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 | |
|---|---|---|---|---|---|---|
|
JWN
2176
DELISTED
Nordstrom
JWN
| $8.74M | ﹤0.01% |
388,796
+89,114
| +30% | +$2M |
|
|
AMTM
2177
Amentum Holdings, Inc.
AMTM
$5.58B
| $8.74M | ﹤0.01% |
+270,969
| New | +$8.74M |
|
2178
Dimensional US Small Cap Value ETF
DFSV
$5.32B
| $8.73M | ﹤0.01% |
283,598
+13,674
| +5% | +$421K |
|
2179
Rogers Corp
ROG
$1.48B
| $8.73M | ﹤0.01% |
77,211
+17,648
| +30% | +$1.99M |
|
2180
Inogen
INGN
$231M
| $8.69M | ﹤0.01% |
896,106
+23,891
| +3% | +$232K |
|
2181
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $8.68M | ﹤0.01% |
84,083
+329
| +0.4% | +$34K |
|
2182
Tyra Biosciences
TYRA
$656M
| $8.67M | ﹤0.01% |
368,647
+3,896
| +1% | +$91.6K |
|
2183
Cannae Holdings
CNNE
$1.12B
| $8.67M | ﹤0.01% |
454,688
+44,691
| +11% | +$852K |
|
2184
Revolve Group
RVLV
$1.7B
| $8.66M | ﹤0.01% |
349,670
+158,960
| +83% | +$3.94M |
|
|
ETWO
2185
DELISTED
E2open Parent Holdings
ETWO
| $8.64M | ﹤0.01% |
1,960,030
+1,677,336
| +593% | +$7.4M |
|
2186
Healthcare Services Group
HCSG
$1.16B
| $8.64M | ﹤0.01% |
773,635
+76,456
| +11% | +$854K |
|
2187
First Trust Small Cap Core AlphaDEX Fund
FYX
$887M
| $8.62M | ﹤0.01% |
86,637
+21,401
| +33% | +$2.13M |
|
2188
QuinStreet
QNST
$933M
| $8.6M | ﹤0.01% |
449,589
+127,689
| +40% | +$2.44M |
|
2189
NETGEAR
NTGR
$842M
| $8.6M | ﹤0.01% |
428,726
-25,391
| -6% | -$509K |
|
2190
Goodyear
GT
$2.44B
| $8.6M | ﹤0.01% |
971,766
-1,447,739
| -60% | -$12.8M |
|
2191
Renasant Corp
RNST
$3.64B
| $8.56M | ﹤0.01% |
263,353
+117,950
| +81% | +$3.83M |
|
2192
Archrock
AROC
$4.24B
| $8.55M | ﹤0.01% |
422,383
+205,241
| +95% | +$4.15M |
|
2193
Federal Agricultural Mortgage
AGM
$2.09B
| $8.53M | ﹤0.01% |
45,513
-10,793
| -19% | -$2.02M |
|
2194
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$504M
| $8.48M | ﹤0.01% |
215,234
+27,304
| +15% | +$1.08M |
|
2195
Huron Consulting
HURN
$2.44B
| $8.48M | ﹤0.01% |
77,982
-11,686
| -13% | -$1.27M |
|
2196
Perella Weinberg Partners
PWP
$1.41B
| $8.42M | ﹤0.01% |
435,922
+144,222
| +49% | +$2.78M |
|
2197
Northern Oil and Gas
NOG
$2.44B
| $8.39M | ﹤0.01% |
236,945
-40,927
| -15% | -$1.45M |
|
2198
Cohen & Steers
CNS
$3.59B
| $8.39M | ﹤0.01% |
87,438
-26,437
| -23% | -$2.54M |
|
2199
Avantis Emerging Markets Equity ETF
AVEM
$12.7B
| $8.38M | ﹤0.01% |
129,745
-80,118
| -38% | -$5.18M |
|
2200
Tandem Diabetes Care
TNDM
$817M
| $8.38M | ﹤0.01% |
197,583
+113,355
| +135% | +$4.81M |
|