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 | |
|---|---|---|---|---|---|---|
2351
Acadia Pharmaceuticals
ACAD
$4.08B
| $6.78M | ﹤0.01% |
441,124
-187,125
| -30% | -$2.88M |
|
2352
Aris Water Solutions
ARIS
$789M
| $6.78M | ﹤0.01% |
402,093
+216,158
| +116% | +$3.65M |
|
2353
Helix Energy Solutions
HLX
$932M
| $6.78M | ﹤0.01% |
610,379
-122,152
| -17% | -$1.36M |
|
2354
Intapp
INTA
$3.69B
| $6.77M | ﹤0.01% |
141,518
-298,735
| -68% | -$14.3M |
|
2355
Invesco Senior Loan ETF
BKLN
$6.8B
| $6.76M | ﹤0.01% |
321,522
-12,585,549
| -98% | -$264M |
|
|
NGD
2356
New Gold Inc
NGD
$5.11B
| $6.75M | ﹤0.01% |
2,343,005
-2,057,900
| -47% | -$5.93M |
|
2357
EchoStar
SATS
$20.7B
| $6.74M | ﹤0.01% |
271,604
+106,331
| +64% | +$2.64M |
|
2358
Fidelity Enhanced Mid Cap ETF
FMDE
$3.48B
| $6.74M | ﹤0.01% |
209,570
+208,564
| +20,732% | +$6.71M |
|
|
AHH
2359
Armada Hoffler Properties
AHH
$600M
| $6.74M | ﹤0.01% |
622,095
+97,642
| +19% | +$1.06M |
|
2360
Nuveen Churchill Direct Lending
NCDL
$737M
| $6.74M | ﹤0.01% |
386,703
+386,666
| +1,045,043% | +$6.74M |
|
2361
Community Health Systems
CYH
$413M
| $6.72M | ﹤0.01% |
1,107,630
+284,475
| +35% | +$1.73M |
|
|
AAMI
2362
Acadian Asset Management Inc.
AAMI
$1.73B
| $6.72M | ﹤0.01% |
264,673
+39,312
| +17% | +$999K |
|
2363
Bel Fuse Class A
BELFA
$1.55B
| $6.72M | ﹤0.01% |
67,581
+66,027
| +4,249% | +$6.57M |
|
2364
Cathay General Bancorp
CATY
$3.36B
| $6.71M | ﹤0.01% |
156,125
+9,724
| +7% | +$418K |
|
2365
Bread Financial
BFH
$2.88B
| $6.68M | ﹤0.01% |
140,360
-16,845
| -11% | -$801K |
|
2366
Sphere Entertainment
SPHR
$2.21B
| $6.67M | ﹤0.01% |
150,955
+88,065
| +140% | +$3.89M |
|
2367
Shutterstock
SSTK
$764M
| $6.66M | ﹤0.01% |
188,344
-36,212
| -16% | -$1.28M |
|
2368
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $6.66M | ﹤0.01% |
167,273
+92,248
| +123% | +$3.67M |
|
2369
Futu Holdings
FUTU
$24.4B
| $6.65M | ﹤0.01% |
69,574
-380,056
| -85% | -$36.4M |
|
2370
Kymera Therapeutics
KYMR
$3.44B
| $6.65M | ﹤0.01% |
140,491
+95,547
| +213% | +$4.52M |
|
2371
Sapiens International
SPNS
$2.4B
| $6.63M | ﹤0.01% |
177,878
+32,780
| +23% | +$1.22M |
|
2372
Central Garden & Pet Class A
CENTA
$2.02B
| $6.62M | ﹤0.01% |
210,814
-30,056
| -12% | -$944K |
|
2373
Ubiquiti
UI
$36.8B
| $6.61M | ﹤0.01% |
29,813
+5,045
| +20% | +$1.12M |
|
2374
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $6.6M | ﹤0.01% |
55,181
-1,691
| -3% | -$202K |
|
2375
SPDR S&P Aerospace & Defense ETF
XAR
$4.1B
| $6.6M | ﹤0.01% |
41,920
-29,426
| -41% | -$4.63M |
|