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 | |
|---|---|---|---|---|---|---|
1176
ScottsMiracle-Gro
SMG
$3.51B
| $51.3M | ﹤0.01% |
591,152
+158,975
| +37% | +$13.8M |
|
1177
Independence Realty Trust
IRT
$4.07B
| $51.1M | ﹤0.01% |
2,495,118
+686,630
| +38% | +$14.1M |
|
1178
Comfort Systems
FIX
$26.6B
| $51.1M | ﹤0.01% |
130,811
-226,896
| -63% | -$88.6M |
|
1179
PACS Group
PACS
$1.51B
| $50.9M | ﹤0.01% |
1,272,720
+70,786
| +6% | +$2.83M |
|
1180
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.88B
| $50.5M | ﹤0.01% |
533,646
+87,231
| +20% | +$8.25M |
|
1181
Alliant Energy
LNT
$16.7B
| $50.4M | ﹤0.01% |
829,858
+42,293
| +5% | +$2.57M |
|
1182
Zoom
ZM
$25.1B
| $50.2M | ﹤0.01% |
720,274
+228,939
| +47% | +$16M |
|
1183
Fluor
FLR
$6.63B
| $50.1M | ﹤0.01% |
1,050,904
+595,968
| +131% | +$28.4M |
|
1184
The Mosaic Company
MOS
$10.7B
| $50.1M | ﹤0.01% |
1,870,355
+488,432
| +35% | +$13.1M |
|
1185
Dentsply Sirona
XRAY
$2.7B
| $50M | ﹤0.01% |
1,847,389
+1,244,326
| +206% | +$33.7M |
|
1186
Kilroy Realty
KRC
$5.11B
| $49.9M | ﹤0.01% |
1,289,841
-7,845
| -0.6% | -$304K |
|
1187
Rubrik
RBRK
$14.7B
| $49.9M | ﹤0.01% |
1,552,035
-144,866
| -9% | -$4.66M |
|
1188
KB Home
KBH
$4.48B
| $49.8M | ﹤0.01% |
581,496
-261,573
| -31% | -$22.4M |
|
1189
Winnebago Industries
WGO
$949M
| $49.7M | ﹤0.01% |
855,507
+173,274
| +25% | +$10.1M |
|
1190
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $49.6M | ﹤0.01% |
203,686
+1,408
| +0.7% | +$343K |
|
1191
SPS Commerce
SPSC
$4B
| $49.4M | ﹤0.01% |
254,439
+104,210
| +69% | +$20.2M |
|
1192
Outfront Media
OUT
$3.16B
| $49.4M | ﹤0.01% |
2,730,615
+2,187,825
| +403% | +$39.6M |
|
1193
Sunstone Hotel Investors
SHO
$1.85B
| $49.3M | ﹤0.01% |
4,775,533
+1,130,558
| +31% | +$11.7M |
|
1194
Park Hotels & Resorts
PK
$2.39B
| $49.2M | ﹤0.01% |
3,488,097
+540,920
| +18% | +$7.63M |
|
1195
Affirm
AFRM
$27.1B
| $49.2M | ﹤0.01% |
1,204,824
+431,644
| +56% | +$17.6M |
|
1196
Oscar Health
OSCR
$5B
| $49M | ﹤0.01% |
2,309,150
+938,742
| +69% | +$19.9M |
|
1197
Range Resources
RRC
$8.41B
| $48.6M | ﹤0.01% |
1,579,579
+602,899
| +62% | +$18.5M |
|
1198
First Bancorp
FBP
$3.49B
| $48.6M | ﹤0.01% |
2,294,509
-53,183
| -2% | -$1.13M |
|
1199
Meritage Homes
MTH
$5.61B
| $48.4M | ﹤0.01% |
472,472
-33,980
| -7% | -$3.48M |
|
1200
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.1B
| $48.4M | ﹤0.01% |
391,172
+60,576
| +18% | +$7.49M |
|