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 | |
|---|---|---|---|---|---|---|
2426
Evolus
EOLS
$407M
| $6.38M | ﹤0.01% |
692,486
-35,405
| -5% | -$326K |
|
2427
Portillo's
PTLO
$456M
| $6.32M | ﹤0.01% |
541,648
-48,741
| -8% | -$569K |
|
2428
CoreCivic
CXW
$2.24B
| $6.3M | ﹤0.01% |
298,873
-113,268
| -27% | -$2.39M |
|
2429
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$282M
| $6.29M | ﹤0.01% |
124,713
-758
| -0.6% | -$38.2K |
|
2430
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.38B
| $6.27M | ﹤0.01% |
127,359
-41,562
| -25% | -$2.05M |
|
2431
Elanco Animal Health
ELAN
$9.54B
| $6.26M | ﹤0.01% |
438,497
-33,867
| -7% | -$484K |
|
2432
Applied Finance Valuation Large Cap ETF
VSLU
$302M
| $6.26M | ﹤0.01% |
159,895
-115,933
| -42% | -$4.54M |
|
|
BRDG
2433
DELISTED
Bridge Investment Group
BRDG
| $6.26M | ﹤0.01% |
625,146
+13,064
| +2% | +$131K |
|
|
AHH
2434
Armada Hoffler Properties
AHH
$591M
| $6.25M | ﹤0.01% |
910,024
+102,641
| +13% | +$705K |
|
2435
Western Union
WU
$2.63B
| $6.25M | ﹤0.01% |
741,822
-555,925
| -43% | -$4.68M |
|
|
QXO
2436
QXO Inc
QXO
$13.9B
| $6.24M | ﹤0.01% |
289,905
-483
| -0.2% | -$10.4K |
|
2437
Academy Sports + Outdoors
ASO
$3.19B
| $6.24M | ﹤0.01% |
139,266
-299,064
| -68% | -$13.4M |
|
2438
Appian
APPN
$2.42B
| $6.24M | ﹤0.01% |
208,832
+3,954
| +2% | +$118K |
|
2439
Lazard
LAZ
$5.36B
| $6.23M | ﹤0.01% |
129,894
-24,548
| -16% | -$1.18M |
|
2440
MaxLinear
MXL
$1.41B
| $6.22M | ﹤0.01% |
437,755
+146,650
| +50% | +$2.08M |
|
2441
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$688M
| $6.22M | ﹤0.01% |
+293,235
| New | +$6.22M |
|
2442
iShares US Infrastructure ETF
IFRA
$3B
| $6.21M | ﹤0.01% |
126,230
-43,009
| -25% | -$2.12M |
|
|
KREF
2443
KKR Real Estate Finance Trust
KREF
$625M
| $6.2M | ﹤0.01% |
707,297
-70,327
| -9% | -$617K |
|
2444
Simplify MBS ETF
MTBA
$1.46B
| $6.2M | ﹤0.01% |
123,717
+5,582
| +5% | +$280K |
|
2445
A10 Networks
ATEN
$1.31B
| $6.19M | ﹤0.01% |
319,789
-115,519
| -27% | -$2.24M |
|
2446
National Vision
EYE
$2.13B
| $6.18M | ﹤0.01% |
268,497
-148,324
| -36% | -$3.41M |
|
2447
Trustmark
TRMK
$2.46B
| $6.17M | ﹤0.01% |
169,184
-65,306
| -28% | -$2.38M |
|
2448
Ultrapar
UGP
$4.15B
| $6.16M | ﹤0.01% |
1,878,904
+806,463
| +75% | +$2.65M |
|
2449
Orion
OEC
$476M
| $6.16M | ﹤0.01% |
586,943
-39,209
| -6% | -$411K |
|
2450
Nuveen Core Plus Bond ETF
NCPB
$56.5M
| $6.15M | ﹤0.01% |
244,841
-130,256
| -35% | -$3.27M |
|