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 | |
|---|---|---|---|---|---|---|
2201
Olympic Steel
ZEUS
$369M
| $8.37M | ﹤0.01% |
214,493
+123,632
| +136% | +$4.82M |
|
2202
Inter&Co
INTR
$3.95B
| $8.31M | ﹤0.01% |
+1,247,906
| New | +$8.31M |
|
2203
Invesco S&P 500 Revenue ETF
RWL
$6.63B
| $8.31M | ﹤0.01% |
84,729
+20,321
| +32% | +$1.99M |
|
2204
HUB Group
HUBG
$2.25B
| $8.3M | ﹤0.01% |
182,587
-454,832
| -71% | -$20.7M |
|
2205
IES Holdings
IESC
$7.4B
| $8.28M | ﹤0.01% |
41,482
+1,027
| +3% | +$205K |
|
2206
Walker & Dunlop
WD
$2.88B
| $8.25M | ﹤0.01% |
72,649
+16,481
| +29% | +$1.87M |
|
2207
Construction Partners
ROAD
$7.05B
| $8.25M | ﹤0.01% |
118,171
-5,714
| -5% | -$399K |
|
2208
American Eagle Outfitters
AEO
$3.39B
| $8.24M | ﹤0.01% |
368,150
+7,733
| +2% | +$173K |
|
2209
iShares Core 10+ Year USD Bond ETF
ILTB
$593M
| $8.24M | ﹤0.01% |
154,619
+56,145
| +57% | +$2.99M |
|
2210
Alpha Metallurgical Resources
AMR
$2.01B
| $8.23M | ﹤0.01% |
34,853
-35,647
| -51% | -$8.42M |
|
2211
Camtek
CAMT
$4.04B
| $8.23M | ﹤0.01% |
103,019
-615,029
| -86% | -$49.1M |
|
2212
Enovis
ENOV
$1.85B
| $8.2M | ﹤0.01% |
190,523
-109,667
| -37% | -$4.72M |
|
2213
OneMain Financial
OMF
$7.27B
| $8.2M | ﹤0.01% |
174,171
-14,580
| -8% | -$686K |
|
2214
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.86B
| $8.2M | ﹤0.01% |
114,493
+13,171
| +13% | +$943K |
|
2215
Thermon Group Holdings
THR
$848M
| $8.18M | ﹤0.01% |
274,227
+27,235
| +11% | +$813K |
|
2216
Aurora
AUR
$10.8B
| $8.17M | ﹤0.01% |
1,380,479
+394,933
| +40% | +$2.34M |
|
|
SWTX
2217
DELISTED
SpringWorks Therapeutics
SWTX
| $8.17M | ﹤0.01% |
255,052
-25,074
| -9% | -$803K |
|
|
AMED
2218
DELISTED
Amedisys
AMED
| $8.14M | ﹤0.01% |
84,329
-4,307
| -5% | -$416K |
|
2219
Vir Biotechnology
VIR
$672M
| $8.14M | ﹤0.01% |
1,086,327
-168,971
| -13% | -$1.27M |
|
2220
EverQuote
EVER
$885M
| $8.13M | ﹤0.01% |
385,629
+373,280
| +3,023% | +$7.87M |
|
2221
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.82B
| $8.13M | ﹤0.01% |
323,946
-19,342
| -6% | -$485K |
|
2222
O-I Glass
OI
$1.95B
| $8.13M | ﹤0.01% |
619,643
+94,671
| +18% | +$1.24M |
|
2223
Catalyst Pharmaceutical
CPRX
$2.42B
| $8.12M | ﹤0.01% |
408,261
+33,888
| +9% | +$674K |
|
2224
Invesco S&P MidCap Quality ETF
XMHQ
$5.21B
| $8.11M | ﹤0.01% |
79,017
-51,399
| -39% | -$5.27M |
|
2225
Victoria's Secret
VSCO
$2.14B
| $8.09M | ﹤0.01% |
314,767
-97,396
| -24% | -$2.5M |
|