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 | |
|---|---|---|---|---|---|---|
2326
Euronet Worldwide
EEFT
$3.57B
| $7.04M | ﹤0.01% |
70,918
-4
| -0% | -$397 |
|
2327
Coty
COTY
$3.86B
| $6.98M | ﹤0.01% |
743,445
+107,014
| +17% | +$1M |
|
2328
BioLife Solutions
BLFS
$1.26B
| $6.97M | ﹤0.01% |
278,333
-7,402
| -3% | -$185K |
|
|
PWRD
2329
TCW Transform Systems ETF
PWRD
$661M
| $6.97M | ﹤0.01% |
94,225
+35,859
| +61% | +$2.65M |
|
2330
Apogee Enterprises
APOG
$917M
| $6.96M | ﹤0.01% |
99,388
-54,760
| -36% | -$3.83M |
|
2331
John B. Sanfilippo & Son
JBSS
$759M
| $6.95M | ﹤0.01% |
73,678
-12,719
| -15% | -$1.2M |
|
|
TGI
2332
DELISTED
Triumph Group
TGI
| $6.95M | ﹤0.01% |
538,904
+497,684
| +1,207% | +$6.42M |
|
2333
WesBanco
WSBC
$3B
| $6.93M | ﹤0.01% |
232,568
+34,008
| +17% | +$1.01M |
|
2334
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
| $6.91M | ﹤0.01% |
382,844
+48,618
| +15% | +$877K |
|
2335
Sera Prognostics
SERA
$118M
| $6.9M | ﹤0.01% |
884,867
+873,002
| +7,358% | +$6.81M |
|
2336
Pitney Bowes
PBI
$1.97B
| $6.9M | ﹤0.01% |
967,384
+624,878
| +182% | +$4.46M |
|
2337
Materion
MTRN
$2.44B
| $6.87M | ﹤0.01% |
61,385
+16,904
| +38% | +$1.89M |
|
2338
Denali Therapeutics
DNLI
$1.97B
| $6.86M | ﹤0.01% |
235,386
+14,324
| +6% | +$417K |
|
2339
Buckle
BKE
$3.1B
| $6.85M | ﹤0.01% |
155,833
+5,185
| +3% | +$228K |
|
2340
The Greenbrier Companies
GBX
$1.43B
| $6.85M | ﹤0.01% |
134,584
+95,787
| +247% | +$4.87M |
|
2341
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$676M
| $6.85M | ﹤0.01% |
161,669
-14,229
| -8% | -$602K |
|
|
KREF
2342
KKR Real Estate Finance Trust
KREF
$620M
| $6.83M | ﹤0.01% |
553,272
-111,510
| -17% | -$1.38M |
|
2343
Genesco
GCO
$375M
| $6.82M | ﹤0.01% |
251,142
+139,485
| +125% | +$3.79M |
|
|
LGTY
2344
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $6.82M | ﹤0.01% |
609,519
+570,879
| +1,477% | +$6.39M |
|
2345
Invesco DB Commodity Index Tracking Fund
DBC
$1.29B
| $6.82M | ﹤0.01% |
306,067
-939,343
| -75% | -$20.9M |
|
2346
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
| $6.81M | ﹤0.01% |
506,872
-3,296
| -0.6% | -$44.3K |
|
2347
Dorian LPG
LPG
$1.38B
| $6.8M | ﹤0.01% |
197,574
+25,343
| +15% | +$872K |
|
2348
Ooma
OOMA
$355M
| $6.8M | ﹤0.01% |
596,602
-23,884
| -4% | -$272K |
|
2349
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.2B
| $6.8M | ﹤0.01% |
294,416
+41,316
| +16% | +$954K |
|
2350
United Microelectronic
UMC
$17.4B
| $6.79M | ﹤0.01% |
806,000
+53,264
| +7% | +$448K |
|