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 | |
|---|---|---|---|---|---|---|
1301
Curtiss-Wright
CW
$19.2B
| $39.2M | ﹤0.01% |
119,142
+10,642
| +10% | +$3.5M |
|
1302
Macerich
MAC
$4.58B
| $39.1M | ﹤0.01% |
2,145,921
-651,474
| -23% | -$11.9M |
|
1303
Establishment Labs
ESTA
$1.09B
| $39.1M | ﹤0.01% |
903,415
-6,661
| -0.7% | -$288K |
|
1304
Markel Group
MKL
$24.7B
| $39.1M | ﹤0.01% |
24,906
+5,595
| +29% | +$8.78M |
|
1305
Relay Therapeutics
RLAY
$688M
| $39.1M | ﹤0.01% |
5,517,516
+1,554,115
| +39% | +$11M |
|
1306
Gold Fields
GFI
$33.7B
| $39M | ﹤0.01% |
2,538,538
-356,069
| -12% | -$5.47M |
|
1307
Hasbro
HAS
$11B
| $39M | ﹤0.01% |
538,601
-368,930
| -41% | -$26.7M |
|
1308
iShares US Equity Factor ETF
LRGF
$2.9B
| $38.9M | ﹤0.01% |
662,548
+28,119
| +4% | +$1.65M |
|
|
INFN
1309
DELISTED
Infinera Corporation Common Stock
INFN
| $38.9M | ﹤0.01% |
5,764,971
+5,397,023
| +1,467% | +$36.4M |
|
1310
News Corp Class A
NWSA
$16.5B
| $38.8M | ﹤0.01% |
1,458,869
+338,958
| +30% | +$9.03M |
|
1311
Okta
OKTA
$15.9B
| $38.7M | ﹤0.01% |
520,019
+386,218
| +289% | +$28.7M |
|
1312
Xenon Pharmaceuticals
XENE
$2.79B
| $38.5M | ﹤0.01% |
976,783
+905,129
| +1,263% | +$35.6M |
|
1313
Teleflex
TFX
$5.76B
| $38.4M | ﹤0.01% |
155,158
+19,466
| +14% | +$4.81M |
|
1314
OFG Bancorp
OFG
$1.95B
| $38.3M | ﹤0.01% |
851,714
-14,464
| -2% | -$650K |
|
1315
BBB Foods
TBBB
$3B
| $38.2M | ﹤0.01% |
1,274,625
+7,014
| +0.6% | +$210K |
|
1316
Equitable Holdings
EQH
$16.2B
| $38.2M | ﹤0.01% |
908,653
+153,457
| +20% | +$6.45M |
|
1317
AppFolio
APPF
$9.9B
| $38M | ﹤0.01% |
161,278
+5,077
| +3% | +$1.2M |
|
1318
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.36B
| $37.8M | ﹤0.01% |
603,252
-93,086
| -13% | -$5.84M |
|
1319
HF Sinclair
DINO
$9.56B
| $37.8M | ﹤0.01% |
849,117
+33,373
| +4% | +$1.49M |
|
1320
Selective Insurance
SIGI
$4.81B
| $37.8M | ﹤0.01% |
405,153
+7,563
| +2% | +$706K |
|
1321
Hims & Hers Health
HIMS
$12.5B
| $37.8M | ﹤0.01% |
2,050,122
-504,044
| -20% | -$9.28M |
|
1322
Wingstop
WING
$7.43B
| $37.7M | ﹤0.01% |
90,649
-12,809
| -12% | -$5.33M |
|
1323
Howard Hughes
HHH
$4.84B
| $37.7M | ﹤0.01% |
487,092
+330,185
| +210% | +$25.6M |
|
|
VRE
1324
Veris Residential
VRE
$1.49B
| $37.6M | ﹤0.01% |
2,102,857
+219,901
| +12% | +$3.93M |
|
|
WAY
1325
Waystar Holding Corp
WAY
$6.51B
| $37.5M | ﹤0.01% |
1,345,687
+96,552
| +8% | +$2.69M |
|