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 | |
|---|---|---|---|---|---|---|
3001
Origin Bancorp
OBK
$1.15B
| $2.35M | ﹤0.01% |
72,986
+32,619
| +81% | +$1.05M |
|
3002
PDF Solutions
PDFS
$863M
| $2.35M | ﹤0.01% |
74,075
+21,877
| +42% | +$693K |
|
|
BFS
3003
Saul Centers
BFS
$789M
| $2.34M | ﹤0.01% |
55,666
+3,708
| +7% | +$156K |
|
3004
Weis Markets
WMK
$1.78B
| $2.33M | ﹤0.01% |
33,808
-15,692
| -32% | -$1.08M |
|
3005
The RealReal
REAL
$1.23B
| $2.32M | ﹤0.01% |
738,619
+97,700
| +15% | +$307K |
|
3006
GigaCloud Technology
GCT
$1.1B
| $2.31M | ﹤0.01% |
100,686
+82,250
| +446% | +$1.89M |
|
3007
iShares MSCI Sweden ETF
EWD
$321M
| $2.31M | ﹤0.01% |
53,285
-22,871
| -30% | -$993K |
|
3008
Nordic American Tanker
NAT
$699M
| $2.31M | ﹤0.01% |
629,273
-946,604
| -60% | -$3.47M |
|
3009
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$159M
| $2.3M | ﹤0.01% |
28,463
+2,026
| +8% | +$164K |
|
|
GMRE
3010
Global Medical REIT
GMRE
$517M
| $2.3M | ﹤0.01% |
231,927
+81,596
| +54% | +$809K |
|
3011
SpartanNash
SPTN
$896M
| $2.3M | ﹤0.01% |
102,486
+42,719
| +71% | +$957K |
|
3012
Tenaris
TS
$18.3B
| $2.29M | ﹤0.01% |
72,130
-104,382
| -59% | -$3.32M |
|
3013
Marcus Corp
MCS
$504M
| $2.29M | ﹤0.01% |
152,145
-615,906
| -80% | -$9.28M |
|
3014
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
| $2.29M | ﹤0.01% |
23,919
+3,423
| +17% | +$328K |
|
3015
Dynavax Technologies
DVAX
$1.14B
| $2.29M | ﹤0.01% |
205,447
+1,267
| +0.6% | +$14.1K |
|
3016
iShares MSCI Italy ETF
EWI
$725M
| $2.29M | ﹤0.01% |
58,715
-5,112
| -8% | -$199K |
|
3017
SPDR ICE Preferred Securities ETF
PSK
$835M
| $2.29M | ﹤0.01% |
64,122
+882
| +1% | +$31.5K |
|
3018
Navient
NAVI
$1.33B
| $2.29M | ﹤0.01% |
146,661
-21,361
| -13% | -$333K |
|
3019
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.63B
| $2.28M | ﹤0.01% |
54,919
+10,302
| +23% | +$428K |
|
3020
Mitek Systems
MITK
$473M
| $2.28M | ﹤0.01% |
262,956
+35,301
| +16% | +$306K |
|
3021
Schrodinger
SDGR
$1.45B
| $2.28M | ﹤0.01% |
122,702
+4,403
| +4% | +$81.7K |
|
|
FNGA
3022
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
| $2.27M | ﹤0.01% |
5,547
-1,931
| -26% | -$791K |
|
3023
Clean Energy Fuels
CLNE
$590M
| $2.27M | ﹤0.01% |
730,218
+551,896
| +309% | +$1.72M |
|
|
HUYA
3024
Huya Inc
HUYA
$780M
| $2.26M | ﹤0.01% |
443,660
-120,807
| -21% | -$616K |
|
|
INVX
3025
Innovex International, Inc.
INVX
$1.18B
| $2.26M | ﹤0.01% |
154,032
+78,149
| +103% | +$1.15M |
|