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 | |
|---|---|---|---|---|---|---|
2301
Armstrong World Industries
AWI
$8.5B
| $7.53M | ﹤0.01% |
53,466
-9,778
| -15% | -$1.38M |
|
2302
Pacer Trendpilot US Large Cap ETF
PTLC
$3.43B
| $7.53M | ﹤0.01% |
146,281
+137,431
| +1,553% | +$7.07M |
|
2303
Apollo Global Management Series A
APO.PRA
$2.1B
| $7.52M | ﹤0.01% |
102,883
+63,196
| +159% | +$4.62M |
|
2304
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$504M
| $7.52M | ﹤0.01% |
210,791
-67,535
| -24% | -$2.41M |
|
2305
Guardant Health
GH
$6.83B
| $7.51M | ﹤0.01% |
176,223
-500,903
| -74% | -$21.3M |
|
2306
Allogene Therapeutics
ALLO
$255M
| $7.5M | ﹤0.01% |
5,136,797
+1,400,665
| +37% | +$2.04M |
|
2307
Schwab Fundamental International Large Company Index ETF
FNDF
$17.7B
| $7.5M | ﹤0.01% |
207,510
+114,409
| +123% | +$4.13M |
|
2308
Strategic Education
STRA
$1.94B
| $7.5M | ﹤0.01% |
89,286
-27,186
| -23% | -$2.28M |
|
2309
FB Financial Corp
FBK
$2.83B
| $7.48M | ﹤0.01% |
161,292
-101,655
| -39% | -$4.71M |
|
2310
Clear Channel Outdoor Holdings
CCO
$666M
| $7.45M | ﹤0.01% |
6,715,712
-655,596
| -9% | -$728K |
|
2311
ON24
ONTF
$233M
| $7.44M | ﹤0.01% |
1,431,596
+610,135
| +74% | +$3.17M |
|
|
MRP
2312
Millrose Properties, Inc.
MRP
$5.84B
| $7.44M | ﹤0.01% |
+280,569
| New | +$7.44M |
|
2313
Columbia EM Core ex-China ETF
XCEM
$1.24B
| $7.43M | ﹤0.01% |
251,587
-58,971
| -19% | -$1.74M |
|
2314
Payoneer
PAYO
$2.33B
| $7.43M | ﹤0.01% |
1,015,838
-146,466
| -13% | -$1.07M |
|
2315
Clearfield
CLFD
$456M
| $7.43M | ﹤0.01% |
249,849
+205,598
| +465% | +$6.11M |
|
2316
Helmerich & Payne
HP
$2.08B
| $7.42M | ﹤0.01% |
284,197
-437,634
| -61% | -$11.4M |
|
2317
WisdomTree Cloud Computing Fund
WCLD
$341M
| $7.4M | ﹤0.01% |
228,182
-201,439
| -47% | -$6.54M |
|
2318
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $7.4M | ﹤0.01% |
75,540
-147,516
| -66% | -$14.4M |
|
2319
ProShares UltraShort QQQ
QID
$270M
| $7.37M | ﹤0.01% |
193,562
+192,262
| +14,789% | +$7.32M |
|
2320
ADT
ADT
$7.19B
| $7.36M | ﹤0.01% |
904,778
+493,964
| +120% | +$4.02M |
|
2321
SunCoke Energy
SXC
$669M
| $7.35M | ﹤0.01% |
799,214
+32,116
| +4% | +$295K |
|
|
DEA
2322
Easterly Government Properties
DEA
$1.06B
| $7.35M | ﹤0.01% |
277,171
-27,702
| -9% | -$734K |
|
2323
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.58B
| $7.34M | ﹤0.01% |
166,780
-87,969
| -35% | -$3.87M |
|
|
BRKL
2324
DELISTED
Brookline Bancorp
BRKL
| $7.31M | ﹤0.01% |
670,487
-381,510
| -36% | -$4.16M |
|
2325
T. Rowe Price US Equity Research ETF
TSPA
$1.94B
| $7.29M | ﹤0.01% |
207,315
+205,596
| +11,960% | +$7.23M |
|