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 | |
|---|---|---|---|---|---|---|
2901
Invesco Semiconductors ETF
PSI
$825M
| $2.74M | ﹤0.01% |
47,674
+41,098
| +625% | +$2.36M |
|
2902
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.09B
| $2.74M | ﹤0.01% |
15,945
+3,275
| +26% | +$563K |
|
2903
Avantis US Small Cap Equity ETF
AVSC
$1.93B
| $2.74M | ﹤0.01% |
50,684
-11,162
| -18% | -$603K |
|
2904
Opko Health
OPK
$1.14B
| $2.74M | ﹤0.01% |
1,836,868
+537,026
| +41% | +$800K |
|
2905
Replimune Group
REPL
$258M
| $2.73M | ﹤0.01% |
249,349
+8,074
| +3% | +$88.5K |
|
2906
Beazer Homes USA
BZH
$764M
| $2.73M | ﹤0.01% |
79,822
-65,333
| -45% | -$2.23M |
|
2907
ACM Research
ACMR
$2.28B
| $2.72M | ﹤0.01% |
134,171
-705,714
| -84% | -$14.3M |
|
2908
Shoe Carnival
SCVL
$619M
| $2.71M | ﹤0.01% |
61,783
-39,453
| -39% | -$1.73M |
|
|
SVM
2909
Silvercorp Metals
SVM
$1.11B
| $2.7M | ﹤0.01% |
618,015
+265,387
| +75% | +$1.16M |
|
2910
Scholastic
SCHL
$680M
| $2.7M | ﹤0.01% |
84,230
-3,890
| -4% | -$125K |
|
2911
Stellar Bancorp
STEL
$1.61B
| $2.69M | ﹤0.01% |
103,881
+56,793
| +121% | +$1.47M |
|
2912
Heritage Financial
HFWA
$837M
| $2.68M | ﹤0.01% |
123,283
+500
| +0.4% | +$10.9K |
|
2913
United States Natural Gas Fund
UNG
$584M
| $2.68M | ﹤0.01% |
164,001
-87,744
| -35% | -$1.43M |
|
2914
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
| $2.67M | ﹤0.01% |
52,956
-12,022
| -19% | -$607K |
|
2915
Ardelyx
ARDX
$1.52B
| $2.67M | ﹤0.01% |
387,144
+6,093
| +2% | +$42K |
|
|
SUPV
2916
Grupo Supervielle
SUPV
$457M
| $2.66M | ﹤0.01% |
374,515
+211,166
| +129% | +$1.5M |
|
2917
AAR Corp
AIR
$2.7B
| $2.66M | ﹤0.01% |
40,737
+3,612
| +10% | +$236K |
|
2918
Ecovyst
ECVT
$1.07B
| $2.66M | ﹤0.01% |
388,661
-1,126,433
| -74% | -$7.72M |
|
2919
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.6B
| $2.66M | ﹤0.01% |
16,220
+5,399
| +50% | +$885K |
|
|
CIM
2920
Chimera Investment
CIM
$1.13B
| $2.66M | ﹤0.01% |
167,830
-47,102
| -22% | -$746K |
|
2921
Herbalife
HLF
$947M
| $2.64M | ﹤0.01% |
367,596
+47,605
| +15% | +$342K |
|
2922
WideOpenWest
WOW
$444M
| $2.63M | ﹤0.01% |
501,154
+366,284
| +272% | +$1.92M |
|
2923
Editas Medicine
EDIT
$266M
| $2.63M | ﹤0.01% |
771,180
-28,018
| -4% | -$95.5K |
|
2924
Mitsubishi UFJ Financial
MUFG
$178B
| $2.63M | ﹤0.01% |
258,298
+75,997
| +42% | +$774K |
|
2925
Cognyte Software
CGNT
$607M
| $2.63M | ﹤0.01% |
386,961
-63,655
| -14% | -$432K |
|