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 |
McDonald's
MCD
|
+$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.34B |
| 3 |
Microsoft
MSFT
|
+$2.08B |
| 4 |
NVIDIA
NVDA
|
+$1.99B |
| 5 |
Goldman Sachs
GS
|
+$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$2.99B |
| 2 |
Broadcom
AVGO
|
+$2.02B |
| 3 |
TSMC
TSM
|
+$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.18B |
| 5 |
Danaher
DHR
|
+$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VSTO
2476
DELISTED
Vista Outdoor Inc.
VSTO
| $5.55M | ﹤0.01% |
141,698
+30,277
| +27% | +$1.19M |
|
|
MCDS
2477
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$6.94M
| $5.54M | ﹤0.01% |
+100,000
| New | +$5.54M |
|
2478
Warby Parker
WRBY
$3.26B
| $5.53M | ﹤0.01% |
338,705
+98,736
| +41% | +$1.61M |
|
2479
Erasca
ERAS
$474M
| $5.53M | ﹤0.01% |
2,024,514
-13,100
| -0.6% | -$35.8K |
|
2480
iShares US Consumer Discretionary ETF
IYC
$1.79B
| $5.51M | ﹤0.01% |
62,688
+31,606
| +102% | +$2.78M |
|
2481
CommScope
COMM
$3.61B
| $5.5M | ﹤0.01% |
900,089
+542,794
| +152% | +$3.32M |
|
|
SCDS
2482
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$7.07M
| $5.49M | ﹤0.01% |
+100,000
| New | +$5.49M |
|
2483
MasterBrand
MBC
$1.68B
| $5.47M | ﹤0.01% |
294,917
-252,887
| -46% | -$4.69M |
|
2484
1st Source
SRCE
$1.55B
| $5.45M | ﹤0.01% |
91,019
+24,470
| +37% | +$1.47M |
|
2485
MGE Energy Inc
MGEE
$3.05B
| $5.45M | ﹤0.01% |
59,585
+8,233
| +16% | +$753K |
|
2486
Array Technologies
ARRY
$1.19B
| $5.45M | ﹤0.01% |
825,305
+121,483
| +17% | +$802K |
|
2487
NVE Corp
NVEC
$319M
| $5.44M | ﹤0.01% |
68,138
+65,782
| +2,792% | +$5.25M |
|
2488
Prudential
PUK
$35.5B
| $5.44M | ﹤0.01% |
293,210
+228,499
| +353% | +$4.24M |
|
2489
Bank of Hawaii
BOH
$2.66B
| $5.44M | ﹤0.01% |
86,591
+10,390
| +14% | +$652K |
|
2490
Genius Sports
GENI
$2.93B
| $5.42M | ﹤0.01% |
691,448
+691,423
| +2,765,692% | +$5.42M |
|
2491
Gogo Inc
GOGO
$1.2B
| $5.42M | ﹤0.01% |
754,736
-418,454
| -36% | -$3M |
|
2492
National Healthcare
NHC
$1.79B
| $5.42M | ﹤0.01% |
43,073
+2,419
| +6% | +$304K |
|
2493
JPMorgan US Momentum Factor ETF
JMOM
$1.65B
| $5.41M | ﹤0.01% |
94,666
+241
| +0.3% | +$13.8K |
|
2494
SPDR Portfolio High Yield Bond ETF
SPHY
$9.2B
| $5.39M | ﹤0.01% |
224,311
+198,457
| +768% | +$4.77M |
|
2495
ePlus
PLUS
$1.99B
| $5.39M | ﹤0.01% |
54,841
-30,312
| -36% | -$2.98M |
|
|
CLDT
2496
Chatham Lodging
CLDT
$340M
| $5.39M | ﹤0.01% |
632,550
+308,883
| +95% | +$2.63M |
|
2497
MGP Ingredients
MGPI
$587M
| $5.39M | ﹤0.01% |
64,723
+43,233
| +201% | +$3.6M |
|
2498
VanEck Short Muni ETF
SMB
$288M
| $5.38M | ﹤0.01% |
311,121
+30,478
| +11% | +$527K |
|
2499
AMC Entertainment Holdings
AMC
$1.45B
| $5.38M | ﹤0.01% |
1,182,049
+959,642
| +431% | +$4.37M |
|
2500
abrdn Physical Silver Shares ETF
SIVR
$2.6B
| $5.36M | ﹤0.01% |
180,221
+2,133
| +1% | +$63.5K |
|