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 | |
|---|---|---|---|---|---|---|
2226
CrossAmerica Partners
CAPL
$801M
| $8.9M | ﹤0.01% |
425,510
-19,295
| -4% | -$404K |
|
2227
DXC Technology
DXC
$2.47B
| $8.87M | ﹤0.01% |
580,005
-433,141
| -43% | -$6.62M |
|
2228
VanEck Short Muni ETF
SMB
$288M
| $8.84M | ﹤0.01% |
512,454
+68,847
| +16% | +$1.19M |
|
2229
WisdomTree US LargeCap Fund
EPS
$1.28B
| $8.84M | ﹤0.01% |
138,096
+6,089
| +5% | +$390K |
|
2230
Roivant Sciences
ROIV
$10.3B
| $8.83M | ﹤0.01% |
783,927
-23,838
| -3% | -$269K |
|
2231
Intellia Therapeutics
NTLA
$1.67B
| $8.82M | ﹤0.01% |
940,483
+396,858
| +73% | +$3.72M |
|
2232
Financial Institutions
FISI
$544M
| $8.8M | ﹤0.01% |
342,834
+12,181
| +4% | +$313K |
|
2233
Knife River
KNF
$4.28B
| $8.79M | ﹤0.01% |
107,726
-33,104
| -24% | -$2.7M |
|
2234
National CineMedia
NCMI
$447M
| $8.77M | ﹤0.01% |
1,809,465
-1,509,473
| -45% | -$7.31M |
|
2235
Urban Edge Properties
UE
$2.58B
| $8.76M | ﹤0.01% |
469,329
-49,329
| -10% | -$920K |
|
2236
NetEase
NTES
$96.3B
| $8.73M | ﹤0.01% |
64,899
-181,906
| -74% | -$24.5M |
|
2237
BlackRock Advantage Large Cap Income ETF
BALI
$428M
| $8.73M | ﹤0.01% |
290,031
+99,721
| +52% | +$3M |
|
2238
CI&T Inc
CINT
$737M
| $8.72M | ﹤0.01% |
1,460,678
+1,454,751
| +24,544% | +$8.68M |
|
2239
Excelerate Energy
EE
$769M
| $8.71M | ﹤0.01% |
297,182
+181,689
| +157% | +$5.33M |
|
2240
Macy's
M
$4.71B
| $8.71M | ﹤0.01% |
746,982
-42,835
| -5% | -$499K |
|
2241
FlexShares Quality Dividend Index Fund
QDF
$1.97B
| $8.67M | ﹤0.01% |
118,533
-5,023
| -4% | -$368K |
|
2242
Brighthouse Financial
BHF
$3.29B
| $8.66M | ﹤0.01% |
160,977
+10,334
| +7% | +$556K |
|
2243
Invesco S&P MidCap Low Volatility ETF
XMLV
$802M
| $8.65M | ﹤0.01% |
140,226
+28,497
| +26% | +$1.76M |
|
2244
Vita Coco
COCO
$2.26B
| $8.63M | ﹤0.01% |
239,073
+24,427
| +11% | +$882K |
|
2245
Descartes Systems
DSGX
$8.75B
| $8.61M | ﹤0.01% |
84,754
-10,324
| -11% | -$1.05M |
|
2246
Fresh Del Monte Produce
FDP
$1.71B
| $8.59M | ﹤0.01% |
264,952
-19,015
| -7% | -$616K |
|
2247
Victoria's Secret
VSCO
$2.13B
| $8.57M | ﹤0.01% |
462,932
+79,669
| +21% | +$1.48M |
|
|
HPP
2248
Hudson Pacific Properties
HPP
$1.05B
| $8.57M | ﹤0.01% |
3,127,849
+1,021,363
| +48% | +$2.8M |
|
|
GMS
2249
DELISTED
GMS Inc
GMS
| $8.54M | ﹤0.01% |
78,565
-6,525
| -8% | -$710K |
|
2250
Star Group
SGU
$384M
| $8.52M | ﹤0.01% |
728,570
-37,697
| -5% | -$441K |
|