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 | |
|---|---|---|---|---|---|---|
2201
Calix
CALX
$4.03B
| $8.86M | ﹤0.01% |
249,908
+3,709
| +2% | +$131K |
|
2202
VanEck Oil Services ETF
OIH
$842M
| $8.82M | ﹤0.01% |
33,636
-542,405
| -94% | -$142M |
|
2203
AB InBev
BUD
$114B
| $8.81M | ﹤0.01% |
143,059
-251,091
| -64% | -$15.5M |
|
2204
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.24B
| $8.8M | ﹤0.01% |
173,511
+48,949
| +39% | +$2.48M |
|
2205
Invesco S&P 500 GARP ETF
SPGP
$2.73B
| $8.79M | ﹤0.01% |
88,053
-12,320
| -12% | -$1.23M |
|
2206
Evolus
EOLS
$428M
| $8.76M | ﹤0.01% |
727,891
+589,742
| +427% | +$7.09M |
|
2207
Fresh Del Monte Produce
FDP
$1.7B
| $8.75M | ﹤0.01% |
283,967
-123,706
| -30% | -$3.81M |
|
2208
Brighthouse Financial
BHF
$2.7B
| $8.74M | ﹤0.01% |
150,643
-10,410
| -6% | -$604K |
|
|
LTC
2209
LTC Properties
LTC
$1.67B
| $8.73M | ﹤0.01% |
246,289
-90,445
| -27% | -$3.21M |
|
2210
Tennant Co
TNC
$1.5B
| $8.73M | ﹤0.01% |
109,433
-38,637
| -26% | -$3.08M |
|
2211
Brady Corp
BRC
$3.81B
| $8.71M | ﹤0.01% |
123,352
+4,251
| +4% | +$300K |
|
2212
Dentsply Sirona
XRAY
$2.7B
| $8.71M | ﹤0.01% |
583,105
+45,698
| +9% | +$683K |
|
2213
DoubleVerify
DV
$2.14B
| $8.7M | ﹤0.01% |
651,069
-57,360
| -8% | -$767K |
|
2214
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $8.7M | ﹤0.01% |
145,447
+16,798
| +13% | +$1.01M |
|
2215
Warby Parker
WRBY
$3.22B
| $8.69M | ﹤0.01% |
476,425
-527,187
| -53% | -$9.61M |
|
2216
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $8.68M | ﹤0.01% |
190,164
-25,614
| -12% | -$1.17M |
|
2217
Cohen & Steers
CNS
$3.6B
| $8.66M | ﹤0.01% |
107,933
-55,991
| -34% | -$4.49M |
|
2218
Central Pacific Financial
CPF
$821M
| $8.65M | ﹤0.01% |
319,784
-269,825
| -46% | -$7.3M |
|
2219
J&J Snack Foods
JJSF
$2B
| $8.64M | ﹤0.01% |
65,591
-5,980
| -8% | -$788K |
|
2220
Grindr
GRND
$2.98B
| $8.64M | ﹤0.01% |
482,523
+357,792
| +287% | +$6.4M |
|
2221
Kennedy-Wilson Holdings
KW
$1.22B
| $8.63M | ﹤0.01% |
993,806
+604,788
| +155% | +$5.25M |
|
2222
La-Z-Boy
LZB
$1.4B
| $8.56M | ﹤0.01% |
219,080
-72,832
| -25% | -$2.85M |
|
2223
Catalyst Pharmaceutical
CPRX
$2.42B
| $8.55M | ﹤0.01% |
352,534
-383,663
| -52% | -$9.3M |
|
2224
Sensata Technologies
ST
$4.63B
| $8.55M | ﹤0.01% |
352,131
-18,455
| -5% | -$448K |
|
2225
AvePoint
AVPT
$3.34B
| $8.54M | ﹤0.01% |
591,498
-1,066,306
| -64% | -$15.4M |
|