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 | |
|---|---|---|---|---|---|---|
1376
Vanguard Industrials ETF
VIS
$6.13B
| $34.8M | ﹤0.01% |
133,916
-16,931
| -11% | -$4.4M |
|
1377
Broadstone Net Lease
BNL
$3.55B
| $34.8M | ﹤0.01% |
1,834,413
+84,509
| +5% | +$1.6M |
|
1378
Duolingo
DUOL
$14.1B
| $34.5M | ﹤0.01% |
122,256
+9,793
| +9% | +$2.76M |
|
1379
Vanguard Mega Cap 300 Index ETF
MGC
$7.84B
| $34.4M | ﹤0.01% |
166,688
+404
| +0.2% | +$83.5K |
|
1380
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $34.4M | ﹤0.01% |
723,678
+24,527
| +4% | +$1.17M |
|
1381
Semtech
SMTC
$5.23B
| $34.4M | ﹤0.01% |
752,302
-27,304
| -4% | -$1.25M |
|
1382
Elbit Systems
ESLT
$23.6B
| $34.2M | ﹤0.01% |
170,703
+18,614
| +12% | +$3.72M |
|
1383
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $34.1M | ﹤0.01% |
700,762
+7,741
| +1% | +$377K |
|
1384
Assurant
AIZ
$10.7B
| $34.1M | ﹤0.01% |
171,370
+24,887
| +17% | +$4.95M |
|
|
PRFT
1385
DELISTED
Perficient Inc
PRFT
| $33.9M | ﹤0.01% |
449,697
+190,476
| +73% | +$14.4M |
|
1386
Marriott Vacations Worldwide
VAC
$2.67B
| $33.7M | ﹤0.01% |
458,423
-79,249
| -15% | -$5.82M |
|
1387
Dole
DOLE
$1.3B
| $33.7M | ﹤0.01% |
2,067,357
+817,022
| +65% | +$13.3M |
|
1388
Maravai LifeSciences
MRVI
$386M
| $33.7M | ﹤0.01% |
4,050,245
+3,731,924
| +1,172% | +$31M |
|
1389
Sony
SONY
$175B
| $33.7M | ﹤0.01% |
1,742,345
+500,450
| +40% | +$9.67M |
|
1390
Vodafone
VOD
$28.5B
| $33.6M | ﹤0.01% |
3,356,455
+2,145,085
| +177% | +$21.5M |
|
1391
AGCO
AGCO
$8.13B
| $33.6M | ﹤0.01% |
343,140
-93,573
| -21% | -$9.16M |
|
1392
BellRing Brands
BRBR
$4.8B
| $33.6M | ﹤0.01% |
552,944
-104,663
| -16% | -$6.36M |
|
1393
Dropbox
DBX
$8.34B
| $33.5M | ﹤0.01% |
1,316,193
-279,010
| -17% | -$7.1M |
|
1394
United Parks & Resorts
PRKS
$2.79B
| $33.4M | ﹤0.01% |
659,425
+329,772
| +100% | +$16.7M |
|
1395
UMB Financial
UMBF
$9.16B
| $33.3M | ﹤0.01% |
317,180
-46,392
| -13% | -$4.88M |
|
1396
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $33.2M | ﹤0.01% |
742,990
+180,300
| +32% | +$8.05M |
|
1397
Chord Energy
CHRD
$5.96B
| $33.2M | ﹤0.01% |
254,833
-233,333
| -48% | -$30.4M |
|
1398
Avantis US Equity ETF
AVUS
$9.6B
| $33.2M | ﹤0.01% |
348,435
-209,281
| -38% | -$19.9M |
|
1399
ANI Pharmaceuticals
ANIP
$2.12B
| $33.1M | ﹤0.01% |
554,835
+340,854
| +159% | +$20.3M |
|
1400
EPR Properties
EPR
$4.45B
| $33M | ﹤0.01% |
673,117
+177,061
| +36% | +$8.68M |
|