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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
TKO Group
TKO
$16.6B
| $22.1M | ﹤0.01% |
155,556
-137,098
| -47% | -$19.5M |
|
|
PDCO
1652
DELISTED
Patterson Companies, Inc.
PDCO
| $22M | ﹤0.01% |
713,048
+280,893
| +65% | +$8.67M |
|
1653
Addus HomeCare
ADUS
$2.03B
| $22M | ﹤0.01% |
175,212
-7,986
| -4% | -$1M |
|
1654
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $21.9M | ﹤0.01% |
869,226
-850,462
| -49% | -$21.5M |
|
1655
CarGurus
CARG
$3.58B
| $21.9M | ﹤0.01% |
600,530
+196,697
| +49% | +$7.19M |
|
1656
Avantor
AVTR
$8.39B
| $21.9M | ﹤0.01% |
1,040,917
-519,285
| -33% | -$10.9M |
|
1657
Yeti Holdings
YETI
$2.88B
| $21.9M | ﹤0.01% |
569,184
+132,374
| +30% | +$5.1M |
|
1658
XP
XP
$9.94B
| $21.8M | ﹤0.01% |
1,842,941
-683,273
| -27% | -$8.1M |
|
1659
iShares US Home Construction ETF
ITB
$3.26B
| $21.8M | ﹤0.01% |
210,991
+10,154
| +5% | +$1.05M |
|
1660
Diodes
DIOD
$2.44B
| $21.8M | ﹤0.01% |
353,595
+126,853
| +56% | +$7.82M |
|
1661
Moderna
MRNA
$9.15B
| $21.8M | ﹤0.01% |
523,177
-1,703,867
| -77% | -$70.8M |
|
1662
Patterson-UTI
PTEN
$2.13B
| $21.8M | ﹤0.01% |
2,633,299
-47,799
| -2% | -$395K |
|
1663
Tenable Holdings
TENB
$3.62B
| $21.7M | ﹤0.01% |
550,278
+221,728
| +67% | +$8.73M |
|
|
UCB
1664
United Community Banks, Inc.
UCB
$3.94B
| $21.6M | ﹤0.01% |
668,492
+414,077
| +163% | +$13.4M |
|
1665
Community Bank
CBU
$3.11B
| $21.5M | ﹤0.01% |
348,405
+236,028
| +210% | +$14.6M |
|
1666
Advanced Energy
AEIS
$5.94B
| $21.5M | ﹤0.01% |
185,739
+85,716
| +86% | +$9.91M |
|
1667
Graham Holdings Company
GHC
$5.12B
| $21.5M | ﹤0.01% |
24,623
+3,495
| +17% | +$3.05M |
|
1668
Okta
OKTA
$15.9B
| $21.4M | ﹤0.01% |
271,712
-248,307
| -48% | -$19.6M |
|
1669
Highwoods Properties
HIW
$3.5B
| $21.4M | ﹤0.01% |
699,013
+42,744
| +7% | +$1.31M |
|
1670
Vishay Intertechnology
VSH
$2.07B
| $21.3M | ﹤0.01% |
1,260,117
-123,775
| -9% | -$2.1M |
|
1671
Western Alliance Bancorporation
WAL
$9.77B
| $21.3M | ﹤0.01% |
254,902
+63,714
| +33% | +$5.32M |
|
1672
Masimo
MASI
$8.01B
| $21.3M | ﹤0.01% |
128,639
-27,214
| -17% | -$4.5M |
|
1673
GameStop
GME
$11.2B
| $21.3M | ﹤0.01% |
678,433
-95,663
| -12% | -$3M |
|
1674
AZZ Inc
AZZ
$3.52B
| $21.2M | ﹤0.01% |
258,912
+68,131
| +36% | +$5.58M |
|
1675
Essential Utilities
WTRG
$10.7B
| $21.1M | ﹤0.01% |
582,189
-371,795
| -39% | -$13.5M |
|