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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Invesco Senior Loan ETF
BKLN
$6.88B
| $14.9M | ﹤0.01% |
709,432
+387,910
| +121% | +$8.17M |
|
1902
Alpha Metallurgical Resources
AMR
$1.87B
| $14.9M | ﹤0.01% |
74,615
+39,762
| +114% | +$7.96M |
|
1903
Walker & Dunlop
WD
$2.93B
| $14.9M | ﹤0.01% |
153,539
+80,890
| +111% | +$7.86M |
|
1904
Select Water Solutions
WTTR
$946M
| $14.9M | ﹤0.01% |
1,125,687
-220,277
| -16% | -$2.92M |
|
1905
Verint Systems
VRNT
$1.23B
| $14.9M | ﹤0.01% |
542,343
+251,580
| +87% | +$6.91M |
|
1906
Penske Automotive Group
PAG
$11.9B
| $14.9M | ﹤0.01% |
97,482
-7,880
| -7% | -$1.2M |
|
1907
Golar LNG
GLNG
$4.16B
| $14.8M | ﹤0.01% |
350,858
+131,887
| +60% | +$5.58M |
|
1908
Neumora Therapeutics
NMRA
$262M
| $14.8M | ﹤0.01% |
1,399,717
+1,335,296
| +2,073% | +$14.2M |
|
1909
ANI Pharmaceuticals
ANIP
$2.12B
| $14.8M | ﹤0.01% |
268,050
-286,785
| -52% | -$15.9M |
|
1910
Rhythm Pharmaceuticals
RYTM
$6.39B
| $14.8M | ﹤0.01% |
264,585
+182,993
| +224% | +$10.2M |
|
1911
Grifois
GRFS
$6.72B
| $14.8M | ﹤0.01% |
1,988,043
-14,468
| -0.7% | -$108K |
|
1912
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$754M
| $14.8M | ﹤0.01% |
347,847
-17,808
| -5% | -$756K |
|
1913
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $14.8M | ﹤0.01% |
533,200
-26,372
| -5% | -$731K |
|
1914
FNB Corp
FNB
$5.89B
| $14.7M | ﹤0.01% |
996,865
+9,781
| +1% | +$145K |
|
1915
Vanguard Energy ETF
VDE
$7.29B
| $14.7M | ﹤0.01% |
121,435
-2,046
| -2% | -$248K |
|
1916
Treace Medical Concepts
TMCI
$456M
| $14.7M | ﹤0.01% |
1,977,219
+714,984
| +57% | +$5.32M |
|
1917
Sumitomo Mitsui Financial
SMFG
$107B
| $14.7M | ﹤0.01% |
1,015,206
-354,744
| -26% | -$5.14M |
|
1918
Dimensional US Small Cap ETF
DFAS
$11.3B
| $14.7M | ﹤0.01% |
225,839
+31,889
| +16% | +$2.08M |
|
1919
Akero Therapeutics
AKRO
$3.48B
| $14.7M | ﹤0.01% |
528,207
+40,161
| +8% | +$1.12M |
|
1920
Amer Sports
AS
$20.2B
| $14.7M | ﹤0.01% |
524,072
+522,512
| +33,494% | +$14.6M |
|
1921
Hilltop Holdings
HTH
$2.18B
| $14.6M | ﹤0.01% |
511,418
+30,861
| +6% | +$884K |
|
1922
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
| $14.6M | ﹤0.01% |
544,699
+244,112
| +81% | +$6.55M |
|
1923
Dimensional US Core Equity Market ETF
DFAU
$9.23B
| $14.6M | ﹤0.01% |
360,580
+16,471
| +5% | +$667K |
|
1924
International Seaways
INSW
$2.33B
| $14.6M | ﹤0.01% |
406,197
+10,142
| +3% | +$365K |
|
1925
Vontier
VNT
$6.29B
| $14.6M | ﹤0.01% |
399,334
-14,503
| -4% | -$529K |
|