32B
| $10.4M | ﹤0.01% |
737,750
-122,611
| -14% | -$1.73M |
|
2119
California Resources
CRC
$4.6B
| $10.4M | ﹤0.01% |
227,341
-205,584
| -47% | -$9.39M |
|
2120
Marten Transport
MRTN
$902M
| $10.4M | ﹤0.01% |
799,130
-56,913
| -7% | -$739K |
|
2121
Vanguard Utilities ETF
VPU
$7.48B
| $10.4M | ﹤0.01% |
58,774
+9,044
| +18% | +$1.6M |
|
2122
ESCO Technologies
ESE
$5.49B
| $10.4M | ﹤0.01% |
53,957
-31,709
| -37% | -$6.08M |
|
2123
Teleflex
TFX
$5.42B
| $10.3M | ﹤0.01% |
87,165
-142,629
| -62% | -$16.9M |
|
2124
Scorpio Tankers
STNG
$3B
| $10.3M | ﹤0.01% |
262,998
+100,434
| +62% | +$3.93M |
|
2125
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.06B
| $10.3M | ﹤0.01% |
177,616
-21,132
| -11% | -$1.22M |
|