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 | |
|---|---|---|---|---|---|---|
1676
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $19.6M | ﹤0.01% |
483,153
+156
| +0% | +$6.34K |
|
1677
Prestige Consumer Healthcare
PBH
$3.11B
| $19.6M | ﹤0.01% |
272,255
+8,533
| +3% | +$615K |
|
1678
Kohl's
KSS
$1.71B
| $19.6M | ﹤0.01% |
927,397
+751,617
| +428% | +$15.9M |
|
1679
Vanguard Mega Cap Growth ETF
MGK
$29.7B
| $19.5M | ﹤0.01% |
60,655
-6,164
| -9% | -$1.98M |
|
1680
Spire
SR
$4.49B
| $19.5M | ﹤0.01% |
289,730
+44,506
| +18% | +$2.99M |
|
1681
Stride
LRN
$6.91B
| $19.4M | ﹤0.01% |
227,900
-140,769
| -38% | -$12M |
|
1682
Allete
ALE
$3.67B
| $19.4M | ﹤0.01% |
302,131
-72,982
| -19% | -$4.68M |
|
1683
iShares Silver Trust
SLV
$20.7B
| $19.4M | ﹤0.01% |
682,594
+142,072
| +26% | +$4.04M |
|
1684
iShares International Dividend Growth ETF
IGRO
$1.19B
| $19.4M | ﹤0.01% |
259,532
+87,583
| +51% | +$6.53M |
|
1685
Acadia Realty Trust
AKR
$2.64B
| $19.3M | ﹤0.01% |
824,008
-203,763
| -20% | -$4.78M |
|
1686
Stifel
SF
$11.8B
| $19.3M | ﹤0.01% |
205,920
-48,713
| -19% | -$4.57M |
|
1687
Pegasystems
PEGA
$9.93B
| $19.3M | ﹤0.01% |
528,740
+161,248
| +44% | +$5.89M |
|
1688
Li Auto
LI
$24.8B
| $19.3M | ﹤0.01% |
753,094
+407,034
| +118% | +$10.4M |
|
1689
Invesco
IVZ
$10B
| $19.3M | ﹤0.01% |
1,097,568
+8,097
| +0.7% | +$142K |
|
|
GMS
1690
DELISTED
GMS Inc
GMS
| $19.3M | ﹤0.01% |
212,717
-24,126
| -10% | -$2.19M |
|
1691
Houlihan Lokey
HLI
$14.4B
| $19.1M | ﹤0.01% |
121,182
-30,800
| -20% | -$4.87M |
|
1692
Olin
OLN
$3.02B
| $19.1M | ﹤0.01% |
398,821
-80,165
| -17% | -$3.85M |
|
1693
Omnicell
OMCL
$1.46B
| $19.1M | ﹤0.01% |
438,855
-7,778
| -2% | -$339K |
|
1694
Blackbaud
BLKB
$3.38B
| $19.1M | ﹤0.01% |
225,634
+7,097
| +3% | +$601K |
|
1695
iShares Convertible Bond ETF
ICVT
$2.88B
| $19.1M | ﹤0.01% |
228,239
+56,149
| +33% | +$4.7M |
|
1696
Vericel Corp
VCEL
$1.62B
| $19.1M | ﹤0.01% |
451,620
-28,009
| -6% | -$1.18M |
|
1697
Axsome Therapeutics
AXSM
$5.91B
| $19.1M | ﹤0.01% |
212,110
+27,534
| +15% | +$2.47M |
|
1698
TriCo Bancshares
TCBK
$1.48B
| $19M | ﹤0.01% |
446,455
+25,817
| +6% | +$1.1M |
|
1699
V2X
VVX
$1.7B
| $19M | ﹤0.01% |
340,793
+29,869
| +10% | +$1.67M |
|
1700
Academy Sports + Outdoors
ASO
$3.1B
| $19M | ﹤0.01% |
326,132
+8,848
| +3% | +$516K |
|