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 | |
|---|---|---|---|---|---|---|
|
PARA
1626
DELISTED
Paramount Global Class B
PARA
| $21.6M | ﹤0.01% |
2,038,477
+835,446
| +69% | +$8.87M |
|
1627
Tencent Music
TME
$38.5B
| $21.6M | ﹤0.01% |
1,788,833
-535,564
| -23% | -$6.45M |
|
1628
Whirlpool
WHR
$5.15B
| $21.5M | ﹤0.01% |
201,034
-65,236
| -24% | -$6.98M |
|
1629
PENN Entertainment
PENN
$2.86B
| $21.5M | ﹤0.01% |
1,139,217
-4,512,076
| -80% | -$85.1M |
|
1630
WIX.com
WIX
$9.56B
| $21.5M | ﹤0.01% |
128,357
-471
| -0.4% | -$78.7K |
|
1631
Avidity Biosciences
RNA
$5.76B
| $21.5M | ﹤0.01% |
467,085
-14,395
| -3% | -$661K |
|
1632
Belden
BDC
$5.21B
| $21.4M | ﹤0.01% |
182,973
+23,936
| +15% | +$2.8M |
|
1633
Century Communities
CCS
$2B
| $21.3M | ﹤0.01% |
206,798
+10,453
| +5% | +$1.08M |
|
1634
Hafnia
HAFN
$3.02B
| $21.2M | ﹤0.01% |
2,962,903
-143,322
| -5% | -$1.03M |
|
1635
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.67B
| $21.2M | ﹤0.01% |
338,249
+63,281
| +23% | +$3.97M |
|
1636
Ryder
R
$7.65B
| $21.2M | ﹤0.01% |
145,353
+10,446
| +8% | +$1.52M |
|
1637
CAE Inc
CAE
$8.47B
| $21.2M | ﹤0.01% |
1,130,208
-89,195
| -7% | -$1.67M |
|
1638
DigitalBridge
DBRG
$2.2B
| $21.2M | ﹤0.01% |
1,498,164
+192,116
| +15% | +$2.71M |
|
1639
Loar Holdings
LOAR
$7.16B
| $21.1M | ﹤0.01% |
282,993
-40,786
| -13% | -$3.04M |
|
1640
Noble Corp
NE
$4.81B
| $21.1M | ﹤0.01% |
582,950
-24,732
| -4% | -$894K |
|
1641
Scorpio Tankers
STNG
$2.99B
| $21M | ﹤0.01% |
294,660
-32,055
| -10% | -$2.29M |
|
1642
WSFS Financial
WSFS
$3.13B
| $21M | ﹤0.01% |
411,746
-35,381
| -8% | -$1.8M |
|
1643
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.41B
| $21M | ﹤0.01% |
343,256
+89,742
| +35% | +$5.49M |
|
1644
Webster Financial
WBS
$10.2B
| $21M | ﹤0.01% |
449,910
-14,057
| -3% | -$655K |
|
1645
World Kinect Corp
WKC
$1.41B
| $20.9M | ﹤0.01% |
677,135
+475,859
| +236% | +$14.7M |
|
|
BDN
1646
Brandywine Realty Trust
BDN
$789M
| $20.9M | ﹤0.01% |
3,843,263
-1,862,058
| -33% | -$10.1M |
|
1647
Arcellx
ACLX
$4.23B
| $20.9M | ﹤0.01% |
250,123
-11,236
| -4% | -$938K |
|
1648
PTC Therapeutics
PTCT
$4.85B
| $20.9M | ﹤0.01% |
562,781
-118,152
| -17% | -$4.38M |
|
1649
Maximus
MMS
$5.05B
| $20.8M | ﹤0.01% |
223,766
+18,143
| +9% | +$1.69M |
|
1650
Masimo
MASI
$8.01B
| $20.8M | ﹤0.01% |
155,853
+7,726
| +5% | +$1.03M |
|