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 | |
|---|---|---|---|---|---|---|
1026
iShares Expanded Tech Sector ETF
IGM
$8.99B
| $70.6M | 0.01% |
735,364
+88,089
| +14% | +$8.45M |
|
1027
Group 1 Automotive
GPI
$6.05B
| $70.4M | 0.01% |
183,706
+61,178
| +50% | +$23.4M |
|
1028
Stanley Black & Decker
SWK
$12B
| $70.2M | 0.01% |
637,358
+15,149
| +2% | +$1.67M |
|
1029
Vanguard Health Care ETF
VHT
$15.7B
| $70.1M | 0.01% |
248,432
-24,460
| -9% | -$6.9M |
|
1030
Littelfuse
LFUS
$6.55B
| $70.1M | 0.01% |
264,295
-15,996
| -6% | -$4.24M |
|
1031
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
| $70M | 0.01% |
1,392,166
+1,046,053
| +302% | +$52.6M |
|
1032
BP
BP
$87.4B
| $69.9M | 0.01% |
2,226,237
+170,016
| +8% | +$5.34M |
|
1033
iRhythm Technologies
IRTC
$5.71B
| $69.8M | 0.01% |
939,674
-7,648
| -0.8% | -$568K |
|
1034
Caesars Entertainment
CZR
$5.25B
| $69.7M | 0.01% |
1,670,567
-2,049,570
| -55% | -$85.5M |
|
1035
Rogers Communications
RCI
$19.3B
| $69.5M | 0.01% |
1,728,836
+15,609
| +0.9% | +$628K |
|
|
HCP
1036
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $69.4M | 0.01% |
2,049,657
+1,734,142
| +550% | +$58.7M |
|
1037
Vertex
VERX
$3.84B
| $69M | 0.01% |
1,791,929
-215,215
| -11% | -$8.29M |
|
1038
United Therapeutics
UTHR
$18.3B
| $69M | 0.01% |
192,546
+50,291
| +35% | +$18M |
|
1039
Chart Industries
GTLS
$8.96B
| $69M | 0.01% |
555,644
-4,141
| -0.7% | -$514K |
|
1040
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $69M | 0.01% |
644,017
+587,394
| +1,037% | +$62.9M |
|
1041
ServisFirst Bancshares
SFBS
$4.59B
| $68.8M | 0.01% |
855,045
-693,513
| -45% | -$55.8M |
|
1042
Grupo Aeroportuario del Sureste
ASR
$10.4B
| $68.7M | 0.01% |
243,020
-17,314
| -7% | -$4.9M |
|
1043
Western Midstream Partners
WES
$14.7B
| $68.3M | 0.01% |
1,785,105
+670,440
| +60% | +$25.7M |
|
1044
Tyson Foods
TSN
$19.7B
| $67.9M | 0.01% |
1,140,309
+352,863
| +45% | +$21M |
|
1045
Itron
ITRI
$5.47B
| $67.5M | 0.01% |
631,985
+296,511
| +88% | +$31.7M |
|
1046
Uranium Energy
UEC
$5.21B
| $67.4M | 0.01% |
10,859,764
-2,518,245
| -19% | -$15.6M |
|
1047
Gulfport Energy Corp
GPOR
$3.06B
| $67.4M | 0.01% |
445,470
+27,180
| +6% | +$4.11M |
|
1048
Monarch Casino & Resort
MCRI
$1.89B
| $67.1M | 0.01% |
845,970
-20,806
| -2% | -$1.65M |
|
1049
First Trust Rising Dividend Achievers ETF
RDVY
$16.7B
| $66.8M | 0.01% |
1,128,835
+650,194
| +136% | +$38.5M |
|
1050
Knight Transportation
KNX
$6.83B
| $66.8M | 0.01% |
1,238,382
-749,342
| -38% | -$40.4M |
|