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 | |
|---|---|---|---|---|---|---|
2701
Burford Capital
BUR
$2.81B
| $3.71M | ﹤0.01% |
279,427
+30,355
| +12% | +$403K |
|
2702
WisdomTree US High Dividend Fund
DHS
$1.29B
| $3.7M | ﹤0.01% |
39,446
+1,323
| +3% | +$124K |
|
2703
Aurinia Pharmaceuticals
AUPH
$1.62B
| $3.69M | ﹤0.01% |
502,816
-4,218
| -0.8% | -$30.9K |
|
2704
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
| $3.68M | ﹤0.01% |
80,462
+20,155
| +33% | +$921K |
|
2705
Horace Mann Educators
HMN
$1.86B
| $3.67M | ﹤0.01% |
105,027
-20,438
| -16% | -$714K |
|
2706
Kaiser Aluminum
KALU
$1.25B
| $3.67M | ﹤0.01% |
50,551
-5,179
| -9% | -$376K |
|
2707
SiTime
SITM
$7.5B
| $3.66M | ﹤0.01% |
21,365
-13,553
| -39% | -$2.32M |
|
2708
Lands' End
LE
$467M
| $3.66M | ﹤0.01% |
211,916
+69,099
| +48% | +$1.19M |
|
2709
Algoma Steel
ASTL
$482M
| $3.66M | ﹤0.01% |
357,367
+49,642
| +16% | +$508K |
|
2710
Dyne Therapeutics
DYN
$1.85B
| $3.65M | ﹤0.01% |
101,750
+4,236
| +4% | +$152K |
|
2711
TPG
TPG
$9.25B
| $3.65M | ﹤0.01% |
63,449
+17,709
| +39% | +$1.02M |
|
2712
DHT Holdings
DHT
$2.04B
| $3.65M | ﹤0.01% |
331,048
-919,624
| -74% | -$10.1M |
|
2713
VTEX
VTEX
$764M
| $3.65M | ﹤0.01% |
490,234
+116,895
| +31% | +$870K |
|
|
WBND
2714
DELISTED
Western Asset Total Return ETF
WBND
| $3.64M | ﹤0.01% |
175,293
-139,216
| -44% | -$2.89M |
|
2715
BNY Mellon Concentrated International ETF
BKCI
$175M
| $3.64M | ﹤0.01% |
67,856
+7,401
| +12% | +$397K |
|
2716
Invesco BuyBack Achievers ETF
PKW
$1.49B
| $3.64M | ﹤0.01% |
31,781
+582
| +2% | +$66.7K |
|
2717
First Trust Capital Strength ETF
FTCS
$8.41B
| $3.63M | ﹤0.01% |
40,027
-555,606
| -93% | -$50.4M |
|
2718
iShares US Healthcare Providers ETF
IHF
$801M
| $3.62M | ﹤0.01% |
63,426
-3,322
| -5% | -$190K |
|
2719
OraSure Technologies
OSUR
$236M
| $3.62M | ﹤0.01% |
847,933
+46,216
| +6% | +$197K |
|
|
DHC
2720
Diversified Healthcare Trust
DHC
$1.05B
| $3.62M | ﹤0.01% |
863,806
+324,787
| +60% | +$1.36M |
|
2721
Northwest Bancshares
NWBI
$1.8B
| $3.61M | ﹤0.01% |
269,510
-19,054
| -7% | -$255K |
|
2722
LegalZoom.com
LZ
$1.88B
| $3.6M | ﹤0.01% |
567,675
+71,291
| +14% | +$453K |
|
2723
N-able
NABL
$1.53B
| $3.6M | ﹤0.01% |
275,906
+145,053
| +111% | +$1.89M |
|
2724
Mercantile Bank Corp
MBWM
$760M
| $3.6M | ﹤0.01% |
82,357
+21,411
| +35% | +$936K |
|
2725
Tompkins Financial
TMP
$980M
| $3.6M | ﹤0.01% |
62,286
+36,231
| +139% | +$2.09M |
|