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 | |
|---|---|---|---|---|---|---|
976
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
| $79.8M | 0.01% |
959,051
+486,361
| +103% | +$40.5M |
|
977
iShares Core MSCI Total International Stock ETF
IXUS
$49B
| $79.7M | 0.01% |
1,097,050
+326,330
| +42% | +$23.7M |
|
978
Reinsurance Group of America
RGA
$12.8B
| $79.5M | 0.01% |
364,953
+117,829
| +48% | +$25.7M |
|
979
Aecom
ACM
$16.9B
| $79.3M | 0.01% |
768,266
+220,035
| +40% | +$22.7M |
|
980
SL Green Realty
SLG
$4.61B
| $78.9M | 0.01% |
1,132,797
-63,254
| -5% | -$4.4M |
|
981
Qualys
QLYS
$4.83B
| $78.1M | 0.01% |
608,163
-78,881
| -11% | -$10.1M |
|
982
Southwest Airlines
LUV
$16.6B
| $78.1M | 0.01% |
2,634,291
-2,418,901
| -48% | -$71.7M |
|
983
Apple Hospitality REIT
APLE
$2.97B
| $77.9M | 0.01% |
5,243,575
+18,858
| +0.4% | +$280K |
|
984
Five Below
FIVE
$7.82B
| $77.7M | 0.01% |
880,019
+120,636
| +16% | +$10.7M |
|
985
CF Industries
CF
$14B
| $77.6M | 0.01% |
904,849
-213,254
| -19% | -$18.3M |
|
986
Nasdaq
NDAQ
$54.3B
| $77.6M | 0.01% |
1,063,231
-183,963
| -15% | -$13.4M |
|
987
Gaming and Leisure Properties
GLPI
$13.5B
| $77.3M | 0.01% |
1,503,392
+173,810
| +13% | +$8.94M |
|
|
SMAR
988
DELISTED
Smartsheet Inc.
SMAR
| $77.3M | 0.01% |
1,396,262
-62,405
| -4% | -$3.45M |
|
989
Chefs' Warehouse
CHEF
$2.7B
| $77.2M | 0.01% |
1,838,490
+11,058
| +0.6% | +$465K |
|
990
RH
RH
$4.11B
| $76.8M | 0.01% |
229,499
+111,745
| +95% | +$37.4M |
|
991
Clearwater Analytics
CWAN
$5.74B
| $76.5M | 0.01% |
3,027,946
-2,112,043
| -41% | -$53.3M |
|
992
Agios Pharmaceuticals
AGIO
$2.09B
| $76.1M | 0.01% |
1,712,990
-63,155
| -4% | -$2.81M |
|
993
ARK Genomic Revolution ETF
ARKG
$1.05B
| $75.7M | 0.01% |
2,955,279
+699,901
| +31% | +$17.9M |
|
994
Peabody Energy
BTU
$2.24B
| $75.6M | 0.01% |
2,848,520
+2,437,974
| +594% | +$64.7M |
|
995
SentinelOne
S
$6.11B
| $75.2M | 0.01% |
3,142,927
+860,546
| +38% | +$20.6M |
|
996
XPO
XPO
$15.6B
| $75.1M | 0.01% |
698,831
+130,986
| +23% | +$14.1M |
|
997
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $75.1M | 0.01% |
3,155,431
+301,467
| +11% | +$7.17M |
|
998
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
| $75M | 0.01% |
370,080
-729,425
| -66% | -$148M |
|
999
MasTec
MTZ
$15B
| $74.8M | 0.01% |
607,234
+34,139
| +6% | +$4.2M |
|
1000
Penumbra
PEN
$10.8B
| $74.6M | 0.01% |
384,142
+69,187
| +22% | +$13.4M |
|