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 | |
|---|---|---|---|---|---|---|
2251
Xperi
XPER
$274M
| $7.88M | ﹤0.01% |
852,874
-108,590
| -11% | -$1M |
|
2252
Aviat Networks
AVNW
$307M
| $7.88M | ﹤0.01% |
364,100
+11,094
| +3% | +$240K |
|
2253
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
| $7.85M | ﹤0.01% |
102,285
-3,324
| -3% | -$255K |
|
2254
Embraer
ERJ
$10.6B
| $7.83M | ﹤0.01% |
221,353
-92,301
| -29% | -$3.26M |
|
2255
ICF International
ICFI
$1.84B
| $7.82M | ﹤0.01% |
46,861
+15,174
| +48% | +$2.53M |
|
2256
Daktronics
DAKT
$1.17B
| $7.81M | ﹤0.01% |
604,937
-5,301
| -0.9% | -$68.4K |
|
2257
Capital Group Dividend Value ETF
CGDV
$22B
| $7.79M | ﹤0.01% |
213,675
-32,278
| -13% | -$1.18M |
|
2258
Integral Ad Science
IAS
$1.39B
| $7.76M | ﹤0.01% |
717,528
+231,271
| +48% | +$2.5M |
|
2259
Recursion Pharmaceuticals
RXRX
$2.11B
| $7.75M | ﹤0.01% |
1,176,191
+67,464
| +6% | +$445K |
|
2260
AeroVironment
AVAV
$13B
| $7.74M | ﹤0.01% |
38,585
+1,705
| +5% | +$342K |
|
2261
Plains GP Holdings
PAGP
$3.68B
| $7.73M | ﹤0.01% |
418,049
-21,636
| -5% | -$400K |
|
2262
Fidelity MSCI Health Care Index ETF
FHLC
$2.44B
| $7.72M | ﹤0.01% |
106,007
-86,035
| -45% | -$6.26M |
|
2263
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
| $7.71M | ﹤0.01% |
76,851
+20,166
| +36% | +$2.02M |
|
2264
Axogen
AXGN
$764M
| $7.7M | ﹤0.01% |
549,000
+530,775
| +2,912% | +$7.44M |
|
2265
J&J Snack Foods
JJSF
$2B
| $7.67M | ﹤0.01% |
44,572
+9,703
| +28% | +$1.67M |
|
2266
Riot Platforms
RIOT
$6.37B
| $7.67M | ﹤0.01% |
1,033,413
-1,437,235
| -58% | -$10.7M |
|
2267
Otter Tail
OTTR
$3.51B
| $7.65M | ﹤0.01% |
97,829
-10,677
| -10% | -$835K |
|
2268
Endava
DAVA
$523M
| $7.63M | ﹤0.01% |
298,704
-49,592
| -14% | -$1.27M |
|
2269
RXO
RXO
$2.83B
| $7.62M | ﹤0.01% |
272,062
+113,685
| +72% | +$3.18M |
|
|
SHYM
2270
iShares Short Duration High Yield Muni Active ETF
SHYM
$394M
| $7.62M | ﹤0.01% |
328,575
+59,383
| +22% | +$1.38M |
|
2271
WisdomTree US LargeCap Fund
EPS
$1.27B
| $7.61M | ﹤0.01% |
126,814
+14,784
| +13% | +$888K |
|
2272
Crane NXT
CXT
$3.41B
| $7.61M | ﹤0.01% |
135,676
-1,641
| -1% | -$92.1K |
|
2273
AGNC Investment
AGNC
$10.7B
| $7.61M | ﹤0.01% |
727,365
+10,144
| +1% | +$106K |
|
2274
California Resources
CRC
$4.75B
| $7.6M | ﹤0.01% |
144,853
-51,385
| -26% | -$2.7M |
|
2275
Amkor Technology
AMKR
$6.64B
| $7.59M | ﹤0.01% |
248,133
-133,713
| -35% | -$4.09M |
|