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 | |
|---|---|---|---|---|---|---|
1326
Informatica
INFA
$7.55B
| $37.5M | ﹤0.01% |
1,484,147
+1,387,906
| +1,442% | +$35.1M |
|
1327
Enova International
ENVA
$2.88B
| $37.4M | ﹤0.01% |
446,513
+45,256
| +11% | +$3.79M |
|
1328
Carvana
CVNA
$50B
| $37.4M | ﹤0.01% |
214,854
+131,662
| +158% | +$22.9M |
|
1329
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
| $37.4M | ﹤0.01% |
418,500
-2,954,341
| -88% | -$264M |
|
1330
Asbury Automotive
ABG
$4.8B
| $37.4M | ﹤0.01% |
156,727
-162,974
| -51% | -$38.9M |
|
1331
Unitil
UTL
$827M
| $37.4M | ﹤0.01% |
617,191
-1,619
| -0.3% | -$98.1K |
|
1332
TriNet
TNET
$3.35B
| $37.4M | ﹤0.01% |
385,335
+39,351
| +11% | +$3.82M |
|
1333
Azenta
AZTA
$1.36B
| $37.4M | ﹤0.01% |
771,218
-149,344
| -16% | -$7.23M |
|
1334
BHP
BHP
$137B
| $37.3M | ﹤0.01% |
600,086
+55,095
| +10% | +$3.42M |
|
1335
Cheniere Energy
CQP
$25.2B
| $37.3M | ﹤0.01% |
764,858
+137,477
| +22% | +$6.7M |
|
1336
Open Text
OTEX
$9.07B
| $37.2M | ﹤0.01% |
1,116,949
-18,856
| -2% | -$628K |
|
1337
Unum
UNM
$12.8B
| $37.1M | ﹤0.01% |
623,724
-28,795
| -4% | -$1.71M |
|
1338
Zeta Global
ZETA
$4.84B
| $37M | ﹤0.01% |
1,240,872
+293,583
| +31% | +$8.76M |
|
1339
Knowles
KN
$1.9B
| $37M | ﹤0.01% |
2,051,346
+191,383
| +10% | +$3.45M |
|
1340
Strategic Education
STRA
$1.98B
| $36.9M | ﹤0.01% |
399,144
+173,225
| +77% | +$16M |
|
1341
SS&C Technologies
SSNC
$21.8B
| $36.8M | ﹤0.01% |
496,310
-79,669
| -14% | -$5.91M |
|
1342
Cirrus Logic
CRUS
$6B
| $36.8M | ﹤0.01% |
296,357
+69,006
| +30% | +$8.57M |
|
1343
Essential Utilities
WTRG
$10.7B
| $36.8M | ﹤0.01% |
953,984
+237,096
| +33% | +$9.14M |
|
1344
FirstService
FSV
$9.31B
| $36.6M | ﹤0.01% |
200,776
+10,191
| +5% | +$1.86M |
|
1345
Option Care Health
OPCH
$4.62B
| $36.5M | ﹤0.01% |
1,166,528
-46,460
| -4% | -$1.45M |
|
1346
Global X Artificial Intelligence & Technology ETF
AIQ
$4.89B
| $36.5M | ﹤0.01% |
981,965
+197,191
| +25% | +$7.33M |
|
1347
Royalty Pharma
RPRX
$15.7B
| $36.5M | ﹤0.01% |
1,289,418
-6,449,863
| -83% | -$182M |
|
1348
Teva Pharmaceuticals
TEVA
$22.9B
| $36.4M | ﹤0.01% |
2,021,961
-3,010,555
| -60% | -$54.3M |
|
1349
TKO Group
TKO
$16.6B
| $36.2M | ﹤0.01% |
292,654
+48,304
| +20% | +$5.98M |
|
1350
JetBlue
JBLU
$1.84B
| $36.2M | ﹤0.01% |
5,513,751
+2,584,350
| +88% | +$17M |
|