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 | |
|---|---|---|---|---|---|---|
1101
Commercial Metals
CMC
$6.47B
| $59.4M | ﹤0.01% |
1,081,153
+66,092
| +7% | +$3.63M |
|
1102
Gentex
GNTX
$6.25B
| $59.4M | ﹤0.01% |
2,000,796
+1,285,519
| +180% | +$38.2M |
|
1103
Graco
GGG
$14B
| $59.3M | ﹤0.01% |
678,118
-78,374
| -10% | -$6.86M |
|
1104
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $59M | ﹤0.01% |
1,113,341
+226,956
| +26% | +$12M |
|
1105
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $58.9M | ﹤0.01% |
1,294,253
-74,637
| -5% | -$3.4M |
|
1106
SoFi Technologies
SOFI
$31.8B
| $58.7M | ﹤0.01% |
7,472,375
+3,617,201
| +94% | +$28.4M |
|
1107
Medpace
MEDP
$13.8B
| $58.5M | ﹤0.01% |
175,239
+12,455
| +8% | +$4.16M |
|
1108
Braze
BRZE
$3.35B
| $58.5M | ﹤0.01% |
1,808,577
+1,075,998
| +147% | +$34.8M |
|
1109
iShares MSCI South Korea ETF
EWY
$5.52B
| $58.4M | ﹤0.01% |
913,197
+184,207
| +25% | +$11.8M |
|
1110
iShares ESG MSCI USA Leaders ETF
SUSL
$907M
| $58.3M | ﹤0.01% |
573,974
-33,686
| -6% | -$3.42M |
|
1111
Zurn Elkay Water Solutions
ZWS
$7.82B
| $58.1M | ﹤0.01% |
1,615,944
+329,563
| +26% | +$11.8M |
|
1112
iShares MSCI Mexico ETF
EWW
$1.92B
| $57.9M | ﹤0.01% |
1,077,328
-55,490
| -5% | -$2.98M |
|
1113
UiPath
PATH
$6.1B
| $57.8M | ﹤0.01% |
4,511,884
+3,454,397
| +327% | +$44.2M |
|
1114
Qorvo
QRVO
$8.04B
| $57.7M | ﹤0.01% |
558,511
-535,691
| -49% | -$55.3M |
|
1115
iShares MSCI South Africa ETF
EZA
$442M
| $57.4M | ﹤0.01% |
1,139,220
-36,436
| -3% | -$1.84M |
|
1116
Arvinas
ARVN
$568M
| $57.4M | ﹤0.01% |
2,329,303
+367,343
| +19% | +$9.05M |
|
1117
Roku
ROKU
$13.9B
| $57.3M | ﹤0.01% |
767,749
+481,606
| +168% | +$36M |
|
1118
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $57.2M | ﹤0.01% |
341,151
+9,624
| +3% | +$1.61M |
|
1119
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $56.9M | ﹤0.01% |
1,515,978
+196,245
| +15% | +$7.37M |
|
1120
Merit Medical Systems
MMSI
$5.07B
| $56.9M | ﹤0.01% |
575,946
+265,648
| +86% | +$26.3M |
|
1121
MGM Resorts International
MGM
$9.4B
| $56.9M | ﹤0.01% |
1,455,276
-335,960
| -19% | -$13.1M |
|
1122
HEICO
HEI
$44.4B
| $56.9M | ﹤0.01% |
217,507
+31,122
| +17% | +$8.14M |
|
1123
NetEase
NTES
$96.8B
| $56.9M | ﹤0.01% |
608,146
-60,794
| -9% | -$5.68M |
|
1124
Genesis Energy
GEL
$2.03B
| $56.8M | ﹤0.01% |
4,247,042
-36,742
| -0.9% | -$491K |
|
1125
Jacobs Solutions
J
$17.5B
| $56.8M | ﹤0.01% |
438,085
-29,227
| -6% | -$3.79M |
|