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 | |
|---|---|---|---|---|---|---|
1226
SharkNinja
SN
$16.1B
| $46.2M | ﹤0.01% |
424,867
+295,100
| +227% | +$32.1M |
|
|
CON
1227
Concentra Group Holdings Parent, Inc.
CON
$2.84B
| $46M | ﹤0.01% |
+2,057,358
| New | +$46M |
|
1228
Taylor Morrison
TMHC
$6.88B
| $46M | ﹤0.01% |
654,460
-85,387
| -12% | -$6M |
|
1229
M/I Homes
MHO
$4.07B
| $45.9M | ﹤0.01% |
267,684
+14,321
| +6% | +$2.45M |
|
|
AXNX
1230
DELISTED
Axonics, Inc. Common Stock
AXNX
| $45.7M | ﹤0.01% |
657,206
+419,607
| +177% | +$29.2M |
|
1231
Ameris Bancorp
ABCB
$5.1B
| $45.4M | ﹤0.01% |
728,253
+60,448
| +9% | +$3.77M |
|
1232
Clean Harbors
CLH
$12.7B
| $45.4M | ﹤0.01% |
187,905
+168
| +0.1% | +$40.6K |
|
1233
Certara
CERT
$1.81B
| $45.3M | ﹤0.01% |
3,872,515
-176,780
| -4% | -$2.07M |
|
1234
XP
XP
$9.94B
| $45.3M | ﹤0.01% |
2,526,214
+2,316,389
| +1,104% | +$41.6M |
|
1235
Ovintiv
OVV
$10.8B
| $44.9M | ﹤0.01% |
1,172,375
+5,832
| +0.5% | +$223K |
|
1236
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $44.9M | ﹤0.01% |
488,666
-262,418
| -35% | -$24.1M |
|
1237
American Financial Group
AFG
$11.7B
| $44.8M | ﹤0.01% |
333,078
+146,237
| +78% | +$19.7M |
|
1238
Griffon
GFF
$3.61B
| $44.7M | ﹤0.01% |
638,422
-32,404
| -5% | -$2.27M |
|
1239
STMicroelectronics
STM
$23.1B
| $44.6M | ﹤0.01% |
1,500,668
+1,053,009
| +235% | +$31.3M |
|
1240
Jackson Financial
JXN
$6.81B
| $44.3M | ﹤0.01% |
485,744
-11,149
| -2% | -$1.02M |
|
1241
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $44.3M | ﹤0.01% |
1,719,688
+621,928
| +57% | +$16M |
|
1242
Alliance Resource Partners
ARLP
$2.92B
| $44.3M | ﹤0.01% |
1,770,817
-99,931
| -5% | -$2.5M |
|
1243
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
| $44.1M | ﹤0.01% |
864,940
+70,821
| +9% | +$3.61M |
|
1244
Element Solutions
ESI
$6.36B
| $44M | ﹤0.01% |
1,619,419
+1,369,981
| +549% | +$37.2M |
|
1245
Revvity
RVTY
$9.62B
| $44M | ﹤0.01% |
344,115
+41,497
| +14% | +$5.3M |
|
1246
CarMax
KMX
$8.97B
| $43.9M | ﹤0.01% |
567,628
+27,550
| +5% | +$2.13M |
|
1247
JFrog
FROG
$5.83B
| $43.8M | ﹤0.01% |
1,508,852
+159,483
| +12% | +$4.63M |
|
1248
Stantec
STN
$12.6B
| $43.5M | ﹤0.01% |
541,065
-56,435
| -9% | -$4.54M |
|
1249
ASGN Inc
ASGN
$2.26B
| $43.4M | ﹤0.01% |
465,729
+19,038
| +4% | +$1.77M |
|
1250
Q2 Holdings
QTWO
$5.13B
| $43.4M | ﹤0.01% |
544,260
+108,753
| +25% | +$8.68M |
|