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 | |
|---|---|---|---|---|---|---|
3201
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$238M
| $1.67M | ﹤0.01% |
+69,878
| New | +$1.67M |
|
3202
FerroAtlántica
GSM
$786M
| $1.66M | ﹤0.01% |
357,613
-5,427
| -1% | -$25.2K |
|
3203
Horizon Bancorp
HBNC
$863M
| $1.66M | ﹤0.01% |
106,609
+28,999
| +37% | +$451K |
|
3204
KT
KT
$9.63B
| $1.65M | ﹤0.01% |
107,294
+45,941
| +75% | +$707K |
|
3205
HealthStream
HSTM
$865M
| $1.65M | ﹤0.01% |
57,204
+9,017
| +19% | +$260K |
|
3206
Surmodics
SRDX
$461M
| $1.65M | ﹤0.01% |
42,470
+27,960
| +193% | +$1.08M |
|
3207
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.38B
| $1.65M | ﹤0.01% |
34,853
-3,285
| -9% | -$155K |
|
3208
Kearny Financial
KRNY
$423M
| $1.65M | ﹤0.01% |
239,689
+147,892
| +161% | +$1.02M |
|
3209
Rackspace Technology
RXT
$354M
| $1.64M | ﹤0.01% |
670,611
-52,440
| -7% | -$128K |
|
3210
Vimeo
VMEO
$1.28B
| $1.64M | ﹤0.01% |
324,420
+49,699
| +18% | +$251K |
|
|
PSTL
3211
Postal Realty Trust
PSTL
$402M
| $1.64M | ﹤0.01% |
111,799
+27,700
| +33% | +$406K |
|
3212
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$378M
| $1.63M | ﹤0.01% |
15,516
+4,950
| +47% | +$520K |
|
3213
NovaGold Resources
NG
$2.95B
| $1.62M | ﹤0.01% |
394,749
+69,785
| +21% | +$286K |
|
|
CFB
3214
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $1.62M | ﹤0.01% |
96,859
-20,404
| -17% | -$341K |
|
3215
Inspire Corporate Bond ETF
IBD
$420M
| $1.61M | ﹤0.01% |
+66,904
| New | +$1.61M |
|
3216
Pagaya Technologies
PGY
$3.36B
| $1.61M | ﹤0.01% |
152,288
+127,012
| +503% | +$1.34M |
|
|
VRN
3217
DELISTED
Veren
VRN
| $1.6M | ﹤0.01% |
260,958
+225,827
| +643% | +$1.39M |
|
3218
Clearfield
CLFD
$475M
| $1.6M | ﹤0.01% |
41,077
-1,129
| -3% | -$44K |
|
3219
SPDR S&P Emerging Markets Small Cap ETF
EWX
$734M
| $1.6M | ﹤0.01% |
25,642
-640
| -2% | -$39.9K |
|
3220
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
| $1.6M | ﹤0.01% |
52,352
+25,030
| +92% | +$763K |
|
3221
B2Gold
BTG
$5.72B
| $1.59M | ﹤0.01% |
517,575
+434,775
| +525% | +$1.34M |
|
3222
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$203M
| $1.59M | ﹤0.01% |
31,386
-17,593
| -36% | -$890K |
|
3223
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
| $1.59M | ﹤0.01% |
+35,469
| New | +$1.59M |
|
3224
B&G Foods
BGS
$371M
| $1.58M | ﹤0.01% |
178,434
+11,901
| +7% | +$106K |
|
3225
American Vanguard Corp
AVD
$165M
| $1.58M | ﹤0.01% |
298,898
+50,230
| +20% | +$266K |
|