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 | |
|---|---|---|---|---|---|---|
2751
Privia Health
PRVA
$2.74B
| $3.43M | ﹤0.01% |
188,384
+14,641
| +8% | +$267K |
|
2752
Atlantic Union Bankshares
AUB
$5.02B
| $3.43M | ﹤0.01% |
90,957
-2,085
| -2% | -$78.5K |
|
2753
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $3.42M | ﹤0.01% |
34,394
-67,656
| -66% | -$6.73M |
|
2754
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.28B
| $3.42M | ﹤0.01% |
181,761
+136,330
| +300% | +$2.56M |
|
2755
WisdomTree
WT
$2.03B
| $3.42M | ﹤0.01% |
342,104
-318,090
| -48% | -$3.18M |
|
2756
4D Molecular Therapeutics
FDMT
$311M
| $3.42M | ﹤0.01% |
315,983
-29,790
| -9% | -$322K |
|
2757
Esperion Therapeutics
ESPR
$548M
| $3.41M | ﹤0.01% |
2,069,117
+19,588
| +1% | +$32.3K |
|
2758
Immatics
IMTX
$733M
| $3.41M | ﹤0.01% |
299,066
-22,694
| -7% | -$259K |
|
2759
BlackBerry
BB
$2.38B
| $3.41M | ﹤0.01% |
1,301,615
-370,107
| -22% | -$970K |
|
2760
Alignment Healthcare
ALHC
$3.3B
| $3.41M | ﹤0.01% |
288,219
+205,705
| +249% | +$2.43M |
|
2761
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
| $3.4M | ﹤0.01% |
67,250
-296,923
| -82% | -$15M |
|
|
EXK
2762
Endeavour Silver
EXK
$1.89B
| $3.38M | ﹤0.01% |
856,835
-123,537
| -13% | -$487K |
|
2763
Viasat
VSAT
$4.34B
| $3.37M | ﹤0.01% |
282,475
+151,590
| +116% | +$1.81M |
|
2764
Schwab Fundamental International Large Company Index ETF
FNDF
$17.7B
| $3.35M | ﹤0.01% |
89,704
+45,574
| +103% | +$1.7M |
|
2765
Madison Square Garden
MSGE
$2.12B
| $3.35M | ﹤0.01% |
78,714
+39,147
| +99% | +$1.66M |
|
2766
Prothena Corp
PRTA
$439M
| $3.35M | ﹤0.01% |
199,986
-95,979
| -32% | -$1.61M |
|
2767
Mativ Holdings
MATV
$670M
| $3.34M | ﹤0.01% |
196,822
+60,930
| +45% | +$1.04M |
|
2768
Winmark
WINA
$1.78B
| $3.34M | ﹤0.01% |
8,722
+2,333
| +37% | +$893K |
|
2769
Zai Lab
ZLAB
$3.63B
| $3.33M | ﹤0.01% |
138,125
-106,397
| -44% | -$2.57M |
|
2770
Vanguard Total Corporate Bond ETF
VTC
$1.26B
| $3.32M | ﹤0.01% |
41,864
-4,580
| -10% | -$363K |
|
2771
Cytek Biosciences
CTKB
$496M
| $3.32M | ﹤0.01% |
598,537
-9,903
| -2% | -$54.9K |
|
2772
Werner Enterprises
WERN
$1.65B
| $3.31M | ﹤0.01% |
85,815
+559
| +0.7% | +$21.6K |
|
2773
Accel Entertainment
ACEL
$920M
| $3.3M | ﹤0.01% |
284,309
+3,355
| +1% | +$39K |
|
2774
Invesco PHLX Semiconductor ETF
SOXQ
$541M
| $3.29M | ﹤0.01% |
80,893
+7,797
| +11% | +$318K |
|
|
STKL
2775
SunOpta
STKL
$759M
| $3.29M | ﹤0.01% |
515,170
+56,621
| +12% | +$361K |
|