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 | |
|---|---|---|---|---|---|---|
1426
QCR Holdings
QCRH
$1.3B
| $31.2M | ﹤0.01% |
421,843
+41,043
| +11% | +$3.04M |
|
1427
iShares MSCI World ETF
URTH
$5.72B
| $31M | ﹤0.01% |
197,500
-41,391
| -17% | -$6.49M |
|
1428
First Watch Restaurant Group
FWRG
$1.04B
| $31M | ﹤0.01% |
1,986,425
+366,227
| +23% | +$5.71M |
|
1429
BridgeBio Pharma
BBIO
$9.79B
| $31M | ﹤0.01% |
1,216,116
+1,040,037
| +591% | +$26.5M |
|
1430
John Wiley & Sons Class A
WLY
$2.19B
| $30.9M | ﹤0.01% |
640,940
+145,270
| +29% | +$7.01M |
|
1431
APi Group
APG
$14.5B
| $30.9M | ﹤0.01% |
1,403,688
-128,082
| -8% | -$2.82M |
|
|
BECN
1432
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $30.8M | ﹤0.01% |
356,922
+49,902
| +16% | +$4.31M |
|
1433
APA Corp
APA
$8.17B
| $30.8M | ﹤0.01% |
1,257,417
-92,942
| -7% | -$2.27M |
|
1434
Everest Group
EG
$14.7B
| $30.7M | ﹤0.01% |
78,469
+12,791
| +19% | +$5.01M |
|
1435
UGI
UGI
$7.47B
| $30.7M | ﹤0.01% |
1,227,732
+318,655
| +35% | +$7.97M |
|
|
CNH
1436
CNH Industrial
CNH
$13.7B
| $30.7M | ﹤0.01% |
2,765,656
+1,360,187
| +97% | +$15.1M |
|
1437
BorgWarner
BWA
$9.46B
| $30.7M | ﹤0.01% |
844,746
-167,852
| -17% | -$6.09M |
|
1438
Avient
AVNT
$3.31B
| $30.6M | ﹤0.01% |
608,621
+111,489
| +22% | +$5.61M |
|
1439
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.35B
| $30.6M | ﹤0.01% |
1,069,368
-920,500
| -46% | -$26.3M |
|
1440
CONMED
CNMD
$1.64B
| $30.5M | ﹤0.01% |
424,746
+110,951
| +35% | +$7.98M |
|
1441
Ryan Specialty Holdings
RYAN
$6.61B
| $30.5M | ﹤0.01% |
459,464
+238,064
| +108% | +$15.8M |
|
1442
Capital Group Municipal Income ETF
CGMU
$3.98B
| $30.5M | ﹤0.01% |
1,110,522
+1,109,847
| +164,422% | +$30.5M |
|
1443
Virtus Investment Partners
VRTS
$1.34B
| $30.5M | ﹤0.01% |
145,386
+3,651
| +3% | +$765K |
|
1444
Avis
CAR
$5.47B
| $30.4M | ﹤0.01% |
347,413
-208,749
| -38% | -$18.3M |
|
1445
Skywest
SKYW
$4.35B
| $30.4M | ﹤0.01% |
357,510
+11,169
| +3% | +$950K |
|
1446
National CineMedia
NCMI
$455M
| $30.3M | ﹤0.01% |
4,295,424
-570,178
| -12% | -$4.02M |
|
1447
Blackstone Secured Lending
BXSL
$6.58B
| $30.2M | ﹤0.01% |
1,032,508
+46,771
| +5% | +$1.37M |
|
1448
Old Republic International
ORI
$10B
| $30.2M | ﹤0.01% |
851,492
+42,934
| +5% | +$1.52M |
|
1449
Innospec
IOSP
$2.05B
| $30.2M | ﹤0.01% |
266,688
+52,640
| +25% | +$5.95M |
|
1450
JD.com
JD
$47.7B
| $30.1M | ﹤0.01% |
752,246
-312,978
| -29% | -$12.5M |
|