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 | |
|---|---|---|---|---|---|---|
2301
Fulgent Genetics
FLGT
$674M
| $7.35M | ﹤0.01% |
338,044
+179,477
| +113% | +$3.9M |
|
2302
eXp World Holdings
EXPI
$1.75B
| $7.33M | ﹤0.01% |
520,419
+75,431
| +17% | +$1.06M |
|
2303
Radware
RDWR
$1.11B
| $7.33M | ﹤0.01% |
328,979
+42,617
| +15% | +$950K |
|
2304
Treace Medical Concepts
TMCI
$445M
| $7.32M | ﹤0.01% |
1,262,235
+861,689
| +215% | +$5M |
|
2305
Star Group
SGU
$384M
| $7.31M | ﹤0.01% |
622,573
+66,806
| +12% | +$784K |
|
2306
Fortrea Holdings
FTRE
$936M
| $7.29M | ﹤0.01% |
364,413
+63,766
| +21% | +$1.28M |
|
|
ELME
2307
Elme Communities
ELME
$1.48B
| $7.27M | ﹤0.01% |
413,399
-41,362
| -9% | -$728K |
|
2308
CRA International
CRAI
$1.36B
| $7.25M | ﹤0.01% |
41,380
+19,832
| +92% | +$3.48M |
|
2309
WisdomTree US Value Fund
WTV
$1.9B
| $7.25M | ﹤0.01% |
90,616
+3,648
| +4% | +$292K |
|
2310
CSG Systems International
CSGS
$1.89B
| $7.24M | ﹤0.01% |
148,722
+79,208
| +114% | +$3.85M |
|
2311
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $7.23M | ﹤0.01% |
132,207
+44,122
| +50% | +$2.41M |
|
2312
Cellebrite
CLBT
$4.22B
| $7.2M | ﹤0.01% |
427,655
+75,092
| +21% | +$1.26M |
|
|
CLBR
2313
DELISTED
Colombier Acquisition Corp II
CLBR
| $7.2M | ﹤0.01% |
701,269
-9,530
| -1% | -$97.8K |
|
2314
Invesco S&P MidCap Momentum ETF
XMMO
$4.57B
| $7.18M | ﹤0.01% |
59,680
+58,326
| +4,308% | +$7.02M |
|
2315
Albany International
AIN
$1.66B
| $7.16M | ﹤0.01% |
80,618
+9,931
| +14% | +$882K |
|
2316
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.18B
| $7.16M | ﹤0.01% |
137,819
+83,204
| +152% | +$4.32M |
|
2317
AtriCure
ATRC
$1.74B
| $7.15M | ﹤0.01% |
255,144
-70,003
| -22% | -$1.96M |
|
2318
Kinetik
KNTK
$2.71B
| $7.14M | ﹤0.01% |
157,858
+55,050
| +54% | +$2.49M |
|
|
UNIT
2319
Uniti Group
UNIT
$1.63B
| $7.1M | ﹤0.01% |
1,258,207
-566,592
| -31% | -$3.2M |
|
2320
Camping World
CWH
$1.08B
| $7.09M | ﹤0.01% |
292,888
+251,748
| +612% | +$6.1M |
|
2321
Adecoagro
AGRO
$817M
| $7.08M | ﹤0.01% |
639,969
-174,269
| -21% | -$1.93M |
|
2322
Bandwidth Inc
BAND
$551M
| $7.08M | ﹤0.01% |
404,196
+356,442
| +746% | +$6.24M |
|
2323
Clearway Energy Class A
CWEN.A
$3.13B
| $7.05M | ﹤0.01% |
247,765
-12,226
| -5% | -$348K |
|
2324
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $7.05M | ﹤0.01% |
139,749
+93,666
| +203% | +$4.72M |
|
2325
JPMorgan High Yield Municipal ETF
JMHI
$225M
| $7.04M | ﹤0.01% |
138,004
-6,016
| -4% | -$307K |
|