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 | |
|---|---|---|---|---|---|---|
1501
JPMorgan Sustainable Municipal Income ETF
JMSI
$317M
| $27.1M | ﹤0.01% |
531,983
+381
| +0.1% | +$19.4K |
|
1502
Ormat Technologies
ORA
$5.53B
| $27.1M | ﹤0.01% |
352,491
+90,695
| +35% | +$6.98M |
|
1503
Global X US Infrastructure Development ETF
PAVE
$9.38B
| $27.1M | ﹤0.01% |
657,342
+64,843
| +11% | +$2.67M |
|
1504
Invesco NASDAQ 100 ETF
QQQM
$60.6B
| $27M | ﹤0.01% |
134,443
-24,956
| -16% | -$5.01M |
|
1505
SPDR S&P Retail ETF
XRT
$436M
| $26.9M | ﹤0.01% |
346,775
-121,935
| -26% | -$9.47M |
|
1506
Liberty Latin America Class C
LILAK
$1.53B
| $26.9M | ﹤0.01% |
2,836,965
-573,446
| -17% | -$5.45M |
|
1507
First Trust Long/Short Equity ETF
FTLS
$1.98B
| $26.9M | ﹤0.01% |
423,959
+413,979
| +4,148% | +$26.3M |
|
1508
Amdocs
DOX
$9.35B
| $26.9M | ﹤0.01% |
306,995
-23,703
| -7% | -$2.07M |
|
|
LADR
1509
Ladder Capital
LADR
$1.48B
| $26.8M | ﹤0.01% |
2,314,429
-52,910
| -2% | -$614K |
|
1510
Liberty Broadband Class C
LBRDK
$8.69B
| $26.7M | ﹤0.01% |
345,157
-1,097,375
| -76% | -$84.8M |
|
1511
Terex
TEX
$3.46B
| $26.6M | ﹤0.01% |
503,654
-5,259
| -1% | -$278K |
|
1512
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
| $26.6M | ﹤0.01% |
605,478
+9,196
| +2% | +$405K |
|
1513
Vipshop
VIPS
$8.97B
| $26.6M | ﹤0.01% |
1,688,995
-1,389,804
| -45% | -$21.9M |
|
1514
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $26.4M | ﹤0.01% |
548,171
-34,025
| -6% | -$1.64M |
|
1515
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $26.3M | ﹤0.01% |
637,654
+19,370
| +3% | +$800K |
|
1516
Atour Lifestyle Holdings
ATAT
$5.48B
| $26.2M | ﹤0.01% |
1,010,619
+199,330
| +25% | +$5.17M |
|
1517
Vishay Intertechnology
VSH
$2.07B
| $26.2M | ﹤0.01% |
1,383,892
+693,124
| +100% | +$13.1M |
|
1518
Tri Pointe Homes
TPH
$3.09B
| $26.1M | ﹤0.01% |
576,780
-122,225
| -17% | -$5.54M |
|
1519
Eastern Bankshares
EBC
$3.46B
| $26.1M | ﹤0.01% |
1,591,712
+86,810
| +6% | +$1.42M |
|
1520
New York Times
NYT
$9.59B
| $26M | ﹤0.01% |
467,028
+53,839
| +13% | +$3M |
|
1521
Regenxbio
RGNX
$465M
| $26M | ﹤0.01% |
2,477,311
-535,165
| -18% | -$5.61M |
|
1522
First Merchants
FRME
$2.31B
| $25.9M | ﹤0.01% |
696,055
-9,241
| -1% | -$344K |
|
|
ANSC
1523
Agriculture & Natural Solutions Acquisition Corp
ANSC
$471M
| $25.9M | ﹤0.01% |
2,500,006
+2,500,000
| +41,666,667% | +$25.9M |
|
1524
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.76B
| $25.8M | ﹤0.01% |
866,631
-325,267
| -27% | -$9.7M |
|
1525
Autoliv
ALV
$9.68B
| $25.8M | ﹤0.01% |
276,315
+76,510
| +38% | +$7.14M |
|