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 | |
|---|---|---|---|---|---|---|
1901
Caleres
CAL
$503M
| $13.8M | ﹤0.01% |
418,722
+124,266
| +42% | +$4.11M |
|
1902
Alight
ALIT
$1.95B
| $13.8M | ﹤0.01% |
1,864,038
+1,248,465
| +203% | +$9.24M |
|
1903
Alamo Group
ALG
$2.49B
| $13.8M | ﹤0.01% |
76,555
+9,710
| +15% | +$1.75M |
|
1904
Synaptics
SYNA
$2.72B
| $13.8M | ﹤0.01% |
177,676
-133,866
| -43% | -$10.4M |
|
1905
America Movil
AMX
$61.4B
| $13.8M | ﹤0.01% |
841,335
-745,980
| -47% | -$12.2M |
|
|
MFA
1906
MFA Financial
MFA
$1.04B
| $13.8M | ﹤0.01% |
1,081,225
+23,852
| +2% | +$303K |
|
1907
Invesco Financial Preferred ETF
PGF
$814M
| $13.7M | ﹤0.01% |
873,248
+869,482
| +23,088% | +$13.6M |
|
1908
Dimensional International Value ETF
DFIV
$13.3B
| $13.7M | ﹤0.01% |
358,860
-20,637
| -5% | -$786K |
|
1909
Dimensional US Core Equity Market ETF
DFAU
$9.23B
| $13.7M | ﹤0.01% |
344,109
+12,432
| +4% | +$493K |
|
|
CSR
1910
Centerspace
CSR
$979M
| $13.6M | ﹤0.01% |
193,242
+39,380
| +26% | +$2.78M |
|
1911
BancFirst
BANF
$4.45B
| $13.6M | ﹤0.01% |
129,204
+32,636
| +34% | +$3.43M |
|
1912
Criteo
CRTO
$1.15B
| $13.6M | ﹤0.01% |
337,880
+80,424
| +31% | +$3.24M |
|
1913
MaxLinear
MXL
$1.37B
| $13.5M | ﹤0.01% |
935,739
+288,607
| +45% | +$4.18M |
|
1914
Valley National Bancorp
VLY
$6.04B
| $13.5M | ﹤0.01% |
1,494,390
+439,831
| +42% | +$3.98M |
|
1915
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.36B
| $13.5M | ﹤0.01% |
406,776
+62,541
| +18% | +$2.08M |
|
1916
Rapid7
RPD
$1.27B
| $13.4M | ﹤0.01% |
336,032
-12,608
| -4% | -$503K |
|
1917
Oceaneering
OII
$2.43B
| $13.4M | ﹤0.01% |
538,929
-19,100
| -3% | -$475K |
|
1918
Associated Banc-Corp
ASB
$4.35B
| $13.4M | ﹤0.01% |
621,613
-9,866
| -2% | -$213K |
|
1919
Intellia Therapeutics
NTLA
$1.23B
| $13.3M | ﹤0.01% |
649,054
-20,051
| -3% | -$412K |
|
1920
Genworth Financial
GNW
$3.61B
| $13.3M | ﹤0.01% |
1,947,016
+450,329
| +30% | +$3.08M |
|
1921
CleanSpark
CLSK
$2.91B
| $13.3M | ﹤0.01% |
1,427,607
-106,429
| -7% | -$994K |
|
1922
Tenable Holdings
TENB
$3.62B
| $13.3M | ﹤0.01% |
328,550
-61,183
| -16% | -$2.48M |
|
1923
TAL Education Group
TAL
$6.67B
| $13.3M | ﹤0.01% |
1,122,391
-351,670
| -24% | -$4.16M |
|
1924
Treehouse Foods
THS
$882M
| $13.3M | ﹤0.01% |
316,428
+206,411
| +188% | +$8.67M |
|
1925
Insperity
NSP
$1.99B
| $13.3M | ﹤0.01% |
150,669
+21,325
| +16% | +$1.88M |
|