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 | |
|---|---|---|---|---|---|---|
2426
Burford Capital
BUR
$2.82B
| $7M | ﹤0.01% |
549,355
+269,928
| +97% | +$3.44M |
|
2427
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
| $7M | ﹤0.01% |
123,910
-301,902
| -71% | -$17.1M |
|
2428
Stewart Information Services
STC
$2.09B
| $6.99M | ﹤0.01% |
103,601
+50,113
| +94% | +$3.38M |
|
2429
Eagle Bancorp
EGBN
$615M
| $6.98M | ﹤0.01% |
268,214
+109,960
| +69% | +$2.86M |
|
|
DESP
2430
DELISTED
Despegar.com
DESP
| $6.97M | ﹤0.01% |
362,085
-101,259
| -22% | -$1.95M |
|
2431
Delek Logistics
DKL
$2.41B
| $6.95M | ﹤0.01% |
164,556
-79,687
| -33% | -$3.37M |
|
|
BBT
2432
Beacon Financial Corporation
BBT
$2.17B
| $6.94M | ﹤0.01% |
243,995
+53,322
| +28% | +$1.52M |
|
2433
Polaris
PII
$3.22B
| $6.9M | ﹤0.01% |
119,695
-1,163,637
| -91% | -$67M |
|
2434
Boston Beer
SAM
$2.36B
| $6.9M | ﹤0.01% |
22,987
-14,309
| -38% | -$4.29M |
|
2435
Rayonier Advanced Materials
RYAM
$421M
| $6.89M | ﹤0.01% |
835,388
+334,497
| +67% | +$2.76M |
|
2436
Immunome
IMNM
$802M
| $6.89M | ﹤0.01% |
648,610
+624,045
| +2,540% | +$6.63M |
|
2437
Upbound Group
UPBD
$1.45B
| $6.87M | ﹤0.01% |
235,570
+53,173
| +29% | +$1.55M |
|
2438
VanEck High Yield Muni ETF
HYD
$3.37B
| $6.87M | ﹤0.01% |
132,343
+54,416
| +70% | +$2.82M |
|
2439
Dynavax Technologies
DVAX
$1.1B
| $6.81M | ﹤0.01% |
533,594
+328,147
| +160% | +$4.19M |
|
|
GRW
2440
TCW Compounders ETF
GRW
$122M
| $6.8M | ﹤0.01% |
207,087
-145,411
| -41% | -$4.78M |
|
2441
National Healthcare
NHC
$1.78B
| $6.79M | ﹤0.01% |
63,145
+20,072
| +47% | +$2.16M |
|
2442
JPMorgan High Yield Municipal ETF
JMHI
$224M
| $6.78M | ﹤0.01% |
135,056
-2,948
| -2% | -$148K |
|
2443
Amkor Technology
AMKR
$6.29B
| $6.78M | ﹤0.01% |
263,998
+15,865
| +6% | +$408K |
|
2444
Newell Brands
NWL
$2.48B
| $6.77M | ﹤0.01% |
679,491
+99,871
| +17% | +$995K |
|
2445
Pricesmart
PSMT
$3.52B
| $6.76M | ﹤0.01% |
73,372
+30,417
| +71% | +$2.8M |
|
2446
Ecopetrol
EC
$18.8B
| $6.74M | ﹤0.01% |
850,753
+158,585
| +23% | +$1.26M |
|
2447
Dimensional International Small Cap ETF
DFIS
$3.91B
| $6.74M | ﹤0.01% |
274,363
+235,919
| +614% | +$5.79M |
|
2448
BlackBerry
BB
$2.32B
| $6.74M | ﹤0.01% |
1,781,820
+480,205
| +37% | +$1.82M |
|
|
TGI
2449
DELISTED
Triumph Group
TGI
| $6.72M | ﹤0.01% |
360,009
-178,895
| -33% | -$3.34M |
|
2450
VSE Corp
VSEC
$3.4B
| $6.71M | ﹤0.01% |
70,557
+63,536
| +905% | +$6.04M |
|