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 | |
|---|---|---|---|---|---|---|
2601
PROG Holdings
PRG
$1.4B
| $4.42M | ﹤0.01% |
91,081
-46,587
| -34% | -$2.26M |
|
2602
First Trust Ultra Short Duration Municipal ETF
FUMB
$224M
| $4.41M | ﹤0.01% |
219,355
+75,592
| +53% | +$1.52M |
|
2603
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| $4.41M | ﹤0.01% |
90,795
-403
| -0.4% | -$19.6K |
|
2604
Hudbay
HBM
$5.35B
| $4.4M | ﹤0.01% |
479,297
-1,051,365
| -69% | -$9.66M |
|
2605
Artisan Partners
APAM
$3.18B
| $4.39M | ﹤0.01% |
101,422
-9,398
| -8% | -$407K |
|
2606
BioCryst Pharmaceuticals
BCRX
$1.62B
| $4.39M | ﹤0.01% |
577,129
-170,402
| -23% | -$1.3M |
|
2607
iShares US Transportation ETF
IYT
$606M
| $4.38M | ﹤0.01% |
63,607
+50,129
| +372% | +$3.45M |
|
2608
Extreme Networks
EXTR
$2.94B
| $4.37M | ﹤0.01% |
291,063
-176,660
| -38% | -$2.66M |
|
2609
First Bancorp
FBNC
$2.2B
| $4.35M | ﹤0.01% |
104,609
+71,977
| +221% | +$2.99M |
|
2610
American Woodmark
AMWD
$985M
| $4.34M | ﹤0.01% |
46,463
+11,975
| +35% | +$1.12M |
|
2611
abrdn Physical Platinum Shares ETF
PPLT
$1.63B
| $4.34M | ﹤0.01% |
48,304
+6,167
| +15% | +$554K |
|
2612
Expro
XPRO
$1.4B
| $4.32M | ﹤0.01% |
251,883
+208,443
| +480% | +$3.58M |
|
2613
T. Rowe Price Dividend Growth ETF
TDVG
$1.08B
| $4.31M | ﹤0.01% |
105,256
-817
| -0.8% | -$33.5K |
|
2614
Indivior
INDV
$2.87B
| $4.31M | ﹤0.01% |
441,745
-953,120
| -68% | -$9.29M |
|
2615
AngioDynamics
ANGO
$440M
| $4.3M | ﹤0.01% |
553,161
+123,271
| +29% | +$959K |
|
2616
Vanguard Long-Term Bond ETF
BLV
$5.77B
| $4.3M | ﹤0.01% |
57,235
-22,848
| -29% | -$1.72M |
|
2617
Vasta Platform
VSTA
$398M
| $4.29M | ﹤0.01% |
1,631,525
+374,757
| +30% | +$986K |
|
2618
Rayonier Advanced Materials
RYAM
$466M
| $4.29M | ﹤0.01% |
500,891
+306,640
| +158% | +$2.62M |
|
2619
Rhythm Pharmaceuticals
RYTM
$6.38B
| $4.27M | ﹤0.01% |
81,592
-58,554
| -42% | -$3.07M |
|
2620
Vanguard Russell 2000 Value ETF
VTWV
$829M
| $4.25M | ﹤0.01% |
28,868
+1,249
| +5% | +$184K |
|
2621
ImmunityBio
IBRX
$2.61B
| $4.24M | ﹤0.01% |
1,140,911
-42,505
| -4% | -$158K |
|
2622
Atlas Energy Solutions
AESI
$1.37B
| $4.24M | ﹤0.01% |
194,494
+148,655
| +324% | +$3.24M |
|
2623
Edgewise Therapeutics
EWTX
$1.46B
| $4.23M | ﹤0.01% |
158,506
+94,147
| +146% | +$2.51M |
|
2624
Ziff Davis
ZD
$1.57B
| $4.23M | ﹤0.01% |
86,891
-55,384
| -39% | -$2.69M |
|
2625
Viking Holdings
VIK
$27.5B
| $4.23M | ﹤0.01% |
121,142
+64,502
| +114% | +$2.25M |
|