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 | |
|---|---|---|---|---|---|---|
1476
New Jersey Resources
NJR
$4.74B
| $28.8M | ﹤0.01% |
609,199
+86,742
| +17% | +$4.09M |
|
1477
Antero Midstream
AM
$8.91B
| $28.7M | ﹤0.01% |
1,906,052
+203,967
| +12% | +$3.07M |
|
1478
American Airlines Group
AAL
$8.52B
| $28.6M | ﹤0.01% |
2,548,901
-361,638
| -12% | -$4.06M |
|
|
NBIS
1479
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $28.6M | ﹤0.01% |
1,511,577
-7,901
| -0.5% | -$150K |
|
1480
Enterprise Financial Services Corp
EFSC
$2.24B
| $28.6M | ﹤0.01% |
557,875
+29,747
| +6% | +$1.52M |
|
1481
Banc of California
BANC
$2.62B
| $28.6M | ﹤0.01% |
1,941,316
-18,091
| -0.9% | -$266K |
|
1482
Lyft
LYFT
$7.73B
| $28.4M | ﹤0.01% |
2,228,641
+417,418
| +23% | +$5.32M |
|
1483
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
| $28.3M | ﹤0.01% |
527,778
+221,370
| +72% | +$11.9M |
|
1484
Norwegian Cruise Line
NCLH
$12B
| $28.2M | ﹤0.01% |
1,376,722
+150,185
| +12% | +$3.08M |
|
1485
Hancock Whitney
HWC
$5.36B
| $28.2M | ﹤0.01% |
551,636
+96,092
| +21% | +$4.92M |
|
1486
Home BancShares
HOMB
$5.89B
| $28M | ﹤0.01% |
1,034,645
-186,825
| -15% | -$5.06M |
|
1487
Primerica
PRI
$8.88B
| $27.9M | ﹤0.01% |
105,312
-13,041
| -11% | -$3.46M |
|
1488
NewMarket
NEU
$7.87B
| $27.9M | ﹤0.01% |
50,585
+722
| +1% | +$398K |
|
1489
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $27.9M | ﹤0.01% |
380,120
+19,292
| +5% | +$1.42M |
|
1490
Brink's
BCO
$4.83B
| $27.9M | ﹤0.01% |
241,277
+23,781
| +11% | +$2.75M |
|
1491
AvidXchange
AVDX
$2.06B
| $27.9M | ﹤0.01% |
3,437,034
-1,160,810
| -25% | -$9.41M |
|
1492
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.94B
| $27.8M | ﹤0.01% |
342,775
-247,629
| -42% | -$20.1M |
|
1493
iShares Global Infrastructure ETF
IGF
$8.22B
| $27.8M | ﹤0.01% |
510,359
+42,810
| +9% | +$2.33M |
|
1494
Sonoco
SON
$4.71B
| $27.8M | ﹤0.01% |
508,419
-31,393
| -6% | -$1.72M |
|
1495
iShares International Select Dividend ETF
IDV
$5.88B
| $27.5M | ﹤0.01% |
909,235
+54,680
| +6% | +$1.65M |
|
1496
Civitas Resources
CIVI
$3.02B
| $27.3M | ﹤0.01% |
539,379
+152,363
| +39% | +$7.72M |
|
1497
Gildan
GIL
$8.03B
| $27.3M | ﹤0.01% |
578,722
-33,582
| -5% | -$1.58M |
|
1498
RLX Technology
RLX
$3.18B
| $27.2M | ﹤0.01% |
15,049,125
-1,077,881
| -7% | -$1.95M |
|
1499
Service Corp International
SCI
$11.2B
| $27.2M | ﹤0.01% |
344,745
+18,867
| +6% | +$1.49M |
|
1500
iShares MSCI Chile ETF
ECH
$713M
| $27.2M | ﹤0.01% |
996,384
-54,394
| -5% | -$1.48M |
|