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 | |
|---|---|---|---|---|---|---|
1751
Magnolia Oil & Gas
MGY
$4.41B
| $17.5M | ﹤0.01% |
717,494
-30,190
| -4% | -$737K |
|
1752
Kirby Corp
KEX
$4.8B
| $17.4M | ﹤0.01% |
142,265
+30,713
| +28% | +$3.76M |
|
1753
Voya Financial
VOYA
$7.44B
| $17.4M | ﹤0.01% |
219,516
+527
| +0.2% | +$41.7K |
|
|
PMT
1754
PennyMac Mortgage Investment
PMT
$1.07B
| $17.4M | ﹤0.01% |
1,219,206
+18,122
| +2% | +$258K |
|
|
SAFE
1755
Safehold
SAFE
$1.18B
| $17.4M | ﹤0.01% |
662,179
+91,965
| +16% | +$2.41M |
|
1756
Graham Holdings Company
GHC
$5.12B
| $17.4M | ﹤0.01% |
21,128
+1,941
| +10% | +$1.59M |
|
1757
iShares US Regional Banks ETF
IAT
$651M
| $17.3M | ﹤0.01% |
364,710
+70,206
| +24% | +$3.34M |
|
1758
Invesco DB Agriculture Fund
DBA
$814M
| $17.3M | ﹤0.01% |
664,397
+10,344
| +2% | +$270K |
|
1759
Sumitomo Mitsui Financial
SMFG
$107B
| $17.3M | ﹤0.01% |
1,369,950
+517,179
| +61% | +$6.53M |
|
1760
Samsara
IOT
$21.9B
| $17.3M | ﹤0.01% |
359,422
+214,651
| +148% | +$10.3M |
|
1761
Enpro
NPO
$4.64B
| $17.2M | ﹤0.01% |
106,271
+4,123
| +4% | +$669K |
|
1762
Old Second Bancorp
OSBC
$961M
| $17.2M | ﹤0.01% |
1,101,634
+153,187
| +16% | +$2.39M |
|
1763
Penske Automotive Group
PAG
$11.9B
| $17.1M | ﹤0.01% |
105,362
-799
| -0.8% | -$130K |
|
1764
PagSeguro Digital
PAGS
$2.78B
| $17.1M | ﹤0.01% |
1,985,074
+999,237
| +101% | +$8.6M |
|
1765
First Financial Bankshares
FFIN
$5.12B
| $17.1M | ﹤0.01% |
461,726
+131,063
| +40% | +$4.85M |
|
1766
DXC Technology
DXC
$2.51B
| $17.1M | ﹤0.01% |
823,191
+10,922
| +1% | +$227K |
|
1767
Westlake Corp
WLK
$11.3B
| $17.1M | ﹤0.01% |
113,553
-1,909
| -2% | -$287K |
|
1768
Liberty Live Group Series A
LLYVA
$8.95B
| $17M | ﹤0.01% |
344,248
-27,341
| -7% | -$1.35M |
|
1769
WisdomTree Cloud Computing Fund
WCLD
$337M
| $17M | ﹤0.01% |
532,384
-63,247
| -11% | -$2.02M |
|
1770
FIVE9
FIVN
$2B
| $17M | ﹤0.01% |
590,640
+132,182
| +29% | +$3.8M |
|
1771
Teradata
TDC
$2B
| $16.9M | ﹤0.01% |
557,521
+32,940
| +6% | +$999K |
|
1772
TG Therapeutics
TGTX
$5.1B
| $16.9M | ﹤0.01% |
720,798
+270,286
| +60% | +$6.32M |
|
1773
Capital Group Growth ETF
CGGR
$15.9B
| $16.9M | ﹤0.01% |
484,569
+73,399
| +18% | +$2.55M |
|
1774
Roblox
RBLX
$92.4B
| $16.8M | ﹤0.01% |
380,554
-1,544,975
| -80% | -$68.4M |
|
1775
Banco Santander
SAN
$149B
| $16.8M | ﹤0.01% |
3,301,711
+1,178,449
| +56% | +$6.01M |
|