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 | |
|---|---|---|---|---|---|---|
2451
Select Medical
SEM
$1.51B
| $5.98M | ﹤0.01% |
358,072
-134,311
| -27% | -$2.24M |
|
2452
Biglari Holdings Class B
BH
$962M
| $5.93M | ﹤0.01% |
27,376
+11,241
| +70% | +$2.43M |
|
2453
Simplify MBS ETF
MTBA
$1.47B
| $5.92M | ﹤0.01% |
118,135
-317
| -0.3% | -$15.9K |
|
2454
Appian
APPN
$2.29B
| $5.9M | ﹤0.01% |
204,878
+44,085
| +27% | +$1.27M |
|
2455
iShares MSCI Poland ETF
EPOL
$454M
| $5.9M | ﹤0.01% |
210,533
+209,873
| +31,799% | +$5.88M |
|
2456
Sphere Entertainment
SPHR
$2.15B
| $5.9M | ﹤0.01% |
180,226
+156,386
| +656% | +$5.12M |
|
2457
O-I Glass
OI
$1.96B
| $5.87M | ﹤0.01% |
512,105
-321,515
| -39% | -$3.69M |
|
2458
Pan American Silver
PAAS
$15.3B
| $5.87M | ﹤0.01% |
227,089
+82,815
| +57% | +$2.14M |
|
2459
Mitsubishi UFJ Financial
MUFG
$177B
| $5.86M | ﹤0.01% |
430,242
+40,639
| +10% | +$554K |
|
|
BRDG
2460
DELISTED
Bridge Investment Group
BRDG
| $5.86M | ﹤0.01% |
+612,082
| New | +$5.86M |
|
2461
Flywire
FLYW
$1.65B
| $5.86M | ﹤0.01% |
616,377
+158,164
| +35% | +$1.5M |
|
2462
Pricesmart
PSMT
$3.62B
| $5.85M | ﹤0.01% |
66,607
-6,765
| -9% | -$594K |
|
2463
Capitol Federal Financial
CFFN
$821M
| $5.83M | ﹤0.01% |
1,040,950
-265,986
| -20% | -$1.49M |
|
2464
Northwest Bancshares
NWBI
$1.8B
| $5.82M | ﹤0.01% |
483,965
-115,121
| -19% | -$1.38M |
|
2465
Huron Consulting
HURN
$2.46B
| $5.8M | ﹤0.01% |
40,453
-60,588
| -60% | -$8.69M |
|
2466
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
| $5.8M | ﹤0.01% |
122,054
+17,896
| +17% | +$850K |
|
2467
Kinetik
KNTK
$2.64B
| $5.79M | ﹤0.01% |
111,525
-131,711
| -54% | -$6.84M |
|
2468
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.2B
| $5.77M | ﹤0.01% |
256,910
-4,026
| -2% | -$90.4K |
|
2469
Hanesbrands
HBI
$2.24B
| $5.76M | ﹤0.01% |
997,894
-463,401
| -32% | -$2.67M |
|
2470
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $5.75M | ﹤0.01% |
74,765
+2,243
| +3% | +$173K |
|
2471
United Fire Group
UFCS
$795M
| $5.74M | ﹤0.01% |
194,699
+16,822
| +9% | +$496K |
|
2472
WisdomTree US High Dividend Fund
DHS
$1.29B
| $5.73M | ﹤0.01% |
57,789
+6,167
| +12% | +$612K |
|
2473
Clough Select Equity ETF
CBSE
$34.2M
| $5.73M | ﹤0.01% |
191,700
+8,315
| +5% | +$248K |
|
2474
Atlantic Union Bankshares
AUB
$4.94B
| $5.71M | ﹤0.01% |
183,267
-218,980
| -54% | -$6.82M |
|
2475
iShares Global Energy ETF
IXC
$1.87B
| $5.7M | ﹤0.01% |
135,540
-1,290,134
| -90% | -$54.3M |
|