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 | |
|---|---|---|---|---|---|---|
1076
New Oriental
EDU
$8.79B
| $62.7M | ﹤0.01% |
826,783
+543,810
| +192% | +$41.2M |
|
1077
DocuSign
DOCU
$16.1B
| $62.1M | ﹤0.01% |
1,000,249
-3,020
| -0.3% | -$188K |
|
1078
Campbell Soup
CPB
$9.91B
| $61.9M | ﹤0.01% |
1,265,573
+68,162
| +6% | +$3.33M |
|
1079
Invesco KBW Bank ETF
KBWB
$4.98B
| $61.8M | ﹤0.01% |
1,053,619
-827,259
| -44% | -$48.5M |
|
1080
Remitly
RELY
$3.74B
| $61.7M | ﹤0.01% |
4,610,014
-1,513,730
| -25% | -$20.3M |
|
1081
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $61.6M | ﹤0.01% |
1,172,235
+219,971
| +23% | +$11.6M |
|
|
BWIN
1082
Baldwin Insurance Group
BWIN
$2.22B
| $61.5M | ﹤0.01% |
1,235,868
+1,175,484
| +1,947% | +$58.5M |
|
1083
Driven Brands
DRVN
$3B
| $61.4M | ﹤0.01% |
4,305,096
-667,906
| -13% | -$9.53M |
|
1084
Annaly Capital Management
NLY
$14.1B
| $61.4M | ﹤0.01% |
3,057,037
+541,869
| +22% | +$10.9M |
|
1085
Global X Copper Miners ETF NEW
COPX
$2.24B
| $61.3M | ﹤0.01% |
1,297,398
-473,487
| -27% | -$22.4M |
|
1086
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $61.3M | ﹤0.01% |
1,255,374
-317,945
| -20% | -$15.5M |
|
1087
iShares Global Healthcare ETF
IXJ
$3.84B
| $61.2M | ﹤0.01% |
623,669
+571
| +0.1% | +$56K |
|
1088
Pinnacle West Capital
PNW
$10.5B
| $61.1M | ﹤0.01% |
689,945
-37,273
| -5% | -$3.3M |
|
|
MRO
1089
DELISTED
Marathon Oil Corporation
MRO
| $61M | ﹤0.01% |
2,292,187
+4,614
| +0.2% | +$123K |
|
1090
Visteon
VC
$3.4B
| $60.8M | ﹤0.01% |
638,821
+88,288
| +16% | +$8.41M |
|
1091
Cincinnati Financial
CINF
$24.5B
| $60.6M | ﹤0.01% |
445,337
+147,542
| +50% | +$20.1M |
|
1092
Freshworks
FRSH
$3.63B
| $60.5M | ﹤0.01% |
5,270,338
+1,752,995
| +50% | +$20.1M |
|
1093
Bio-Techne
TECH
$7.97B
| $60.4M | ﹤0.01% |
756,184
-150,782
| -17% | -$12.1M |
|
1094
Lattice Semiconductor
LSCC
$8.82B
| $60.2M | ﹤0.01% |
1,135,120
+198,173
| +21% | +$10.5M |
|
1095
Dollar Tree
DLTR
$19.9B
| $60.1M | ﹤0.01% |
854,469
-357,899
| -30% | -$25.2M |
|
1096
Liberty Energy
LBRT
$1.73B
| $60.1M | ﹤0.01% |
3,146,179
+1,193,918
| +61% | +$22.8M |
|
|
SQSP
1097
DELISTED
Squarespace, Inc.
SQSP
| $60M | ﹤0.01% |
1,291,899
+879,186
| +213% | +$40.8M |
|
1098
Vanguard Small-Cap Growth ETF
VBK
$20.5B
| $59.8M | ﹤0.01% |
223,530
+8,047
| +4% | +$2.15M |
|
1099
Albemarle
ALB
$8.94B
| $59.6M | ﹤0.01% |
629,787
+73,526
| +13% | +$6.96M |
|
1100
Tenet Healthcare
THC
$17B
| $59.6M | ﹤0.01% |
358,496
-6,703
| -2% | -$1.11M |
|