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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
United Natural Foods
UNFI
$1.7B
| $7.74M | ﹤0.01% |
293,822
+59,497
| +25% | +$1.57M |
|
2077
Permian Resources
PR
$9.3B
| $7.72M | ﹤0.01% |
734,851
-72,107
| -9% | -$757K |
|
2078
Liberty Global Class A
LBTYA
$4.05B
| $7.71M | ﹤0.01% |
395,615
+49,069
| +14% | +$957K |
|
2079
Star Group
SGU
$386M
| $7.71M | ﹤0.01% |
594,731
-47,004
| -7% | -$610K |
|
2080
APi Group
APG
$14.7B
| $7.7M | ﹤0.01% |
513,710
+79,821
| +18% | +$1.2M |
|
|
TRTN
2081
DELISTED
Triton International Limited
TRTN
| $7.69M | ﹤0.01% |
121,680
+28,710
| +31% | +$1.82M |
|
2082
Nordic American Tanker
NAT
$701M
| $7.69M | ﹤0.01% |
1,942,785
-1,114,295
| -36% | -$4.41M |
|
2083
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $7.69M | ﹤0.01% |
187,014
+85,258
| +84% | +$3.5M |
|
2084
Carpenter Technology
CRS
$12B
| $7.68M | ﹤0.01% |
171,517
+94,330
| +122% | +$4.22M |
|
2085
Supernus Pharmaceuticals
SUPN
$2.47B
| $7.67M | ﹤0.01% |
211,771
-31,084
| -13% | -$1.13M |
|
2086
AMERISAFE
AMSF
$818M
| $7.64M | ﹤0.01% |
156,124
+126,258
| +423% | +$6.18M |
|
2087
Oxford Industries
OXM
$695M
| $7.63M | ﹤0.01% |
72,255
+5,520
| +8% | +$583K |
|
2088
Eastern Bankshares
EBC
$3.44B
| $7.61M | ﹤0.01% |
602,785
-735,010
| -55% | -$9.28M |
|
2089
Dorian LPG
LPG
$1.39B
| $7.58M | ﹤0.01% |
380,027
-12,127
| -3% | -$242K |
|
2090
4D Molecular Therapeutics
FDMT
$318M
| $7.57M | ﹤0.01% |
440,313
+339
| +0.1% | +$5.83K |
|
2091
eXp World Holdings
EXPI
$1.8B
| $7.55M | ﹤0.01% |
595,278
+115,729
| +24% | +$1.47M |
|
2092
M/I Homes
MHO
$4.02B
| $7.55M | ﹤0.01% |
119,750
+21,768
| +22% | +$1.37M |
|
2093
Shoe Carnival
SCVL
$645M
| $7.55M | ﹤0.01% |
294,326
+102,197
| +53% | +$2.62M |
|
2094
Transmedics
TMDX
$3.9B
| $7.55M | ﹤0.01% |
99,675
+67,753
| +212% | +$5.13M |
|
2095
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$504M
| $7.5M | ﹤0.01% |
211,544
+204,180
| +2,773% | +$7.24M |
|
2096
Terns Pharmaceuticals
TERN
$624M
| $7.48M | ﹤0.01% |
631,746
-575,405
| -48% | -$6.81M |
|
2097
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
| $7.48M | ﹤0.01% |
219,989
-5,702
| -3% | -$194K |
|
2098
CrossAmerica Partners
CAPL
$800M
| $7.47M | ﹤0.01% |
347,590
-58,881
| -14% | -$1.27M |
|
2099
SK Telecom
SKM
$8.4B
| $7.47M | ﹤0.01% |
364,144
-1,032,042
| -74% | -$21.2M |
|
2100
Brinker International
EAT
$6.8B
| $7.47M | ﹤0.01% |
196,521
+100,278
| +104% | +$3.81M |
|