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 | |
|---|---|---|---|---|---|---|
1851
Select Water Solutions
WTTR
$946M
| $15M | ﹤0.01% |
1,345,964
+329,353
| +32% | +$3.67M |
|
1852
Flowserve
FLS
$7.36B
| $15M | ﹤0.01% |
289,701
-128,070
| -31% | -$6.62M |
|
1853
Nelnet
NNI
$4.46B
| $15M | ﹤0.01% |
132,004
-47,793
| -27% | -$5.41M |
|
1854
Preferred Bank
PFBC
$1.16B
| $14.9M | ﹤0.01% |
186,107
+35,979
| +24% | +$2.89M |
|
1855
Byline Bancorp
BY
$1.33B
| $14.9M | ﹤0.01% |
557,242
+232,530
| +72% | +$6.22M |
|
1856
Provident Financial Services
PFS
$2.59B
| $14.8M | ﹤0.01% |
795,855
+283,879
| +55% | +$5.27M |
|
1857
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $14.8M | ﹤0.01% |
219,518
+14,481
| +7% | +$974K |
|
1858
Tanger
SKT
$3.86B
| $14.8M | ﹤0.01% |
444,901
+9,701
| +2% | +$322K |
|
1859
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.81B
| $14.8M | ﹤0.01% |
139,737
+51,039
| +58% | +$5.39M |
|
1860
Ashland
ASH
$2.41B
| $14.8M | ﹤0.01% |
169,618
+67,980
| +67% | +$5.91M |
|
1861
TTM Technologies
TTMI
$4.83B
| $14.7M | ﹤0.01% |
808,150
-468,598
| -37% | -$8.55M |
|
1862
Equity Bancshares
EQBK
$800M
| $14.7M | ﹤0.01% |
360,457
+17,431
| +5% | +$713K |
|
1863
PGIM AAA CLO ETF
PAAA
$4.29B
| $14.7M | ﹤0.01% |
+286,627
| New | +$14.7M |
|
1864
iShares MSCI Indonesia ETF
EIDO
$337M
| $14.6M | ﹤0.01% |
650,121
+116,597
| +22% | +$2.62M |
|
1865
Crinetics Pharmaceuticals
CRNX
$3.2B
| $14.6M | ﹤0.01% |
285,956
+894
| +0.3% | +$45.7K |
|
1866
Shake Shack
SHAK
$4.06B
| $14.6M | ﹤0.01% |
141,367
+7,774
| +6% | +$802K |
|
1867
Glacier Bancorp
GBCI
$5.8B
| $14.6M | ﹤0.01% |
318,956
-84,535
| -21% | -$3.86M |
|
|
TPC
1868
Tutor Perini Corporation
TPC
$3.37B
| $14.6M | ﹤0.01% |
536,384
+460,945
| +611% | +$12.5M |
|
1869
Simmons First National
SFNC
$2.96B
| $14.6M | ﹤0.01% |
676,171
+170,821
| +34% | +$3.68M |
|
1870
Macy's
M
$4.54B
| $14.6M | ﹤0.01% |
927,990
-28,482
| -3% | -$447K |
|
1871
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $14.5M | ﹤0.01% |
287,409
+4,476
| +2% | +$226K |
|
1872
Diodes
DIOD
$2.44B
| $14.5M | ﹤0.01% |
226,742
+58,597
| +35% | +$3.76M |
|
1873
Select Medical
SEM
$1.55B
| $14.5M | ﹤0.01% |
772,651
+68,496
| +10% | +$1.29M |
|
1874
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$678M
| $14.5M | ﹤0.01% |
394,666
+281,272
| +248% | +$10.3M |
|
1875
Tarsus Pharmaceuticals
TARS
$2.08B
| $14.5M | ﹤0.01% |
440,167
+420,057
| +2,089% | +$13.8M |
|