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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Cytokinetics
CYTK
$6.12B
| $11.4M | ﹤0.01% |
386,101
+11,096
| +3% | +$327K |
|
1827
Medifast
MED
$154M
| $11.4M | ﹤0.01% |
151,964
+8,402
| +6% | +$629K |
|
1828
Kadant
KAI
$3.69B
| $11.3M | ﹤0.01% |
50,237
-4,838
| -9% | -$1.09M |
|
1829
Southwest Gas
SWX
$5.65B
| $11.3M | ﹤0.01% |
187,465
-35,385
| -16% | -$2.14M |
|
1830
Wayfair
W
$11.4B
| $11.3M | ﹤0.01% |
186,871
-412,086
| -69% | -$25M |
|
1831
MDU Resources
MDU
$3.32B
| $11.3M | ﹤0.01% |
1,042,832
+97,884
| +10% | +$1.06M |
|
1832
Resideo Technologies
REZI
$5.66B
| $11.3M | ﹤0.01% |
714,324
+74,239
| +12% | +$1.17M |
|
1833
Nordic American Tanker
NAT
$669M
| $11.3M | ﹤0.01% |
2,730,981
+657,300
| +32% | +$2.71M |
|
1834
Encore Capital Group
ECPG
$1.02B
| $11.2M | ﹤0.01% |
235,264
-19,345
| -8% | -$924K |
|
1835
Franklin Electric
FELE
$4.21B
| $11.2M | ﹤0.01% |
125,890
-13,039
| -9% | -$1.16M |
|
1836
LeMaitre Vascular
LMAT
$2.09B
| $11.2M | ﹤0.01% |
205,638
-9,158
| -4% | -$499K |
|
1837
Stride
LRN
$6.91B
| $11.2M | ﹤0.01% |
248,703
-90,952
| -27% | -$4.1M |
|
1838
Scansource
SCSC
$974M
| $11.2M | ﹤0.01% |
368,901
+16,188
| +5% | +$491K |
|
1839
Runway Growth Finance
RWAY
$378M
| $11.1M | ﹤0.01% |
866,506
+156,400
| +22% | +$2.01M |
|
1840
Forward Air
FWRD
$904M
| $11.1M | ﹤0.01% |
161,598
+73,986
| +84% | +$5.09M |
|
1841
Federated Hermes
FHI
$4.16B
| $11.1M | ﹤0.01% |
327,967
-21,206
| -6% | -$718K |
|
1842
WisdomTree Cloud Computing Fund
WCLD
$337M
| $11.1M | ﹤0.01% |
373,956
+56,907
| +18% | +$1.69M |
|
1843
National Health Investors
NHI
$3.72B
| $11.1M | ﹤0.01% |
215,221
-20,677
| -9% | -$1.06M |
|
1844
Franklin Resources
BEN
$12.8B
| $11M | ﹤0.01% |
448,783
-688,351
| -61% | -$16.9M |
|
1845
Liberty Broadband Class A
LBRDA
$8.65B
| $11M | ﹤0.01% |
120,480
+7,973
| +7% | +$725K |
|
1846
Kforce
KFRC
$567M
| $10.9M | ﹤0.01% |
182,786
+14,364
| +9% | +$857K |
|
1847
BlueLinx
BXC
$617M
| $10.9M | ﹤0.01% |
132,442
-18,899
| -12% | -$1.55M |
|
1848
Xperi
XPER
$279M
| $10.9M | ﹤0.01% |
1,101,392
+56,527
| +5% | +$557K |
|
1849
Avis
CAR
$5.47B
| $10.9M | ﹤0.01% |
60,410
+612
| +1% | +$110K |
|
1850
WSFS Financial
WSFS
$3.13B
| $10.8M | ﹤0.01% |
296,445
-13,857
| -4% | -$506K |
|