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 | |
|---|---|---|---|---|---|---|
1576
Twilio
TWLO
$15.7B
| $23.7M | ﹤0.01% |
362,859
+30,107
| +9% | +$1.96M |
|
1577
Boot Barn
BOOT
$5.4B
| $23.6M | ﹤0.01% |
141,305
+51,032
| +57% | +$8.54M |
|
|
WBA
1578
DELISTED
Walgreens Boots Alliance
WBA
| $23.6M | ﹤0.01% |
2,637,574
-1,241,062
| -32% | -$11.1M |
|
1579
iShares China Large-Cap ETF
FXI
$6.92B
| $23.6M | ﹤0.01% |
743,347
-651,737
| -47% | -$20.7M |
|
1580
Compañía de Minas Buenaventura
BVN
$5.1B
| $23.5M | ﹤0.01% |
1,698,044
+1,153,819
| +212% | +$16M |
|
1581
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$409M
| $23.5M | ﹤0.01% |
328,839
+441
| +0.1% | +$31.5K |
|
|
TLN
1582
Talen Energy Corporation Common Stock
TLN
$18.4B
| $23.5M | ﹤0.01% |
+131,743
| New | +$23.5M |
|
1583
MDU Resources
MDU
$3.32B
| $23.4M | ﹤0.01% |
1,544,165
+377,321
| +32% | +$5.73M |
|
1584
PagerDuty
PD
$1.53B
| $23.4M | ﹤0.01% |
1,263,841
+936,257
| +286% | +$17.4M |
|
1585
Dana Inc
DAN
$2.76B
| $23.4M | ﹤0.01% |
2,218,594
+292,321
| +15% | +$3.09M |
|
|
AGR
1586
DELISTED
Avangrid, Inc.
AGR
| $23.4M | ﹤0.01% |
653,201
+64,720
| +11% | +$2.32M |
|
1587
ZTO Express
ZTO
$15.2B
| $23.4M | ﹤0.01% |
943,480
-1,661,411
| -64% | -$41.2M |
|
1588
iShares ESG Advanced MSCI USA ETF
USXF
$1.29B
| $23.3M | ﹤0.01% |
475,561
-749
| -0.2% | -$36.8K |
|
1589
Krystal Biotech
KRYS
$4.16B
| $23.3M | ﹤0.01% |
127,901
-35,923
| -22% | -$6.54M |
|
1590
Hecla Mining
HL
$7.51B
| $23.2M | ﹤0.01% |
3,481,761
+1,059,929
| +44% | +$7.07M |
|
1591
OceanFirst Financial
OCFC
$1.04B
| $23.1M | ﹤0.01% |
1,241,191
+157,711
| +15% | +$2.93M |
|
|
CSW
1592
CSW Industrials, Inc.
CSW
$4.2B
| $23.1M | ﹤0.01% |
62,969
-4,551
| -7% | -$1.67M |
|
1593
Cloudflare
NET
$77.1B
| $23.1M | ﹤0.01% |
285,208
-215,988
| -43% | -$17.5M |
|
1594
Valvoline
VVV
$5.14B
| $23.1M | ﹤0.01% |
550,896
-9,738
| -2% | -$408K |
|
1595
Moog
MOG.A
$6.27B
| $23M | ﹤0.01% |
113,767
-499
| -0.4% | -$101K |
|
|
GAP
1596
The Gap, Inc.
GAP
$8.5B
| $23M | ﹤0.01% |
1,041,677
+78,434
| +8% | +$1.73M |
|
1597
Heritage Commerce
HTBK
$624M
| $22.9M | ﹤0.01% |
2,313,035
-32,023
| -1% | -$316K |
|
1598
Ionis Pharmaceuticals
IONS
$10.1B
| $22.8M | ﹤0.01% |
568,906
-25,185
| -4% | -$1.01M |
|
1599
Primoris Services
PRIM
$6.59B
| $22.7M | ﹤0.01% |
391,307
-73,002
| -16% | -$4.24M |
|
1600
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| $22.7M | ﹤0.01% |
257,027
-14,029
| -5% | -$1.24M |
|