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 | |
|---|---|---|---|---|---|---|
3126
Sierra Bancorp
BSRR
$422M
| $1.9M | ﹤0.01% |
65,858
+19,025
| +41% | +$549K |
|
3127
MidCap Financial Investment
MFIC
$1.15B
| $1.9M | ﹤0.01% |
141,640
+103,741
| +274% | +$1.39M |
|
3128
Comstock Resources
CRK
$5B
| $1.9M | ﹤0.01% |
170,338
+13,998
| +9% | +$156K |
|
3129
Richardson Electronics
RELL
$150M
| $1.88M | ﹤0.01% |
152,082
+114,065
| +300% | +$1.41M |
|
3130
Vanguard Russell 2000 Growth ETF
VTWG
$1.12B
| $1.88M | ﹤0.01% |
9,053
-1,605
| -15% | -$333K |
|
3131
Montrose Environmental
MEG
$1.04B
| $1.87M | ﹤0.01% |
71,206
+43,739
| +159% | +$1.15M |
|
3132
iShares US Telecommunications ETF
IYZ
$607M
| $1.87M | ﹤0.01% |
74,030
-10,960
| -13% | -$277K |
|
3133
Brookfield Renewable
BEP
$7.27B
| $1.87M | ﹤0.01% |
66,312
-122,358
| -65% | -$3.45M |
|
3134
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $1.87M | ﹤0.01% |
23,591
-5
| -0% | -$396 |
|
3135
Mid Penn Bancorp
MPB
$728M
| $1.87M | ﹤0.01% |
62,542
+14,009
| +29% | +$418K |
|
3136
Wabash National
WNC
$471M
| $1.87M | ﹤0.01% |
97,193
-24,074
| -20% | -$462K |
|
3137
Invesco Aerospace & Defense ETF
PPA
$6.41B
| $1.86M | ﹤0.01% |
16,218
+7,555
| +87% | +$869K |
|
3138
Universal Technical Institute
UTI
$1.56B
| $1.86M | ﹤0.01% |
114,633
-23,478
| -17% | -$382K |
|
3139
Guess, Inc.
GES
$872M
| $1.86M | ﹤0.01% |
92,481
+33,513
| +57% | +$675K |
|
3140
Peoples Bancorp
PEBO
$1.11B
| $1.85M | ﹤0.01% |
61,645
+46,845
| +317% | +$1.41M |
|
3141
Leslie's
LESL
$52.5M
| $1.85M | ﹤0.01% |
586,926
+344,873
| +142% | +$1.09M |
|
3142
Weave Communications
WEAV
$592M
| $1.85M | ﹤0.01% |
144,677
+17,530
| +14% | +$224K |
|
3143
Myers Industries
MYE
$617M
| $1.85M | ﹤0.01% |
133,506
+58,761
| +79% | +$812K |
|
3144
ARK Web x.0 ETF
ARKW
$2.98B
| $1.84M | ﹤0.01% |
21,583
+3,055
| +16% | +$260K |
|
3145
Fidelity Corporate Bond ETF
FCOR
$280M
| $1.84M | ﹤0.01% |
38,009
+13,096
| +53% | +$633K |
|
3146
iShares US Tech Independence Focused ETF
IETC
$896M
| $1.83M | ﹤0.01% |
23,401
+4,259
| +22% | +$334K |
|
3147
Honda
HMC
$44.1B
| $1.83M | ﹤0.01% |
57,739
+10,720
| +23% | +$340K |
|
3148
Diamond Hill
DHIL
$389M
| $1.82M | ﹤0.01% |
11,262
+4,493
| +66% | +$726K |
|
3149
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.23B
| $1.82M | ﹤0.01% |
76,750
+75,568
| +6,393% | +$1.79M |
|
3150
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.32B
| $1.81M | ﹤0.01% |
73,564
-7,601
| -9% | -$187K |
|