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 | |
|---|---|---|---|---|---|---|
751
iShares Russell 3000 ETF
IWV
$16.9B
| $148M | 0.01% |
451,720
-78,036
| -15% | -$25.5M |
|
752
SPDR S&P Dividend ETF
SDY
$20.5B
| $147M | 0.01% |
1,036,050
+122,858
| +13% | +$17.5M |
|
753
Warner Bros
WBD
$39.3B
| $146M | 0.01% |
17,722,106
+703,949
| +4% | +$5.81M |
|
754
FirstEnergy
FE
$25B
| $146M | 0.01% |
3,290,830
+725,563
| +28% | +$32.2M |
|
755
Archer Daniels Midland
ADM
$29.5B
| $145M | 0.01% |
2,432,118
-804,583
| -25% | -$48.1M |
|
756
Vanguard Russell 2000 ETF
VTWO
$12.9B
| $145M | 0.01% |
1,625,275
+372,875
| +30% | +$33.3M |
|
757
Kinsale Capital Group
KNSL
$10.1B
| $145M | 0.01% |
310,934
-8,823
| -3% | -$4.11M |
|
758
Toll Brothers
TOL
$14.1B
| $144M | 0.01% |
934,122
-821,081
| -47% | -$127M |
|
759
AES
AES
$9.15B
| $144M | 0.01% |
7,180,921
+3,926,600
| +121% | +$78.8M |
|
|
ENV
760
DELISTED
ENVESTNET, INC.
ENV
| $142M | 0.01% |
2,274,581
+455,952
| +25% | +$28.6M |
|
761
Pinterest
PINS
$23.9B
| $142M | 0.01% |
4,387,381
-856,632
| -16% | -$27.7M |
|
762
Enphase Energy
ENPH
$5.08B
| $142M | 0.01% |
1,255,286
+339,474
| +37% | +$38.4M |
|
763
American Water Works
AWK
$27.1B
| $142M | 0.01% |
969,016
+5,889
| +0.6% | +$861K |
|
764
Paylocity
PCTY
$9.52B
| $141M | 0.01% |
856,536
+385,625
| +82% | +$63.6M |
|
765
Owens Corning
OC
$13.1B
| $141M | 0.01% |
797,743
+424,786
| +114% | +$75M |
|
766
iShares Russell 2000 Growth ETF
IWO
$12.7B
| $141M | 0.01% |
495,559
+154,743
| +45% | +$43.9M |
|
767
Zscaler
ZS
$44.9B
| $140M | 0.01% |
816,991
+603,910
| +283% | +$103M |
|
768
Ryman Hospitality Properties
RHP
$6.36B
| $140M | 0.01% |
1,300,948
-118,815
| -8% | -$12.7M |
|
769
Vornado Realty Trust
VNO
$7.99B
| $139M | 0.01% |
3,529,069
+2,468,652
| +233% | +$97.3M |
|
770
Parsons
PSN
$8.09B
| $138M | 0.01% |
1,335,711
+1,071,979
| +406% | +$111M |
|
771
Amicus Therapeutics
FOLD
$2.45B
| $138M | 0.01% |
12,919,929
-1,950,851
| -13% | -$20.8M |
|
772
Vicor
VICR
$2.26B
| $138M | 0.01% |
3,275,237
+1,236,264
| +61% | +$52M |
|
773
NVR
NVR
$23.6B
| $137M | 0.01% |
13,920
+2,206
| +19% | +$21.6M |
|
774
American International
AIG
$43.3B
| $135M | 0.01% |
1,848,821
+156,012
| +9% | +$11.4M |
|
775
Nordson
NDSN
$12.7B
| $135M | 0.01% |
514,557
+48,720
| +10% | +$12.8M |
|