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 | |
|---|---|---|---|---|---|---|
1126
WisdomTree Japan Hedged Equity Fund
DXJ
$3.82B
| $56.7M | ﹤0.01% |
534,554
-1,062,967
| -67% | -$113M |
|
1127
Columbia Sportswear
COLM
$2.99B
| $56.6M | ﹤0.01% |
680,775
-15,949
| -2% | -$1.33M |
|
1128
Nextracker
NXT
$9.87B
| $56.4M | ﹤0.01% |
1,505,814
-478,699
| -24% | -$17.9M |
|
1129
QuidelOrtho
QDEL
$1.94B
| $56.2M | ﹤0.01% |
1,233,480
-54,506
| -4% | -$2.49M |
|
1130
nCino
NCNO
$3.48B
| $56.1M | ﹤0.01% |
1,776,341
-299,935
| -14% | -$9.47M |
|
1131
JPMorgan Short Duration Core Plus ETF
JSCP
$804M
| $56.1M | ﹤0.01% |
1,180,567
-343,927
| -23% | -$16.3M |
|
1132
Hexcel
HXL
$4.93B
| $55.8M | ﹤0.01% |
903,167
-308,760
| -25% | -$19.1M |
|
1133
Kaspi.kz JSC
KSPI
$16.1B
| $55.6M | ﹤0.01% |
525,031
+145,301
| +38% | +$15.4M |
|
|
SWN
1134
DELISTED
Southwestern Energy Company
SWN
| $55.6M | ﹤0.01% |
7,819,827
+4,549,581
| +139% | +$32.3M |
|
1135
Fidelity Value Factor ETF
FVAL
$1.04B
| $55.5M | ﹤0.01% |
915,310
+65,719
| +8% | +$3.98M |
|
1136
Clear Secure
YOU
$3.58B
| $55.5M | ﹤0.01% |
1,673,597
-26,129
| -2% | -$866K |
|
1137
Watts Water Technologies
WTS
$9.39B
| $55.4M | ﹤0.01% |
267,439
+12,159
| +5% | +$2.52M |
|
1138
Vanguard Total World Stock ETF
VT
$52.7B
| $55.2M | ﹤0.01% |
460,886
+183,803
| +66% | +$22M |
|
1139
Willis Towers Watson
WTW
$33B
| $55.2M | ﹤0.01% |
187,267
+37,340
| +25% | +$11M |
|
1140
KeyCorp
KEY
$20.9B
| $55.1M | ﹤0.01% |
3,288,869
+142,946
| +5% | +$2.39M |
|
1141
Sonos
SONO
$1.83B
| $55.1M | ﹤0.01% |
4,480,241
-73,380
| -2% | -$902K |
|
1142
Janus Henderson AAA CLO ETF
JAAA
$25B
| $55M | ﹤0.01% |
1,081,469
-3,677,166
| -77% | -$187M |
|
1143
Magna International
MGA
$13.1B
| $54.8M | ﹤0.01% |
1,334,758
+85,073
| +7% | +$3.49M |
|
1144
The Ensign Group
ENSG
$9.69B
| $54.6M | ﹤0.01% |
379,608
+78,570
| +26% | +$11.3M |
|
1145
Ciena
CIEN
$18.6B
| $54.5M | ﹤0.01% |
884,898
-417,575
| -32% | -$25.7M |
|
1146
Essential Properties Realty Trust
EPRT
$5.91B
| $54.5M | ﹤0.01% |
1,594,775
+98,467
| +7% | +$3.36M |
|
1147
Paycom
PAYC
$12.5B
| $54.3M | ﹤0.01% |
326,018
+41,187
| +14% | +$6.86M |
|
1148
Vanguard Total International Stock ETF
VXUS
$104B
| $54.2M | ﹤0.01% |
836,447
+33,604
| +4% | +$2.18M |
|
1149
Frontier Communications
FYBR
$9.39B
| $54.1M | ﹤0.01% |
1,523,429
+10,604
| +0.7% | +$377K |
|
1150
Kontoor Brands
KTB
$4.5B
| $54.1M | ﹤0.01% |
661,711
-74,872
| -10% | -$6.12M |
|