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 | |
|---|---|---|---|---|---|---|
2276
Vanguard ESG US Stock ETF
ESGV
$11.6B
| $8.23M | ﹤0.01% |
75,068
-472
| -0.6% | -$51.8K |
|
2277
Franklin Electric
FELE
$4.24B
| $8.23M | ﹤0.01% |
91,655
-95,318
| -51% | -$8.55M |
|
2278
Dentsply Sirona
XRAY
$2.63B
| $8.19M | ﹤0.01% |
515,496
-67,609
| -12% | -$1.07M |
|
2279
First Financial Corp
THFF
$693M
| $8.18M | ﹤0.01% |
150,897
-33,742
| -18% | -$1.83M |
|
2280
Pacira BioSciences
PCRX
$1.2B
| $8.17M | ﹤0.01% |
342,006
-310,470
| -48% | -$7.42M |
|
2281
Blackstone Mortgage Trust
BXMT
$3.33B
| $8.14M | ﹤0.01% |
423,023
-241,933
| -36% | -$4.66M |
|
2282
Oceaneering
OII
$2.44B
| $8.13M | ﹤0.01% |
392,321
-199,760
| -34% | -$4.14M |
|
2283
Metropolitan Bank Holding Corp
MCB
$824M
| $8.12M | ﹤0.01% |
116,036
-20,167
| -15% | -$1.41M |
|
2284
Atlantic Union Bankshares
AUB
$5.21B
| $8.08M | ﹤0.01% |
258,205
+74,938
| +41% | +$2.34M |
|
2285
Global Net Lease
GNL
$1.78B
| $8.07M | ﹤0.01% |
1,068,513
-62,280
| -6% | -$470K |
|
2286
Ambarella
AMBA
$3.54B
| $8.07M | ﹤0.01% |
122,107
-108,220
| -47% | -$7.15M |
|
2287
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.71B
| $8.06M | ﹤0.01% |
424,287
-1,037,318
| -71% | -$19.7M |
|
2288
Champion Homes
SKY
$4.21B
| $8M | ﹤0.01% |
127,838
-198,575
| -61% | -$12.4M |
|
2289
Cavco Industries
CVCO
$4.41B
| $7.98M | ﹤0.01% |
18,363
-11,694
| -39% | -$5.08M |
|
2290
Sphere Entertainment
SPHR
$2.15B
| $7.97M | ﹤0.01% |
190,562
+10,336
| +6% | +$432K |
|
|
BACQU
2291
Bleichroeder Acquisition Corp I Unit
BACQU
| $7.97M | ﹤0.01% |
750,000
-249,990
| -25% | -$2.65M |
|
2292
Hartford Total Return Bond ETF
HTRB
$2.06B
| $7.96M | ﹤0.01% |
235,159
+158,293
| +206% | +$5.36M |
|
2293
Fidelity Enhanced Mid Cap ETF
FMDE
$3.48B
| $7.96M | ﹤0.01% |
231,266
+12,728
| +6% | +$438K |
|
2294
WisdomTree US MidCap Fund
EZM
$818M
| $7.95M | ﹤0.01% |
128,762
-26,316
| -17% | -$1.63M |
|
2295
VF Corp
VFC
$5.64B
| $7.93M | ﹤0.01% |
674,886
-2,047,377
| -75% | -$24.1M |
|
2296
SGHC Ltd
SGHC
$5.95B
| $7.93M | ﹤0.01% |
722,660
+168,622
| +30% | +$1.85M |
|
2297
Clear Channel Outdoor Holdings
CCO
$696M
| $7.93M | ﹤0.01% |
6,775,078
+59,366
| +0.9% | +$69.5K |
|
2298
Joby Aviation
JOBY
$14.2B
| $7.92M | ﹤0.01% |
750,733
+333,995
| +80% | +$3.52M |
|
2299
Brady Corp
BRC
$3.77B
| $7.9M | ﹤0.01% |
116,292
-7,060
| -6% | -$480K |
|
2300
Biglari Holdings Class B
BH
$969M
| $7.89M | ﹤0.01% |
27,006
-370
| -1% | -$108K |
|