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 | |
|---|---|---|---|---|---|---|
1276
Commault Systems
CVLT
$7.82B
| $41.1M | ﹤0.01% |
266,831
-13,162
| -5% | -$2.02M |
|
1277
H.B. Fuller
FUL
$3.33B
| $41M | ﹤0.01% |
516,532
+138,946
| +37% | +$11M |
|
1278
Ally Financial
ALLY
$13B
| $41M | ﹤0.01% |
1,151,803
+228,362
| +25% | +$8.13M |
|
1279
Matsons
MATX
$3.29B
| $40.9M | ﹤0.01% |
286,968
+26,366
| +10% | +$3.76M |
|
1280
Franklin Resources
BEN
$12.8B
| $40.7M | ﹤0.01% |
2,022,055
+1,465,148
| +263% | +$29.5M |
|
1281
Bloom Energy
BE
$15.7B
| $40.7M | ﹤0.01% |
3,855,871
-157,110
| -4% | -$1.66M |
|
1282
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.74B
| $40.7M | ﹤0.01% |
687,060
+604,665
| +734% | +$35.8M |
|
1283
PotlatchDeltic
PCH
$3.2B
| $40.6M | ﹤0.01% |
900,447
+163,774
| +22% | +$7.38M |
|
|
JBTM
1284
JBT Marel Corporation
JBTM
$7.14B
| $40.5M | ﹤0.01% |
411,459
-10,464
| -2% | -$1.03M |
|
|
FLG
1285
Flagstar Financial, Inc.
FLG
$5.27B
| $40.5M | ﹤0.01% |
3,603,676
+2,689,598
| +294% | +$30.2M |
|
1286
Biohaven
BHVN
$1.47B
| $40.4M | ﹤0.01% |
809,448
+372,737
| +85% | +$18.6M |
|
1287
Avantor
AVTR
$8.39B
| $40.4M | ﹤0.01% |
1,560,202
+397,253
| +34% | +$10.3M |
|
1288
Erie Indemnity
ERIE
$17.7B
| $40.3M | ﹤0.01% |
74,733
-51,505
| -41% | -$27.8M |
|
1289
Wipro
WIT
$29B
| $40M | ﹤0.01% |
12,356,648
-1,625,616
| -12% | -$5.27M |
|
1290
iShares Global Energy ETF
IXC
$1.84B
| $40M | ﹤0.01% |
987,690
-198,207
| -17% | -$8.02M |
|
1291
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
| $40M | ﹤0.01% |
371,296
+24,000
| +7% | +$2.58M |
|
1292
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $39.8M | ﹤0.01% |
624,702
+108,336
| +21% | +$6.9M |
|
1293
Arcosa
ACA
$4.67B
| $39.8M | ﹤0.01% |
420,035
-7,357
| -2% | -$697K |
|
1294
Dr. Reddy's Laboratories
RDY
$12.2B
| $39.8M | ﹤0.01% |
2,503,615
-690,175
| -22% | -$11M |
|
1295
SouthState Bank Corporation
SSB
$10.2B
| $39.7M | ﹤0.01% |
408,894
+9,863
| +2% | +$958K |
|
1296
Cabot Corp
CBT
$4.2B
| $39.7M | ﹤0.01% |
355,334
+41,554
| +13% | +$4.64M |
|
1297
Crocs
CROX
$4.23B
| $39.7M | ﹤0.01% |
274,122
+53,492
| +24% | +$7.75M |
|
1298
Advanced Drainage Systems
WMS
$11B
| $39.4M | ﹤0.01% |
250,450
-8,722
| -3% | -$1.37M |
|
1299
RELX
RELX
$84.9B
| $39.2M | ﹤0.01% |
826,481
+104,999
| +15% | +$4.98M |
|
1300
Insight Enterprises
NSIT
$3.9B
| $39.2M | ﹤0.01% |
182,066
+5,077
| +3% | +$1.09M |
|