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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Ironwood Pharmaceuticals
IRWD
$213M
| $14.9M | ﹤0.01% |
1,276,908
-489,386
| -28% | -$5.71M |
|
1727
Abercrombie & Fitch
ANF
$4.12B
| $14.8M | ﹤0.01% |
426,242
+74,885
| +21% | +$2.61M |
|
1728
Sonic Automotive
SAH
$2.73B
| $14.8M | ﹤0.01% |
299,947
+56,189
| +23% | +$2.78M |
|
1729
Sinclair Inc
SBGI
$972M
| $14.8M | ﹤0.01% |
559,557
-65,424
| -10% | -$1.73M |
|
|
GWB
1730
DELISTED
Great Western Bancorp, Inc.
GWB
| $14.7M | ﹤0.01% |
434,288
-153,081
| -26% | -$5.2M |
|
1731
Shutterstock
SSTK
$742M
| $14.7M | ﹤0.01% |
132,950
+57,046
| +75% | +$6.33M |
|
1732
uniQure
QURE
$904M
| $14.7M | ﹤0.01% |
710,751
-7,843
| -1% | -$163K |
|
|
NXRT
1733
NexPoint Residential Trust
NXRT
$858M
| $14.6M | ﹤0.01% |
174,748
+65,254
| +60% | +$5.47M |
|
1734
Allete
ALE
$3.67B
| $14.6M | ﹤0.01% |
220,528
-29,581
| -12% | -$1.96M |
|
1735
Victoria's Secret
VSCO
$2.12B
| $14.6M | ﹤0.01% |
263,339
-126,164
| -32% | -$7.01M |
|
|
HHR
1736
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $14.6M | ﹤0.01% |
286,248
+244,873
| +592% | +$12.5M |
|
1737
RELX
RELX
$84.9B
| $14.6M | ﹤0.01% |
447,458
+182,212
| +69% | +$5.94M |
|
1738
Dillards
DDS
$8.97B
| $14.5M | ﹤0.01% |
59,269
-47,554
| -45% | -$11.7M |
|
1739
Unum
UNM
$12.8B
| $14.5M | ﹤0.01% |
590,566
+90,479
| +18% | +$2.22M |
|
1740
Azenta
AZTA
$1.36B
| $14.5M | ﹤0.01% |
140,608
-317,411
| -69% | -$32.7M |
|
|
WWE
1741
DELISTED
World Wrestling Entertainment
WWE
| $14.5M | ﹤0.01% |
293,223
+97,731
| +50% | +$4.82M |
|
1742
Upbound Group
UPBD
$1.45B
| $14.5M | ﹤0.01% |
300,929
+96,861
| +47% | +$4.65M |
|
1743
Yeti Holdings
YETI
$2.88B
| $14.5M | ﹤0.01% |
174,473
+10,640
| +6% | +$881K |
|
1744
Owens & Minor
OMI
$412M
| $14.4M | ﹤0.01% |
331,503
-81,380
| -20% | -$3.54M |
|
|
UMH
1745
UMH Properties
UMH
$1.29B
| $14.3M | ﹤0.01% |
524,213
+40,919
| +8% | +$1.12M |
|
1746
New York Times
NYT
$9.59B
| $14.3M | ﹤0.01% |
296,101
+18,030
| +6% | +$871K |
|
1747
Fulton Financial
FULT
$3.54B
| $14.3M | ﹤0.01% |
841,083
+79,492
| +10% | +$1.35M |
|
1748
Tandem Diabetes Care
TNDM
$829M
| $14.3M | ﹤0.01% |
94,937
-53,806
| -36% | -$8.1M |
|
|
ARGO
1749
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $14.3M | ﹤0.01% |
245,816
+5,276
| +2% | +$307K |
|
|
LGF.A
1750
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $14.3M | ﹤0.01% |
857,993
-136,919
| -14% | -$2.28M |
|