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 | |
|---|---|---|---|---|---|---|
2276
HCI Group
HCI
$2.31B
| $7.59M | ﹤0.01% |
70,905
+40,120
| +130% | +$4.3M |
|
2277
Avantis International Small Cap Value ETF
AVDV
$12.2B
| $7.59M | ﹤0.01% |
107,352
-11,593
| -10% | -$819K |
|
2278
Viper Energy
VNOM
$6.45B
| $7.56M | ﹤0.01% |
167,515
+135,513
| +423% | +$6.11M |
|
2279
Liberty Global Class C
LBTYK
$4.03B
| $7.55M | ﹤0.01% |
349,565
+88,975
| +34% | +$1.92M |
|
2280
Consolidated Water Co
CWCO
$530M
| $7.54M | ﹤0.01% |
299,102
+105,711
| +55% | +$2.66M |
|
2281
Intercorp Financial Services
IFS
$4.6B
| $7.53M | ﹤0.01% |
288,295
-12,650
| -4% | -$331K |
|
2282
Capital Group International Focus Equity ETF
CGXU
$4.1B
| $7.52M | ﹤0.01% |
278,732
+15,691
| +6% | +$423K |
|
2283
Sylvamo
SLVM
$1.84B
| $7.5M | ﹤0.01% |
87,352
-152,819
| -64% | -$13.1M |
|
2284
Anywhere Real Estate
HOUS
$781M
| $7.49M | ﹤0.01% |
1,475,022
+159,364
| +12% | +$810K |
|
2285
CrossAmerica Partners
CAPL
$800M
| $7.48M | ﹤0.01% |
361,231
+28,991
| +9% | +$601K |
|
2286
WisdomTree US MidCap Fund
EZM
$811M
| $7.47M | ﹤0.01% |
119,779
+38,237
| +47% | +$2.38M |
|
2287
Energizer
ENR
$2B
| $7.46M | ﹤0.01% |
234,952
-3,987,003
| -94% | -$127M |
|
2288
iShares Global Clean Energy ETF
ICLN
$1.61B
| $7.46M | ﹤0.01% |
507,495
-18,032
| -3% | -$265K |
|
2289
Brighthouse Financial
BHF
$2.68B
| $7.43M | ﹤0.01% |
165,044
-18,965
| -10% | -$854K |
|
|
TRTX
2290
TPG RE Finance Trust
TRTX
$718M
| $7.41M | ﹤0.01% |
868,227
-581,003
| -40% | -$4.96M |
|
|
UCB
2291
United Community Banks, Inc.
UCB
$3.78B
| $7.4M | ﹤0.01% |
254,415
+50,618
| +25% | +$1.47M |
|
2292
SunCoke Energy
SXC
$665M
| $7.4M | ﹤0.01% |
852,051
+191,235
| +29% | +$1.66M |
|
2293
HNI Corp
HNI
$2.07B
| $7.37M | ﹤0.01% |
136,923
+48,237
| +54% | +$2.6M |
|
2294
Verint Systems
VRNT
$1.23B
| $7.37M | ﹤0.01% |
290,763
-19,774
| -6% | -$501K |
|
2295
Spectrum Brands
SPB
$1.27B
| $7.36M | ﹤0.01% |
77,363
-15,230
| -16% | -$1.45M |
|
2296
PROS Holdings
PRO
$718M
| $7.36M | ﹤0.01% |
397,424
+338,158
| +571% | +$6.26M |
|
2297
Nova
NVMI
$8.92B
| $7.36M | ﹤0.01% |
35,327
+25,345
| +254% | +$5.28M |
|
2298
Blackstone Mortgage Trust
BXMT
$3.33B
| $7.36M | ﹤0.01% |
386,969
-343,940
| -47% | -$6.54M |
|
2299
Pennant Group
PNTG
$856M
| $7.35M | ﹤0.01% |
205,922
+83,664
| +68% | +$2.99M |
|
2300
Bilibili
BILI
$11.2B
| $7.35M | ﹤0.01% |
314,247
-1,994,020
| -86% | -$46.6M |
|