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 | |
|---|---|---|---|---|---|---|
|
GTY
2376
Getty Realty Corp
GTY
$1.57B
| $6.59M | ﹤0.01% |
207,173
+4,243
| +2% | +$135K |
|
2377
Vanguard Utilities ETF
VPU
$7.41B
| $6.57M | ﹤0.01% |
37,739
-2,704
| -7% | -$471K |
|
2378
Western Asset Bond ETF
WABF
$16.7M
| $6.56M | ﹤0.01% |
248,256
| – | – |
|
|
BRKL
2379
DELISTED
Brookline Bancorp
BRKL
| $6.53M | ﹤0.01% |
647,100
+338,050
| +109% | +$3.41M |
|
2380
Community Bank
CBU
$3.16B
| $6.53M | ﹤0.01% |
112,377
+1,587
| +1% | +$92.2K |
|
2381
SPDR S&P Software & Services ETF
XSW
$488M
| $6.52M | ﹤0.01% |
40,574
-26
| -0.1% | -$4.18K |
|
2382
Immunovant
IMVT
$2.63B
| $6.51M | ﹤0.01% |
228,257
-28,586
| -11% | -$815K |
|
|
AIV
2383
Aimco
AIV
$1.11B
| $6.5M | ﹤0.01% |
719,531
+63,888
| +10% | +$578K |
|
2384
Marqeta
MQ
$2.6B
| $6.5M | ﹤0.01% |
1,320,893
+956,992
| +263% | +$4.71M |
|
2385
Descartes Systems
DSGX
$8.59B
| $6.5M | ﹤0.01% |
63,098
-78,756
| -56% | -$8.11M |
|
2386
ICL Group
ICL
$7.83B
| $6.49M | ﹤0.01% |
1,526,974
-1,299,304
| -46% | -$5.52M |
|
2387
Teekay
TK
$737M
| $6.49M | ﹤0.01% |
705,374
+367,527
| +109% | +$3.38M |
|
2388
NeoGenomics
NEO
$1.05B
| $6.48M | ﹤0.01% |
439,347
-779,672
| -64% | -$11.5M |
|
2389
AST SpaceMobile
ASTS
$11.1B
| $6.48M | ﹤0.01% |
247,781
+174,007
| +236% | +$4.55M |
|
2390
CVB Financial
CVBF
$2.7B
| $6.48M | ﹤0.01% |
363,494
+74,004
| +26% | +$1.32M |
|
2391
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
| $6.47M | ﹤0.01% |
127,608
-2,066
| -2% | -$105K |
|
2392
WaFd
WAFD
$2.45B
| $6.47M | ﹤0.01% |
185,751
-10,368
| -5% | -$361K |
|
2393
NovoCure
NVCR
$1.42B
| $6.47M | ﹤0.01% |
413,921
+290,265
| +235% | +$4.54M |
|
2394
Avantis International Equity ETF
AVDE
$8.98B
| $6.47M | ﹤0.01% |
96,504
-134,762
| -58% | -$9.03M |
|
2395
CVR Energy
CVI
$3.33B
| $6.45M | ﹤0.01% |
280,073
-27,611
| -9% | -$636K |
|
2396
Invesco Leisure and Entertainment ETF
PEJ
$356M
| $6.44M | ﹤0.01% |
135,083
+64,983
| +93% | +$3.1M |
|
2397
Armstrong World Industries
AWI
$8.39B
| $6.44M | ﹤0.01% |
48,997
-20,297
| -29% | -$2.67M |
|
2398
Hess Midstream
HESM
$5.14B
| $6.43M | ﹤0.01% |
182,423
-637,895
| -78% | -$22.5M |
|
2399
Blend Labs
BLND
$1.1B
| $6.43M | ﹤0.01% |
1,714,955
+1,130,706
| +194% | +$4.24M |
|
2400
Fate Therapeutics
FATE
$110M
| $6.43M | ﹤0.01% |
1,837,304
+283,080
| +18% | +$991K |
|