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 | |
|---|---|---|---|---|---|---|
1826
Laureate Education
LAUR
$4.33B
| $15.4M | ﹤0.01% |
928,983
-353,641
| -28% | -$5.87M |
|
1827
National Storage Affiliates Trust
NSA
$2.45B
| $15.4M | ﹤0.01% |
319,277
+42,508
| +15% | +$2.05M |
|
1828
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $15.4M | ﹤0.01% |
526,876
+401,943
| +322% | +$11.7M |
|
1829
Cavco Industries
CVCO
$4.32B
| $15.4M | ﹤0.01% |
35,887
+12,780
| +55% | +$5.47M |
|
|
PFC
1830
DELISTED
Premier Financial Corp. Common Stock
PFC
| $15.3M | ﹤0.01% |
653,065
+49,367
| +8% | +$1.16M |
|
1831
Wolfspeed
WOLF
$365M
| $15.3M | ﹤0.01% |
1,579,320
+249,721
| +19% | +$2.42M |
|
1832
SLM Corp
SLM
$5.86B
| $15.3M | ﹤0.01% |
669,263
+18,470
| +3% | +$422K |
|
1833
VanEck Intermediate Muni ETF
ITM
$1.97B
| $15.3M | ﹤0.01% |
325,635
-79,637
| -20% | -$3.74M |
|
1834
Mattel
MAT
$5.72B
| $15.3M | ﹤0.01% |
802,169
-271,585
| -25% | -$5.17M |
|
1835
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.61B
| $15.3M | ﹤0.01% |
262,473
+35,715
| +16% | +$2.08M |
|
|
FBMS
1836
DELISTED
The First Bancshares, Inc.
FBMS
| $15.3M | ﹤0.01% |
475,014
+26,349
| +6% | +$847K |
|
1837
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $15.2M | ﹤0.01% |
157,161
+30,816
| +24% | +$2.99M |
|
1838
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $15.2M | ﹤0.01% |
212,130
-111,742
| -35% | -$8.02M |
|
1839
Teekay Tankers
TNK
$1.8B
| $15.2M | ﹤0.01% |
261,192
-85,771
| -25% | -$5M |
|
|
EQC
1840
DELISTED
Equity Commonwealth
EQC
| $15.2M | ﹤0.01% |
763,380
-383,633
| -33% | -$7.63M |
|
1841
Bruker
BRKR
$4.69B
| $15.2M | ﹤0.01% |
219,884
-15,857
| -7% | -$1.1M |
|
1842
GSK
GSK
$82.2B
| $15.2M | ﹤0.01% |
370,815
-900,251
| -71% | -$36.8M |
|
1843
Vanguard Energy ETF
VDE
$7.29B
| $15.1M | ﹤0.01% |
123,481
-7,436
| -6% | -$911K |
|
1844
Dorman Products
DORM
$4.93B
| $15.1M | ﹤0.01% |
133,341
+84,613
| +174% | +$9.57M |
|
1845
New Mountain Finance
NMFC
$1.11B
| $15.1M | ﹤0.01% |
1,258,842
+15,988
| +1% | +$192K |
|
1846
First Trust Cloud Computing ETF
SKYY
$3.2B
| $15.1M | ﹤0.01% |
147,336
+5,620
| +4% | +$575K |
|
1847
Spirit AeroSystems
SPR
$4.54B
| $15M | ﹤0.01% |
462,837
+172,286
| +59% | +$5.6M |
|
1848
Madrigal Pharmaceuticals
MDGL
$9.63B
| $15M | ﹤0.01% |
70,778
+18,122
| +34% | +$3.85M |
|
1849
Customers Bancorp
CUBI
$2.32B
| $15M | ﹤0.01% |
322,677
-121,863
| -27% | -$5.66M |
|
1850
Travel + Leisure Co
TNL
$4.02B
| $15M | ﹤0.01% |
325,236
-38,765
| -11% | -$1.79M |
|