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 | |
|---|---|---|---|---|---|---|
1776
Fox Class B
FOX
$23.5B
| $16.8M | ﹤0.01% |
433,384
+96,740
| +29% | +$3.75M |
|
1777
WisdomTree US MidCap Dividend Fund
DON
$3.82B
| $16.8M | ﹤0.01% |
328,207
-16,751
| -5% | -$856K |
|
1778
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $16.7M | ﹤0.01% |
624,381
+7,797
| +1% | +$209K |
|
1779
Hamilton Insurance Group
HG
$2.42B
| $16.7M | ﹤0.01% |
862,314
+727,242
| +538% | +$14.1M |
|
1780
CRISPR Therapeutics
CRSP
$5.12B
| $16.6M | ﹤0.01% |
354,242
+25,173
| +8% | +$1.18M |
|
1781
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.54B
| $16.6M | ﹤0.01% |
287,834
+248,230
| +627% | +$14.3M |
|
1782
Veritex Holdings
VBTX
$1.88B
| $16.6M | ﹤0.01% |
631,372
+122,809
| +24% | +$3.23M |
|
1783
Liberty Media Series C
FWONK
$24.9B
| $16.6M | ﹤0.01% |
214,259
+64,356
| +43% | +$4.98M |
|
1784
Klaviyo
KVYO
$9.36B
| $16.6M | ﹤0.01% |
467,877
-1,666,081
| -78% | -$58.9M |
|
1785
Urban Outfitters
URBN
$6.07B
| $16.5M | ﹤0.01% |
431,892
-124,568
| -22% | -$4.77M |
|
1786
Herc Holdings
HRI
$4.2B
| $16.5M | ﹤0.01% |
103,724
+11,945
| +13% | +$1.9M |
|
1787
Western Alliance Bancorporation
WAL
$9.77B
| $16.5M | ﹤0.01% |
191,188
+63,283
| +49% | +$5.47M |
|
1788
Schwab International Equity ETF
SCHF
$51.3B
| $16.5M | ﹤0.01% |
802,016
-82,468
| -9% | -$1.7M |
|
1789
Fidelity Enhanced Large Cap Core ETF
FELC
$5.12B
| $16.4M | ﹤0.01% |
512,004
+509,054
| +17,256% | +$16.3M |
|
1790
Dimensional International Core Equity 2 ETF
DFIC
$10.4B
| $16.3M | ﹤0.01% |
579,285
+13,808
| +2% | +$389K |
|
1791
Antero Resources
AR
$10.2B
| $16.2M | ﹤0.01% |
565,793
+61,771
| +12% | +$1.77M |
|
1792
Hilton Grand Vacations
HGV
$3.98B
| $16.2M | ﹤0.01% |
446,028
-51,418
| -10% | -$1.87M |
|
1793
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$754M
| $16.2M | ﹤0.01% |
365,655
+13,495
| +4% | +$598K |
|
1794
Franklin Electric
FELE
$4.21B
| $16.2M | ﹤0.01% |
154,305
+31,937
| +26% | +$3.35M |
|
1795
Synovus
SNV
$7.18B
| $16.1M | ﹤0.01% |
362,798
-28,234
| -7% | -$1.26M |
|
1796
Peloton Interactive
PTON
$3.09B
| $16.1M | ﹤0.01% |
3,447,074
+2,836,176
| +464% | +$13.3M |
|
1797
NIO
NIO
$14B
| $16.1M | ﹤0.01% |
2,410,824
-11,693
| -0.5% | -$78.1K |
|
1798
Cleveland-Cliffs
CLF
$5.78B
| $16.1M | ﹤0.01% |
1,260,009
-460,090
| -27% | -$5.88M |
|
1799
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.1B
| $16M | ﹤0.01% |
344,896
+25,055
| +8% | +$1.17M |
|
1800
Lumentum
LITE
$11.4B
| $16M | ﹤0.01% |
252,511
+133,280
| +112% | +$8.45M |
|