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 | |
|---|---|---|---|---|---|---|
1601
Weatherford International
WFRD
$4.48B
| $22.7M | ﹤0.01% |
267,104
-54,501
| -17% | -$4.63M |
|
1602
Steven Madden
SHOO
$2.26B
| $22.6M | ﹤0.01% |
462,096
+21,942
| +5% | +$1.07M |
|
1603
Protagonist Therapeutics
PTGX
$3.66B
| $22.6M | ﹤0.01% |
502,985
+126,397
| +34% | +$5.69M |
|
1604
Franklin Senior Loan ETF
FLBL
$1.21B
| $22.6M | ﹤0.01% |
929,425
+871,596
| +1,507% | +$21.2M |
|
1605
NGL Energy Partners
NGL
$740M
| $22.5M | ﹤0.01% |
5,008,565
+154,098
| +3% | +$693K |
|
1606
Center Bancorp
CNOB
$1.26B
| $22.5M | ﹤0.01% |
898,122
-131,643
| -13% | -$3.3M |
|
1607
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $22.4M | ﹤0.01% |
128,648
+6,629
| +5% | +$1.16M |
|
1608
Grand Canyon Education
LOPE
$5.89B
| $22.4M | ﹤0.01% |
158,123
+6,041
| +4% | +$857K |
|
1609
DNOW Inc
DNOW
$1.6B
| $22.4M | ﹤0.01% |
1,731,485
+54,660
| +3% | +$707K |
|
1610
Upstart Holdings
UPST
$6.07B
| $22.4M | ﹤0.01% |
559,199
+449,521
| +410% | +$18M |
|
1611
Alphatec Holdings
ATEC
$2.26B
| $22.3M | ﹤0.01% |
4,012,838
+571,428
| +17% | +$3.18M |
|
1612
Madison Square Garden
MSGS
$5.12B
| $22.3M | ﹤0.01% |
107,101
-13,456
| -11% | -$2.8M |
|
1613
American States Water
AWR
$2.82B
| $22.3M | ﹤0.01% |
267,665
-4,689
| -2% | -$391K |
|
1614
MSC Industrial Direct
MSM
$5.09B
| $22.3M | ﹤0.01% |
258,646
+35,289
| +16% | +$3.04M |
|
1615
abrdn Physical Gold Shares ETF
SGOL
$5.8B
| $22.3M | ﹤0.01% |
885,680
+706,134
| +393% | +$17.7M |
|
|
ALX
1616
Alexander's
ALX
$1.25B
| $22.2M | ﹤0.01% |
91,753
-4,462
| -5% | -$1.08M |
|
1617
Vanguard Consumer Staples ETF
VDC
$7.61B
| $22.1M | ﹤0.01% |
101,251
-2,253
| -2% | -$492K |
|
1618
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $22.1M | ﹤0.01% |
217,442
+16,176
| +8% | +$1.64M |
|
1619
Invesco Preferred ETF
PGX
$3.99B
| $22.1M | ﹤0.01% |
1,789,236
+746,783
| +72% | +$9.22M |
|
1620
United Bankshares
UBSI
$5.3B
| $22.1M | ﹤0.01% |
594,819
+52,949
| +10% | +$1.96M |
|
1621
Janus Henderson
JHG
$7.01B
| $22M | ﹤0.01% |
578,890
+44,378
| +8% | +$1.69M |
|
1622
Highwoods Properties
HIW
$3.5B
| $22M | ﹤0.01% |
656,269
-220,919
| -25% | -$7.4M |
|
1623
First Trust Managed Municipal ETF
FMB
$1.9B
| $21.9M | ﹤0.01% |
421,410
+25,002
| +6% | +$1.3M |
|
1624
Kadant
KAI
$3.69B
| $21.9M | ﹤0.01% |
64,722
+24,358
| +60% | +$8.23M |
|
1625
Doximity
DOCS
$13.3B
| $21.7M | ﹤0.01% |
498,056
+15,771
| +3% | +$687K |
|