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 | |
|---|---|---|---|---|---|---|
3151
Astronics
ATRO
$1.48B
| $1.81M | ﹤0.01% |
92,954
+48,328
| +108% | +$941K |
|
3152
Credit Acceptance
CACC
$5.67B
| $1.81M | ﹤0.01% |
4,082
+118
| +3% | +$52.3K |
|
|
CHUY
3153
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $1.81M | ﹤0.01% |
48,376
-17,399
| -26% | -$651K |
|
3154
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
| $1.81M | ﹤0.01% |
20,612
+446
| +2% | +$39.1K |
|
3155
Astec Industries
ASTE
$1.11B
| $1.81M | ﹤0.01% |
56,586
+15,736
| +39% | +$503K |
|
3156
Keros Therapeutics
KROS
$651M
| $1.81M | ﹤0.01% |
31,117
+422
| +1% | +$24.5K |
|
3157
Cheesecake Factory
CAKE
$2.75B
| $1.81M | ﹤0.01% |
44,554
-8,000
| -15% | -$324K |
|
3158
Zentalis Pharmaceuticals
ZNTL
$107M
| $1.8M | ﹤0.01% |
489,199
-6,611
| -1% | -$24.3K |
|
|
NXDR
3159
Nextdoor Holdings
NXDR
$879M
| $1.8M | ﹤0.01% |
725,345
+278,185
| +62% | +$690K |
|
3160
Cimpress
CMPR
$1.54B
| $1.8M | ﹤0.01% |
21,937
+215
| +1% | +$17.6K |
|
3161
Sprott Junior Uranium Miners ETF
URNJ
$372M
| $1.79M | ﹤0.01% |
81,313
-1,783,781
| -96% | -$39.4M |
|
|
DQ
3162
Daqo New Energy
DQ
$1.74B
| $1.77M | ﹤0.01% |
87,067
-99,265
| -53% | -$2.02M |
|
|
HPP
3163
Hudson Pacific Properties
HPP
$1.08B
| $1.77M | ﹤0.01% |
370,434
-563,624
| -60% | -$2.69M |
|
|
TWKS
3164
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $1.77M | ﹤0.01% |
400,258
+340,919
| +575% | +$1.51M |
|
3165
Haverty Furniture Companies
HVT
$386M
| $1.77M | ﹤0.01% |
64,353
-85,547
| -57% | -$2.35M |
|
3166
Schwab US REIT ETF
SCHH
$8.36B
| $1.77M | ﹤0.01% |
76,283
+50,060
| +191% | +$1.16M |
|
3167
Jamf
JAMF
$1.54B
| $1.76M | ﹤0.01% |
101,404
+31,786
| +46% | +$551K |
|
3168
MiMedx Group
MDXG
$1.06B
| $1.76M | ﹤0.01% |
297,367
+215,995
| +265% | +$1.28M |
|
|
EDN
3169
Edenor
EDN
$675M
| $1.76M | ﹤0.01% |
79,299
+2,610
| +3% | +$57.8K |
|
3170
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$511M
| $1.76M | ﹤0.01% |
+68,495
| New | +$1.76M |
|
3171
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$407M
| $1.75M | ﹤0.01% |
67,094
+39,140
| +140% | +$1.02M |
|
3172
iShares Dow Jones US ETF
IYY
$2.65B
| $1.75M | ﹤0.01% |
12,525
+155
| +1% | +$21.6K |
|
3173
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$17M
| $1.74M | ﹤0.01% |
60,000
| – | – |
|
3174
Goosehead Insurance
GSHD
$2.04B
| $1.74M | ﹤0.01% |
19,494
-1,116
| -5% | -$99.7K |
|
3175
iShares Russell 2000 BuyWrite ETF
IWMW
$26.9M
| $1.74M | ﹤0.01% |
37,655
-2,345
| -6% | -$108K |
|