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 | |
|---|---|---|---|---|---|---|
2126
RxSight
RXST
$378M
| $9.52M | ﹤0.01% |
192,510
+7,494
| +4% | +$370K |
|
2127
Pampa Energía
PAM
$3.22B
| $9.51M | ﹤0.01% |
158,448
+45,409
| +40% | +$2.73M |
|
|
EDR
2128
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $9.51M | ﹤0.01% |
333,050
-2,197,828
| -87% | -$62.8M |
|
2129
Dimensional US Marketwide Value ETF
DFUV
$12.2B
| $9.5M | ﹤0.01% |
227,937
-12,534
| -5% | -$523K |
|
2130
Roivant Sciences
ROIV
$9.53B
| $9.49M | ﹤0.01% |
822,582
+34,453
| +4% | +$398K |
|
2131
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.94B
| $9.46M | ﹤0.01% |
294,397
-611,216
| -67% | -$19.7M |
|
|
PDCO
2132
DELISTED
Patterson Companies, Inc.
PDCO
| $9.44M | ﹤0.01% |
432,155
-59,624
| -12% | -$1.3M |
|
|
NTST
2133
NETSTREIT Corp
NTST
$1.75B
| $9.41M | ﹤0.01% |
569,527
+361,577
| +174% | +$5.98M |
|
2134
Vanguard Russell 1000 ETF
VONE
$6.81B
| $9.41M | ﹤0.01% |
36,186
+8,644
| +31% | +$2.25M |
|
2135
LeMaitre Vascular
LMAT
$2.09B
| $9.39M | ﹤0.01% |
101,059
-27,324
| -21% | -$2.54M |
|
2136
Ardmore Shipping
ASC
$531M
| $9.38M | ﹤0.01% |
518,189
-249,642
| -33% | -$4.52M |
|
2137
OneSpaWorld
OSW
$2.25B
| $9.36M | ﹤0.01% |
566,789
-178,311
| -24% | -$2.94M |
|
2138
Vital Farms
VITL
$2.1B
| $9.34M | ﹤0.01% |
266,398
+74,593
| +39% | +$2.62M |
|
2139
WisdomTree International Quality Dividend Growth Fund
IQDG
$749M
| $9.34M | ﹤0.01% |
238,459
-42,482
| -15% | -$1.66M |
|
|
LTC
2140
LTC Properties
LTC
$1.67B
| $9.31M | ﹤0.01% |
253,807
+113,100
| +80% | +$4.15M |
|
2141
Toyota
TM
$257B
| $9.3M | ﹤0.01% |
52,058
-36,288
| -41% | -$6.48M |
|
2142
Brady Corp
BRC
$3.8B
| $9.29M | ﹤0.01% |
121,261
+90
| +0.1% | +$6.9K |
|
2143
Pilgrim's Pride
PPC
$10.2B
| $9.29M | ﹤0.01% |
201,784
+40,908
| +25% | +$1.88M |
|
2144
Vishay Precision Group
VPG
$433M
| $9.28M | ﹤0.01% |
358,325
+331,547
| +1,238% | +$8.59M |
|
2145
Federated Hermes
FHI
$4.09B
| $9.26M | ﹤0.01% |
251,822
-23,962
| -9% | -$881K |
|
2146
SPDR Bloomberg Convertible Securities ETF
CWB
$4.53B
| $9.26M | ﹤0.01% |
120,893
+20,878
| +21% | +$1.6M |
|
2147
RadNet
RDNT
$5.77B
| $9.23M | ﹤0.01% |
132,997
+1,838
| +1% | +$128K |
|
2148
SPDR Gold MiniShares Trust
GLDM
$20.2B
| $9.22M | ﹤0.01% |
176,936
-43,293
| -20% | -$2.26M |
|
2149
Adient
ADNT
$1.97B
| $9.22M | ﹤0.01% |
408,429
-183,852
| -31% | -$4.15M |
|
2150
Harmony Biosciences
HRMY
$1.87B
| $9.22M | ﹤0.01% |
230,428
+93,622
| +68% | +$3.74M |
|