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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HTO
2376
H2O America Common Stock
HTO
$1.75B
| $7.56M | ﹤0.01% |
153,687
+87,260
| +131% | +$4.29M |
|
2377
Werner Enterprises
WERN
$1.68B
| $7.56M | ﹤0.01% |
210,389
+124,574
| +145% | +$4.47M |
|
2378
Crane NXT
CXT
$3.46B
| $7.55M | ﹤0.01% |
129,760
-5,916
| -4% | -$344K |
|
2379
Scorpio Tankers
STNG
$2.99B
| $7.54M | ﹤0.01% |
151,755
-142,905
| -48% | -$7.1M |
|
2380
Kennametal
KMT
$1.58B
| $7.54M | ﹤0.01% |
313,785
+71,346
| +29% | +$1.71M |
|
2381
Teladoc Health
TDOC
$1.36B
| $7.54M | ﹤0.01% |
828,968
-324,386
| -28% | -$2.95M |
|
|
FL
2382
DELISTED
Foot Locker
FL
| $7.53M | ﹤0.01% |
345,821
+166,343
| +93% | +$3.62M |
|
2383
Interface
TILE
$1.66B
| $7.52M | ﹤0.01% |
308,884
+179,620
| +139% | +$4.37M |
|
2384
Goodyear
GT
$2.43B
| $7.52M | ﹤0.01% |
835,087
-136,679
| -14% | -$1.23M |
|
|
PRSU
2385
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $7.51M | ﹤0.01% |
176,724
+63,915
| +57% | +$2.72M |
|
2386
Thermon Group Holdings
THR
$844M
| $7.51M | ﹤0.01% |
261,111
-13,116
| -5% | -$377K |
|
2387
Vanguard Utilities ETF
VPU
$7.37B
| $7.51M | ﹤0.01% |
45,945
+8,206
| +22% | +$1.34M |
|
2388
Concentrix
CNXC
$3.4B
| $7.49M | ﹤0.01% |
173,203
+17,073
| +11% | +$739K |
|
2389
Upwork
UPWK
$2.24B
| $7.49M | ﹤0.01% |
457,801
+118,956
| +35% | +$1.94M |
|
2390
Capital Group International Focus Equity ETF
CGXU
$4.07B
| $7.47M | ﹤0.01% |
302,759
+24,027
| +9% | +$593K |
|
2391
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
| $7.47M | ﹤0.01% |
108,739
+12,007
| +12% | +$825K |
|
2392
Virtu Financial
VIRT
$3.1B
| $7.47M | ﹤0.01% |
209,272
-148,793
| -42% | -$5.31M |
|
2393
Westamerica Bancorp
WABC
$1.24B
| $7.47M | ﹤0.01% |
142,330
+60,871
| +75% | +$3.19M |
|
2394
First Mid Bancshares
FMBH
$945M
| $7.44M | ﹤0.01% |
202,039
+68,907
| +52% | +$2.54M |
|
2395
Tompkins Financial
TMP
$1B
| $7.44M | ﹤0.01% |
109,668
+47,382
| +76% | +$3.21M |
|
2396
Universal Corp
UVV
$1.38B
| $7.43M | ﹤0.01% |
135,563
+60,580
| +81% | +$3.32M |
|
|
HTLF
2397
DELISTED
Heartland Financial USA, Inc.
HTLF
| $7.43M | ﹤0.01% |
121,244
-56,038
| -32% | -$3.44M |
|
2398
NCR Atleos
NATL
$2.85B
| $7.42M | ﹤0.01% |
218,614
+113,619
| +108% | +$3.85M |
|
2399
AngioDynamics
ANGO
$433M
| $7.4M | ﹤0.01% |
807,483
+254,322
| +46% | +$2.33M |
|
2400
IES Holdings
IESC
$7.5B
| $7.39M | ﹤0.01% |
36,759
-4,723
| -11% | -$949K |
|