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 | |
|---|---|---|---|---|---|---|
2451
Upbound Group
UPBD
$1.55B
| $5.83M | ﹤0.01% |
182,397
+103,212
| +130% | +$3.3M |
|
2452
JPMorgan Diversified Return International Equity ETF
JPIN
$365M
| $5.82M | ﹤0.01% |
96,879
-3,753
| -4% | -$225K |
|
2453
Kratos Defense & Security Solutions
KTOS
$12.8B
| $5.82M | ﹤0.01% |
249,781
+3,770
| +2% | +$87.8K |
|
2454
Vitesse Energy
VTS
$943M
| $5.81M | ﹤0.01% |
241,761
+853
| +0.4% | +$20.5K |
|
2455
Titan International
TWI
$547M
| $5.81M | ﹤0.01% |
714,094
-2,572
| -0.4% | -$20.9K |
|
2456
U-Haul Holding Co Series N
UHAL.B
$9.63B
| $5.78M | ﹤0.01% |
80,316
-24,436
| -23% | -$1.76M |
|
2457
Hercules Capital
HTGC
$3.49B
| $5.75M | ﹤0.01% |
292,978
-111,073
| -27% | -$2.18M |
|
|
DESP
2458
DELISTED
Despegar.com
DESP
| $5.75M | ﹤0.01% |
463,344
-66,494
| -13% | -$825K |
|
2459
Huntsman Corp
HUN
$1.79B
| $5.74M | ﹤0.01% |
237,308
-144,221
| -38% | -$3.49M |
|
2460
Gannett
GCI
$626M
| $5.73M | ﹤0.01% |
1,019,659
+604,081
| +145% | +$3.39M |
|
2461
Worthington Enterprises
WOR
$3.04B
| $5.72M | ﹤0.01% |
138,115
+65,685
| +91% | +$2.72M |
|
2462
Franklin Dynamic Municipal Bond ETF
FLMI
$936M
| $5.72M | ﹤0.01% |
228,634
+18,867
| +9% | +$472K |
|
2463
Vera Therapeutics
VERA
$1.57B
| $5.71M | ﹤0.01% |
129,095
-4,679
| -3% | -$207K |
|
2464
Simplify MBS ETF
MTBA
$1.46B
| $5.7M | ﹤0.01% |
+110,772
| New | +$5.7M |
|
2465
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.91B
| $5.7M | ﹤0.01% |
242,371
+240,935
| +16,778% | +$5.66M |
|
2466
Ligand Pharmaceuticals
LGND
$3.22B
| $5.65M | ﹤0.01% |
56,451
-7,321
| -11% | -$733K |
|
2467
Ambarella
AMBA
$3.4B
| $5.65M | ﹤0.01% |
100,101
-107,816
| -52% | -$6.08M |
|
2468
El Pollo Loco
LOCO
$298M
| $5.63M | ﹤0.01% |
411,298
+75,542
| +22% | +$1.03M |
|
2469
Sabre
SABR
$726M
| $5.62M | ﹤0.01% |
1,530,073
+1,208,269
| +375% | +$4.43M |
|
|
RCM
2470
DELISTED
R1 RCM Inc. Common Stock
RCM
| $5.62M | ﹤0.01% |
396,276
+95,968
| +32% | +$1.36M |
|
2471
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $5.61M | ﹤0.01% |
96,313
-910
| -0.9% | -$53K |
|
|
PTVE
2472
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $5.58M | ﹤0.01% |
484,722
+200,873
| +71% | +$2.31M |
|
2473
Agilon Health
AGL
$472M
| $5.56M | ﹤0.01% |
1,415,419
+937,092
| +196% | +$3.68M |
|
2474
iShares Micro-Cap ETF
IWC
$964M
| $5.56M | ﹤0.01% |
45,104
-260
| -0.6% | -$32.1K |
|
2475
Genco Shipping & Trading
GNK
$797M
| $5.56M | ﹤0.01% |
285,091
+173,270
| +155% | +$3.38M |
|