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 | |
|---|---|---|---|---|---|---|
3376
CS Disco
LAW
$399M
| $1.17M | ﹤0.01% |
198,746
+101,391
| +104% | +$596K |
|
3377
Matthews International
MATW
$797M
| $1.17M | ﹤0.01% |
50,279
+6,514
| +15% | +$151K |
|
3378
iShares Global REIT ETF
REET
$3.86B
| $1.16M | ﹤0.01% |
43,616
-1,780
| -4% | -$47.5K |
|
3379
iShares MSCI Germany ETF
EWG
$2.39B
| $1.16M | ﹤0.01% |
34,238
-1,044
| -3% | -$35.3K |
|
3380
RBB Bancorp
RBB
$344M
| $1.16M | ﹤0.01% |
50,264
+42,786
| +572% | +$985K |
|
|
DCBO
3381
Docebo
DCBO
$880M
| $1.16M | ﹤0.01% |
26,150
-6,628
| -20% | -$293K |
|
3382
Graham Corp
GHM
$594M
| $1.15M | ﹤0.01% |
38,980
+28,863
| +285% | +$854K |
|
3383
Farmers National Banc Corp
FMNB
$568M
| $1.15M | ﹤0.01% |
76,133
+44,783
| +143% | +$677K |
|
3384
FRP Holdings
FRPH
$478M
| $1.15M | ﹤0.01% |
38,540
+9,558
| +33% | +$285K |
|
3385
Karyopharm Therapeutics
KPTI
$49.7M
| $1.15M | ﹤0.01% |
92,382
+7,325
| +9% | +$91.2K |
|
3386
Allegiant Air
ALGT
$1.15B
| $1.15M | ﹤0.01% |
20,855
+332
| +2% | +$18.3K |
|
3387
GCM Grosvenor
GCMG
$698M
| $1.14M | ﹤0.01% |
100,980
+70,565
| +232% | +$799K |
|
3388
Methode Electronics
MEI
$293M
| $1.14M | ﹤0.01% |
95,193
-228,127
| -71% | -$2.73M |
|
3389
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$43.4M
| $1.14M | ﹤0.01% |
29,497
-112
| -0.4% | -$4.32K |
|
|
ORLA
3390
Orla Mining
ORLA
$3.61B
| $1.14M | ﹤0.01% |
284,408
+205,911
| +262% | +$824K |
|
3391
York Water
YORW
$442M
| $1.14M | ﹤0.01% |
30,368
+13,339
| +78% | +$500K |
|
3392
Garrett Motion
GTX
$2.73B
| $1.14M | ﹤0.01% |
138,986
-125,388
| -47% | -$1.03M |
|
3393
Kenon Holdings
KEN
$2.24B
| $1.14M | ﹤0.01% |
+40,701
| New | +$1.14M |
|
3394
AnaptysBio
ANAB
$590M
| $1.13M | ﹤0.01% |
33,744
+22,164
| +191% | +$742K |
|
3395
FlexShares Quality Dividend Defensive Index Fund
QDEF
$475M
| $1.13M | ﹤0.01% |
+15,786
| New | +$1.13M |
|
|
DEC
3396
Diversified Energy
DEC
$1.1B
| $1.13M | ﹤0.01% |
99,159
+23,126
| +30% | +$263K |
|
3397
Clearwater Paper
CLW
$351M
| $1.12M | ﹤0.01% |
39,339
-5,567
| -12% | -$159K |
|
3398
Liberty Broadband Class A
LBRDA
$8.62B
| $1.12M | ﹤0.01% |
14,578
+1,352
| +10% | +$104K |
|
3399
Triple Flag Precious Metals
TFPM
$5.75B
| $1.12M | ﹤0.01% |
69,094
+13,790
| +25% | +$223K |
|
3400
Xeris Biopharma Holdings
XERS
$1.34B
| $1.12M | ﹤0.01% |
391,960
+67,557
| +21% | +$193K |
|