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 | |
|---|---|---|---|---|---|---|
|
SOBO
2326
South Bow Corporation
SOBO
$5.88B
| $7.26M | ﹤0.01% |
284,520
+102,743
| +57% | +$2.62M |
|
2327
Cleveland-Cliffs
CLF
$5.88B
| $7.26M | ﹤0.01% |
882,749
-93,763
| -10% | -$771K |
|
2328
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $7.25M | ﹤0.01% |
39,088
+37,071
| +1,838% | +$6.88M |
|
2329
Capital Group International Focus Equity ETF
CGXU
$4.1B
| $7.24M | ﹤0.01% |
295,843
-6,916
| -2% | -$169K |
|
2330
Nuvalent
NUVL
$5.72B
| $7.23M | ﹤0.01% |
101,991
+19,464
| +24% | +$1.38M |
|
2331
Dimensional International Small Cap ETF
DFIS
$3.94B
| $7.23M | ﹤0.01% |
279,818
+5,455
| +2% | +$141K |
|
2332
Varex Imaging
VREX
$477M
| $7.2M | ﹤0.01% |
620,483
+487,506
| +367% | +$5.66M |
|
|
PRIV
2333
SPDR SSGA IG Public & Private Credit ETF
PRIV
$138M
| $7.19M | ﹤0.01% |
+287,194
| New | +$7.19M |
|
2334
Capital Group Dividend Value ETF
CGDV
$21.6B
| $7.19M | ﹤0.01% |
201,721
-16,691
| -8% | -$595K |
|
2335
iShares US Transportation ETF
IYT
$612M
| $7.18M | ﹤0.01% |
112,117
+40,237
| +56% | +$2.58M |
|
2336
Titan International
TWI
$565M
| $7.16M | ﹤0.01% |
853,086
+260,999
| +44% | +$2.19M |
|
2337
Brookdale Senior Living
BKD
$1.78B
| $7.16M | ﹤0.01% |
1,143,261
+433,247
| +61% | +$2.71M |
|
2338
Spectrum Brands
SPB
$1.26B
| $7.15M | ﹤0.01% |
99,972
+25,104
| +34% | +$1.8M |
|
2339
Buckle
BKE
$3.14B
| $7.14M | ﹤0.01% |
186,420
-1,491
| -0.8% | -$57.1K |
|
2340
Shoe Carnival
SCVL
$645M
| $7.14M | ﹤0.01% |
324,781
+130,154
| +67% | +$2.86M |
|
2341
Openlane
KAR
$3.04B
| $7.14M | ﹤0.01% |
370,285
+64,247
| +21% | +$1.24M |
|
2342
Victoria's Secret
VSCO
$2.22B
| $7.12M | ﹤0.01% |
383,263
-198,584
| -34% | -$3.69M |
|
2343
A10 Networks
ATEN
$1.27B
| $7.11M | ﹤0.01% |
435,308
-42,003
| -9% | -$686K |
|
2344
Consensus Cloud Solutions
CCSI
$532M
| $7.11M | ﹤0.01% |
308,161
+133,548
| +76% | +$3.08M |
|
2345
OneSpaWorld
OSW
$2.25B
| $7.11M | ﹤0.01% |
423,170
-333,799
| -44% | -$5.6M |
|
2346
Coursera
COUR
$1.78B
| $7.08M | ﹤0.01% |
1,063,466
+489,350
| +85% | +$3.26M |
|
2347
Agilon Health
AGL
$460M
| $7.08M | ﹤0.01% |
1,634,474
+1,385,128
| +556% | +$6M |
|
2348
Frontdoor
FTDR
$4.78B
| $7.05M | ﹤0.01% |
183,489
-123,458
| -40% | -$4.74M |
|
2349
Albany International
AIN
$1.72B
| $7.04M | ﹤0.01% |
101,939
-29,829
| -23% | -$2.06M |
|
2350
Amalgamated Financial
AMAL
$849M
| $7.03M | ﹤0.01% |
244,690
-301,189
| -55% | -$8.66M |
|