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 | |
|---|---|---|---|---|---|---|
2576
Consensus Cloud Solutions
CCSI
$541M
| $4.65M | ﹤0.01% |
197,456
+136,349
| +223% | +$3.21M |
|
2577
Utah Medical Products
UTMD
$198M
| $4.64M | ﹤0.01% |
69,411
+6,645
| +11% | +$445K |
|
|
FL
2578
DELISTED
Foot Locker
FL
| $4.64M | ﹤0.01% |
179,478
+90,632
| +102% | +$2.34M |
|
2579
Sally Beauty Holdings
SBH
$1.51B
| $4.63M | ﹤0.01% |
341,465
+257,510
| +307% | +$3.49M |
|
|
AY
2580
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $4.61M | ﹤0.01% |
209,558
-76,879
| -27% | -$1.69M |
|
2581
Sprott Physical Gold and Silver Trust
CEF
$6.6B
| $4.6M | ﹤0.01% |
187,957
+35,676
| +23% | +$874K |
|
2582
Topgolf Callaway Brands
MODG
$1.68B
| $4.59M | ﹤0.01% |
418,443
+126,094
| +43% | +$1.38M |
|
2583
Gates Industrial
GTES
$6.49B
| $4.59M | ﹤0.01% |
261,761
-333,302
| -56% | -$5.85M |
|
2584
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
| $4.59M | ﹤0.01% |
102,135
-47,152
| -32% | -$2.12M |
|
2585
Ingevity
NGVT
$2.06B
| $4.59M | ﹤0.01% |
117,581
+23,460
| +25% | +$915K |
|
2586
Guardant Health
GH
$7.13B
| $4.58M | ﹤0.01% |
199,544
-229,841
| -54% | -$5.27M |
|
2587
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.96B
| $4.57M | ﹤0.01% |
78,492
+5,839
| +8% | +$340K |
|
2588
Adaptive Biotechnologies
ADPT
$1.95B
| $4.55M | ﹤0.01% |
887,833
-14,724
| -2% | -$75.4K |
|
2589
Apollo Global Management Series A
APO.PRA
$2.1B
| $4.54M | ﹤0.01% |
66,712
-37,027
| -36% | -$2.52M |
|
2590
XPeng
XPEV
$20.5B
| $4.52M | ﹤0.01% |
371,399
+10,670
| +3% | +$130K |
|
|
SII
2591
Sprott
SII
$1.84B
| $4.5M | ﹤0.01% |
103,917
+5,129
| +5% | +$222K |
|
2592
iShares High Yield Systematic Bond ETF
HYDB
$1.64B
| $4.5M | ﹤0.01% |
93,620
+50,116
| +115% | +$2.41M |
|
2593
GMO US Quality ETF
QLTY
$2.53B
| $4.49M | ﹤0.01% |
137,839
+63,379
| +85% | +$2.07M |
|
2594
TEGNA Inc
TGNA
$3.37B
| $4.49M | ﹤0.01% |
284,578
-163,743
| -37% | -$2.58M |
|
2595
Radiant Logistics
RLGT
$281M
| $4.48M | ﹤0.01% |
696,226
-3,617
| -0.5% | -$23.3K |
|
2596
Fidelity Low Volatility Factor ETF
FDLO
$1.34B
| $4.47M | ﹤0.01% |
72,811
-10,246
| -12% | -$629K |
|
2597
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$327M
| $4.46M | ﹤0.01% |
64,637
+36
| +0.1% | +$2.48K |
|
2598
Newell Brands
NWL
$2.41B
| $4.45M | ﹤0.01% |
579,620
-5,493,127
| -90% | -$42.2M |
|
2599
Mersana Therapeutics
MRSN
$35.7M
| $4.44M | ﹤0.01% |
94,054
+14,978
| +19% | +$708K |
|
2600
Shift4
FOUR
$5.96B
| $4.42M | ﹤0.01% |
49,942
-2,611
| -5% | -$231K |
|