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 | |
|---|---|---|---|---|---|---|
1726
Bio-Rad Laboratories Class A
BIO
$7.59B
| $18.1M | ﹤0.01% |
54,136
-4,840
| -8% | -$1.62M |
|
1727
Scansource
SCSC
$974M
| $18.1M | ﹤0.01% |
377,080
+91,069
| +32% | +$4.37M |
|
1728
AvePoint
AVPT
$3.31B
| $18.1M | ﹤0.01% |
1,536,660
+184,361
| +14% | +$2.17M |
|
1729
iShares Latin America 40 ETF
ILF
$1.81B
| $18.1M | ﹤0.01% |
697,025
+168,625
| +32% | +$4.37M |
|
1730
Helmerich & Payne
HP
$2.1B
| $18M | ﹤0.01% |
593,330
+129,613
| +28% | +$3.94M |
|
1731
Globe Life
GL
$11.5B
| $18M | ﹤0.01% |
170,301
-54,173
| -24% | -$5.74M |
|
1732
Andersons Inc
ANDE
$1.38B
| $18M | ﹤0.01% |
359,671
-6,962
| -2% | -$349K |
|
1733
FTI Consulting
FCN
$5.32B
| $18M | ﹤0.01% |
79,120
+2,860
| +4% | +$651K |
|
|
ARCH
1734
DELISTED
Arch Resources, Inc.
ARCH
| $17.9M | ﹤0.01% |
129,733
+8,976
| +7% | +$1.24M |
|
1735
Yeti Holdings
YETI
$2.88B
| $17.9M | ﹤0.01% |
436,810
+62,619
| +17% | +$2.57M |
|
1736
First Trust Preferred Securities and Income ETF
FPE
$6.2B
| $17.9M | ﹤0.01% |
989,613
+224,647
| +29% | +$4.07M |
|
1737
Empire State Realty Trust
ESRT
$1.34B
| $17.9M | ﹤0.01% |
1,615,985
+98,850
| +7% | +$1.1M |
|
1738
Franklin US Core Bond ETF
FLCB
$2.72B
| $17.9M | ﹤0.01% |
813,175
+78,609
| +11% | +$1.73M |
|
1739
Prosperity Bancshares
PB
$6.44B
| $17.9M | ﹤0.01% |
247,814
-61,466
| -20% | -$4.43M |
|
1740
LiveRamp
RAMP
$1.73B
| $17.8M | ﹤0.01% |
720,039
-85,069
| -11% | -$2.11M |
|
1741
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.69B
| $17.8M | ﹤0.01% |
933,926
+625,087
| +202% | +$11.9M |
|
1742
Installed Building Products
IBP
$7.27B
| $17.8M | ﹤0.01% |
72,317
-1,584
| -2% | -$390K |
|
1743
Amalgamated Financial
AMAL
$859M
| $17.8M | ﹤0.01% |
567,609
+89,444
| +19% | +$2.81M |
|
1744
StoneCo
STNE
$4.89B
| $17.8M | ﹤0.01% |
1,580,679
+1,210,817
| +327% | +$13.6M |
|
1745
Grifois
GRFS
$6.72B
| $17.8M | ﹤0.01% |
2,002,511
+1,181,959
| +144% | +$10.5M |
|
1746
Iovance Biotherapeutics
IOVA
$821M
| $17.8M | ﹤0.01% |
1,892,932
-1,545,300
| -45% | -$14.5M |
|
1747
GameStop
GME
$11.2B
| $17.8M | ﹤0.01% |
774,096
+254,339
| +49% | +$5.83M |
|
1748
Axos Financial
AX
$5.17B
| $17.7M | ﹤0.01% |
281,658
+32,095
| +13% | +$2.02M |
|
1749
Legend Biotech
LEGN
$6.11B
| $17.7M | ﹤0.01% |
363,026
+7,078
| +2% | +$345K |
|
1750
InMode
INMD
$937M
| $17.6M | ﹤0.01% |
1,038,603
-145,448
| -12% | -$2.47M |
|