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 | |
|---|---|---|---|---|---|---|
1651
Lloyds Banking Group
LYG
$67B
| $20.8M | ﹤0.01% |
6,659,629
+2,456,914
| +58% | +$7.67M |
|
1652
Victory Capital Holdings
VCTR
$4.58B
| $20.7M | ﹤0.01% |
372,932
+11,785
| +3% | +$653K |
|
1653
BW LPG
BWLP
$2.43B
| $20.6M | ﹤0.01% |
1,427,476
-611,454
| -30% | -$8.8M |
|
1654
Harley-Davidson
HOG
$3.63B
| $20.6M | ﹤0.01% |
533,490
+148,537
| +39% | +$5.72M |
|
1655
The Bancorp
TBBK
$3.5B
| $20.5M | ﹤0.01% |
383,784
+219,020
| +133% | +$11.7M |
|
1656
Patterson-UTI
PTEN
$2.13B
| $20.5M | ﹤0.01% |
2,681,098
-241,641
| -8% | -$1.85M |
|
1657
Barrett Business Services
BBSI
$1.2B
| $20.5M | ﹤0.01% |
546,510
+88,350
| +19% | +$3.31M |
|
1658
Douglas Emmett
DEI
$2.79B
| $20.5M | ﹤0.01% |
1,164,249
-20,490
| -2% | -$360K |
|
1659
International Seaways
INSW
$2.33B
| $20.4M | ﹤0.01% |
396,055
-11,425
| -3% | -$589K |
|
1660
Materials Select Sector SPDR Fund
XLB
$5.5B
| $20.4M | ﹤0.01% |
211,797
-527,115
| -71% | -$50.8M |
|
1661
Crane Co
CR
$10.5B
| $20.4M | ﹤0.01% |
128,577
+510
| +0.4% | +$80.7K |
|
1662
Southwest Gas
SWX
$5.65B
| $20.3M | ﹤0.01% |
275,816
-39,715
| -13% | -$2.93M |
|
1663
Resideo Technologies
REZI
$5.66B
| $20.3M | ﹤0.01% |
1,007,980
+143,452
| +17% | +$2.89M |
|
1664
Western Union
WU
$2.71B
| $20.3M | ﹤0.01% |
1,698,559
+328,979
| +24% | +$3.92M |
|
1665
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$484M
| $20.2M | ﹤0.01% |
247,112
-55
| -0% | -$4.51K |
|
1666
Ultra Clean Holdings
UCTT
$1.14B
| $20.2M | ﹤0.01% |
506,107
+110,403
| +28% | +$4.41M |
|
1667
Dolby
DLB
$6.85B
| $20.2M | ﹤0.01% |
263,620
-353,110
| -57% | -$27M |
|
|
PLYM
1668
Plymouth Industrial REIT
PLYM
$980M
| $20.1M | ﹤0.01% |
890,653
+66,886
| +8% | +$1.51M |
|
1669
SLR Investment Corp
SLRC
$877M
| $20.1M | ﹤0.01% |
1,336,411
+4,510
| +0.3% | +$67.9K |
|
1670
Mueller Water Products
MWA
$3.91B
| $20.1M | ﹤0.01% |
924,706
+12,391
| +1% | +$269K |
|
1671
Independent Bank
INDB
$3.56B
| $20M | ﹤0.01% |
338,640
+126,791
| +60% | +$7.5M |
|
1672
Zions Bancorporation
ZION
$8.62B
| $19.8M | ﹤0.01% |
419,366
-106,819
| -20% | -$5.04M |
|
1673
Magnite
MGNI
$3.4B
| $19.8M | ﹤0.01% |
1,426,942
-50,124
| -3% | -$694K |
|
1674
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.01B
| $19.7M | ﹤0.01% |
469,723
-36,147
| -7% | -$1.52M |
|
1675
Oshkosh
OSK
$8.77B
| $19.6M | ﹤0.01% |
195,906
+28,478
| +17% | +$2.85M |
|