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 | |
|---|---|---|---|---|---|---|
|
SBDS
2851
Solo Brands, Inc.
SBDS
$30.1M
| $2.94M | ﹤0.01% |
2,085,462
+841,611
| +68% | +$1.19M |
|
2852
iShares MSCI Hong Kong ETF
EWH
$725M
| $2.94M | ﹤0.01% |
157,525
+11,689
| +8% | +$218K |
|
2853
Liberty Latin America Class A
LILA
$1.6B
| $2.94M | ﹤0.01% |
306,501
+60,652
| +25% | +$581K |
|
2854
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$412M
| $2.94M | ﹤0.01% |
110,121
+109,762
| +30,574% | +$2.93M |
|
2855
Vanguard World Funds Extended Duration ETF
EDV
$3.92B
| $2.93M | ﹤0.01% |
36,812
+6,045
| +20% | +$482K |
|
2856
United States Oil Fund
USO
$989M
| $2.93M | ﹤0.01% |
41,906
+41,891
| +279,273% | +$2.93M |
|
2857
Rocket Lab Corporation Common Stock
RKLB
$23.3B
| $2.93M | ﹤0.01% |
300,734
-248,214
| -45% | -$2.42M |
|
2858
Univest Financial
UVSP
$896M
| $2.91M | ﹤0.01% |
103,531
+40,545
| +64% | +$1.14M |
|
2859
ProShares UltraPro S&P 500
UPRO
$4.59B
| $2.91M | ﹤0.01% |
33,799
+17,170
| +103% | +$1.48M |
|
2860
PennantPark Floating Rate Capital
PFLT
$969M
| $2.91M | ﹤0.01% |
251,733
+105,855
| +73% | +$1.22M |
|
2861
Hartford Quality Value ETF
QUVU
$186M
| $2.91M | ﹤0.01% |
+111,392
| New | +$2.91M |
|
2862
ZimVie
ZIMV
$533M
| $2.91M | ﹤0.01% |
183,419
+73,395
| +67% | +$1.16M |
|
|
ACRE
2863
Ares Commercial Real Estate
ACRE
$266M
| $2.91M | ﹤0.01% |
415,332
+270,791
| +187% | +$1.9M |
|
2864
VanEck Vietnam ETF
VNM
$582M
| $2.9M | ﹤0.01% |
226,743
+93,842
| +71% | +$1.2M |
|
2865
Worthington Steel
WS
$1.71B
| $2.9M | ﹤0.01% |
85,141
+26,809
| +46% | +$912K |
|
2866
FLEX LNG
FLNG
$1.34B
| $2.89M | ﹤0.01% |
113,720
-26,703
| -19% | -$679K |
|
2867
Sun Country Airlines
SNCY
$684M
| $2.88M | ﹤0.01% |
257,101
+224,774
| +695% | +$2.52M |
|
2868
Rush Street Interactive
RSI
$2.06B
| $2.88M | ﹤0.01% |
265,412
+161,568
| +156% | +$1.75M |
|
|
AD
2869
Array Digital Infrastructure, Inc.
AD
$4.25B
| $2.88M | ﹤0.01% |
52,688
+13,467
| +34% | +$736K |
|
2870
The RMR Group
RMR
$286M
| $2.87M | ﹤0.01% |
112,982
+30,258
| +37% | +$768K |
|
2871
iShares International Equity Factor ETF
INTF
$2.41B
| $2.87M | ﹤0.01% |
91,229
+30,639
| +51% | +$963K |
|
2872
Gorman-Rupp
GRC
$1.16B
| $2.86M | ﹤0.01% |
73,454
+25,977
| +55% | +$1.01M |
|
2873
Dillards
DDS
$9.39B
| $2.86M | ﹤0.01% |
7,455
-3,846
| -34% | -$1.48M |
|
2874
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.39B
| $2.86M | ﹤0.01% |
63,196
-207,301
| -77% | -$9.38M |
|
2875
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.79B
| $2.85M | ﹤0.01% |
51,802
+5,696
| +12% | +$314K |
|