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 | |
|---|---|---|---|---|---|---|
2426
Capitol Federal Financial
CFFN
$825M
| $6.15M | ﹤0.01% |
1,052,949
+362,291
| +52% | +$2.12M |
|
2427
Krispy Kreme
DNUT
$539M
| $6.12M | ﹤0.01% |
560,253
-5,384
| -1% | -$58.8K |
|
2428
Surgery Partners
SGRY
$2.79B
| $6.11M | ﹤0.01% |
189,436
+5,551
| +3% | +$179K |
|
2429
Ennis
EBF
$467M
| $6.1M | ﹤0.01% |
250,932
+185,373
| +283% | +$4.51M |
|
2430
Dimensional Emerging Core Equity Market ETF
DFAE
$6.87B
| $6.09M | ﹤0.01% |
222,291
+159,522
| +254% | +$4.37M |
|
2431
Semrush
SEMR
$1.1B
| $6.08M | ﹤0.01% |
386,991
+3,244
| +0.8% | +$51K |
|
2432
Opendoor
OPEN
$7.51B
| $6.08M | ﹤0.01% |
3,039,797
-1,136,624
| -27% | -$2.27M |
|
|
BRSL
2433
Brightstar Lottery PLC
BRSL
$3.14B
| $6.06M | ﹤0.01% |
284,451
-110,321
| -28% | -$2.35M |
|
|
IBDP
2434
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| $6.05M | ﹤0.01% |
240,015
-199,305
| -45% | -$5.02M |
|
2435
Taysha Gene Therapies
TSHA
$791M
| $6.03M | ﹤0.01% |
3,001,397
+37,844
| +1% | +$76.1K |
|
2436
Hovnanian Enterprises
HOV
$873M
| $6.02M | ﹤0.01% |
29,472
+14,624
| +98% | +$2.99M |
|
2437
South Plains Financial
SPFI
$643M
| $5.96M | ﹤0.01% |
175,774
+117,207
| +200% | +$3.98M |
|
2438
Powell Industries
POWL
$3.52B
| $5.96M | ﹤0.01% |
26,858
+13,531
| +102% | +$3M |
|
2439
Arcturus Therapeutics
ARCT
$490M
| $5.96M | ﹤0.01% |
256,716
-15,291
| -6% | -$355K |
|
2440
Ascendis Pharma
ASND
$12.1B
| $5.95M | ﹤0.01% |
39,834
-25,428
| -39% | -$3.8M |
|
|
GOGL
2441
DELISTED
Golden Ocean Group
GOGL
| $5.95M | ﹤0.01% |
444,453
+106,966
| +32% | +$1.43M |
|
2442
SPDR S&P Bank ETF
KBE
$1.52B
| $5.93M | ﹤0.01% |
112,040
-80,579
| -42% | -$4.26M |
|
2443
Dimensional International Core Equity Market ETF
DFAI
$11.5B
| $5.92M | ﹤0.01% |
186,212
+322
| +0.2% | +$10.2K |
|
2444
Owens & Minor
OMI
$416M
| $5.91M | ﹤0.01% |
376,830
+152,999
| +68% | +$2.4M |
|
2445
iShares Agency Bond ETF
AGZ
$618M
| $5.9M | ﹤0.01% |
53,476
+37,812
| +241% | +$4.17M |
|
|
EVRI
2446
DELISTED
Everi Holdings
EVRI
| $5.9M | ﹤0.01% |
448,787
-838,493
| -65% | -$11M |
|
|
CHCT
2447
Community Healthcare Trust
CHCT
$432M
| $5.9M | ﹤0.01% |
324,829
-243,476
| -43% | -$4.42M |
|
|
NVEE
2448
DELISTED
NV5 Global
NVEE
| $5.88M | ﹤0.01% |
251,776
+9,932
| +4% | +$232K |
|
2449
Harmony Gold Mining
HMY
$9.26B
| $5.88M | ﹤0.01% |
578,179
+252,532
| +78% | +$2.57M |
|
2450
US Physical Therapy
USPH
$1.2B
| $5.84M | ﹤0.01% |
69,017
-1,744
| -2% | -$148K |
|