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 | |
|---|---|---|---|---|---|---|
|
UMH
2226
UMH Properties
UMH
$1.28B
| $8.08M | ﹤0.01% |
410,856
+68,580
| +20% | +$1.35M |
|
2227
Rivian
RIVN
$16.9B
| $8.06M | ﹤0.01% |
718,026
-433,227
| -38% | -$4.86M |
|
2228
Sprott Physical Gold
PHYS
$13.2B
| $8.06M | ﹤0.01% |
395,289
+168,288
| +74% | +$3.43M |
|
2229
CAVA Group
CAVA
$7.36B
| $8.06M | ﹤0.01% |
65,041
-269,861
| -81% | -$33.4M |
|
2230
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$686M
| $8.05M | ﹤0.01% |
170,180
+10,130
| +6% | +$479K |
|
2231
Golar LNG
GLNG
$4.12B
| $8.05M | ﹤0.01% |
218,971
+59,188
| +37% | +$2.18M |
|
|
BRSP
2232
BrightSpire Capital
BRSP
$753M
| $8.04M | ﹤0.01% |
1,436,189
-498,266
| -26% | -$2.79M |
|
2233
Philips
PHG
$26.6B
| $8.04M | ﹤0.01% |
256,126
+194,412
| +315% | +$6.1M |
|
2234
FlexShares Quality Dividend Index Fund
QDF
$1.97B
| $8.04M | ﹤0.01% |
112,050
+99,487
| +792% | +$7.13M |
|
2235
10x Genomics
TXG
$1.62B
| $8.03M | ﹤0.01% |
355,488
+277,355
| +355% | +$6.26M |
|
2236
Sensient Technologies
SXT
$4.34B
| $8.02M | ﹤0.01% |
99,938
+18,235
| +22% | +$1.46M |
|
2237
Petco
WOOF
$958M
| $8.01M | ﹤0.01% |
1,761,247
+1,349,728
| +328% | +$6.14M |
|
2238
Concentrix
CNXC
$3.34B
| $8M | ﹤0.01% |
156,130
-24,493
| -14% | -$1.26M |
|
2239
Kura Oncology
KURA
$719M
| $8M | ﹤0.01% |
409,241
+3,092
| +0.8% | +$60.4K |
|
2240
National Bank Holdings
NBHC
$1.44B
| $7.99M | ﹤0.01% |
189,830
-22,241
| -10% | -$936K |
|
2241
STAAR Surgical
STAA
$1.36B
| $7.98M | ﹤0.01% |
214,750
+172,779
| +412% | +$6.42M |
|
|
VERV
2242
DELISTED
Verve Therapeutics
VERV
| $7.98M | ﹤0.01% |
1,647,844
-43,508
| -3% | -$211K |
|
2243
Trinity Industries
TRN
$2.29B
| $7.95M | ﹤0.01% |
228,053
-9,642
| -4% | -$336K |
|
2244
Leggett & Platt
LEG
$1.26B
| $7.92M | ﹤0.01% |
581,665
+160,104
| +38% | +$2.18M |
|
2245
Fox Factory Holding Corp
FOXF
$1.12B
| $7.92M | ﹤0.01% |
190,870
+139,512
| +272% | +$5.79M |
|
2246
Pebblebrook Hotel Trust
PEB
$1.36B
| $7.91M | ﹤0.01% |
598,057
-83,320
| -12% | -$1.1M |
|
2247
IAMGOLD
IAG
$6.52B
| $7.9M | ﹤0.01% |
1,511,328
+604,259
| +67% | +$3.16M |
|
2248
Supernus Pharmaceuticals
SUPN
$2.45B
| $7.9M | ﹤0.01% |
253,396
+73,118
| +41% | +$2.28M |
|
2249
Nuveen Core Plus Bond ETF
NCPB
$56.7M
| $7.9M | ﹤0.01% |
304,492
+45,570
| +18% | +$1.18M |
|
2250
Overlay Shares Large Cap Equity ETF
OVL
$174M
| $7.89M | ﹤0.01% |
169,776
-1,154
| -0.7% | -$53.6K |
|