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 | |
|---|---|---|---|---|---|---|
826
TotalEnergies
TTE
$134B
| $114M | 0.01% |
1,770,240
+43,094
| +2% | +$2.78M |
|
827
Franco-Nevada
FNV
$38.9B
| $114M | 0.01% |
917,176
-51,950
| -5% | -$6.45M |
|
828
Dynatrace
DT
$14.8B
| $114M | 0.01% |
2,123,798
+641,578
| +43% | +$34.3M |
|
|
BPMC
829
DELISTED
Blueprint Medicines
BPMC
| $113M | 0.01% |
1,222,052
-2,602
| -0.2% | -$241K |
|
830
RLI Corp
RLI
$6.15B
| $113M | 0.01% |
1,457,780
-107,448
| -7% | -$8.33M |
|
831
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $113M | 0.01% |
3,871,775
+31,838
| +0.8% | +$926K |
|
832
DuPont de Nemours
DD
$32.7B
| $112M | 0.01% |
1,259,243
+51,592
| +4% | +$4.6M |
|
833
Apellis Pharmaceuticals
APLS
$3.21B
| $112M | 0.01% |
3,884,730
+707,260
| +22% | +$20.4M |
|
834
Clorox
CLX
$15.2B
| $112M | 0.01% |
686,921
-128,832
| -16% | -$21M |
|
835
Twist Bioscience
TWST
$1.55B
| $112M | 0.01% |
2,475,273
-450,451
| -15% | -$20.4M |
|
836
Power Integrations
POWI
$2.56B
| $112M | 0.01% |
1,741,563
-143,472
| -8% | -$9.2M |
|
837
iShares MSCI Intl Value Factor ETF
IVLU
$2.64B
| $112M | 0.01% |
3,776,764
+400,792
| +12% | +$11.8M |
|
838
Strategy Inc Common Stock Class A
MSTR
$92.4B
| $111M | 0.01% |
660,693
+73,573
| +13% | +$12.4M |
|
839
iShares MSCI ACWI ETF
ACWI
$22.6B
| $111M | 0.01% |
926,523
+105,951
| +13% | +$12.7M |
|
840
Hologic
HOLX
$14.8B
| $111M | 0.01% |
1,358,945
+238,222
| +21% | +$19.4M |
|
841
Petrobras
PBR
$81.6B
| $110M | 0.01% |
7,660,653
+3,107,516
| +68% | +$44.8M |
|
842
Workiva
WK
$4.39B
| $110M | 0.01% |
1,391,228
-223,085
| -14% | -$17.7M |
|
843
Waters Corp
WAT
$18B
| $110M | 0.01% |
305,661
+82,865
| +37% | +$29.8M |
|
844
Logitech
LOGI
$16B
| $110M | 0.01% |
1,225,736
+192,223
| +19% | +$17.2M |
|
845
FMC
FMC
$4.77B
| $110M | 0.01% |
1,663,627
+851,220
| +105% | +$56.1M |
|
846
Allstate
ALL
$53.4B
| $110M | 0.01% |
577,934
+75,584
| +15% | +$14.3M |
|
847
Kinross Gold
KGC
$28.3B
| $109M | 0.01% |
11,645,721
-2,562,563
| -18% | -$24M |
|
848
PennyMac Financial
PFSI
$6.43B
| $109M | 0.01% |
954,713
+21,751
| +2% | +$2.48M |
|
849
Rayonier
RYN
$4.13B
| $109M | 0.01% |
3,552,134
-3,586,505
| -50% | -$110M |
|
850
Molina Healthcare
MOH
$10.2B
| $109M | 0.01% |
315,114
-152,010
| -33% | -$52.4M |
|