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 | |
|---|---|---|---|---|---|---|
2526
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.48B
| $5.14M | ﹤0.01% |
107,231
+16,473
| +18% | +$790K |
|
|
BBT
2527
Beacon Financial Corporation
BBT
$2.11B
| $5.13M | ﹤0.01% |
190,673
+72,402
| +61% | +$1.95M |
|
2528
Main Street Capital
MAIN
$5.88B
| $5.09M | ﹤0.01% |
101,549
-29,740
| -23% | -$1.49M |
|
2529
iShares New York Muni Bond ETF
NYF
$930M
| $5.09M | ﹤0.01% |
93,626
+9,417
| +11% | +$512K |
|
2530
Enviri
NVRI
$1.01B
| $5.08M | ﹤0.01% |
491,650
+259,606
| +112% | +$2.68M |
|
2531
Enerpac Tool Group
EPAC
$2.28B
| $5.06M | ﹤0.01% |
120,748
-44,784
| -27% | -$1.88M |
|
2532
Autohome
ATHM
$3.54B
| $5.06M | ﹤0.01% |
154,988
+67,957
| +78% | +$2.22M |
|
|
NMB
2533
Simplify National Muni Bond ETF
NMB
$49.3M
| $5.04M | ﹤0.01% |
+199,900
| New | +$5.04M |
|
2534
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
| $5.03M | ﹤0.01% |
184,060
+47,773
| +35% | +$1.31M |
|
|
PWSC
2535
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $5.02M | ﹤0.01% |
220,226
-1,133,102
| -84% | -$25.8M |
|
2536
CCC Intelligent Solutions
CCCS
$6.32B
| $5.02M | ﹤0.01% |
453,911
+85,725
| +23% | +$947K |
|
|
SPTB
2537
SPDR Portfolio Treasury ETF
SPTB
$92.1M
| $5.01M | ﹤0.01% |
160,000
-15,000
| -9% | -$470K |
|
2538
ODDITY Tech
ODD
$3.49B
| $5.01M | ﹤0.01% |
124,102
-270,798
| -69% | -$10.9M |
|
2539
Kiniksa Pharmaceuticals
KNSA
$2.63B
| $5M | ﹤0.01% |
+199,973
| New | +$5M |
|
2540
Cartesian Therapeutics
RNAC
$238M
| $4.98M | ﹤0.01% |
309,018
+2,688
| +0.9% | +$43.3K |
|
|
DX
2541
Dynex Capital
DX
$1.62B
| $4.98M | ﹤0.01% |
390,100
+190,626
| +96% | +$2.43M |
|
2542
Bloomin' Brands
BLMN
$570M
| $4.96M | ﹤0.01% |
300,168
-188,138
| -39% | -$3.11M |
|
2543
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.27B
| $4.95M | ﹤0.01% |
176,000
-621,430
| -78% | -$17.5M |
|
2544
Calix
CALX
$4.01B
| $4.95M | ﹤0.01% |
127,570
+40,306
| +46% | +$1.56M |
|
2545
Clough Select Equity ETF
CBSE
$34.5M
| $4.94M | ﹤0.01% |
158,792
+130,205
| +455% | +$4.05M |
|
2546
Patria Investments
PAX
$2.39B
| $4.94M | ﹤0.01% |
442,365
+113,935
| +35% | +$1.27M |
|
2547
Ring Energy
REI
$217M
| $4.94M | ﹤0.01% |
3,086,251
+3,020,092
| +4,565% | +$4.83M |
|
2548
Invesco S&P 500 Pure Growth ETF
RPG
$1.74B
| $4.94M | ﹤0.01% |
125,696
+12,681
| +11% | +$498K |
|
2549
Viavi Solutions
VIAV
$2.72B
| $4.92M | ﹤0.01% |
545,446
+153,745
| +39% | +$1.39M |
|
2550
Enlight Renewable Energy
ENLT
$3.7B
| $4.9M | ﹤0.01% |
+290,024
| New | +$4.9M |
|